This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn


Hilton Hotel Midtown

New York Hilton Midtown
1335 Avenue of the Americas,
New York, New York, 10019

Event Sponsors

Fox Financial Planning Network Fox Financial Planning Network
Fox Financial Planning Network (FFPN) is transforming the way advisors operate by providing the tools, templates, workflows and consulting to systematize the delivery of their client services. FFPN provides a comprehensive set of resources enabling advisors to increase efficiency, profitability, automate the delivery services and compliance procedures, scale their practices, while growing their firms.
J.P. Morgan J.P. Morgan
J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Our investment professionals are located around the world, providing strategies that span the full spectrum of asset classes.

As one of the largest asset and wealth managers in the world, with assets under management of $1.7 trillion (as of December 31, 2014), we provide global market insights and a range of investment capabilities that few other firms can match.
Lebenthal Lebenthal
For more than eight decades, the name Lebenthal has resonated within the financial services industry. Founded in 1925 by husband and wife Louis and Sayra, Lebenthal has long been well-regarded for its innovation and first-class client service. Throughout its history, it has remained a family-run business, and in 1995, Alexandra Lebenthal was elected president, becoming the third generation Lebenthal to serve in that role - a role she still holds today. The firm recently added Lebenthal Wealth Advisors, LLC, a registered investment advisor, enhancing its ability to continue to serve both institutional and retail clients by providing a broad range of products and services. Lebenthal Wealth Advisors is a firm where financial advisors and clients experience a mutually respectful, entrepreneurial, client-driven business culture. Lebenthal Wealth Advisors is proud to be a leader for the continuance and expansion of the firm's history of outstanding client service.
Loomis, Sayles & Company Loomis, Sayles & Company
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.
Signator Investors, Inc. Signator Investors, Inc.
You want to be independent, yet connected to a national network that understands you and your vision of success. You want the opportunity to collaborate with top financial professionals. You want to associate with a firm that values your experience, recognizes your accomplishments and rewards you for it.

At Signator Investors, Inc., you’re part of a family that’s singularly focused on helping you do what’s right for your clients. People who care enough to learn and understand your goals while focusing on helping you reach them.
Loomis, Sayles & Company Tradeweb
The reliable source for institutional buy-side, broker dealers, financial advisors, traders and middle market investors.

For their fixed income security needs, investors turn to Tradeweb Direct. We provide real-time execution so you can trade efficiently from our inventory of more than 105,000 live offerings from over 175 firms.

Tradeweb Direct is built on an established institutional infrastructure so you get real-time inventory, accurate and competitive pricing, and quality execution. Our systems have been engineered with extensive input from the industry, resulting in an easy-to-use, intuitive system. And with streamlined post-trade processing and comprehensive integration with internal and third-party systems, we make it easy for seamless front-to-back connectivity, order validation and post-trade executions.

Interesting in Sponsoring or Exhibiting?
Connect with hundreds of top financial advisors. Click here to learn more about our audience. For more details on sponsorship packages contact Michael Schott at or 212-803-8567.