Boston, MA
February 6, 2022

Women who “break the mold” as disrupters in their industries, communities and work places joined Dr. Patti Fletcher in an evening of cocktails. The group discussed their personal challenges and shared insights on future success.

New York, NY & Boston, MA
October 23, 2021

The CW&W hosted small dinners with Ellen Perry in New York and Boston. Brenner discussed her journey from the Metropolitan Museum of Art to WAML, her view of where we are in the economic cycle and how to prepare for future volatility.

New York, NY
October 10, 2021

At WAML, we believe in the Sweats & Balances mission to support a community of women in balancing the many facets of work, life, fitness and health. The WAML CW&W partnered with Sweats & Balances to host an evening of yoga, wine and conversations.

Philadelphia, PA
July 17, 2021

Kathryn George, chairwoman of the CW&W, and Ellen Perry, Senior Advisor to WAML, offered insights on how to raise financially responsible children and facilitated a conversation about the complex questions at the intersection of family, wealth and values.

Boston, MA
July 10, 2021

The CW&W hosted a summer soiree, celebrating women winemakers at The Urban Grape.

Philadelphia, PA
June 21, 2021

The CW&W partnered with Family Business Magazine to host a luncheon discussion focused on tax reform. WAML investment and estate planning experts presented their top 10 recommendations and opportunities arising from the recent tax reform legislation, followed by a Q&A session on estate planning strategies. 

New York, NY
June 5, 2021

The CW&W kicked off the summer with an evening of conversation, cocktails and luxury consignment at The RealReal store in Soho.

Boston, MA
May 16, 2021

Camille Preston, CEO and founder of AIM Leadership, led a lively discussion about the shift from a time economy to a results economy and how to be more productive, creative and fulfilled.

New York, NY
May 1, 2021

The CW&W partnered with Christie’s to offer clients a private reception and tour of the largest art collection of all time – The Collection of Peggy and David Rockefeller.

Dover, MA
April 12, 2021

The YPO Raising Financially Savvy Daughters half-day event included presentations by Adrienne Penta and Ellen Perry. They highlighted the importance of understanding wealth values and educating children of all ages on how to be financially responsible.

Burlington, VT
April 4, 2021

A lively group of Vermont-based female founders and funders attended the CW&W’s dinner at Leunig’s Bistro. The group discussed their personal stories related to wealth and the future of women-owned businesses in the region, with remarks from Adrienne Penta on the CW&W’s role in supporting and engaging women as they create wealth.

Boston, MA
January 18, 2021

Dr. Patti Fletcher’s book launch celebrated her new book, “Disruptors: Success Strategies from Women Who Break the Mold.” Dr. Fletcher discussed what it takes to succeed and the importance of defining success for oneself.

San Francisco, CA
January 10, 2021

The CW&W gathered a group of local female founders and funders to discuss the challenges women have faced in building their businesses and what the future may bring for them.

Boston, MA
November 7, 2021

For the 8th year, WAML hosted its Boston Women’s Forum featuring the founder and CEO of The RealReal, Julie Wainwright. Julie has raised an incredible $173 million in VC funding for The RealReal, the leading company in the authenticated luxury consignment industry.

Charlotte, NC
October 17, 2021

In collaboration with our WAML Charlotte office, the CW&W sponsored the Women’s Philanthropy Institute’s launch of their new Women Give 2017 research. The conference focused on how charitable giving influences life satisfaction and included discussions with local philanthropic leaders on the report’s relevance to their personal philanthropy.

New York, NY
October 16, 2020

WAML CW&W partnered with Christie’s to host an evening reception focused on women and the arts.. The event, held at Christie’s, featured speakers Anne Pasternak, Director of the Brooklyn Museum, and Allison Whiting, Christie’s Director of Museum Services.

Boston, MA
October 13, 2020
Brigid Schulte, director of the Better Life Lab at New America and bestselling author, joined the CW&W in hosting a luncheon to facilitate conversations on the future of work for women.

Boston, MA
September 26, 2020

The CW&W hosted our second annual CEO dinner with special guest Sylvia Ann Hewlett, founding president and CEO of the Center for Talent Innovation. The conversation focused on how to leverage diversity to drive innovation in a global marketplace.

Chicago, IL
September 12, 2020

As an extension of her article in the Fall issue of Women & Wealth Magazine, Bryn Mars was the featured speaker at our CW&W dinner in Chicago. Bryn shared her experiences as a fourth generation family business owner, and gave insights on how families can raise their children to be financially responsible stewards of wealth.

New York, NY
June 15, 2020

WAML hosted a Next Generation Forum at The Beekman in New York which covered topics from an introduction to finance and investing, wealth planning, to entrepreneurship. Three women founders/CEOs, Zoe Barry of ZappRx, Jenny Griffiths of SnapTech, and Ashwini Anburajan of OpenUp, shared their insights on entrepreneurship at the event’s feature panel.

Boston, MA
February 8, 2020

The Center for Women & Wealth hosted a Women Founders and Funders dinner featuring Jules Pieri, CEO and co-founder of The Grommet, a platform that sources and launches undiscovered products. Pieri shared her story about launching The Grommet and the obstacles she faced along the way.

Boston, MA
November 3rd, 2019

For the 7th year, WAML hosted the Boston Women’s Forum. CNN analyst and author of Security Mom: An Unclassified Guide to Protection Our Homeland and Your Home, Juliette Kayyem, spoke about everyday things we can do to prepare our families in case of an emergency.

New York, NY
November 1, 2019

In preparation for the holiday season, WAML hosted an interactive roundtable discussion on impact philanthropy. Roundtable panelist included: Non-profit organization management professional, Susan Donahue, Non-Profit Organizations and Foundations Practice Group Leader at Robinson, Bradshaw & Hinson, Dianne Chipps Bailey, President of Fidelity Pamela Norley and Founder of Marina Orth Foundation, Maureen Orth.

Charlotte, NC
September 15, 2019

The launch of the Center for Women and Wealth in our Charlotte was a huge success. Author of Overwhelmed: Work, Love & Play when No One has the Time and Director of New America’s Better Life Lab, Brigid Schulte, was the keynote speaker. Discussions focused on work-life balance and finding time for yourself in a culture of business.

Boston, MA
June 10, 2019

The Women’s Network tackled the topic of how to turn “Grit to Great.” Caroline Miller, a renowned educator on goals, grit, and their connection to happiness, explored what grit is, why it matters and how anyone can get it. Guest speaker, Jackie Fenn, Creator of the Gartner Hype Cycle model, presented her research on why creativity is necessary for successful corporate culture.

New York, NY
June 9, 2019

The second annual Next Generation Summit was an alluring affair, attended by WAML clients and their families. Topics of discussion included effective communication, entrepreneurship, investing, managing work-life balance and laying the financial foundation for your future.

New York, NY
May 12, 2019

Chairwoman, Kathryn George, and Executive Director, Adrienne Penta, welcomed best-selling author and CEO of New America, Anne-Marie Slaughter, to WAML for the launch of CW&W in New York, where Dr. Slaughter spoke about women, men, work and family.

Charlotte, NC and Boston, MA
November 19, 2018

2020 Women on Boards hosted the National Conversation on Board Diversity in cities around the world on November 19th. Senior executives discussed how and why companies are increasing the number of women on U.S. corporate boards. The WAML CW&W was thrilled to sponsor the event in Charlotte, North Carolina and Boston, Massachusetts.

Boston, MA
October 28, 2018

Coinciding with the launch of the WAML CW&W, WAML hosted the sixth annual Boston Women’s Forum. Claire Shipman, award winning journalist and co-author of The Confidence Code, provided more than 100 attendees insights on women and confidence; she explored the effect of confidence on success and how to gain it.

New York, NY
June 5, 2018

In June, WAML hosted a Next Generation Summit in New York at the Soho Grand Hotel, which was an intimate and engaging gathering, attended by both clients and WAML Employees. Issues discussed included spending, value investing, leadership and social impact. Based on the positive experience of attendees, WAML is planning to hold more of these events with interactive workshops in 2016.