The Latest from Women in Banking

By the end of 2023, Fidelity served 43.2 million workplace participant accounts, 38.7 million retail accounts and 8.7 million wealth management firm accounts using its clearing and custody platform.

With the November acquisition of Adenza, a risk management and regulatory reporting software provider, Nasdaq continued the fintech expansion that Friedman has championed since she took the CEO job in 2017.

Hung joined State Street Global Advisors in December 2022, following a 12 year stint at New York Life Investments, including 7 1/2 years as its CEO.

Merrill Wealth Management added a record 37,500 net new clients in 2023, up nearly 50% from 2022, and added $38 billion AUM from clients in 2023, nearly five times its AUM increase in 2022.

In her daily duties at BNY, Smits, who is originally from the Netherlands and now based in Britain, leads the bank's seven investment firms which have a combined $2 trillion in assets.

Milrod has led the bank's foray into digital finance and its efforts to become more product-driven.

Knox leads more than 4,500 professionals at Bank of America Private Bank, which generates $3.6 billion in annual revenue and has $640 billion in client balances from high-net-worth individuals, families and institutions. 

Yeshaya leads a team of 3,600 employees managing the financial resources of a firm that has swelled to $1.2 trillion in assets following landmark growth in wealth management.

Under McShane's guidance, Wells Fargo became No. 1 in real estate investment banking for the first time, achieving a market share of 15.2%.

As global head of advisory, Aiyengar directs M&A and also leads the corporate advisory and sustainable solutions and director advisory services lines of business.