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Women’s Wealth Equity Circle Members

February, 2019

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 

Joelle Spear
Canby Financial Advisors 

Wendy Weiss
Weiss Financial Advisors LLC
Compass Advisory Board
 

Diana Wood
Bernstein

Colleen Banse
Brookwood Advisory Group, LLC

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

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

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

• 

Laura Ladd
Hewitt Ladd, Inc.
Compass Advisory Board
 

Patricia La Valley
Fidelity (retired) 

• 

Meaghan McCarthy
housing finance and policy professional
Compass Board of Directors

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


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