Teresa Valdes-Fauli Weintraub joined Merrill Lynch, Pierce, Fenner & Smith, Inc. as Managing Director – Wealth Management, International Wealth Advisor, in January 2016 where she advises high net worth families on their wealth management planning and estate planning needs. She has over 35 years experience assisting families accomplish their goals and educating successive generations.
For the prior 18 years, she was President, CEO and Board member of Fiduciary Trust International of the South, one of the largest trust and investment management companies in Florida. She served on the Board of its Delaware affiliate and as a member of the Executive Committee of Fiduciary Trust Company International, the parent company. Teresa formerly was a Vice President and Trust Officer of the Northern Trust Bank of Florida, and previous to that was employed by the University of Miami for 11 years in positions of increasing responsibility. Her last position at the University of Miami was as Executive Director of Development. She began her career in 1979 as a Tax Attorney with Exxon Corporation in New York City.
Teresa has lectured and written extensively in the areas of leadership, trusts, estates and charitable gift planning. She has been recognized by many organizations for her leadership in the Greater Miami Community. She has served on numerous not for profit boards including United Way, Carrollton School, LEAVE A LEGACY, Miami Children’s Health Systems, Miami Jewish Health Systems and many others. She is currently the President of the Global Board of the International Women’s Forum. Teresa has a B.A. and J.D. from Boston College.
She is a member of the Florida Bar Association. Teresa was born in Havana, Cuba. She does not provide tax or legal advice in her current role at Merrill Lynch.
Jane Siebels grew up on a working farm in the small town of Anamosa, Iowa, where she began taking soybean orders over the phone at age 5. This early experience in commodities trading propelled her rapid ascent in investing : she funded her graduate education in management at the Thunderbird School of Global Management with profits she had made shorting stocks in college, and by 24 years old, she was managing $100 million in a portfolio of international stocks for Storebrand, a Norwegian reinsurance company. Her impressive performance at Storebrand, and later, at UBS, ultimately attracted the attention of Bahamas-based Templeton, Galbraith & Hansberger, which Jane joined in 1990. In an impressive career that had already spanned five countries in five years, it was here in Nassau that Jane made her name under the mentorship of the legendary Sir John Templeton. From 1990 to 1997, she managed $3 billion in capital and when that firm was sold, Templeton was one of the original backers of Jane’s first fund, the Green Cay Emerging Markets Fund. He also introduced Jane to Julian Robertson, who went on to seed Jane and make her the first “Tigress.” Jane currently lives in the Bahamas and runs Green Cay Private Client, Siebels Asset Management Research and Homer Technology.
Allyson McDonald is the founder and CEO of Work Capital, an asset management firm delivering competitive financial returns while driving social and environmental change. Prior to founding Work Capital, Allyson held senior positions in asset management, philanthropy and impact investing at firms including Goldman Sachs, Fidelity Investments, and the Clinton Foundation. With a passion for investing in women and girls, Allyson is an owner and former Global President of Ellevate Network, a board member of the Morgan Stanley GIFT and SHAUN Foundation for Girls and advisor to Komera.org.
Alexandra P. Cart is co-founder and partner at Madeira Global, a leading advisory and analytics firm dedicated to environmental, social and governance (ESG) research and reporting. As a trusted independent reporting firm, Madeira uses a quantitative analytical approach to seamlessly measure, integrate and communicate the nonfinancial impact of their clients’ investments.
In 2015, Ms. Cart was named a Forbes “30 Under 30” Social Entrepreneur. In 2014, she was recognized as a WSJ "Women of Note," and was named a Fellow of the Tribeca Disruptor Foundation. In 2013, she joined the Young Leaders Circle of the Milken Institute. Ms. Cart’s leadership and success have been featured in Institutional Investor, Private Wealth Magazine, Conscious Company, Barron’s and LEADERS Magazine, among others. She has been a keynote and frequent speaker at private investor conferences, including; UBS, CCC Alliance, Opal, TBLI and J.P. Morgan. Previously, Ms. Cart was a managing director at G2 Investment Group, a New York based boutique investment management firm servicing leading global families. Additionally, she has worked with government agencies in the United States, United Kingdom, and Latin America.
Anna-Marie Wascher (CEO and Founding Partner, Flat World Partners) previously served as a Director at Cantor Fitzgerald as a senior member of the Capital Introduction team. She launched Cantor’s West Coast Capital Introduction Program as well as leading an initiative to support the capital development of minority and women run funds. She is a venture partner to Aera, a venture fund investing in high growth early stage ventures defined by both purpose and profit. She has worked as a member of investment teams for several family offices in the US and Europe.
Anna-Marie started her career with Accenture as a financial consultant in their London investment banking practice as well as supported Accenture’s Socially Responsible business arm. In 2009 Anna-Marie left Accenture to become Co-founder and COO of Malaika For Life, a non-profit based in Tanzania.
Lily S. Trager is an Executive Director and the Director of Investing with Impact for Morgan Stanley Wealth Management. Lily joined the Firm in 2014; previously, from 2007 until 2014, Lily worked for Veris Wealth Partners in New York, a Registered Investment Advisory focused exclusively on serving clients with interest in sustainable and impact investing, most recently as Head of Research.
Lily began her career in the Boston office of Cambridge Associates. While at Cambridge Associates, she worked on teams overseeing $3.9 billion in nonprofit, high-net-worth and foundation investment portfolios. Lily earned a M.B.A in Sustainable Business from Presidio Graduate School and her B.A. in Anthropology from Bates College. She also co-founded Women Investing for a Sustainable Economy (WISE), a professional networking group in New York City with Chapters in Boston, DC, San Francisco, Toronto and London.
We are proud to announce our very own, Holly MacDonald Korth was awarded one of the top 50 women led businesses in Florida on May 18, 2017 by The Commonwealth Institute.
"Well known industry professionals create a women's finance association, which already operates in Miami and New York..."
"Lauren Shapiro, a securities lawyer at Miami-based Capital Legal Group, has started a nonprofit organization called the Women in Finance Association. The group, formed this month, aims to bring together professional women for the purposes of networking, education, industry awareness and philanthropy. The plan is to host periodic meetings and events for members. For more information, email email@example.com."
KPMG Release of 5th Annual Women in Alternative Investments Report on December 7, 2016
This year’s “Women in Alternative Investments Report” (WAI Report) is about evolution and the potential for transformation. It has been five years since the WAI Report launched, and, in many ways, it seems like there has not been much progress in terms of women’s advancement in alternatives. Yet, there are reasons to be hopeful. While last year’s Report was about “The Path Forward” for women in alternatives, this year’s Report is about seizing the moment. Please see full WAI Report below.