SWFL Women in Investment Management (WIM)

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.



Mia Hyatt, CFA, CFP, CDFA - Vice President, JP Morgan Private Bank

Chelsea Ganey, CFA - Chief Strategy Officer, Moran Wealth Management

Amelia Biehl, PhD - Associate Professor & Chair of Department of Economics and Finance, Florida Gulf Coast University

Tina Turi-Shelley - Branch Manager, Morgan Stanley

Anna Munro, CFP - Senior Vice President, Morgan Stanley

Kerri Goldsmith, CFP, CRPS, AIF, CDFA - Senior Financial Advisor, HBKS Wealth Advisors


Upcoming Events

3/5/2024 - Luncheon with Noreen Harrington at Brio Italian Grill

4/9/2024 - Luncheon with Michelle d'Amico at Brio Italian Grill


Past Events

 It was truly a pleasure to have Monique M. Chism Ph.D as a guest speaker at our 2/13/24 luncheon, and we were captivated by every word! We greatly appreciate Dr. Chism for sharing insight on her role at the Smithsonian Institution and providing us with a glimpse into her commitment to diversity, equity, and inclusion. We would also like to express our gratitude to Amelia Biehl for moderating the event.

We would like to extend our sincere appreciation to Parissa Behnia for her empowering presentation at our event on 1/9/2024. The luncheon, moderated by SWFL WIM committee member Ana Munro, CFP®, was a great success and we are grateful to all who attended. Parissa's insights and expertise were invaluable, and we hope that all attendees found the experience as enriching as we did.

Many thanks to the Florida Gulf Coast University Foundation for sponsoring an amazing wine tasting and dinner at the FGCU Wine Laboratory on 11/2/23. Special appreciation to Annabelle Tometich for sharing her knowledge on various wines. Everyone had a fantastic time!

It was our sincere pleasure to host a fireside chat with Dr. Aysegul Timur, President of Florida Gulf Coast University, on 10/9/23.

We were thrilled to see so many familiar faces and meet some new ones at our Welcome Back Happy Hour on 9/7/23. A great way to kick off the 2023/2024 season!


Each month we highlight a current Finance and/or Economics major at FGCU. This month, we are featuring Claire Barghahn. Read her interview here!



Gold Sponsors: 

Moran Wealth Management®  

JP Morgan Private Bank

Morgan Stanley

Bronze Sponsors:

High Net Worth Advisory Group

Fluharty Group


We are currently seeking additional sponsors for our 2023-2024 season. Please click here for additional information on sponsorship levels and benefits.

Please email wim@cfanaples.org if you are interested in sponsoring an individual event or have additional questions.