Current and future finance stars shine bright at the 2025 InvestmentNews

Last night, the brightest names in financial services were highlighted during the prestigious 2025 InvestmentNews Women to Watch Awards. A collection of the most celebrated women in the wealth management industry congregated at Tribeca 360 in New York City to receive recognition for excellence, leadership, and lifetime achievement.

The Women to Watch Awards, now in its 6th year, is the annual event which recognizes the women who are breaking boundaries, fostering inclusive workplaces, and empowering the next generation of women in finance.

Margaret Starner, honored with the Alexandra Armstrong Award for Lifetime Achievement, presented by Armstrong herself, offered this perspective on a successful career that still has additional chapters to be written:

“We all work hard at living longer. People are living longer and staying healthy longer. But we all dread aging. I want to change that perspective and conversation to looking forward to aging. Since you’re going to get 15 to 24 years of life, why not appreciate it? Enjoy it!”

The 2025 Women to Watch Awards winners
 

• Executive Excellence Award: Marianne Caswell – Park Avenue Securities
• The Osaic Award for Female Trailblazer of the Year: Isabelle Freidheim – Athena Capital
• Excellence in Gender, Diversity & Inclusion: Amplified Planning 
• The Orion Award for Rising Star Advisor of The Year: Agnieszka Valenta – Retirement Income Source® SFG
• Employer of Choice: Cambridge Investment Research, Inc.
• Portfolio Manager of the Year: Kristin Hull – Nia Impact Capital
• Excellence in Philanthropy & Community Service: Mosaic at Raymond James
• The StepStone Group Award for Allyship Champion of the Year: Amy Jamrog – The Jamrog Group
• Financial Literacy Champion: Stacy Francis – Francis Financial, Inc.
• Fastest Growing, Female Led Advisory Team: Francis Financial, Inc.
• The Alexandra Armstrong Award For Lifetime Achievement in the Financial Services Industry: Margaret Starner – The Starner Group of Raymond James

Congratulations to all the women who were nominated and celebrated in NYC last night. You can find the full list of 2025 awardees here.