We are Women Leaders in Finance.
We exist to increase and retain women leaders in the financial services industry.
Our Purpose
Welcome to the beginning of our journey. As women leaders in financial services, we have, at times, felt the need to see leaders more like ourselves, to share the unique struggles we face as women, to learn from one another, and to break into, stay, and excel in a different tier of leadership. It is based on this shared experience that we started this group with an inaugural event in June 2023 and from which this purpose was born:
We exist to increase and retain women leaders in the financial services industry.
We will activate this purpose by:
Learning from one another to add business value to our organizations – Through these relationships, we can share professional challenges and diverse approaches to business strategy, talent management, transformation excellence, communication and beyond.
Building friendship and support with genuine connections – We will share stories, create and attend energizing events, and have fun together!
Last but definitely not least – Lifting up and mentoring up-and-coming women in our industry – We aspire to begin a virtuous cycle of helping attract, retain and promote exceptional talent.
Our Why
Women executives improve profitability
Executive teams in with above average gender diversity are 25% more likely to have above-average profitability.
The greater the representation, the higher the likelihood of outperformance. Companies with more than 30 percent women executives were more likely to outperform companies with between 10 and 30%. A substantial differential of outperformance—48 percent—separates the most from the least gender-diverse companies.
It takes women to develop, promote and retain female talent
For every woman promoted to the c-suite, three more are promoted to sr. leadership roles. “Known as the multiplier effect, this phenomenon is one of the most important reasons why financial services firms should bolster efforts to achieve gender equity.“ See: Deloitte
Women leaders are leaving their companies at the highest rates in years, revealing “a leaky pipeline…resulting in significant inequality at the top.” See: McKinsey
And, this is at a time when the number of advisors is also expecting to decrease further – there were 400k advisors, there’s now 300k and another 100k advisors are expected to retire or leave the industry in the next 10 years.
Women investors need support
An unprecedented amount of assets will shift into the hands of US women over the next three to five years, representing a $30 trillion opportunity by the end of the decade. Women are “the next wave of growth in US wealth management.” See: McKinsey
Younger women are also increasing their economic power. 58% of undergraduate degrees awarded in 2021 were awarded to women. Women have graduated college at higher rates than men for 20 consecutive years.
Single women are making smart money moves. More than 20% of new home sales were to single women in 2023 vs. around 10% of home sales being to single men.
Board of Directors
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Jordan Dyson
Manager, Associate Development
Buckingham Wealth Partners -
Jana Gregorek
Director of Talent Acquisition, Moneta
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Miranda Miller
Director of Product Development & Vice President, Stifel Financial
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Christine Moseley
Head of Wealth Platform Integration, Edward Jones
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Shelby Nicholl
Founder of Muriel Network, Former LPL Financial & Edward Jones
Founding Sponsors
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Erin Burke
Broadridge
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Caitlin Schaefer
Lord, Abbett & Co.
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Lauren Davi
The Standard
Board of Director Bios
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With a career spanning nearly a decade in financial services, Jordan Dyson's foundational skillset is in organizational change and development. She is pursuing a Master’s in Learning & Organizational Change at Northwestern University and serves as Manager of Associate Development at Buckingham Wealth Partners.
She is also the founder of understories, an experience design studio and consultancy specializing in learning, behavioral science, and organizational change. The studio has garnered industry awards for its innovative uses of Artificial Intelligence and transformative experiential development solutions.
Jordan lives in Edwardsville, IL and loves spending her time reading, creating new things, and listening to a wide variety of music.
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Jana Gregorek is the Director of Talent Acquisition at Moneta, where she develops and drives the firm's nationwide recruiting strategy. Jana began her career at Edward Jones and most recently served as the Chief Growth Officer at Visionary Wealth Advisors. Jana’s passion is mentoring others and advocating for women in business and finance.
She is a regular guest presenter at the Southern Illinois University Edwardsville Business School and industry podcasts and events, as well as a mentor to female students in finance at Washington University in St. Louis.
Jana lives in O’Fallon IL with her husband, Brian, and their two children, Caroline and Douglas. She’s enjoys reading, traveling, dining out, and staying involved in the community and her kids’ school.
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To Come
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Christine Moseley is the Senior Director of Edward Jones Investment Advisory Platform Construction, where she and her team are responsible for executing strategic projects on their ambitious product roadmap. She wears dual hats, also leading the design and development of a new product offerings as the firm transitions business strategies.
She has worked at Edward Jones for 13 years in a variety of roles, including financial advisor, marketing, client insights, regulatory strategy and general business management.
Christine lives in St. Charles, MO, with her 9-year-old son Marshall. Together, they love doing outdoor activities like hiking and swimming as well as indoor activities like watching movies, building Legos, and drinking wine (Christine only).
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Shelby Nicholl is Founder of Muriel Network, a private digital community platform where women working in wealth management nationwide can come together to get inspired, share business building ideas, skill up, confidence up and create personal success.
Shelby formerly served as Senior Vice President, Credit & Lending Solutions, at LPL Financial where she was responsible for expanding and enhancing the firm's credit and lending offerings to meet the liquidity borrowing and investment needs of advisors and investors. Prior to LPL, Shelby spent nine years at Edward Jones where she led the firm's cash and lending transformation strategy and helped build the organization’s client insights function.Shelby lives in the St. Louis area with her husband and sons. She and her family enjoy spending their weekends relaxing at their lake house in Innsbrook, MO surrounded by family, friends and sunshine.