Tag Archives: Jennica Ross

What’s Next? ETF for Wall Street Women

MarketsMuse post courtesy of extract from Investors Business Daily..Editors clipped original headline: “Wall Street Women Touch Each Other: BrokerDealer ETF Gals Form “WE”

Linda Zhang, Windhaven Investment Mgt.
Linda Zhang, Windhaven Investment Mgt.

“When you put 40 smart and gorgeous women together, great things will just happen,” said Linda Zhang, senior portfolio manager at Windhaven Investment Management in Boston.

Earlier this year, Zhang helped to found Women in ETFs (WE), a platform for women in the industry to connect, support and inspire each other. The idea came about after she ran into an old colleague — Joanne Hill, head of institutional investment strategy at ProShare Advisors — during an Inside ETFs conference in Florida in 2013.

“We looked around this huge conference, there were very few of us who were women,” said Zhang, who is WE’s vice president. “We were convinced there were other people like us. We thought perhaps we can start something.”

Zhang and Hill discussed their idea with Sue Thompson, head of institutional asset management and RIA for BlackRock. Thompson, an industry veteran, responded excitedly. Soon, others came on board: Michelle Mikos, ETF business development director at Invesco PowerShares, and Deborah Fuhr, managing partner at ETFGI, a research firm in London.

On July 31, WE announced its nine-member board of directors. Besides Zhang, it includes Thompson and Hill as co-presidents, Fuhr as external organization liaison, and Mikos as secretary. Industry legend and securities attorney Kathleen Moriarty — nicknamed “SPDR Woman” for her role in the SPDR S&P 500’s ( SPY ) debut in 1993 — also serves on the board.

In recent months, WE has organized professional development events and launched a website as well as a LinkedIn group . The organization now has chapters in Boston, Chicago, New York, Philadelphia, San Francisco, Washington DC, Toronto, London, Paris and Frankfurt.

The Chicago chapter will launch in conjunction with the fifth annual Morningstar ETF Conference in that city on Sept. 17.
Read more: http://www.nasdaq.com/article/women-in-the-etf-industry-launch-a-group-of-their-own-cm381955#ixzz3AvkOuzeh


Wall Street Women Awards Winner: Jennica Ross – Rising Star

tradersmagazine logo Courtesy of John D’Antona, TRADERS magazine.

Recognizing today’s and tomorrow’s leaders, the Rising Star Award is intended for high-impact professionals who will continue to lead the industry for years to come.

Rising Star: Jennica Ross, Director of Strategic Relationships, WallachBeth Capital

To fully understand the business of trading, one must be able to see the whole picture clearly, else risk missing something.

Rising Star Jennica Ross

It’s very easy in trading to get highly specialized, niche-oriented and absorbed in market microstructure, and to lose sight of what the trading industry’s goal is, said Jennica Ross, director of strategic relationships at WallachBeth Capital. That’s why she chooses to view things from a client-centric, holistic approach.

“We tend to be very critical on what our immediate function is—get down into the weeds—but sometimes we forget to step back and look at the industry as a whole,” Ross said. “We’ve got to challenge ourselves to see what we do on a day-to-day and how it affects our clients and what trends it gives way to.”

A self-described “big-picture person,” Ross is always moving ahead, learning new concepts and implementing fresh ideas that keep her and WallachBeth Capital ahead of the curve. She credits her ethos in part to her liberal arts background—she is a graduate of Princeton University—and to her parents, one a former principal and the other a former teacher.  To continue reading the entire story, please click here

Securities Industry Recognizes Women of Excellence : Wall Street Women Award Winners

tradersmagazine logo Courtesy of TradersMagazine

Women Trailblazers, Entrepreneurs, Mentors, Rising Stars and Others Honored for Their Achievements

– Trading is and always has been a man’s world. But there are exceptions to every rule. Women in trading have made their imprint on an industry that has not always been female-friendly. Welcome to Traders Magazine’s Wall Street Women Awards. Join us in congratulating these 15 award-winning women who have placed their mark of success upon the Street—and as a result, are being honored for their accomplishments.

"Rising Star" Jennica Ross, WallachBeth Capital LLC
“Rising Star” Jennica Ross, WallachBeth Capital LLC

The winners’ stories of leadership, perseverance, assertiveness and charity are inspiring to both women and men, young and old.

The Women of Excellence Awards were made in (8) categories and the following winners were selected by an independent advisory committee comprised of women in the financial community with decades of experience:  Excellence in Leadership (Anna Ewing, NASDAQ OMX and Christine Sandler, NYSE); Industry Trailblazers (Nathalie Texier-Guillot,  Citigroup and Johanna Rossi, Alden Global), Lifetime Achievement (Elaine Kaven, StockCross), Rising Stars (Jennica Ross, WallachBeth Capital and Clare Fraser, Omgeo) Entrepreneurs of the Year (Nancy Havens-Hasty, Havens Partners and Ivy Zelman, Zelman & Associate); Mentors of the Year (Eva Walsh, JPMorgan Asset Mgt and Bina Kalola, BAML); Charitable Works Award (Holly Mitchell, ITG and Ellen Kratzer, Fiduciary Trust);  and Crystal Ladder Award (Tracy Buell, ConvergEx Group and Jamie Bogen, Bloomberg Tradebook). Continue reading