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Women’s Philanthropic and Financial Learning Series

The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.

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Two women mingle at an event. 
Professional advisors at a Trust event. Photo by Casey Kelbaugh

Join Us

The Trust offers a free event series that provides resources, knowledge, and expertise on financial matters of particular concern to women.

Please contact us if you are interested in joining us for these events, filled with learning, conversation, and cocktails as we discuss and plan our futures in a confidential and safe environment.

A group of women around a conference table
The Women’s Financial & Philanthropic Learning Series hosted “Taking Charge On My Own,” an evening of learning, conversation, and cocktails as women discussed how to make sure their vision for retirement becomes a reality.

Past Discussion Topics

Women’s Advisory Council

Topics and experts are thoughtfully chosen by our Women’s Advisory Council, whose members are listed below.

Abby Axelrod-Wunderman

Fiduciary Trust International 

Patricia “Pat” Caldwell

Gordian Group, LLC

Trish Chambers

City National Bank

Gail Cohen

Esq., Fiduciary Trust Company

Christine Crigler

The Colony Group 

Nicole Francis

Hudson Advisory Group

Judith “Judie” Grimaldi

Esq., Grimaldi & Yeung

Kim Isaacs Katz

Bernstein Private Wealth Management

Jane Newton

Corient Private Wealth

Jessica Rigby

BNY Mellon Wealth Management

Leslie Schwartz

The LSS Group

Lauren Waldo

Corient Private Wealth

Learn more

Diana Gordon

She/They

Philanthropy Officer

Email: dgordon@thenytrust.org

Phone: (212) 481-2677