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

FWA Welcomes Board Members for 2025-26

June 12, 2025
Please join us in congratulating and welcoming the new and returning Financial Women’s Association Board Members for the 2025-2026 term. We look forward to working with you to support and serve our community. Thank you for your leadership and service!

Introducing FWA's 2025 Summer Interns

June 5, 2025
The FWA is pleased to welcome Riya Shah and Joanna Jordan from the Jaggar Community Fellows Program at Adelphi University . This competitive program offers paid nonprofit internships, benefiting both organizations and students. Riya joins us as our Database Management & Data Analysis intern, and Joanna is our Marketing and Communications intern.

Kathryn Mayer Shares Highlights from Our 'Elevate Your Network' Event

May 29, 2025
Highlights from Kathryn Mayer: I’m honored to have been the featured speaker at the Financial Women’s Association (FWA) event, Elevate Your Network, Empower Your Career . A huge thank you to the FWA Membership & Engagement Committee, Erin K. Preston, Samantha DiMercurio, and Marsh McLennan for making this happen. Networking is evolving as many of us are returning to the office again, and FWA members are eager to rebuild their skills. Despite the rainy evening, the energy, engagement, and willingness to be vulnerable made this workshop unforgettable. I opened with this powerful insight: "Research shows that new ideas and career opportunities are most likely to come from weak ties – relationships outside our closest circles."* To illustrate this, I shared my own experience—how a simple question to my book editor led me to a life-changing conversation with keynote speaker and bestselling author Victoria Labalme who is a weak tie. Her advice? Just start calling yourself a keynote speaker. That shift in mindset transformed my approach, leading to new opportunities within weeks. Then, I challenged attendees with an interactive exercise. Each participant partnered with someone they didn’t know, spending five minutes brainstorming a person they wanted to meet or a request they could make to connect with a weak tie. The energy in the room was electric as women realized the untapped potential in their networks. Next, we explored key principles of strategic networking: defining its purpose, differentiating mentor-sponsor relationships, and identifying the 10–15 critical connections that drive success. Attendees then paired with new partners to reflect on how they define themselves—not just professionally, but through their education, family roles, hobbies, volunteer work, and social circles. Many discovered surprising commonalities, from boxing to shared alma maters, reinforcing the power of authentic connections. By the end, everyone walked away having met at least two to three new people and with actionable strategies to enhance their network. If you want to dive deeper, I cover strategic networking in my newly released book, The Productive Perfectionist. I also write a monthly blog on leadership development, so stay ahead of the curve and subscribe! Plus, if you're looking for coaching or training, visit kcmayer.com to connect and to buy my new book! *Gianpiero Petriglieri, “How to Make Better Friends at Work,” MIT Sloan Management Review, volume 65, no.3 (Spring 2024), page 44

Spotlight on Ariel Boverman, Nominating Committee Chair

May 22, 2025
Building and retaining leadership and a pipeline for the future Ariel Boverman is a human resources (HR) professional who has used her expertise to guide executives though organizational change at top firms including Marsh and McLennan, PwC, EY and Wells Fargo Advisors. She represents the Nominating Committee on the FWA’s board, and previously, she served on the board of the Society for Human Resource Management (SHRM). In her free time, Ariel loves engaging with diverse people and cultures and being a tourist in her own city. Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, spoke with Ariel about her background and her role in helping the FWA ensure sustainability through strong leadership. 
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