This prestigious list recognizes the most successful mothers working in wealth management today.
Janney Montgomery Scott LLC, a leading full-service wealth management, capital markets, and asset management firm, is proud to announce that Financial Advisors Dawn Dupre and Clare Schwemlein have been recognized as 2021 Top Wealth Advisor Moms by Working Mother and SHOOK Research.
Dawn is Executive Vice President of The Dupre Keating Group. She has spent her 27-year professional career in financial services as both an executive and a financial advisor, serving high net worth individuals, families, and businesses. Dawn brings a distinct perspective that helps clients navigate the complex financial landscape. Dawn was previously named a Top Wealth Advisor Mom by Working Mother in 2017, 2018, and 2019. She is a member of Janney’s Diversity and Inclusion Council and serves as a mentor in Janney’s Mentoring Program, committed to leading and developing the next generation of financial advisors. Dawn has appeared as a guest speaker twice at the Pennsylvania Conference for Women and the 2020 PA Diversity Council LGBTQ+ Unity Summit. She is married with three children.
Clare is Executive Vice President of The Schwemlein Group. She has over 20 years of experience in providing financial advice to individual and institutional clients in a broad range of areas, including investment, financial, retirement, insurance, and education planning. Clare is an Accredited Wealth Management AdvisorSM, Certified Employee Benefit Specialist®, and Certified Financial Planner™ Professional. This is the fourth consecutive year that Clare has been recognized as a Top Wealth Advisor Mom by Working Mother. Forbes has also recognized Clare as a Best-in-State Advisor in 2019 and 2021 and a Top Women Wealth Advisor in 2020 and 2021. Active in the community, she is a member of Rotary and volunteers at St. Charles Preparatory School. Clare has a son, Michael, and triplets, Alexandra, Joseph, and Charlotte.
SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is 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, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.
The complete list of the 2021 Top Wealth Advisor Moms can be found here.