Julie is a dynamic leader with extensive experience managing complex investment advisor operations. As a member of the Board of Directors and Executive Leadership Team, she brings a reputation for strategic thinking, deep understanding of...
Senior Executive, Business Leader, Former Equity Sell-side Analyst, Board Member and Advisor with a career record of success in providing thought leadership, strategic vision, and business insight leading to significant business growth and shareholder value....
As CEO, Rebekah “Beka” Kohmescher leads Altair’s executive team and has responsibility for the overall management of the firm. Beka places a strong emphasis on creating a firm culture where all employees are encouraged to...
Serving as Chief HR Officer since 2020, Norah leads Wintrust’s people strategy to foster a supportive, high-performing and diverse workplace culture. She brings deep expertise in talent management, organizational development, and employee engagement. In her...
Ann Marie Wright is the U.S. Chief Risk Officer for BMO Financial Group. In this role, she is responsible for ensuring that the organization is effectively identifying and managing the risks in the business and...
Yonhee spent her career at the same firm for over 38 years, starting as an entry-level associate and retiring as Principal, Chief Operating Officer and Chief Marketing Officer. She has presented at various industry conferences...
Roxanne Martino is the Co-Founder of OceanM19, a single-family investment office. Ms. Martino serves as The Lead Independent Director of Ventas, Inc., (NYSE: VTR), an S&P 500 company which is a top-tier real estate investment...
Mary Jo Herseth is the Principal of Starland Consulting LLC and the former Senior Vice President and National Head of Banking for Harris Private Bank. Ms. Herseth joined Harris Private Bank in September 2009 after...
Beth joined Oppenheimer in 2024 as Head of Public Finance. With over 30 years of industry expertise, she has completed $40 billion in transactions throughout her career. Ms. Coolidge most recently led UBS’s Midwest Public...
