FWA Annual Summit Recap: Disrupting Wall Street

October 24, 2025

On Tuesday, October 21, 2025, the Financial Women's Association's Annual Summit: Disrupting Wall Street highlighted how disruption is touching every aspect of our industry - from our cities and workplaces to the global economy. From Kathryn Wylde's call to rebuild public-private partnerships to Rick Rieder's global outlook, we were reminded that we're living through a new kind of industrial revolution. Every session pushed us to think bigger.


We began with a powerful keynote from Kathryn Wylde who reminded us of the urgent need to revive public–private partnerships, particularly amid uncertainty in our own city. Conversations in following panels turned to the adoption of AI within individual firms, and considered how it is changing how we work on a day-to-day basis, fundamental aspects of our organizational structures and how they operate, and wider macro implications of advances in technology which will foundationally impact employment and education. 


Many speakers addressed the fact that we will need to learn to manage the masses of data at our disposal and the various implications of its usage. We are seeing the rise of the sophisticated retail investor in the markets, and increased discussions about the role of private credit markets.


Here in NYC, we are known as the hub for Fintech and second only to Silicon Valley in venture capital. There is a revolution going on here too from increased investment in helping people to build financial resiliency or the disruption of the ecosystem to bring more capital to female or mixed gender led businesses. The enormity of the upcoming wealth transfer to women will only exacerbate this change.


Yet amid all the talk of advances in technology and continued innovation, one key message came through clearly: the human component remains front and center. Leaders shared the value they place in collaboration and networking, and numerous speakers emphasized the concept of trust, whether it is between private and public partnerships, the ability of leaders to support their employees as AI is adopted within their firms, the relationships with regulators, or the acceleration of Fintech.


Culture and behavior are also key; many of our speakers talked about experimentation, democratization, and staying curious. They reminded us not to be afraid of change and to seek out others to learn from. While some of these things may at times feel daunting, it can also be a time of exhilaration. We at the FWA are excited to be a part of your journey through all of this - supporting our members as they navigate and shape the future of finance.


Thank you to our incredible host, Amazon Web Services (AWS), our Summit Sponsors Korn Ferry, Trianz, Concierto, and N-iX, our Promotional Partners Al NYC, TechWalk NYC, and This Week in Fintech, and our event organizers, the FWA Annual Summit and Fintech Committees. To every speaker, attendee, and committee member who helped make the day unforgettable, thank you for showing up ready to learn, share, and make an impact.

July 23, 2026
Interns participating in the 2026 Wall Street Exchange (WSE) Program gathered virtually for the program’s second session, an interactive panel discussing “Networking Best Practices.” Sponsored by S&P Global, Northwestern Mutual, and Wells Fargo, the session brought together three financial services professionals to share how they have built and sustained meaningful relationships throughout their careers. The discussion was moderated by Dan Yu, Co-Founder of FutureProof You and Director of Partnerships at the talent development nonprofit Ascend Leadership . After a long career on Wall Street, Dan pivoted to recruiting and career coaching, work that has since taken him from coaching college students to C-level executives. He set an energetic, conversational tone for the panel, joined by Jena Angeliadis, Executive Director and Senior Lead Product Manager at Wells Fargo; Antonietta Gaudio, Recruiting Operations Manager at Northwestern Mutual; and Christina Siekierski, Senior Product Manager at S&P Global.  Jena traced her own path across American Express, JPMorgan Chase, and now Wells Fargo, encouraging interns to think of networking less as a transaction and more as an ongoing practice built on curiosity and follow-through. She pointed to her own career transitions, including launching the Chase Sapphire Reserve for Business card, as proof that relationships built early in a career often resurface in unexpected and valuable ways later on. Drawing on nearly 14 years in talent acquisition, Antonietta spoke about her “white glove” approach to building trust, urging interns to lead every interaction with empathy and authenticity rather than a polished pitch. She reminded the group that confidence in networking is built from within, and that the goal of any conversation should be genuine connection, not simply a foot in the door. Christina offered a product manager’s view of networking, describing how cross-functional relationships across product, commercial, and client teams at S&P Global have been just as important to her growth as relationships built outside the office. She encouraged interns to treat every colleague, not just senior leaders, as a connection worth investing in. To help interns put the panel’s advice into action, Dan closed the session with five “homework” assignments to complete in the weeks ahead: Update your LinkedIn profile Build a Linktree or dotcard Join or start a virtual networking group Reply to your three oldest unanswered text messages, using voice text Call someone you haven’t spoken with in a year A huge thank you to Dan Yu, Jena Angeliadis, Antonietta Gaudio, and Christina Siekierski, and to S&P Global, Northwestern Mutual, and Wells Fargo, for helping interns build the confidence and tools to network with purpose. At the conclusion of the session, the WSE Committee awarded a CFA Society New York student membership to Angela Lin. The WSE Co-Chairs and Committee extend their sincere thanks and appreciation to the President’s Circle Firms, the Partnership Circle Firms, and the Friends of FWA for their unwavering support and generosity to the interns and the Wall Street Exchange Program.
July 16, 2026
The 2026 Wall Street Exchange (WSE) Program celebrated the start of its landmark 50th year on June 7 with an o rientation and networking session hosted by the CFA Society New York at its Manhattan headquarters. This year, WSE brings together 45 students from 28 universities representing 18 diverse financial institutions, insurance companies, fintech firms, and other organizations across the financial services industry. The evening provided participants with an opportunity to meet their peers, engage with FWA volunteers and program leaders, and gain insight into the experiences and opportunities that will shape their summer journey. FWA President Albana Theka welcomed the 2026 cohort and shared words of encouragement as interns began this important chapter in their professional development. She emphasized the value of cultivating meaningful relationships, seeking out mentors, remaining open to new perspectives, and taking full advantage of the opportunities available through WSE. Elizabeth Park, CFA Society New York’s Director of Membership, then introduced participants to the Society’s mission, resources, and commitment to advancing professionalism within the investment industry. Joy Lowenwirth of th e CFA Institute continued, highlighting the importance of ethical leadership, continued education, and lifelong learning while providing attendees with valuable insight into the CFA designation and the evolving landscape of the financial profession.
July 9, 2026
Please join us in welcoming the new and returning Financial Women’s Association Board Members for the 2026-2027 term. We look forward to working with you to support and serve our community. Thank you for your leadership! 
June 4, 2026
Please join us in welcoming Shanese Pereira to the team! Shanese comes to us with over a decade of experience in New York City public schools, where she worked as a special education teacher and school counselor, developing programs that support student academic and social-emotional growth while centering equity and family engagement. She also brings a strong program operations background in educational publishing and edtech, where she has managed content production, coordinated cross-functional teams, and kept complex projects on track from development through completion.  We are so excited to have her bring that depth of experience to her role as NextGen Program Coordinator. Welcome to the team, Shanese!
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