Team
Lily Clark
Hi I’m Lily! I am a dedicated high school student with a passion for financial literacy and a commitment to empowering young women. As a fencer with a love for math, I believe in the power of education and financial knowledge to create opportunities. I founded the Women’s Financial Literacy Initiative to provide accessible financial education to students. My goal is to help my peers navigate the world of finance and set themselves up for future success.
Theresa Shropshire
Theresa is a highly qualified professional with unique experiences that she brings to her role as a mentor. She holds an MBA from Stanford and Wharton and has worked at renowned companies such as Procter & Gamble and Google. She also founded a venture-backed startup focused on employee mental health and specializes in entrepreneurship, with a focus on empowering female leaders.
BRANDON WIN
Brandon is an experienced wealth manager and product leader, who brings a unique blend of expertise in personal finance, alternative investments, and strategic product development. Over the years, he’s specialized in guiding individuals and families through passive real estate, energy, and social impact investments with a focus on tax mitigation strategies. It brings him joy to make financial literacy more accessible and impactful for everyone.
Emma Hitchens
Emma graduated from Villanova University with a double major in Finance and Management Information Systems and a minor in Accounting. After college, she began working at Ernst & Young where she became a Senior in the Consulting group. Currently she works as a Senior Finance Associate at Jennison Associates, a global investment management company with over $200B in AUM.
RaeAnn Mitrione
RaeAnn is a Founding Partner at Callan Family Office, where she creates customized investment solutions for ultra-high-net-worth clients. RaeAnn earned a Bachelor of Science in Psychology from Vanderbilt University and an MBA with concentrations in Finance and Marketing from the University of Miami. Passionate about empowering others through financial literacy, RaeAnn has dedicated significant time to mentoring and education in this area.
Gabor Nagy
Gabor is the principal and founder of Mendham Wealth Partners, LLC, an independent wealth management firm. For more than 30 years as an independent advisor, Gabor has been helping his clients to focus on living their lives rather than worrying about their finances. He holds the CLU®, ChFC®, and CAP® (Chartered Advisor in Philanthropy®) designations from The American College and obtained his CERTIFIED FINANCIAL PLANNER® certification in 2000.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.