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

70th Anniversary Gala Highlights

October 15, 2026
On October 8, 2026, the FWA's 70th Anniversary Gala brought together generations of the Financial Women's Association community for an evening filled with stories, laughter, and a real sense of what makes this organization special. It was a great reminder of where we started and how far we have come! Guests walked the red carpet, queued up at the photo booth, and shared their FWA stories in on-camera interviews. Our live band kept the celebration going, and FWA President Albana Theka, MBA performed the FWA song. Our honorees gave us plenty to think about. Stephanie Ruhle spoke about risk and her transition from finance to television. Betsy Werley shared that she is now mentoring the daughter of one of her former mentees. Joan Shapiro Green recalled making laughter part of her theme as FWA President. Virginia Maloney and Jonathan Dambrot reflected on their courageous mothers and the influence those women had on their lives. Mary Barneby spoke about her FWA presidency and the responsibility to give back. Caroline Gundeck shared how hard work helped her reach an early career goal of $2 million in accounts. Steve Liesman gave the room one of its biggest laughs when he suggested the title of her future book: Buying Your Own Plaque. Carolyn Maloney discussed being the first woman to represent her City Council and congressional districts, as well as the first woman to chair the House Committee on Oversight and Reform and the Joint Economic Committee. She also spoke about the work she continues to fight for today. Thank you to Steve for guiding the evening with warmth and humor. We’re also grateful to FWA Past Presidents Hermina 'Nina' Batson, Simone G. Vinocour, and Karen Elinski, the entire 70th Anniversary Gala Committee, and the FWA staff for the months of work behind the celebration. Most of all, thank you to everyone who came out to support our mission. It was a full-circle evening and a fitting way for the FWA to go platinum. Relive the celebration through the Commemorative Gala Journal and explore our photo galleries: Photos from the Program • Reception Photos • Step & Repeat Photos • Photo Booth

Announcing the 2026 FWA Global Trailblazer & Visionary Award: Hillary Rodham Clinton

October 9, 2026
The FWA is proud to announce Hillary Rodham Clinton as the recipient of the 2026 FWA Global Trailblazer & Visionary Award at the FWA’s 70th Anniversary Gala on October 8, 2026. Secretary Clinton will join us virtually to accept the award and share remarks with guests during the Gala. We look forward to celebrating her extraordinary leadership and contributions with our community.

Announcing the 2026 FWA Mentorship Impact Award: Betsy Werley

October 1, 2026
As we mark FWA’s 70th anniversary, we are honored to recognize Betsy Werley for her contributions to the FWA community. Betsy will receive the 2026 FWA Mentorship Impact Award at the FWA's 70th Anniversary Gala . Please join us on October 8 as we honor Betsy and the legacy of leadership and mentorship that has shaped FWA for the past seventy years.

Announcing the 2026 FWA Leadership Impact Award: Joan Shapiro Green

September 30, 2026
As we mark FWA’s 70th anniversary, we are honored to recognize Joan Shapiro Green for her contributions to the FWA community. Joan will receive the 2026 FWA Leadership Impact Award at the FWA's 70th Anniversary Gala . Please join us on October 8 as we honor Joan and the legacy of leadership and mentorship that has shaped FWA for the past seventy years.
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