Seventy Years Forward: How the Financial Women’s Association Built a Community That Changes Lives

January 28, 2026

by Robert Brown

January is National Mentoring Month. In 2026, it also marks a defining moment for the Financial Women’s Association as we celebrate 70 years of advancing women in finance.

This milestone matters now. As organizations across industries rethink development, mentorship, and long-term investment in people, FWA stands firm in what has always worked: human connection, shared knowledge, and women lifting one another forward.

For seven decades, FWA has done more than convene women in finance. It has built a community rooted in mentorship, access, and action. Progress here has never been accidental. It has always been intentional. It happens because women, and male allies choose to show up for one another.

As current FWA President Albana Theka reminds us, “Mentorship isn’t about who’s ahead of you. It’s about who sees you, and who helps you see yourself.” That belief has shaped FWA from the beginning and continues to guide where we are headed next.

A Legacy Built on Mentorship

Mentorship has never been a side initiative at FWA. It has always been the foundation. Since 1975, the Wall Street Exchange Program has supported more than 1,000 interns and young professionals as they take their first steps into financial services. What began as the College Connection Program has grown into a proven launchpad that helps participants build confidence, accountability, and ownership over their careers.

Laura Smith Dunaief, Mentor and Co-Chair of the Wall Street Exchange Program, captures the heart of that experience: “Mentoring is the heart of the FWA experience for me. It’s about preparing and supporting women, wherever they are in their careers, to own their own success and approach each situation with confidence.”

Through structured programming and honest conversation, interns learn that success is not linear and growth requires reflection. As one facilitator shared during a recent session, everything in work and life ultimately comes back to human connection.

Mentorship That Starts Early and Lasts

FWA’s commitment to mentorship begins long before college or corporate offices. For nearly 40 years, the FWA High School Mentoring Program has partnered with New York City public schools to support students in need through one-on-one mentoring, academic guidance, college preparation, and financial literacy. Many of these students are the first in their families to imagine a future in finance.

Mentors like Natalie Iannone see this work as both personal and purposeful. “I said yes to mentoring because I know how much of a difference mentors in my life have made,” she shares. “I want to pay it back and make a difference in someone else’s life.”

Nearly two decades ago, the Financial Backpack Program expanded that reach by delivering practical financial skills to high school students. To date, workshops have reached more than 2,900 students, equipping them with tools they will carry into adulthood.

“Mentoring has provided me with a lot of fulfillment,” Natalie adds. “I enjoy chatting with my mentee weekly. I feel like I am able to give back and provide guidance just like my mentors have provided me in the past.”

College Mentoring That Changes Trajectories

In 2015, FWA expanded its college mentoring footprint with the launch of the Seton Hall University Mentoring Program, extending the organization’s reach to support undergraduate women pursuing careers in finance and related fields. The program pairs students with experienced professionals who offer guidance, perspective, and advocacy at a critical stage of career formation.

At the college level, the FWA Baruch College Mentoring Program has paired undergraduate business students with experienced professionals for more than 25 years. These relationships often become turning points.

For Baruch senior and Finance major Simran Hassan, the program helped transform uncertainty into confidence. “Before joining the program, the finance industry felt daunting,” she shared. “Through FWA, I discovered a network of incredible women who gave me the confidence to speak up and seek resources that would help me succeed.”

That confidence led to academic recognition, leadership involvement, and a highly competitive Investment Banking Summer Analyst role at Deutsche Bank.

Adelisa Music, now beginning her full-time role at Merrill Lynch, credits the program with helping her recognize her own potential. “My experience with the FWA Baruch College Mentoring Program was more than transformative,” she said. “It introduced me to people and opportunities that opened doors I didn’t know existed.”

Her mentor, Ellen Sills-Levy, Past FWA President, reflects on the mutual impact of mentoring. “This program is one of the FWA’s greatest strengths,” she notes. “I’ve learned as much from the women I’ve mentored as I hope they’ve learned from me.”

Mentors Who Lead by Example

Few leaders embody the spirit of FWA mentorship more fully than Past President Hermina “Nina” Batson. In addition to her long-standing involvement across FWA’s mentoring initiatives, Nina is also a mentor in the FWA–Seton Hall University Mentoring Program, where she continues to invest directly in the next generation of leaders. After decades in financial services leadership, she remains clear about where her legacy lies.

“Mentorship is not just about advancing careers,” Nina says. “It’s about building confidence, creating access, and shaping the future of finance, one person at a time.”

Albana Theka echoes that perspective from today’s leadership lens. “I no longer look for mentors in one direction,” she says. “I look everywhere. Because leadership grows when we stay open to learning from every voice.” And as she often reminds members, “When you find a mentor, you have found gold.”

Jacqueline Linden, FWA Educational Initiatives Chair and mentor, sees mentorship as something that extends well beyond a formal program timeline. “My mentees have continued to seek me out for advice and counsel even after they graduate and after our formal mentor-mentee relationship has ended.”

The Ripple Effect

The true measure of FWA’s mentoring impact is seen in where its mentees go next.

Former students now lead at institutions such as the Federal Reserve Bank of Boston, Goldman Sachs, Wells Fargo, Bank of America, MUFG, Deloitte, BNP Paribas, Morgan Stanley, BNY, and BMO Capital Markets. Isis Patterson, once a teen mom, is now a Community Development Analyst at the Federal Reserve Bank of Boston and holds a master’s degree from Harvard University. Brianna Perez rose to Vice President at Morgan Stanley and was named part of the firm’s MAKERS class. Electra Economopoulos built her career at BMO Capital Markets and now thrives at BNY. Mubeen Cheema, an alum of both the high school and Baruch programs, now mentors’ students herself.

This is how mentorship actually multiplies. One conversation leads to another. One opportunity becomes a career. One mentee becomes a mentor.

Seventy Years and Still Moving Forward

For more than four decades, FWA has awarded over $830,000 in scholarships. For ten years, the Pacesetter Program has connected rising stars with senior leaders. For nearly a decade, the Member2Member Mentoring Program has supported women at every career stage. As mentor Natalie Iannone puts it, “Mentoring has remained central because it’s part of the FWA’s mission. The FWA is there to help its members excel in any way they can. Mentoring is a big part of that.” Seventy years in, the Financial Women’s Association is still showing up. For students. For professionals. For the future of finance. And for 70 years to come.

Get Involved

If mentorship shaped your path, now is the moment to pay it forward. Apply to mentor. Support scholarships during our 70th year. Invest your time, your resources, or your voice. Because the next generation of women in finance is already moving forward, and they are stronger when we move with them.

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Financial Literacy Isn’t Just About Money - It’s About Possibility

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.

When the World Shifts, You Shift with It

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.

SAVE THE DATE: Global Capital & Leadership Forum

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.

Volunteers Needed for Financial Backpack Workshop

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] .