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Charlotte Yee's Empowering Journey: FWA Baruch Mentoring Sparks Finance Leadership Momentum

February 5, 2024

In the dynamic realm of finance, Charlotte Yee stands as a formidable presence within the Financial Women's Association - Baruch College Mentoring Program, embodying the program's impact on aspiring young women in finance. Charlotte reflects on her journey, stating, "Being a mentee in the FWA Baruch College Mentoring Program has been one of the best things to happen to me personally and professionally."


Fueled by the ambition to grow both personally and professionally during her sophomore years, Charlotte applied for the program, in pursuit of more than just acquiring knowledge – she was looking for a way to advance herself. Charlotte’s mentor, Salome Makharadze, is herself an alumna of the FWA Mentoring Program’s early years; Salome continues to credit her FWA mentor, Francoise Jeanpierre, with her early success. Charlotte found not just guidance but a force propelling her evolution. Salome shares her perspective, stating, "It's been incredibly rewarding to witness Charlotte's growth, both personally and professionally. Our shared experiences have created a strong bond, and I'm proud of the strides she has made."


"Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges."


The FWA Baruch College Mentoring Program served as the spark for Charlotte's career goals. Salome's counsel transformed Charlotte's approach to a summer internship at BMO Capital Markets in 2023, solidifying banking as a viable and fulfilling path. Charlotte reflects, "Before meeting Salome, all I knew about finance and the banking industry had come from my research online. Salome has encouraged me to broaden my horizons in both my professional aspirations and personal life. She has inspired me to dream bigger with my career and accept new challenges.”


Charlotte is pleased to be joining BMO Capital Markets as a fulltime analyst this summer, after her 2023 BMO Investment Banking Summer Analyst internship. She appreciates BMO’s commitment to Equity Through Education and the FWA, and its supportive culture. Charlotte has fast-forwarded her knowledge of finance with a multiple firms: she was a Growth Equity Immersion Program Participant at PeakSpan Capital in 2023, a Venture Capital Spring Analyst at SoundBoard Venture Fund, and she’s currently a Founders Fellow at Centerbridge Partners, L.P.


The program's impact transcends formal mentorship, weaving influence through various FWA Baruch events. Charlotte's interactions with informal mentors inspired her to seize control of her career, discern priorities, and fearlessly navigate the professional landscape.


As Charlotte envisions herself becoming a mentor, the program's influence on her perception of giving back becomes evident. Already applying to mentor high school students in the New York City area, Charlotte is poised to contribute to the growth and success of future generations, embodying the spirit of mentorship that has shaped her formidable journey.


While January was National Mentoring Month, Charlotte's narrative serves as a rallying call. Her journey is an anthem of empowerment within the FWA Baruch College Mentoring Program.


For those ready to mentor a promising college student navigating the business landscape, reach out to the program leads:

Baruch - Betsy Werley ([email protected]) or

Seton Hall - Donna Harris ([email protected]) or Lu Licciardello ([email protected])


Join the league of mentors sculpting the future of finance and empowering the next wave of leaders.

Photo from the FWA-Baruch College Mentoring Program's 20th Anniversary Celebration. Pictured: (L-R) Charlotte Yee, Salome Makharadze, Nayancie Matthews , and Françoise Jeanpierre

FWA Graduate School Partnership: Finance Training Program

March 27, 2025
In Fall 2024, the Financial Women’s Association (FWA) Graduate School Partnerships Committee, with support from BMO Capital Markets Equity Through Education Program, sponsored a finance training program for over 175 Baruch College Zicklin School of Business graduate students. As part of the curriculum, students attended a financial markets overview lecture by KLD Training and completed courses in applied Excel and corporate valuation with Training the Street. The Graduate School Partnerships Committee is proud to help fulfill the FWA’s mission to contribute to our communities and prepare the next generation of professionals through this multi-year initiative. As the financial services industry continues to go through technological and regulatory changes, the Committee hopes these young professionals will gain an edge as they enter the financial services industry with the additional technical skills and financial knowledge acquired from the training program. In the excerpts below, a few participants share how the course helped their corporate valuation knowledge and express their gratitude to the FWA and BMO Capital Markets. Click here to view the complete Participants Testimonial booklet . For more information about the FWA Graduate School Partnership, please contact committee chair Christine Li-Auyeung .

FWA Immediate Past President Hermina "Nina" Batson Featured in Equities.com

March 20, 2025
We're proud to celebrate our immediate past President, Hermina "Nina" Batson's recognition in Equities.com ! Her career resilience, leadership during the pandemic, and unwavering commitment to provide access, inclusion, and diversity continue to inspire. Read more here: Nina Batson: A trailblazing Black woman on Wall Street - Equities.com

Greetings From France!

March 13, 2025
This past week, we had the privilege of celebrating International Women's Day and kicking off our International Business Conference here in France. We began with a warm welcome dinner on Sunday night, followed by a series of events at businesses across central Paris. We have taken a deep dive into France’s technological advancements, energy sector, markets, and economic leadership. I am deeply grateful for the opportunity presented by the FWA International Business Conference, which has brought together delegates from around the world since 1978. It has been an absolute pleasure to experience France in such a unique and enriching way. As we approach the conclusion of this conference and prepare to head back home, I will carry with me the unforgettable experiences and knowledge gained here. La vie est belle!  Best, Annette Stewart FWA President 2023 - 2025

Spotlight on Kelsey Halloran, FWA Secretary

February 27, 2025
Supporting corporate governance through top-notch administration People who enjoy solving puzzles and problems are often detail-oriented, observant, organized, patient and analytical. These traits enable them to approach complex challenges methodically and effectively. For Kelsey Halloran, these qualities have been key to her success as a forensic accountant at a leading global advisory firm and have made her a prime choice for secretary of the FWA.  Sherree DeCovny, co-chair of the FWA’s Marketing & Strategic Communications Committee, talked with Kelsey about her career and the role the FWA has played in developing her leadership skills and shaping her professional growth.
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