We’re On A Mission To Disrupt Wall Street

Mar 11, 2014 | Leadership

At LexION Capital, we’re on a mission to disrupt Wall Street.

Our MO has a few key parts: Raise the bar in finance with ethical, transparent, client-centric wealth management. Empower people to take control of their finances and build the rich life they dream of. Challenge and change the status quo of old boys’ club-style “business as usual” on Wall Street to support the needs of people who have been traditionally underserved in finance.

One important part of my personal mission is to disrupt the terribly skewed gender ratio on the Street. In my ideal future, there will be nothing at all remarkable about being a female CEO of a wealth management firm. But for now, there is still much work to be done to address the vast gender disparity in finance. At LexION Capital, my independent asset management firm, I am proud to employ a driven and passionate team of women and men who hail from a wide range of backgrounds. I hope that by disrupting Wall Street, our work can help people re-imagine finance – and in turn inspire more women to direct their talents and aspirations toward a career in finance.

I love what I do – and I hope to inspire more women to see finance as rewarding, meaningful, and fun. Why? Let me count the ways.


  1. Women make excellent, savvy investors. Yes, finance has been a traditionally male-dominated field. It’s time for that to change. There is no reason to think, as a woman, that you don’t or can’t understand financial matters.
  2. In finance, these are not just numbers. These are people’s lives, their livelihoods, their goals for the future. A person’s finances can touch on some extremely personal matters, from family dynamics to personal values.
  3. Everything affects the markets: politics, economics, international events. The data reflect important stories about the world we all live in, and those fascinating narratives change every day.
  4. I believe finance should be considered alongside other “helping” careers. It is incredibly powerful to help someone to take control of their financial life. When it comes to wellness, financial health is just as critical as physical or mental health. By empowering people financially, you help them obtain the tools to take care of themselves and their families.
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