Serving San Francisco and the East Bay

News Room

Financial Women of San Francisco has been making news in business and financial circles for more than 60 years. Scan the articles below to see all the ways we advance the success of today’s women in finance throughout the Bay Area.

Scholarship Recipients, Where Are They Now?

Suzanne Permanna, FWA Scholarship recipient 2008 is the Asset Liability Management Financial Modeler and Assistant Vice President of the Treasury Department at Bank of the West. She develops and analyzes financial models to minimize risk to the Bank’s portfolio by observing consumer behavior and analyzing the characteristics of products offered.

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Leaders and Participants in Women’s Initiative Networks Share Best Practices and Challenges

At a recent Women’s Initiative Net- works (WIN) event, Trish Cox, SVP of Brokerage Services and an early advocate for Charles Schwab’s WIN, shared start up hints, keys to suc- cess and practical insights.

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Financial Woman of the Year Event

On October 6, 2011 the FWA celebrated its 16th Annual Financial Woman of the Year, Kathryn Hall. Katie is the founder, CEO and Chief Investment Officer of Hall Capital Partners LLC. As CEO and CIO, Katie and her team at Hall Capital Partners manage and direct approximately $22 billion in investment assets
for advisory clients and pooled vehicle investors.

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Katie Hall on the Importance of Risk and Resilience

I think that women need to be willing to accept jobs and responsibilities with visibility, complexity and need for leadership/negotiation. A willingness to “enter the fray” and to expose oneself to public success or failure is critical. If things don’t work out, so be it

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Kathryn A. Hall: FWASF 2011 Financial Woman of the Year

On October 6, 2011 at the Hyatt Regency San Francisco, The Financial Women’s Association will honor Kathryn
A. Hall, Chief Executive Officer and Chief Investment Officer at Hall Capital Partners LLC as their 2011 Financial Woman of the Year. Hall Capital Partners LLC, founded by Katie in 1994, is a privately owned, registered investment advisor that builds and manages multi-asset class global investment portfolios for families, endowments, and foundations.

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