A group to encourage, mentor, and network with SWFL women in the investment industry
Southwest Florida Women in Investment Management (SWFL WIM) was created in collaboration with the CFA Society Naples to demonstrate the commitment of the finance community to inclusion and diversity, and to support the advancement and development of female leaders of all backgrounds. Our organization provides programming and networking opportunities to support professionals and students on their career journey.
Follow us on Linkedin or email wim@cfanaples.org to get information about future events and sponsorship opportunities.
Leadership
Mia Hyatt, CFA, CFP, CDFA - Vice President, JP Morgan Private Bank
Chelsea Ganey, CFA - Chief Strategy Officer, Moran Wealth Management
Amelia Biehl, PhD - Assoc. Professor & Chair of the Department of Economics & Finance, Florida Gulf Coast University
Tina Turi-Shelley - Branch Manager, Morgan Stanley
Ana Munro, CFP - Senior Vice President, Morgan Stanley
Kerri Goldsmith, CFP, CRPS, AIF, CDFA - Senior Financial Advisor, HBKS Wealth Advisors
Upcoming Events
12/11/24: CFA Naples | SWFL WIM Holiday Party
Please check back soon for updates on additional events for the 2024-2025 season.
Past Events
We would like to express our sincere gratitude to Camelia Minoiu for her insightful and engaging presentation at our 11/6 luncheon. Her thought-provoking stories were both inspiring and informative.
Thank you for sharing your knowledge and time with us — it was a privilege to learn from you.
