Smart Woman Securities

Smart Woman Securities is a not-for-profit organization focused on educating collegiate women in finance and investing. The club provides a supportive and welcoming environment for education at an introductory level. Successful chapters exist at Harvard, Yale, and UVA among other top universities. A Smart Woman Securities chapter at William & Mary financially empowers a new generation of women.

The club was approved to become an official chapter and began programming in Fall 2015. Such programs include a 10-Week Seminar Series, organized research teams, and an investment fund that gives the women of William & Mary practical and hands-on experience with investing.

The faculty advisor for Smart Woman Securities is Professor Osman Nal.

Please contact the Lindsey Whittaker for more information.

2021 Club Officers

Lindsey Whittaker
President
Email: lawhittaker@email.wm.edu

Lindsey is a junior from southern New Hampshire majoring in finance with a concentration in accounting. She currently serves as the President of Smart Woman Securities after serving as Chief Development Officer last year. She decided to join SWS to learn more about investing and finance in a positive, encouraging environment, and became a member of our executive board to help other women do the same. Lindsey interned in Corporate Finance at State Street during summer 2020, and is an incoming Fixed Income Research Associate Intern at Fidelity Investments for Summer 2021. In addition to SWS, Lindsey is also involved in Kappa Kappa Gamma and Tribe Ambassadors.

Elizabeth Kasten
Chief Investment Officer of Research Teams
Email: emkasten@email.wm.edu

Elizabeth is a junior from Lake Forest, IL majoring in finance with a concentration in innovation and entrepreneurship and serves as the Chief Investment Officer of Research Teams. She is interested in international finance and wants to educate girls on investing and breaking into a finance career. Elizabeth was a Private Wealth Management intern at William Blair & Co. in Chicago, IL. during summer 2020 and summer 2018, and worked as a World Trade Group Intern at Cargill International S.A. in Geneva, Switzerland during summer 2019. In the summer of 2021, she will work as a Global Markets Summer Analyst at UBS in New York, NY. On campus, she was also on the Women’s Stock Pitch Team.

Claire Hiscott
Chief Marketing Officer
Email: cahiscott@email.wm.edu

Claire is a junior from Falls Church, Virginia majoring in Finance with a concentration in Business Analytics  and serves as the Chief Marketing Officer. She is interested in making finance and financial literacy more accessible to women at W&M. She interned with Ashoka as a Research intern in the summer of 2020 and will be a Strategy & Management intern for Bank of America in Charlotte, NC for summer 2021. On campus, she is also a member of the Varsity Lacrosse team.

Ishita Garg
Chief Investment Officer of Seminar Series
Email: igarg@email.wm.edu

Ishita is a sophomore from Ashburn, Virginia majoring in Economics and Finance. She currently serves as the Chief Investment Officer of the Seminar Series. She joined SWS because she believes that the seminar series keeps women well-informed and empowers them to go into the finance world one day. She was an Operations System Intern at Kesem National (Summer 2020) and is interested in strategy consulting and venture capital. On campus, she is also a part of William & Mary Best Buddies and Camp Kesem at William & Mary.

Nira Nair
Chief Development Officer
Email: nvnair@email.wm.edu

Nira is a sophomore from McLean, VA double majoring in finance and computer science and is currently the Chief Development Officer. Nira joined SWS her fall semester of freshman year to get involved with the business school and learn more about Nira is interested in working in venture capital within the tech industry. On campus Nira is a part of AKPsi, CS + Social Good, and Kappa Kappa Gamma.

Caroline Jordan
Executive Assistant
Email: cmjordan01@email.wm.edu

Caroline is a junior from Richmond, Virginia majoring in Finance with a concentration in Business Analytics and minoring in Hispanic Studies. She currently serves as the Executive Assistant for Smart Woman Securities. Because of her interest in finance and investing, she decided to join SWS in order to learn more about the industry in an engaging and positive way. She hopes to help other women at William and Mary have the same positive experience and learn more about the finance industry. In the Summer of 2021, she will intern as a Global Markets Analyst with UBS in New York, NY. On campus, she is involved in Kappa Kappa Gamma and a member of the Varsity Lacrosse team.

Yufei Tang
Assistant Investment Officer
Email: ytang10@email.wm.edu

Yufei is a Sophomore from Yichang, China majoring in Economics from the joint degree program between William & Mary and the University of St Andrews. She currently serves as the Assistant Investment Officer. She is interested in finance and investing and hopes to encourage W&M women to engage in Finance without the restriction of major. She has applied to the 2021 Girls Who Invest Summer Intensive Program. On campus, she is part of the Tribe innovation at William & Mary and was an ordinary member in the Jujitsu Committee at St Andrews.

 

Aanchal Goenka
Assistant Investment Officer
Email: amgoenka@email.wm.edu

Aanchal is a sophomore from Stafford, Virginia majoring in Finance. She is serving as Assistant Investment Officer.  She joined Smart Woman Securities to enhance her understanding of Finance. She wants to help grow the SWS community on campus and encourage members to expand their financial literacy. She aims to create an open environment where members feel comfortable to discuss financial topics and prepare for a career in Finance. On campus, Aanchal is involved with Model UN, Students for University Advancement, and South Asian Student Association.

Molly Gaffney
Development Assistant
Email: mmgaffney01@email.wm.edu

Molly is a sophomore from Alexandria, Virginia majoring in Finance with a minor in history (we go to school in Williamsburg after all!). She will be serving as the Assistant Development Officer for 2021. Like other SWS board members, Molly is passionate about financial literacy and is excited for the board to pass on their knowledge to new and current members. She is open to pursuing a career in equity research, investment banking, or corporate finance, although who knows where the B School and SWS will lead her. On campus, Molly is involved in the Office of First Year Experience and Kappa Delta.

Kaitlyn Kelso
Marketing Assistant
Email: skkelso@email.wm.edu

Kaitlyn is a sophomore from Vero Beach, Florida studying Art History with a concentration in Built Environments. She is also pursuing a minor in the business school. She will be serving as the Assistant Marketing Officer. She joined SWS in the fall of 2020 to learn more about investing and hopes to share the knowledge she’s learned with new members. After graduation, she plans to pursue graduate studies in either architecture or arts administration. Outside of SWS, she is on the editorial staff for The Review Magazine, a member of Delta Gamma, and a content analyst for Agency 1693.