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

January 20, 2027
Reinvention Resilience and the Courage to Grow with Tracy Davidson

Reinvention, Resilience and the Courage to Grow with Tracy Davidson

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

December 15, 2026
Around the Table Dinner

Around the Table with WIN-December Dinner

WIN Around the Table Dinners bring members together in small-group settings designed to encourage meaningful conversation and deeper connections. This last Around the Table dinner of 2026 is hosted by WIN Founder & Co-President Tracy Musser. Each dinner offers members the opportunity to connect on professional and personal experiences including

@ Merrick’s Tavern

December 8, 2026

Informal Sponsorship Webinar

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. More importantly, we want to hear from you! We’ll leave plenty of time

@ Zoom

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 headshot

Cindy Rota

WIN’s Member Spotlight showcases the diverse and experienced talent within our organization. For our latest Member Spotlight, WIN proudly features Cindy Rota, a leadership coach and consultant who launched her own ...
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This Month's Feature Sponsor

The Haverford Trust Company

 

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. 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.  Read more …..

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