Working Mother magazine has named Financial Advisor Clare Schwemlein to its list of Top Wealth Advisor Moms for the second consecutive year. The list recognizes the top 300 mothers working in wealth management today.
“Congratulations to Clare for representing Janney and all our working mothers on this prestigious list,” said Jerry Lombard, President of the firm’s Private Client Group. “Her leadership and support of our women professionals are inspiration for everyone at the firm. Clare is proof that you can be successful in all areas of your life. We’re proud to support her.
Working Mother’s Top Wealth Advisors Mom list is compiled by SHOOK Research, which considered wealth advisors who are mothers with at least one child under the age of 18 and have a minimum of $70 million in assets under management and five years of wealth management experience. Nominees were evaluated based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, and firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms.
