WIN began over 15 years ago as an idea between two friends,

Tracy Musser and Sharon Hayman as a way for professionals to connect and share ideas. Combined with a desire to develop an organization focused on empowering professionals in investing throughout their careers as well as a forum to network and build relationships within the investment industry, Tracy and Sharon launched WIN in 2008 to make their vision a reality. Inaugural events focused on networking opportunities for attendees creating a forum for exchanging ideas and creating more personal connections within the industry. Throughout the years, WIN has grown to over 250 members and over twenty-five corporate sponsors.

Today, WIN of Philadelphia provides a forum for networking and professional development for those involved in all aspects of financial services, investing, including plan sponsors, investment managers, consultants, accountants, and attorneys.


WIN provides its members with a variety of robust opportunities for engagement, including monthly educational events, committee involvement, community outreach, and member job boards and networking.

Our Strategic Goals

1. Promote professional networking and career development opportunities through our effective programs, depth and breadth of membership, and extensive relationships in the investment community.

2. Foster personal development through opportunities in leadership, mentoring and education across varying investment professions and experience levels.

3. Provide high caliber education programs and access to pertinent resources to those in the investment industry.