Charlotte Yee's Empowering Journey: FWA Baruch Mentoring Sparks Finance Leadership Momentum

February 5, 2024

In the dynamic realm of finance, Charlotte Yee stands as a formidable presence within the Financial Women's Association - Baruch College Mentoring Program, embodying the program's impact on aspiring young women in finance. Charlotte reflects on her journey, stating, "Being a mentee in the FWA Baruch College Mentoring Program has been one of the best things to happen to me personally and professionally."


Fueled by the ambition to grow both personally and professionally during her sophomore years, Charlotte applied for the program, in pursuit of more than just acquiring knowledge – she was looking for a way to advance herself. Charlotte’s mentor, Salome Makharadze, is herself an alumna of the FWA Mentoring Program’s early years; Salome continues to credit her FWA mentor, Francoise Jeanpierre, with her early success. Charlotte found not just guidance but a force propelling her evolution. Salome shares her perspective, stating, "It's been incredibly rewarding to witness Charlotte's growth, both personally and professionally. Our shared experiences have created a strong bond, and I'm proud of the strides she has made."


"Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges."


The FWA Baruch College Mentoring Program served as the spark for Charlotte's career goals. Salome's counsel transformed Charlotte's approach to a summer internship at BMO Capital Markets in 2023, solidifying banking as a viable and fulfilling path. Charlotte reflects, "Before meeting Salome, all I knew about finance and the banking industry had come from my research online. Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges.”


Charlotte is pleased to be joining BMO Capital Markets as a fulltime analyst this summer, after her 2023 BMO Investment Banking Summer Analyst internship. She appreciates BMO’s commitment to Equity Through Education and the FWA, and its supportive culture. Charlotte has fast-forwarded her knowledge of finance with a multiple firms: she was a Growth Equity Immersion Program Participant at PeakSpan Capital in 2023, a Venture Capital Spring Analyst at SoundBoard Venture Fund, and she’s currently a Founders Fellow at Centerbridge Partners, L.P.


The program's impact transcends formal mentorship, weaving influence through various FWA Baruch events. Charlotte's interactions with informal mentors inspired her to seize control of her career, discern priorities, and fearlessly navigate the professional landscape.


As Charlotte envisions herself becoming a mentor, the program's influence on her perception of giving back becomes evident. Already applying to mentor high school students in the New York City area, Charlotte is poised to contribute to the growth and success of future generations, embodying the spirit of mentorship that has shaped her formidable journey.


While January was National Mentoring Month, Charlotte's narrative serves as a rallying call. Her journey is an anthem of empowerment within the FWA Baruch College Mentoring Program.


For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ([email protected]) or

Seton Hall - Donna Harris ([email protected]) or Lu Licciardello ([email protected])


Join the league of mentors sculpting the future of finance and empowering the next wave of leaders.

Photo from the FWA-Baruch College Mentoring Program's 20th Anniversary Celebration. Pictured: (L-R) Charlotte Yee, Salome Makharadze, Nayancie Matthews , and Françoise Jeanpierre

Announcing Our 2026 Lifetime Public Service Honoree

September 10, 2026
The FWA is pleased to share that Carolyn Maloney will be honored with the 2026 Lifetime Public Service award at the FWA's 70th Anniversary Gala on October 8, 2026. We look forward to introducing additional honorees in the weeks ahead.

Celebrating the Wall Street Exchange Class of 2026

September 8, 2026
The Financial Women's Association celebrated the graduation of 39 students from the 2026 Wall Street Exchange (WSE) Program , closing a milestone year as the program marks 50 years of connecting students with industry leaders. This year's cohort interned at 18 firms and represented 28 colleges. On Tuesday, July 28, FWA President Albana Theka opened the virtual celebration with words of wisdom to the interns on their entry into their first career positions and advice about how to apply their program learnings. She invited them to join the FWA as students, so they can continue to take advantage of FWA’s rich resources and vast network of financial services professionals. Co-Chair Gerri Bostick then introduced Chen Rao, Vice President, Global Markets ALM Treasury at BNP Paribas, the keynote speaker. Chen is a former Wall Street Exchange intern and a former member of the program committee, and she shared the value of these experiences to her career. She also spoke about the characteristics needed to succeed and offered practical advice on how to excel early in one's career. The interns met in breakouts to share their summer experiences along with key WSE program takeaways they plan to carry forward into their careers. They then participated in a fun Wall Street Exchange quiz game where they tested their knowledge from the sessions they attended and earned prizes. The high level of engagement throughout the summer was evident in their ability to answer all the prompts accurately. Wrapping up the celebration, Co-Chair Laura Smith Dunaief announced the graduates followed by special recognition of those who attended all seven sessions. Twenty students will receive free CFA Society student memberships. Throughout the program, the Wall Street Exchange cohort met with industry professionals, asked sharp questions about AI and the future of work, and built relationships that will extend well beyond graduation. They came curious. They're leaving connected. Congratulations, 2026 WSE cohort​! We're looking forward to staying connected as you build what's next. The WSE Co-Chairs, ​Gerri Feemster Bostick and ​Laura Smith Dunaief, and the WSE Committee extend their sincere appreciation to FWA President Albana Theka, ​Chen Rao, BNP Paribas, and the CFA Society New York for their support in making the​ closing session a success. We also thank FWA’s leadership and WSE’s volunteers, sponsoring firms, and participating employers for their continued commitment to providing this valuable experience to the next generation of financial professionals.

Announcing Our 2026 Public Sector Woman of the Year

September 3, 2026
The FWA is pleased to share that Virginia Maloney will be honored as the 2026 Public Sector Woman of the Year at the FWA's 70th Anniversary Gala on October 8, 2026. We look forward to introducing additional honorees in the weeks ahead. 

Member2Member Applications Open - Apply Today!

September 2, 2026
We're pleased to announce that the next cohort of the Member2Member program will run from November 2026 through April 2027. Applications are open now, and the deadline to apply is Friday, September 18, 2026 .  Please note the Member2Member program is only open to FWA members. Not currently a member? Join or renew today! The FWA Member2Member mentoring program helps advance the FWA mission of accelerating leadership and success of women in the financial community. The program pairs experienced FWA members with those eager to build leadership skills and advance their careers. Our goal is to create meaningful mentor and mentee partnerships where pairs work together to identify strengths, uncover opportunities, and empower the mentee. We also encourage networking and reverse mentoring among members of the cohort. Interested in participating? Learn more here!
More Posts