Meet the Team – University Female Investors International Network

Meet Our Advisory Board

A UFIIN Advisor is a Content Expert in their field, providing their expertise and insight to UFIIN and associated members to guide them towards success.

Pennie George, CFA

Chair of the UFIIN advisory board

Emily Foshag, CFA

Portfolio Manager at Principal Asset Management

Kathy Hendrickson

Retired Director of UConn Business Career Development Office

Bridget Lyons

Professor of Finance @ Welch College of Business & Sacred Heart University

Sophie Garret

Analyst at Ruane Cunniff LP

Ernst Knacke, CFA

Head of Research at LeifBridge and Shard Capital

Kathy Marshall

Business Education Teacher at Tolland High School

Anu Chhabra-Coulter

President of Women in Finance Group Founder of Nosirrah Capital Limited

Julianna Cushner

Commercial Banking Analyst at Citi

Jamie Lewis

Founder of One Step Capital

John Brennan

CEO & Co-Founder @ AITEC | ECI Board Advisor

Tara McCarthy

General Counsel and Chief Compliance Officer Valent Asset Management

Cathy Wu

Investor at Coalesce Capital

Shannon O’Mara, CFA

Head of Credit Research – Loomis, Sayles & Company

Nikki Pirrello

Chief Operating Officer – Defined Contribution Institutional Investment Association – Senior Executive Connecting Thought Leaders in Retirement, Institutional Investing and Global Asset Management

Helen Schoeb

Founder & CEO of XFS Coaching Solutions | Executive Coach & Mentor for Senior Leaders in Financial Services

Amanda Pullinger

CEO of Debbie’s Dream Foundation: Curing Stomach Cancer; Co-Founder at Global Female Investors Network; Advisory Board – Women in Finance Group; Advisory Board – CMI Women

Alex Stamboulis

Sales & Trading Associate at Morgan Stanley