Selected articles Sonya has written, or in which she has been interviewed, featured, or quoted.
Sonya was honored to be featured in Sheryl Brown's #FemalesAndFinance initiative. Sheryl, with her company BionicSocial, shines a light on women in finance, an industry that continues to be heavily dominated by white men. Sheryl is inspiring women in finance by featuring women that are pushing the industry forward, thereby encouraging more women to seek careers in finance.
Sonya's featured quote: "One of the best aspects of being a woman in finance is how collaborative and helpful the other women in the field are. Almost every woman I know in financial services works either formally or informally on helping other women in the field. After 15 years in the industry, I have an amazing network of powerful women that can help open doors and answer questions for other women. Of course, we still have a long way to go. I'd love to see financial services C-suites and boards that are not only 50% women, but also representative of the communities they serve in terms of race, ethnicity, age, sexual orientation, and life experience. Diverse and inclusive boards and executive teams make better business decisions. And it's the just way to operate a business and serve clients and communities."
Sonya joins Kirk Lowe and Matt Halloran from Top Advisor Marketing to discuss what clients actually care about vs. what financial advisors think clients want to hear.
Sonya describes the four most common hurdles (and how to get past them) she sees when helping advisors add Impact Investing to their practices.
"Clients want impact investing options. Women want it. Millennials want it. Even investors aged 65+ are interested. I've seen this survey data reflected anecdotally while helping RIAs add impact investing to their practices. The financial advisors and RIA executives I speak with want to meet the increasingly frequent requests of their clients and prospects who want their money working in line with their values and interests. Many RIAs and advisors find themselves interested in impact investing, but encounter hurdles in moving from interest to adoption. Here are the most common four hurdles I see, and how to address them."
Download this easy to read and share whitepaper on the hurdles to adopting Impact Investing and how to overcome them here.
Sonya outlines five impact investing trends she's seen emerge in 2017.
An in-depth interview with Sonya- covering her career story, finding mentors, her thoughts on technology in the asset management space, Impact Investing, her volunteer service, and even her tattoo!
"I’ve sat in the chair that most of my clients are sitting in. I’ve been in the position of trying to balance the business needs and the budget. I understand what it’s like to want to make a better client experience while also balancing the needs of regulations, compliance, employees, client service, and changing technology. I’ve been through those challenges and can come in with practical approaches to help other folks dealing with similar issues of growth and scale."
Courtney McQuade interviews Sonya as well as two other leaders in finance, Winnie Sun and Katherine Earhart, for their insights in working in a male dominated field.
"I’d love to see companies formalize diversity, equity, and inclusion initiatives that have the full support of upper management and buy-in throughout the organization. I would encourage both men and women who have climbed the corporate ladder, to look back and help mentor other people, and when they do so, stretch out of their comfort zones and offer their knowledge and resources to women of color as frequently as possible. The makeup of our board rooms, C-suites, and companies should reflect the diversity of the broader communities in which we live. We’re pitifully behind as an industry but if everyone steps up, we can change the face of our industry for the next generation."
Sonya stops by the Top Advisor Marketing Podcast to discuss Impact Investing and break down the jargon and acronyms popping up in this newly popular area of responsible investing. She outlines the steps advisors need to consider to add impact investing to their practice.
Paul Ellis interviews Sonya and her Dad as part of a series about millennials and sustainable investing.
" I think the new regulations are well intended, and better protecting the end client is always a good idea, but increased regulation is very challenging for smaller firms. That is one of the reasons we see more and more consolidation in the industry.
Sonya was honored to be included in the 2015 class of the Investment News 40 under 40 project, which "aims to provide a glimpse of the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. The key attributes the editorial staff looked for among the 1,200 nominations we received in each of this project’s first two years were: accomplishment to date, contribution to the industry, leadership and promise."