A Wealth of Perspectives
Sponsored by: Wellington Management and Women in Financial Markets
Explore how the rapidly evolving US wealth market is creating new opportunities for asset managers, distributors, and financial advisers to rethink how they partner to serve investors. Gain insights into the forces reshaping the market and the opportunities ahead.
Key Topics:
-Explore the interconnected roles of asset managers, distributors, and advisers in serving today’s investors.
-Examine how product innovation and new investment vehicles are broadening the opportunities available through wealth channels.
-Consider what it takes to translate institutional investment expertise into solutions that work for advisers and their clients.
Continue the conversation with women from across the financial industry over networking refreshments following the discussion.
Explore how the rapidly evolving US wealth market is creating new opportunities for asset managers, distributors, and financial advisers to rethink how they partner to serve investors. Gain insights into the forces reshaping the market and the opportunities ahead.
Key Topics:
-Explore the interconnected roles of asset managers, distributors, and advisers in serving today’s investors.
-Examine how product innovation and new investment vehicles are broadening the opportunities available through wealth channels.
-Consider what it takes to translate institutional investment expertise into solutions that work for advisers and their clients.
Continue the conversation with women from across the financial industry over networking refreshments following the discussion.
DATE: Wednesday, October 14th, 2026
TIME: 5:00 PM Registration.
We will begin promptly at 5:30 PM; please arrive early.
Networking reception will follow.
HOST: Wellington Management and Women in Financial Markets
LOCATION: 280 Congress Street
Boston, MA 02110
SPEAKERS:
Margaret Flynn-Martin, Managing Director, Head of the Relationship Management Group, Morgan Stanley Wealth Management
Christina Kopec Rooney, Head of US Wealth, Wellington Management
Lori Murphy, Head of Strategic Relationship Management, Hartford Funds
Marta Poleszczuk, Moderator, Managing Director and Director of Fixed Income Product Management, Wellington Management
RSVP Required
RSVP HERE
If you have any questions about this event please contact Boston Education (boston@100women.org)
Limited spaces available, please register early.
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Space is limited. No walk-ins will be permitted.