Board of Directors
President
Anne Elliott, CFP®, CEPA, MBA
Anne Elliott is a Team Leader within the Edward Jones Client Consultation Group. Her responsibilities include leading a team of wealth strategists who assist financial advisors in recommending tailored solutions for high-net-worth clients with complex needs to help them achieve their goals.
Anne began her career with Edward Jones in April of 2009 as an on-call Branch Office Administrator. She completed the Financial Advisor Career Development Program in 2011 and worked as a Financial Advisor in Shiloh, Illinois. In 2012, Anne transitioned into Home Office and most recently worked as a Senior Internal Wholesaler for Investment Advisory Programs and Senior Wealth Strategist.
Anne earned a bachelor's degree in Business Management from the University of Missouri – Columbia and a Master's of Business Administration from Washington University's Olin School of Business. She holds the CERTIFIED FINANCIAL PLANNER ™ Designation, Certified Exit Planning Advisor Designation, FINRA Series 7 & 66, and Life, Health and Long Term Care licenses.
Anne is President of St. Louis Women in Investments Network, serves on the Community Representation Committee of the St. Louis Public Radio Board of Directors, and proudly supports her alma mater, Washington University in St. Louis. Previously, Anne chaired the Provident Young Professionals Board.
Vice President
Morgan Koenig
Morgan is a Portfolio Manager and leads the investment team at Enterprise Bank & Trust. She assists in the firm’s capital market and macroeconomic research. Prior to Enterprise, Morgan worked at Wedgewood Partners for nearly seven years, serving as a member of the Investment Team for five years. She also worked at Apollo Capital Management as a Senior Hedge Fund Research Analyst where she led a team responsible for the performance calculations for a hedge fund of funds structure.
Morgan received her B.S. in Business Administration with an emphasis in Finance with honors from the University of Missouri-St. Louis and has a minor in Accounting. Morgan is a CFA® Charterholder and CAIA ® Charterholder.
Treasurer
Erin Nazetta
Erin Nazetta thrives on finding the signal in the noise; connecting markets, ideas, and people to uncover opportunity. She has built her career driving insight-based strategies that link market fundamentals with trading, investment, and corporate growth. A strategic leader and trusted voice, she brings clarity and direction to complex markets.
Raised on a farm in upstate New York, Erin once thought she’d be a veterinarian - but somewhere between milking cows and fixing fences, she realized she was more drawn to the business side of the farm. That curiosity has taken her from rural roots to leadership roles in global commodity trading and banking, from desks in London and New York to boardrooms across the Midwest. Her career spans some of the industry’s most respected names, including Bunge, Morgan Stanley, Rabobank and Broadview Capital Holdings.
A trusted industry expert and speaker, she's been featured by CNBC, the Wall Street Journal, Bloomberg, and the Financial Times. In addition to serving on the St. Louis Women in Investments board, she also serves on the board of Farm Foundation, championing innovation, leadership, and the future of finance and agriculture. Erin holds an Executive MBA from Washington University in St. Louis and a BS in Business Administration (Financial Analysis) from the University at Buffalo.
Emily D'Agostino
Emily D'Agostino is the Director of RIA Relationships at Confluence Investment Management. In this role, she is responsible for building and strengthening partnerships with Registered Investment Advisors (RIAs) nationwide, with a focus on expanding Confluence's presence in the RIA space. With more than 20 years of experience in the investment management industry, Emily brings a deep understanding of business development, client engagement, and equity research. Prior to joining Confluence, she spent nearly eight years as Director of Business Development at Wedgewood Partners, a boutique investment firm based in St. Louis. She began her career as an equity research analyst at Kennedy Capital Management, covering small-cap bank and utility stocks.
Emily earned a BS in Business Administration with an emphasis in Finance and an MBA, both from Saint Louis University.
Arielle Edwards, CAIA
Arielle Edwards is a Vice President and a Portfolio Manager at Bank of America Private Bank. In this role, she is responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services. Arielle works with individuals and families, helping them manage their personal assets in keeping with their distinctive goals, risk tolerance, and personal circumstances. This includes assisting clients with establishing goals, working towards developing an appropriate overall investment strategy, formulating potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching their objectives.
Prior to joining Bank of America Private Bank, she served as a Portfolio Manager Associate at Commerce Trust Company helping give her experience and insight into the wealth management needs of high-net-worth individuals and families. Previously, she was a Credit Analyst and Bank Trainee in the Ascend Program with Commerce Bank.
Arielle Edwards obtained a Bachelor of Science Degree in Business Administration - Finance from University of Missouri-St. Louis and a Associate of Arts Degree in Business Administration from St. Louis Community College-Meramec. Arielle holds the Chartered Alternative Investment Analyst®(CAIA®) designation. She is an active member in St. Louis Women in Investments Network (STLWIN) and the St. Louis Chartered Alternative Investment Analyst Association Chapter.
As Vice Chair of Events, Arielle is responsible for planning, coordination, and communication of STLWIN events to members and the community. This includes sourcing speakers, creating marketing materials, event coordination, and managing the organization's webpage.
Wendy Hershey, CFA, CFP, CAIA
Wendy Hershey is a Senior Vice President and Senior Portfolio Manager with Bank of America Private Bank in St. Louis, Missouri. Wendy combines deep investment acumen, technical insight, and a passion for helping people, designing tailored portfolios to pursue their objectives more effectively. With more than 25 years of experience, she works closely with high-net-worth families, and nonprofit foundations and endowments. Her special interests include Environmental, Social, Governance (ESG) Investing; traditional and alternative investments, including private equity; and non-profit governance.
Wendy holds a number of volunteer leadership positions. She serves on the board of the Chamber Music Society of St. Louis, is a co-founder and current board member of the St. Louis Women in Investments Network and is a co-founder of the Responsible Investing Collaborative of St. Louis.
