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Women’s Wealth Equity Circle Members

Asha Mehta
Acadian Asset Management

Maggie Moore
Goldman Sachs
Roca Board of Directors
Chairwoman of the Women’s Wealth Equity Circle



Loren Moran
Wellington Management

Valerie Mosley
Valmo Ventures

Precillia Redmond
Maeve Consulting LLC

Sherry Riva
Compass Working Capital, Founder and CEO 

Toinette Rivas
Bernstein
Compass Advisory Board

• 

Carolina Samudio-Ortega
Compass Working Capital, Director of Advancement 



Martha Slitt
Asset Management Executive

Joelle Spear
Canby Financial Advisors 

Sandra Suarez
Compass Working Capital, National Network Program Manager
Compass Program Graduate


Penny Weeks
Compass Finance Committee

Wendy Weiss
Weiss Financial Advisors LLC
Compass Advisory Board
 

Diana Wood
Bernstein

Colleen Banse
Brookwood Advisory Group, LLC

Dara Brigham
marketing professional

Nonnie Burnes
Partner in the Relay Fund



Ana Estrella
Compass Working Capital, Financial Coaching Associate
Compass Program Graduate


Marla Felcher
Chair Emeritus and Co-Founder, the Philanthropy Connection



Maureen Fitzgerald
Pyramis Global Advisors (retired)
Compass Board of Directors

Gardite Fougy
Compass Program Graduate

Betty Francisco
Compass Working Capital, General Counsel

Lauriann Kloppenburg
Loomis, Sayles & Company (retired)
Adams Fund Board of Directors

Deborah Kolb, PhD
Negotiation, Leadership & Gender Expert



Patricia La Valley
Fidelity (retired) 

Laura Ladd
Hewitt Ladd, Inc.
Compass Advisory Board
 

Meaghan McCarthy
housing finance and policy professional
Compass Board of Directors


For more information on the Circle and how you can get involved, contact Carolina Samudio-Ortega, Director of Advancement.