Lisa Shidler

I had the pleasure of working with Erinn Ford at Pacific West. Erinn understands the challenges advisors face and has deep experience of the IBD and RIA world. I am certain the advisors are thrilled to have Erinn at the helm as President of Cetera Advisors! That was a good move on Cetera’s part.

As a second woman executive exits Cetera, a third one gets a bigger title

Allison Couch went home to AIG without much to say about it.

AIG Advisor Group

Cetera Financial Group

Pacific West Financial Group

Valerie Brown

Allison Couch

Nicholas Schorsch

Erinn Ford

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

Allison Couch heads back to AIG and Erinn Ford gets a presidency on the heels of Valerie Brown's departure

As a second woman executive exits Cetera, a third one gets a bigger title

Mary Ann Buchanan

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November 7, 2024 at 11:11 PM

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As a second woman executive exits Cetera, a third one gets a bigger title

Mary Ann Buchanan

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November 7, 2024 at 11:11 PM

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