Board of Directors

The Financial Women of San Francisco is governed by a Board of Directors that consists of the Executive Board along with Committee Chair Persons.

Please click on the board member's photo to read her biography. 

Executive Board

Kathy Wheadon


Kathy Wheadon is the founder of Clarelane Consulting, LLC. She has over 30 years’ experience in banking and financial services with a consistent focus on operational excellence. She has worked extensively in the investment advisor space and understands well the risks around the investment process, as well as financial accounting and regulatory compliance.

Before founding Clarelane, Kathy worked at DCI, LLC, a model-driven credit-focused institutional asset manager, where she built out the operational, financial, compliance, and administrative infrastructure for the firm. Prior to DCI, she spent two years at Investors Bank & Trust, establishing the firm’s first independent treasury operations department (FX, securities lending, wire transfer, corporate treasury). Kathy also worked at Bank of America for nine years, heading up the US operations for foreign exchange and derivatives processing in the Capital Markets group.

Kathy has a BS in Business from the University of Illinois, Champaign-Urbana.

Kathleen Nielsen

Immediate Past President

Kathleen Nielsen is the president of Equilibrium Services Group, Inc. She is a governance, compliance, risk, and HR professional with 20 years of experience working on corporate compliance matters with management and boards of national and international companies.
Kathleen works in all aspects of a company's life cycle — including start-up and formation, mergers and acquisitions, work outs, restructuring, IPO, securitization, and debt refinancing. She develops risk and corporate compliance policy for companies in a wide array of industries and works extensively with a client's shareholders, lenders, audit firms, legal counsel, and tax advisors to support the client's growth and success.

Kathleen is an experienced facilitator and trained mediator who is adept at working with teams of diverse individuals. She is also experienced in FCPA, OFAC, and ITAR compliance matters.

Kathleen has a BA, Pre-Law, from the University of California, Berkeley and an MPA from the University of San Francisco. She is certified as a Senior Professional in Human Resources (SPHR) and an SHRM Senior Certified Professional (SHRM-SCP). Kathleen is also the board chair of a non-profit providing nutrition, educational support, and tuition to impoverished children around the world.

Olivia Barbee

Vice President (2019 President-Elect), Corporate Sponsorship Co-Chair

Olivia Barbee is a native of Chicago and a graduate of Stanford University. She returned to the Bay Area in 2008 to work as a content marketer for Wells Fargo Bank. Her key responsibilities include working with Wells Fargo Investment Institute, Wells Fargo Asset Management, and creative services to develop and coordinate editorial for thought leadership marketing content.

She currently serves as a FWSF liaison to corporate sponsors, responsible for strengthening and maintaining our relationships. Her hobbies include reading, watching ballet, listening to podcasts, and cheering on the Golden State Warriors.

Patricia Hudson


Pat Hudson is an independent consultant serving financial services companies in the areas of strategic planning, marketing, brand strategy, product positioning, and client experience. Pat has had a 30-year career in the financial services industry. For a decade, Pat led strategic planning, marketing, and product management for Mechanics Bank, a century-old, family-owned community bank based in the San Francisco Bay Area. Prior to Mechanics Bank, Pat was CMO for an Internet insurance company, spearheaded development and marketing of new banking products at Fair Isaac; led Porges/Hudson Marketing to become one of the premier marketing consulting firms in financial services; was Senior Vice President of Marketing for Westamerica Bank; and was vice president of Product Management for Electronic Banking — and, later, vice president of Marketing for Small Business — at Bank of America. Pat began her banking career as director of strategic planning for the New York Banking Division of Citibank.

Pat has been a member of FWSF for 20 years, and has been actively involved with the Scholarship Committee for over a decade. Pat has been privileged to mentor eight FWSF Scholarship recipients in as many years. Pat actively supports the Stanford Business School Alumni Consulting Team program, contributing time as a pro bono consultant to Bay Area non-profits.

Tracy Teale


Tracy Teale is an audit stockholder with RINA Accountancy Corporation, a regional public accounting firm with 60 years of experience serving clients in the Greater East Bay, San Francisco, and the Sacramento/Roseville markets. RINA's focus is primarily on small and medium-sized privately held businesses and their owners and serves a variety of industries, including not-for-profit organizations. Tracy has extensive experience providing audit and attest services to both for-profit and non-profit businesses in a variety of industries. Tracy assists many of her clients with accounting issues and the design of processes and systems. Tracy also has extensive experience in setting up or modifying accounting systems. Prior to joining RINA in 1997, Tracy worked in private industry as a CFO for 10 years.

Tracy holds a Master’s in taxation and an MBA from Golden Gate University. She earned a BA in Economics from University of California at Santa Cruz and a BS in Mechanical Engineering from University of California at Berkeley.

Tracy is a licensed certified public accountant and her professional affiliations include memberships with the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

Anne Chambers

VP Fundraising and 501c3 Chair


In 2004, Anne Chambers launched a consulting practice, Chambers & McAlpine Associates, Inc.,specializing in developing innovative financial technology strategies for the financial services industry. Prior to that, Anne was COO/CFO of Advisor Software, Inc., a provider of web-based asset-allocation and investment-analysis applications for financial institutions. Anne also has worked in a variety of roles at Bank of America — including SVP for Finance Change Management, where she managed major company-wide merger transitions, systems conversions, and process redesign projects. She began her career at Deloitte and Touche and has a BA and MBA from the University of California, Berkeley. Anne is active as a past president of the Haas Business School Alumni Council and a member of the Haas Business School Development Council. Anne is also a CPA.

Karen Crowley

VP Infrastructure

Karen Crowley is a Salesforce solutions engineer for ICONIQ Capital. She has designed and implemented Salesforce solutions for private equity and family office firms for the last five years. She has 15 years of experience leading systems projects through their full development life cycle —requirements gathering, design, development, testing, training, implementation, ongoing enhancements and user support.

Karen also worked in regulatory and systems (SAP) roles at Pacific Gas and Electric Company. She has provided written and oral testimony before the California Public Utilities Commission. She started her career assisting businesses and outside counsel resolve complex business and litigation challenges.

Karen holds a BA in economics from Pomona College. She is a Certified Salesforce Administrator.

Karen joined FWSF in 2014 and began serving on the board in 2017. She also serves on the board of San Francisco Tsunami Aquatics.


Linda Wagner

VP Marketing and Communications

Linda Wagner is the director of marketing at CrossCheck Compliance, a nationwide consulting firm. She is a business-to-business marketing and business development strategist with over 30 years of experience in the financial services industry. Her expertise is leading organizations through marketing, business development, and sales transformations — as well as building the thought leadership of organizations and individuals.

Linda’s experience in financial services includes sales management and client management — initially in national account sales, and then as regional sales director for Freddie Mac where she managed C-level clients in banks, mortgage companies, and credit unions. She also managed a sales and customer service team. After moving to California, she transitioned from sales to marketing management. Since then, Linda has held marketing leadership roles in industry leading organizations including Hewlett-Packard, FICO, Prudential Real Estate and Relocation, Homecomings Financial (GMAC/RFC), and Citigroup. Prior to joining CrossCheck in 2015, she served as the executive director of a public-private partnership focused on affordable housing where she was instrumental in raising substantial new revenue, developing the organization’s strategic plan, and forming key partnerships.

She has a BA from the University of Illinois, Champaign-Urbana with high distinction in Finance.

Linda initially joined FWSF in 2000 and served as a marketing co-chair in 2008 and 2009. She is now serving as Marcom Communications Co-Chair.

Janeth Medina

VP Scholarship

Janeth Medina is an assistant vice president at Bank of the West, where she develops strategic business cases for business lines to improve the growth and profitability of their businesses. In her role, Janeth also provides program management support for major bank-wide transformation initiatives focusing on the corporate strategy of the bank.

Janeth joined FWSF in 2013 after being awarded a FWSF graduate scholarship. She served as a Mills College team lead for three years, co-chair of the scholarship program thereafter and is currently a board member and VP of the scholarship committee.

She has an MBA and a BA in political, legal, and economic analysis from Mills College.

Bank of the West

Susan Mazzetti

VP Programs

Sue Mazzetti is a financial advisor with The Barry & Milligan Group of Merrill Lynch, a team of eight financial professionals who have more than 100 years of combined experience helping corporate executives, business owners, entrepreneurs, and professionals — with complex circumstances — reach their financial goals. Sue focuses primarily on professional relationship management by acting as a liaison between her clients’ other trusted advisors, namely CPAs and estate planning attorneys. Prior to joining Merrill Lynch, Sue worked for nearly 10 years as a CPA in the International Capital Markets Practice for Ernst & Young. In this role, she provided risk management assurance and advisory services to global financial institutions.

She holds an MBA from Columbia University, a Bachelor’s in Accounting from Boston College, and holds a Chartered Retirement Planning Counselorâ„  (CRPC®) designation.

Paige Venable

VP Membership

Paige Venable is a managing director in KPMG’s San Francisco Risk Consulting practice with a focus on Enterprise Risk Management (ERM); Governance, Risk, and Compliance (GRC); Internal Audit; and Sarbanes-Oxley (SOX) assisted services. Paige has 17 years of experience providing advisory and audit services to domestic and global clients.

Paige is serving as immediate past president of FWSF,and has served as a board member since 2012. In 2016, Paige was honored as the FWSF’s Most Distinguished Member of the Year.

In 2017, Paige appeared on Bay Area Focus and discussed how it continues to be difficult for women to break through the glass ceiling and what women can do to excel in their career by growing their professional network, sharing their successes, and being true to themselves.

Paige was selected as one of the Bay Area’s Most Influential Women in Business for 2017 by the San Francisco Business Times; was awarded the Perpetual Trophy for Volunteerism in 2013; is an active member of KPMG's Network of Women (KNOW) and other diversity programs; and is serving her third year as the Co-Chair of KPMG’s Advisory Employer of Choice Council. She has been a National Instructor since 2004; served as a People Management Leader since 2005; and has been recognized year over year for mentoring her colleagues.

Paige is a Certified Control Self-Assessment (CCSA) and Certified Risk Management Assurance (CRMA) professional and has been a member of the Institute of Internal Auditors (IIA) since 2004.



Crystal Milo

VP Diversity and Inclusivity

Crystal is the director of U.S. research at Glass Lewis & Co, LLC, a proxy advisory company. Crystal oversees corporate governance policy development, engagement efforts and research production for publicly-traded companies in the United States. As the leading independent provider of global governance services, Glass Lewis helps institutional investors understand and connect with the companies in which they invest. Prior to Glass Lewis, she was the editor-in-chief at the Asian Journal of Public Affairs and consulted on various international development projects in Asia.

She has a BA in political science, cum laude, from Mount St. Mary’s University, and a Master in public policy from the National University of Singapore. She is also a member of the Filipina Women's Network.

Committee Chairs

Mona Ahmadi

Individual Fundraising Chair

Mona Ahmadi is a finance professional with 10 years of experience in financial planning and analysis. She became involved with FWSF after receiving one of the 2014 FWSF scholarships while pursuing her MBA at the University of San Francisco. Mona also serves as a board member at Project ARTogether, using art as an element to bring awareness to the refugee community of the Bay Area.

Sandra Camacho

Scholarship Co-Chair

Sandra is the controller at Pacific View Asset Management, LLC an investment advisory firm where she is responsible for managing all accounting and finance aspects of the PVAM Group consisting of U.S. and international entities and funds. Given over 20 years in experience in the finance industry and in the accounting field, she is well placed to provide senior level accounting guidance and expertise.

Prior to Pacific View Asset Management, LLC she worked at Babcock & Brown LP, a global investment and advisory firm, where she held various roles culminating in the assistant controller of the U.S. corporate and structured finance division.

She holds an MBA with a focus in international business and a BS in finance from California State University.

Sandra served in the U.S. Army Reserve for 21 years where she was an adjutant general branch officer. She graduated from various leadership development training courses.

Sandra has been actively involved in Financial Women of San Francisco since 2012. Her prior board role was as marketing and communications co-chair. She was also a Financial Woman of the Year and International Women's Day committee member.

Krystle Chow

Mentorship Co-Chair

Krystle Chow is a senior manager at Spott, Lucey & Wall, Inc. CPAs in San Francisco. She has 10 years of experience advising both businesses and individuals with managing cross-border planning and compliance in the U.S.

Krystle holds a BA degree in accounting and MS degree in taxation with a certificate in international tax.

Since joining Financial Women of San Francisco in 2015, she has transitioned from serving on the membership committee to her current board role as mentorship co-chair. She also takes an active role in her own firm's mentorship by supporting her three mentees and in managing the program.

Kim Crosslin

Mentorship Co-Chair

Kim Crosslin is a loan team manager with Wells Fargo Bank's Technology Banking Group. She has extensive experience in early, middle, and late stage financings for technology companies. Her team is committed to bringing value and financial intelligence to the venture and private equity community. Prior to Wells Fargo, Ms. Crosslin held various positions with Comerica Bank's Technology Banking division for 10 years. She began her career in technology banking at Silicon Valley Bank in 1994.

Anne Evers

Marketing and Communications Co-Chair

Anne Evers, founder and owner of Anne Evers Communications, has more than 30 years' experience in communications. She founded the eponymous firm in 1993 to offer turnkey editing, writing, and editorial management services, primarily for financial services companies. Her specialty is making complex information easier to comprehend, getting people to do what needs to be done, and managing jobs from start to finish.

Anne's financial writing and editing experience ranges from annual reports, newsletters, and Web content to employee communications and statement stuffers. Clients include Visa International, eBay, Streetwise, Inc., Wells Fargo Advantage Funds, Chancellor /LGT Asset Management, PG&E Corp., and Montgomery Funds.

Before founding Anne Evers Communications, Anne was editor of Research magazine, the leading trade magazine for stockbrokers. She oversaw all editorial and production functions, working with top management at a wide variety of publicly traded companies to help them tell their investment stories to the financial community.  

Prior to working as editor of Research, Anne was publicity director for the University of California Press. She has a BA, English, from UC Berkeley, and an MBA, St. Mary's College.

William Haraf

Endowment Chair

William (Bill) Haraf is a special advisor at Promontory Financial LLC, a subsidiary of IBM. He advises clients in the areas of corporate governance, risk management, compliance and strategy. In addition, Bill is on the board of directors of Charles Schwab Corporation and its three subsidiary banks. 

Bill’s financial services experience spans the corporate sector, the executive branches of both state and federal government, academia and the think tank world. Bill earned a reputation as an open, fair and pragmatic regulator during four years as Commissioner of Financial Institutions in California, leading the agency through a period of economic upheaval both in the state and nationwide. His knowledge and understanding of the financial system led to his selection as the state banking supervisors’ representative on the Financial Stability Oversight Council, a federal agency created by the Dodd-Frank Act to foster coordination among financial regulators in order to identify systemic risks to the nation’s financial stability.

Bill earned a PhD in economics from the University of Washington.

Bill has been a member of FWSF since 2008 and joined its board in 2018.

Barbara Janczer

Technology Chair

Barbara, born and raised in Austria, is currently a product manager at Splunk, an industry-leading big data company in San Francisco.

Barbara has worked with entrepreneurs and startups the majority of her career, gaining deep knowledge and experience in innovation and building disruptive technologies. During her time studying in Vienna, Austria she specialized in international marketing, sales and entrepreneurship. She moved to San Francisco in 2017 in order to start her own business, work in high tech and gain experience in venture capital. During her brief time in San Francisco, she co-founded two companies, one of them a nonprofit advancing women in technology and finance.

Barbara was honored to receive a FWSF graduate scholarship in 2018 and was elected to join the FWSF board in 2019 as well as co-chair the technology committee. She graduated from the Vienna University of Business and Economics with a BS in business administration and received a MS in entrepreneurship & innovation from the University of San Francisco.

She also attended UC Berkeley and Smith's Business School at Queen's University in Kingston, Ontario, as part of an international exchange program.


Marianne LaPorte

Marketing and Communications Co-Chair

Marianne LaPorte, PMP, is a senior marketing project manager at Delta Dental. She is responsible for developing and implementing marketing programs, communications and campaigns for the small business segment.

Prior to Delta Dental, she spent 14 years at Wells Fargo where she held roles in marketing strategy and product management. for various products and client segments. In her roles, she has worked cross-functionally with channel leaders, sales teams, an internal creative agency, designers, digital marketers and regulatory partners. 

Marianne holds a BS in business administration from the College of Charleston and a Project Management Professional (PMP)® certification with PMI.

Marianne lives in San Francisco with her husband and enjoys hiking, cooking and reading. She has been a member of Toastmasters for the past seven years.

Melissa Maquilan Radic

Corporate Sponsorship Co-Chair

Melissa Maquilan Radic, CFA, CAIA, director, is a member of BlackRock's Financial Institutions Group within the institutional client business. She is responsible for developing and maintaining relationships with insurance and other taxable clients.

Melissa’s service with the firm dates back to 2004, including her years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. She joined Merrill Lynch Investment Managers in 2004 as an internal wholesaler for MLIM's Strategic Alliances Group. From 2007 to July 2014, Melissa was an institutional wholesaler responsible for providing support to variable annuity wholesalers and financial professionals across the Southeast and Midwest.

Melissa received a BS in engineering degree in operations research and financial engineering from Princeton University and an Executive MBA degree from the University of Pennsylvania's Wharton School.

She currently lives in Berkeley with her husband and two boys.

Mimi Menghis

San Francisco Programs Co-Chair

Mimi Mengis is the managing director, head of capital planning and resolution/recovery planning at MUFG Americas Holdings Corporation (MUAH) / MUFG Union Bank (MUB)

Mimi Mengis is responsible for leading the comprehensive capital analysis and review (CCAR)/capital planning process for MUAH/MUB and recovery and resolution planning (RRP) for MUFG’s U.S. operations. Previously Ms. Mengis was responsible for liquidity risk management, capital markets funding, intercompany funding, rating agency relations and managing U.S. debt investor relations. Ms. Mengis led liquidity risk and funding efforts across MUFG’s U.S. operations to meet the Enhanced Prudential Standards for Foreign Bank Organizations (2016), providing advisory/consultation and coordinating planning and implementation across U.S. and Tokyo stakeholders in risk and treasury. In 2010-2011, Ms. Mengis re-established term debt issuance program, including debt investor relations, for both MUAH and MUB after several years of inactivity. Ms. Mengis joined MUB Treasury in 2009 to establish liquidity risk framework for the firm. 

Prior to joining MUFG Union Bank in 2009, Ms. Mengis was affiliated with Promontory Financial Group where she advised financial institution clients on liquidity risk management and capital planning. From 1996 to 2008 Ms. Mengis held various treasury positions at Washington Mutual and Providian Financial (which was acquired by Washington Mutual in 2006) in wholesale funding, liquidity risk management, fixed income investor relations and securitization. Ms. Mengis began her banking career at Union Bank of Switzerland (formerly Swiss Bank Corporation) in New York and London where she was a securitization product specialist.

Ms. Mengis received an MBA in finance from the Cornell Johnson Graduate School of Management and a BA degree in Russian language and literature from Wellesley College.

Vineetha Mummadi

Scholarship Co-Chair

Vineetha Mummadi is a model governance risk management analyst at Bank of the West since 2017. She analyzes model risk processes and metrics for significant trends and possible areas of risk. Previously, Vineetha has experience in supply chain management with Renault-Nissan Automotive in India where she was leading risk management in areas of importing raw materials from Spain and Turkey. She has an educational background in chemical engineering, energy engineering. She also holds an MBA in finance from Mills College in Oakland, CA, and a certification in Mastering Business Excellency (MBE)from CEDEP, Fontainebleau. She is very interested in women’s empowerment causes and was a former Lela Jahn Grant recipient awarded by Financial Women of San Francisco for improving lives of women through education. She was a 2016 FWSF Scholarship recipient and has been actively involved with the organization since then. She currently is a board member as well as a 2019 FWSF scholarship co-chair.

Kim Pugh

Financial Woman of the Year Co-Chair

Kim Pugh, founder and principal of YurPath Solutions, has over 30 years’ experience in financial services and other industry groups, with a focus on business process development and customer experience. YurPath Solutions helps companies uncover customer insights and use them to create product solutions, workflow designs, and sustainable roadmaps that increase revenue.

Prior to launching YurPath Solutions, Kim worked in various positions at Wells Fargo Bank. As a senior vice president, Kim frequently built and managed groups from the ground up and delivered results in areas ranging from customer experience and business development to digital channels and process consulting. While at Mellon Bank, she managed various Operations groups and later was a senior product design manager leading cross-functional teams to develop new or improved products and systems.

Kim earned her MBA and her BA in Economics from the University of Pittsburgh in Pittsburgh, PA.

Denise Rigli

Financial Woman of the Year Co-Chair

Denise Rigli is director in the PwC risk assurance practice in San Francisco with over 18 years of experience. Within PwC's risk assurance practice she focuses on working with financial services, fintech and technology companies to enhance their governance, risk and compliance activities. Experience covers business transformation, IT, financial reporting and operational risks, with a unique view of how these areas intersect. She has focused on assisting clients examine new perspectives, focus on identifying the most critical risk, mitigation of risk through controls that are right for their organization and ensuring that identified weaknesses are remediated timely. She has leveraged her years in the external audit practice to bring a financial statement/financial reporting perspective to both the IT and the operational side of the business for a holistic approach to risk mitigation. She is effective at building and sustaining effective and trusted relationships with senior management and is seen as a trusted business advisor.

Meredith Rosen

East Bay Programs Co-Chair

Meredith Rosen is a portfolio manager at Bedell Frazier Investment Counselling, LLC. She joined Bedell Frazier in 2004 and became a partner in 2013. Shortly after joining, Meredith gravitated toward working directly with clients. As a portfolio manager, she enjoys getting to know clients, their families, and investment needs. She then works to design and implement a plan to meet those needs.

In addition to managing portfolios, Meredith serves as chief compliance officer of the firm. She enjoys staying current with industry regulations and policies.

Meredith enjoys volunteering and is a board member and financial chair for the Marin Parents of Multiples Club.

Meredith is a graduate of Boston College’s Carroll School of Management where she majored in Information Systems and Marketing. She received her MBA from the University of San Francisco in 2009.

Minako Steel

Membership Co-Chair

Minako Steel is a senior tax manager at Moss Adams, LLP. She is a tax professional with over 15 years of public accounting experience and handles all tax services, including tax compliance and tax planning. She provides services in a multitude of industries such as life sciences, technology, manufacturing, and retail. She focuses on C-corporation issues and serves pre-IPO and public companies including privately held middle-market companies.

She likes teaching/coaching young professionals and playing tennis during weekends.

Carrie Whisler

Membership Co-Chair

Carrie Whisler is the human resources director at RINA Accountancy Corporation (RINA) where she has served since 2001. She works closely with the executive committee in managing all personnel matters for the firm including the oversight of continuous education and professional development programs, culture-forming programs and activities, on-boarding new staff, oversight of the internship program, administration of the performance assessment process and assisting supervisors with any disciplinary actions needed.

Prior to moving to RINA Carrie worked in the world of education, first as a primary school teacher and then the registrar at a graduate school where she worked for 17 years.

Carrie holds a Master’s of religious education from Golden Gate Baptist Theological Seminary and holds the PHR certification through HRCI. Carrie has served on the membership and programs committees since 2011 in various capacities. She has served as a mentor to a scholarship recipient each year since 2014.

In addition to the work Carrie does with RINA and FWSF, she also serves as the bookkeeper for Gilead House, a non-profit organization in Marin County. Carrie also enjoys hiking having recently hiked the Camino de Santiago in Spain and Mt. Kilimanjaro in Tanzania. Sadie, her rescued Lab-mix, is the love of her life!


Lysa Wollard

East Bay Programs Co-Chair

Lysa is the controller for Fehr & Peers, a privately held company that specializes in providing transportation planning and engineering services to public and private sector clients. As the controller, Lysa is responsible for maintaining the financial integrity of the firm through the development and maintenance of internal controls, accurate reporting and oversight of the accounting department activities.

Prior to her position with Fehr & Peers, Lysa was a revenue recognition manager for Taleo Corporation and before that she owned Ahart Aviation, a flight school in Livermore, CA.

Lysa holds a BA in anthropology from UCSB and an MBA from Mills College. She has been a member of FWSF since 2011, has served on the board since 2018 as the membership co-chair and currently as the co-chair for the East Bay programs committee.

Lysa served on the Valley Montessori Board from 2008 to 2011.

Fehr and Peers

Maureen Young

San Francisco Programs Co-Chair

Maureen A. Young is senior regulatory counsel and senior vice president at Bank of the West. She advises the bank on a wide range of financial services regulatory, compliance, examination, and corporate governance matters, as well as regulatory strategy and policy issues. Prior to joining Bank of the West in 2016, Maureen was managing director and associate general counsel at MUFG Union Bank, supporting key regulatory and implementation projects and serving as the lead lawyer on numerous initiatives. Before joining MUFG Union Bank in 2012, Maureen was a partner at a large international law firm, where she was a member of the Financial Institutions Corporate and Regulatory group and the Commercial Technology group. She was also co-chair and co-founder of the firm’s Privacy and Security group. Prior to joining the firm in 2003, she was assistant general counsel at Bank of America in the Legal Department’s Regulatory and Corporate Services group. Maureen is the current chair of the Banking Law Committee of the American Bar Association Business Law Section.

Maureen holds a JD from University of California, Berkeley School of Law (Boalt Hall), and a PhD and Master’s degree from University of California, Berkeley, Jurisprudence, and Social Policy Program. She is certified as a Privacy Professional (CIPP/US) by the International Association of Privacy Professionals.

Michelle Young

Alliance Programs Chair

Michelle Young is co-founder of Transcend Wealth Partners, a boutique multi-family office. Michelle has 20 years of experience as a trusted advisor to ultra-high net worth families, providing solutions for complex wealth management issues.

She was formerly the chief operating officer and chief compliance officer at Ohana Advisors, responsible for establishing and executing the strategic objectives of the multi-family office. In addition, Michelle was an active member of the investment committee.

Michelle is fluent in Spanish, received a BS in finance from Sonoma State University and is a Certified Financial Planner®.

Michelle is the alliance chair for Financial Women of San Francisco. She is passionate about her family, the outdoors and mentoring women in leadership and professional development.

Transcend Wealth

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