Founders and Board

Collaborative WIM was created as a grassroots campaign by finance practitioners and CFA society leaders across the US, to fill a need in our industry.

We believe shared experiences are powerful, and that hearts and minds can be changed through storytelling.

Read our stories to learn the personal meaning behind our work and how the Collaborative WIM community can support you. We look forward to meeting you at an upcoming global event! #CFAwomen

Sarah Yao Schutzman, CFA

President & CEO

Co-Founder, Managing Partner

- CFA Society Indianapolis Past Board Director-

Regina Gaysina

CWIM Ambassadors Co-Chair

- CFA Society New Mexico Past Board Director -

Christine Tinker, CFA

Director of Marketing

Senior Equity Portfolio Manager

- CFA Society Chicago Women’s Network Past Chair -

Arielle Jacobs-Bittoni, CFA

Vice President & Treasurer

Founder, Wealth Manager

- CFA Society LA Women’s Community Chair -

Victoria Cherkashina Prescott, CFA

Senior Director, Capital Markets & Investor Relations

- CFA Society San Diego Secretary -

Adrian Hughes, CFA

Secretary & CWIM Ambassadors Co-Chair

Portfolio Manager

- CFA Society Alabama Board Director -

Team

Collaborative WIM is a women-founded and volunteer-led 501(c)(3) charitable nonprofit organization, with no employees.

Our collaboration is made possible by more than 300 volunteer finance leaders globally, who work tirelessly to further our shared vision for a better, more inclusive world.

Meet the team members who work intimately alongside Collaborative WIM’s board and advisors, to fulfill our mission. Click on their photos to connect on Linkedin!

Kharli Brockmeier, MBA

Central Relationship Manager

Fidelity Investments

Communications

Alexander Yao

Software Engineer

Cisco Meraki

Technology

Grace Albers, CFA

Associate

VR Capital Group

Marketing

Senior Associate

Iffat Islam

Chesapeake Asset Management

CWIM Returnships Program

World Bachelor in Business c/o 2026

Hazel (Xiaoxuan) Jin

USC Marshall School of Business

Social Media

Senior Associate

Joanna Grabala

CWIM Connect Global Networking Series

Ares Capital Management

Ceylan Ozdemir, CFA

Investor and Finance Director

Lincoln Dynamic Group

Engagement Chair