Member Spotlight

WIN’s Member Spotlight provides a glimpse inside the diverse and experienced talent within our organization

Candice Ciesielski has been an engaged and enthusiastic member of WIN of Philadelphia for several years. From her time on

Colleen has been a dedicated member of WIN of Philadelphia for over a decade and is truly the engine behind

Cristiane Barbosa, an Advisor Support Consultant at Hartford Funds, shares her inspiring journey in the financial services industry and her

For our latest Member Spotlight, WIN is proud to feature Tracy Rogers, Chief Administrative Officer at Dakota and WIN Board

WIN is proud to feature Laura Kirkpatrick, Vice President and Institutional Portfolio Manager (retired in 2025) at The Haverford Trust

In this edition, we are thrilled to introduce the dynamic mother-daughter duo of Cecily Keller and Avery Keller. Their strong

In this edition, we get to know Eileen Ward, Vice President, Investment Consultant at Calamos Investments who joined WIN in

In this edition, we get to know Laurie Durante, Executive Director, Head of Platform Strategy and Senior Relationship Manager, National

In this edition, we get to know Wen Nannen, CFA, a long-time WIN member and investment management professional about what

In this edition, we spoke with Jana Holt, Global Director, Sustainable Investing Solutions at SEI. Jana, who is nominated ESG

Tell us about what you do. I work on a dedicated three-person sustainability team on the public investments side, supporting