Key Article on Next Gen in Wealth Management
Wealth Solutions Report interviewed esteemed leaders who shared key opportunities to engage the next generation in Wealth Management.
RTSWS Founder, Maura Cunningham emphasizes the importance of early intervention in girls' math education to close the gender gap in finance. She explains how girls’ interest and performance in math often wane after elementary school, making high school a crucial time for targeted support.
At RTSWS, we bring the M in STEM to diverse high school girls, focusing on Investment & Financial fundamentals. We work with sponsoring firms and industry volunteers to provide real-world examples and corporate access, along with our Alumnae & Career Center.
Here's an excerpt from Maura that we especially like:
“Research underscores a critical challenge in recruiting female talent: women are notably underrepresented in majors such as finance and economics compared to men,” Maura said. “To address this gap, it’s imperative for the industry to bolster support for early intervention programs in girls’ mathematics education, both at the high school and college levels. Additionally, there’s the pressing need to enhance the industry’s presence and outreach to females during these formative years by actively engaging with school clubs, a strategy already underway by RTSWS.”
RTSWS Alumnae Advisory Council Welcomes New Members and Celebrates Second Year
RTSWS's Alumnae Advisory Council welcomed three new members last week as they gathered for their quarterly meeting.
Established March 2023, the RTSWS Alumnae Advisory Council is a distinguished group of driven and talented graduates dedicated to advancing the mission of Rock The Street, Wall Street. They meet four times throughout the academic year to offer their collective expertise and experience, empowering and inspiring the next generation of female leaders. In their first year, the Alumnae Council played a key role in developing, testing, and launching the reimagined Alumnae & Career Center. We look forward to their continued guidance and perspective as we engage our RTSWS student and alumnae community.
RTSWS IN THE NEWS
Women-Led Banks: Shaping the Future of Finance with Diversity and Innovation
Financial Advisor Magazine recently featured Megan S. of Crewe Advisors, a dedicated RTSWS volunteer, in an article by Karen DeMasters titled: Advocate For Women Advisors Says Gender Diversity Is Improving.
The piece highlights the growing presence of women in the financial industry, with a 13.9% increase in female CFPs over the past three years. Megan shares her experiences and passion for helping women enter the field, emphasizing the importance of human connection in financial advice.
Read the full article here.
STUDENT SPOTLIGHT
If you were to write a book, what would it be about?
“If I were to write a book, it would be about the various life experiences I have endured through which I have learned key insights about myself. I would share the lessons I have learned from these experiences.”
Where are you now? (And what do you like about it?)
“I am in Chapel Hill, NC studying as a senior at UNC Chapel-Hill. I like the outside scenery on campus, it's extremely pretty to walk through!”
What is a key milestone or achievement you would like to share?
“A key achievement of mine would be completing my internship at Microsoft as a Financial Analyst this past summer.”
What is an aspirational goal that you have for the future?
“An aspirational goal I have for the future would be to start my own business.”
How has RTSWS impacted your journey?
“RTWS has impacted my journey by introducing me to the world of finance and providing me with resources to acquire my first internship in finance.”
What's your favorite tradition/holiday?
“My favorite holiday is Mardi Gras and going to the all women's parade called Muses is my favorite tradition.”
Where are you now? (And what do you like about it?)
“I am an undergraduate student studying political science at Tulane University in New Orleans and I love that everyone is passionate about their interests and eager and open to problem-solving and discussing issues and events in the world.”
What is a key milestone or achievement you would like to share?
“A key milestone I would like to share is my summer job working in the finance and accounting department for a special needs school in Chicago.”
What is an aspirational goal that you have for the future?
“This summer, I want to find an internship focused on child advocacy in court.”
How has RTSWS impacted your journey?
“RTSWS has impacted my journey because I got to meet incredibly influential women who were so present and focused on inspiring young women leaders in the finance world as well as their commitment to financial literacy.”
FEATURED OPPORTUNITIES
Explore the sampling of internships and jobs listed below as a glimpse into the exceptional opportunities our sponsors provide.
Associate - Financial Accounting
ING
New York, NY
Fixed Income Investment Communications Analyst
Dodge & Cox
San Francisco, CA
2025 Summer Internship Program - AMERICAS
(Undergraduate or master’s students graduating between
August 2025 and July 2026)
BlackRock
Multiple Locations - United States
THANK YOU FOR YOUR GENEROSITY
By contributing to our cause, you not only pave the way for their financial growth but also help connect them with experienced mentors within the industry, fostering a nurturing environment for professional development.
Your tax-deductible donation through PayPal Giving ensures that 100% of your contribution directly impacts the lives of these aspiring young minds, making a tangible difference in shaping their success and financial independence.
Thank you.
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