Cost:

FWA Members: $30  |  Non-Members: $45

 

Registration closes at 11:59 pm EST on Sept 28, 2025.

 

 

Description: 

 

Join the Financial Women's Association Emerging Leaders Committee for an empowering evening of insight and strategy, sponsored by the FI Group and New York State Society of Certified Public Accountants (NYSSCPA). This dynamic panel discussion will explore how strategic asset allocation can be a powerful tool for building long-term wealth and financial resilience.

 

Whether you're just starting your investment journey or refining your portfolio, this event offers actionable guidance from seasoned professionals who’ve mastered the art of diversification and risk management. Attendees will walk away with a deeper understanding of how to construct and manage a portfolio that can weather market shifts and align with personal financial goals.

 

This is more than a panel—it’s a masterclass in financial empowerment. Reserve your seat now and take the next step toward building wealth with clarity, confidence, and purpose.

 

*CPE Credits are available. Please reach out to [email protected] to learn more.

 

Key Takeaways:

• Proven strategies for building a resilient, diversified portfolio
• Insights into asset classes and allocation techniques
• Real-world examples of wealth-building through smart investing
• Networking with like-minded professionals and industry leaders

 

Panelists (scroll down for bios!)

• Daniel Rosenstein, CEPA®, First Vice President–Wealth Management of The StoneTower Group at UBS 
• Antonia Arena, CPRA®, Wealth Management Advisor at Merrill Lynch
• Aurora Maher, Founder and CEO of AMFA Capital Management
• Kathleen A. Bostroem, Financial Advisor at Wells Fargo Advisors 

 

Special thank you to FI Group - Global Consulting Company and New York State Society of Certified Public Accountants (NYSSCPA)!

 

                     

 

 

Bios:

 

Daniel Rosenstein, CEPA®, First Vice President–Wealth Management of The StoneTower Group at UBS

 

Dan is a Financial Advisor focusing on portfolio construction and asset & liability management for high-net-worth individuals, families, businesses, foundations, and endowments. For more than 25 years, Dan has provided customized financial strategies for clients.

 

Dan joined UBS in 2022, from Morgan Stanley. Prior to that, Dan worked for JP Morgan Asset Management where he was a Managing Director and Senior Private Banker. Formerly, Dan was Managing Director and Head of Banking, Cash Management, Liquidity and Asset Liability Management at Deutsche Bank. Dan spent 8-years as a Managing Director within Deutsche Bank's Corporate Investment Bank, running Corporate Cash Management and Supply Chain Finance. Dan started his career at Citibank where he spent 12 years, ultimately running a group of bankers focusing upon Fortune 500 companies.

 

Experience to guide you forward

• Financial Advisor, Wealth Management, Morgan Stanley, 2015-2022
• Managing Director & Senior Banker, Asset Management, J.P Morgan, 2013-2015
• Managing Director, Head of Private Wealth Management Banking, Cash Management & Liquidity, Deutsche Bank, 2009-2012
• Managing Director, Head of Corporate Investment Bank’s Cash Management & Trade Finance, Americas, 2001-2009
• Executive Director, Northeast Head of Client Coverage, Corporate Investment Bank - Cash Management & Trade Finance, Citigroup,
• 1990-2001

Professional achievements and education

• Earned Euromoney Magazine's "#1 Award for Excellence," 2008, Cash Management, North America, Deutsche Bank
• Earned Trade Finance Magazine "USA Deal of the Year," Supply Chain Finance
• Selected as a “Deutsche Bank Ambassador”, a small group of top-performing senior Managing Directors. 2004-2009
• Named “Humanitarian of the Year” by The American Kidney Fund, 2014
• MBA, Pennsylvania State University; BA in Psychology & Math, Indiana University

 

Philanthropy, Impact, and the Arts are particularly important to me. I contribute time and advice to multiple philanthropies, foundations
& non-profit organizations. I live in Manhasset, NY with my wife and 3 kids

 

 

Antonia Arena, CPRA®, Wealth Management Advisor at Merrill Lynch   

 

Antonia Arena is a dedicated Wealth Management Advisor at Merrill Lynch serving clients in the Morristown and Short Hills area. Since joining the industry in January 2020, she has built a strong foundation in wealth management, initially assisting a team at Merrill before transitioning to an independent practice over the past two years.

 

Antonia focuses on investment management, retirement planning, and estate planning, helping individuals, families, and business owners achieve their financial goals with confidence. She is a proud member of the Christian Advisor Group at Merrill, where she integrates ethical and faith-based principles into her advisory practice.

 

A Ramapo College graduate with a degree in finance, Antonia’s passion for the industry began in college. She was actively involved in the Ramapo Investment Club, serving on its board, and continues to give back as a board member of the Ramapo Alumni Business Board. Her dedication to lifelong learning and excellence is reflected in her attainment of the Certified Plan Fiduciary Advisor®, CPFA® designation. She is currently studying for her Certified Financial Planner (CFP) designation to deepen her expertise and better serve clients with comprehensive financial guidance.

 

Beyond finance, Antonia is also a successful entrepreneur, running a high-end Poshmark clothing resale business, where she is deeply connected with a vibrant community of buyers and sellers. Raised in Holmdel, New Jersey, she attributes her strong work ethic and passion for finance to her upbringing and supportive family.

 

 

Aurora Maher, Founder and CEO of AMFA Capital Management                    

 

Dr. Aurora Maher is the founder and CEO of AMFA Capital Management, an asset management firm. AMFA is a Registered Investment Advisor (RIA) and Commodity Trading Advisor (CTA).

 

Dr. Maher started her career in 2005 as a quantitative strategist at a Merrill Lynch proprietary trading group, where she managed portfolios valued in hundreds of millions of dollars. Later she worked at McKinsey Investment Office and other private funds including Hedera Capital, which she co-founded.

 

Dr. Maher holds a Ph.D. in Statistics from Carnegie Mellon University.

 

 

Kathleen A. Bostroem, Financial Advisor at Wells Fargo Advisors

 

Kathleen provides comprehensive investment planning. She does this by engaging clients in thoughtful conversations to identify and work with you to help achieve your goals.

 

Kathleen began her career on the trading floor at Prudential Securities, a predecessor firm of Wells Fargo Advisors.  She partnered with financial advisors in helping clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.  With extensive experience working in various product areas throughout much of her career, Kathleen has dedicated her career to delivering the personalized investment planning services her clients deserve.
 

Kathleen joined Wells Fargo Advisors in 2013 and in 2018 as a Financial Advisor in Garden City, NY.  In January 2025 she joined the Alliance Group with Financial Advisors John DeLuca and John Fabris. Our team is supported by two assistants, Senior Registered Client Associate, Daisy Karika and Senior Client Associate, Colleen Collier.

 

She utilizes E-Money as a tool to provide clients with a plan to live their best life possible. Once goals, risk tolerance and investment objectives are identified, the appropriate advisory platform is recommended to our clients. Kathleen has her FINRA Series 7, 66 as well as her Life, Accident and Health Insurance licenses. She provides personalized financial advice for certain individuals and families. 

 

Kathleen grew up on Long Island in Smithtown, NY. She earned her Bachelor of Business Administration degree at St. Bonaventure University.  After college, she settled in Manhattan and now lives in Brooklyn with her family. Kathleen spends her free time with her husband, Karl, and sons, Kris and Ryan. They enjoy swimming at Breezy Point or taking walks in Marine Park. She especially enjoys jogging, swimming, skiing, and biking, and she successfully completed 5k’s and one 10k.