Wealth Strategies for Women in FinTech
Silicon Valley Bank, Arta Finance, and FinTech Women NYC teamed up to connect mid to senior career women in fintech. The evening will feature a panel discussion with trailblazing women leaders who will share their career journeys and insights into building wealth beyond traditional retirement accounts.
Come prepared to engage, learn, and feel inspired. You’ll leave with actionable strategies, new connections, and a renewed perspective on what’s possible.
Agenda:
5:30 Registration
6:15 PM Fireside chat and Q&A
Speakers:
Sam Malik, Chief Insurance Officer at Arta Finance
Ann Lucchesi, Managing Director at First Citizens Wealth
Michelle Tran, Head of Commercial at Summer
Moderator:
Christina Hsu, Sr. Product Marketing Manager at Arta Finance
Introduction and career defining moments
Journey to taking charge of your financial future
Approach to building wealth and thinking about equity and comp
7 PM Drinks and mingle
RSVP here.
Speaker bios:
Sam Malik, Chief Insurance Officer at Arta Finance
Arta Finance is a Ribbit Capital and Coatue funded startup aiming to make the financial superpowers of the ultrawealthy more accessible. At Arta, she works with people to create wealth management and insurance solutions, so their family is cared for, even after they're gone.
Sam has been a pioneer in the insurtech space and worked to bring insurance to where people already were interacting online instead of getting people to come to insurance agents. Prior to her current role, Sam was based in Hong Kong and Bangalore and spearheaded first-of-a-kind insurance partnerships with super-apps like Alibaba, Tencent, GRAB, and Flipkart. Previously she managed the multi-billion dollar Accident & Health portfolio for MetLife Asia across nine markets and was Chief Distribution Officer and Interim CEO for MetLife’s $1B+ AUM Hong Kong business. She also served as an executive board member for MetLife Hong Kong and MetLife Vietnam. Throughout her career, Sam’s superpower has been converting insurance complexity into practical innovation. She was born and raised in India, where she was a national level basketball player and track athlete.
Ann Lucchesi, Managing Director at First Citizens Wealth
She is responsible for delivering educational programs, providing thought leadership and facilitating lead generation to the private bank. She’s also a subject matter expert for all things related to private stock and equity compensation. In her current role, she’s primarily focused on helping founders and executives of private companies plan across their entire balance sheets.
In addition to her career at SVB, Ann is a certified financial planner and certified equity professional. She has also spent time working with companies on pre-IPO planning and post-IPO equity management. Throughout her career, Ann has enjoyed connecting clients with professionals who can help solve their financial planning issues and educating them on how best to achieve their financial goals. In short, she loves helping people understand their financial life.
Ann holds bachelor’s degrees in international business and finance from Oregon State University. She also has an MBA in finance from the Haas School of Business at University of California, Berkeley. When she’s not working, Ann love spending time with her family, reading, cooking and gardening. Some of her favorite times are hosting Texas Holdem tournaments with friends.
Michelle Tran, Head of Commercial at SummerMichelle is a passionate revenue leader in financial services and fintech. She is the Head of Commercial for Summer, the leading student loan platform. Michelle is also the Founding Partner of Crest Collective, a consulting collective focused on seed to Series A startups. Michelle was recently SVP, Head of Enterprise Sales at Vestwell, a digital 401(k) provider helping millions of people save for retirement, and previously led commercial teams and strategic initiatives at BlackRock (San Francisco, Hong Kong, NYC), Apex Clearing, and Harness Wealth.
Michelle is passionate and committed to equity in fintech, in particular women in fintech. She is the Co-Founder of NYC FinTech Women, a 15k+ member organization dedicated to empowering, connecting, and promoting women in fintech. While NYC is in the name, NYC FinTech Women run events and programs nationwide including in San Francisco, Boston, Seattle, and Chicago. They launched an annual awards platform, Inspiring FinTech Females, that recognizes over 50+ women each year culminating with a celebration event at the New York Stock Exchange.
Michelle frequently speaks on fintech and workplace topics at leading conferences, events, and podcasts. She has been recognized as an industry leader by the Innovate Finance Powerlist (Senior Leader category 2019 - 2022, Standout 45), Asian Hustle Network's 2023 Top 50 Unsung Hero, #28 on the Top Women In FinTech 2021 by FinTech Magazine, and Primary Venture's 40 NYC Leaders You Need to Know.
Moderator:
Christina Hsu, Product Marketing at Arta Finance