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Women on Wall St - Career Panel and Fireside Chat

I had the privilege of moderating this career panel with three very accomplished professionals who have achieve success in diverse areas on Wall Street. Thank you so much Dean Mary Pearl for hosting this panel at Macaulay Honors College, and to Angie Kamath and Ka Yee Tom at CUNY Central for helping to make this event happen and getting the word out to other CUNY school campuses!

This discussion focused on providing CUNY students with a real world women’s perspective on Wall Street, the challenges that each panelist has personally experienced, and the roadmap describing how each panelist achieved success and professional fulfillment in this competitive, dynamic business. We hope that this discussion will help lower the mental barriers for young women in the CUNY community who may have not considered Wall Street as a possible career path. We had a great turnout from many CUNY campuses.

Moderator: Paul Kim, Adjunct Lecturer, The City College of New York

Panelist Bios Leslie Rich has covered the electric utility sector as an equity analyst since 1998. She joined JP Morgan Asset Management in 2010 and assists the domestic and global portfolio managers with their stock selections in the utility industry. Prior to JP Morgan, Ms. Rich worked at Columbia Management for 8 years as a research analyst in a similar capacity. She was also the co-manager of a utility and telecommunications mutual fund for Evergreen Investment Management Company earlier in the decade. Ms. Rich started her investment career in 1993 at Neuberger Berman where she was promoted to cover the electric utility and natural gas pipeline sectors as an equity analyst. Ms. Rich earned a bachelor’s degree in management and computer science from Boston College. She also holds the Chartered Financial Analyst (CFA) designation. She is a member of the New York Society of Security Analysts, the CFA Institute, and the Wall Street Utility Group.

Teresa Ho Kim, CFA, is a managing director, a utility equity portfolio manager, and an income and infrastructure research analyst. She joined Jennison Associates in July 2006. She came to Jennison after three years with Saranac Capital Management, where she was a senior analyst responsible for electric and gas utility investment coverage. From 1999 to 2003, Teresa was an equity research analyst and associate at Banc of America Securities. She was the lead sell-side analyst for a number of selected utility stocks. Teresa also worked for Brown Brothers Harriman as a health care equity research associate. She has worked as a speech writer for the United States Treasury and was a legislative assistant for the United States Senate Banking Committee. She received a BA in economics from Wesleyan University and an MBA from New York University. She is a member of CFA Institute.

Olivia Lyons is a managing director and head of specialty sales at Wells Fargo Securities. She joined the firm in 2005. Prior to Wells Fargo Securities, Ms. Lyons worked at Deutsche Bank Securities for six years where she was a director in institutional equity sales. She started her career on Wall Street at Alex Brown & Sons in1992 where she worked for seven years and where she was promoted to vice president. Ms. Lyons received a BA from Goucher College.

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