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

April 30, 2026
By Robert Brown The student stayed behind after the workshop. While others filtered out, she walked up quietly and asked for an extra set of materials. Not for herself, but for her mother, who didn’t speak English. She wanted to take the lesson home. That moment says more about financial literacy than any definition ever could. For many young people, the question isn’t just Can I afford this? It’s Do I understand how money works at all? And more importantly, Can I use that knowledge to shape my future? That gap between access and understanding is where confidence is either built or lost. The reality is, most students are never taught these skills in a meaningful way in school. And for many, this is the first time anyone has explained it in a way that actually sticks.
April 23, 2026
For months, FWA Executive Director Alissa Desmarais and I had been building toward something incredible: a six-day International Business Conference in the UAE, complex and high-stakes, the kind of undertaking that requires you to hold a hundred things in your head at once while also holding your team together, your partners together, and yourself together. The FWA has more than 40 years of experience organizing international conferences around the world; what we were doing was not new. But as we stepped into our new roles as the conference organizers, with the support of a great IBC committee, this one felt different. More meaningful, because it was ours. We were proud of what we were creating. And then the world changed around us. I won’t pretend the decision to pivot was easy, because it wasn’t. There is a particular kind of grief that comes not from losing something you already had, but from letting go of something you had worked so hard to build and had not yet gotten to experience. We had to look at the geopolitical reality of the region, at what was happening, at what we could not control, and make a call. The kind of call that no planning document prepares you for. We chose to pivot. On May 5th and 6th, FWA will host the Global Capital and Leadership Forum in New York. A virtual lunch panel, followed by an in-person morning program at Akin, right in the heart of the city. Smaller in scale, yes. But not smaller in purpose. We kept the questions we had always meant to explore: how shifting alliances and energy transitions are redrawing the map of global capital, what resilient leadership looks like in a world that will not hold still, how women are shaping the future of finance across cultures and geographies. Her Excellency Amna Almheiri, Consul General of the United Arab Emirates in New York, will close our forum. The relationship did not end when our plans changed. The dialogue did not stop. It just found a different room. What I have learned from this experience is something I keep coming back to: a pivot is not the opposite of commitment. Done with clarity and care, it is one of commitment’s truest expressions, because it means you care more about the mission than about being right about how you planned to serve it. It means you can look at the people who gave months of real effort to a plan that changed and help them see that nothing they did was wasted, because it wasn’t. It means you can let go of the version of success you had pictured and trust that a different shape can carry the same substance. I think about the women in this community who have had to do this in their own careers and lives. Who had to walk away from something they had built toward for years, not because they failed but because the world shifted and they were honest enough to shift with it. That takes courage. It takes the kind of steadiness that is very easy to admire from the outside and very hard to practice from the inside. The forum is still taking shape. The work continues. And I am proud of what we are making, not in spite of how we got here, but because of it.
April 9, 2026
The MENA Capital Landscape: Risk, Resilience & the Road Ahead May 5–6, 2026 Join the Financial Women's Association for a timely conversation on sovereign capital, energy transition, AI, and the geopolitical forces reshaping global finance. When our UAE trip was cancelled, we immediately looked for ways to bring the experience to our community here in NYC - this forum captures the spirit, substance, and strategic importance of that journey. Registration details coming soon - save the date on your calendar now! Virtual Lunch Panel · Tuesday, May 5 In-Person Morning Program in New York City · Wednesday, May 6 One registration. Two experiences. One conversation.
April 8, 2026
FWA members are invited to participate in a personal finance workshop on April 29th, 2026, from 11:30 am to 1:00 pm, at the High School of Economics and Finance.  The school is located at 100 Trinity Place, near Wall Street. The workshop will involve the FWA high school mentees at HSEF. We will have a training prep session the week before, either on April 21 or 22, depending on availability of the volunteers. If you are interested, or would like more information, please contact Suzanne Matthews, Committee Co-chair, at [email protected] .
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