Educate. Engage. Empower.
WIN of Philadelphia provides networking and professional development for those involved in all aspects of financial services.
About Us
WIN began almost 20 years ago as an idea between two friends
Tracy Musser and Sharon Hayman launched WIN in 2008 as a way for professionals to connect and share ideas.
WIN Leadership
Letter from the Presidents
WIN helps you learn, connect, and grow alongside fellow professionals — and we look forward to growing with you in 2026!
Events
Empowering connections, one event at a time
As WIN kicks off its 20 th anniversary year, join 15-time Emmy Award-winning journalist Tracy Davidson for an inspiring conversation about reinvention, resilience and the courage to grow. Through stories from her own career and observations from decades of interviewing leaders and changemakers, Tracy will share lessons on navigating uncertainty
@ Terrain Gardens at Devon Yard
You are invited to join us for a brief, informal webinar with our WIN Sponsorship Committee. We’ll spend a few minutes sharing an overview of WIN sponsorship levels, renewal timing, and the benefits available to our sponsors. Most importantly, we want to hear from you! We’ll leave plenty of time
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Meaningful conversations. Genuine connections. One table at a time. Some of the best conversations happen around the table. Join a small group of fellow WIN members for the last Around the Table lunch of 2026 hosted by WIN Co-President Melissa Currie. These informal lunches are designed to foster meaningful connections,
@ Autograph Brasserie
Join the Network
Join a powerful network of financial professionals. Connect, grow, and lead alongside industry peers
Member Spotlight
Honoring the leaders & innovators driving success in the financial services industry
Spotlight of the Month
Cindy Rota
Featured Sponsor
The Haverford Trust Company was founded in 1979 on Philadelphia’s landmark Rittenhouse Square. Since our founding, one thing has remained unchanged…our commitment to quality. Haverford has prospered for more than 45 years in a finance industry dominated by giants through our passion and adaptability. With this solid framework and more than $16.8 billion in assets under management or consultation*, we have the flexibility to address the issues facing investors today while fostering close relationships across multiple generations. We have traditional and alternative asset portfolio offerings, OCIO solutions for institutional and ultra-high net worth clients, and experienced client support teams to ensure a robust client experience.