Practice Management
'You started at zero': Women RIA CEOs reflect on their career journeys
Lilly Riddle / Mar 13, 2025
The day before International Women’s Day, four RIA leaders spoke about starting their careers, the state of women in wealth today and how advisors can ‘future-proof’ themselves.
SEATTLE – To highlight International Women’s Day, four wealth management CEOs gathered at the University of Washington last week for a Women in ETFs panel to talk about the state of women in wealth and how they got to their current roles.
The panelists — Nelly Mubashi, Michelle Mathieu, Julie Parisio Roy and Kristen Bauer — began by describing their career trajectories and how they worked their way up through the ranks over the years.
Mubashi, the CEO and co-owner of $9bn RIA Northwest Asset Management (NAM), started as a receptionist before passing her Series 7 and joining UBS as an advisor, where she stayed for several years. She then broke away from the wirehouse as part of a team of four to co-found NAM in 2008.
Parisio Roy, meanwhile, began her career with an internship at a small RIA called Pacific Capital, ‘earning her stripes’ there and working full-time out of college.
‘Back then, the jobs that offered you a salary in this industry were very few and far between,’ Parisio Roy said....
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