Powerwomen Awards USA 2027 shortlist revealed ahead of New York Forum
Citywealth has unveiled the 2027 Powerwomen Awards USA shortlist, with leading names from private banking, law, trusts, family offices and wealth management set to gather in New York on 10 March for an afternoon of debate followed by the awards ceremony.
Date for diary: Wednesday 10 March 2027
Leading figures from across the US and international private wealth industry have been named on the shortlist for the Citywealth Powerwomen Awards USA 2027.
The awards recognise women working across private banking, wealth management, law, trusts and the family office sector, alongside individuals and organisations supporting female leadership and career development.
Among those shortlisted for Woman of the Year – USA are Danielle Barrett of Brown Advisory, Liz Nesvold of Emigrant Bank, Maria Elena Lagomasino of WE Family Offices, Megan Worrell of J.P. Morgan Private Bank, Sara Hamilton of Family Office Exchange and Shannon Smith of Charles Russell Speechlys.
The Woman of the Year – Leadership category includes Carece Rufe of JTC Group, Ceci Hassan of Hassan International Law, Elisa Shevlin Rizzo of J.P. Morgan Private Bank, Elizabeth Thiessen of Bank of America Private Bank, Kate Burke of Allspring Global Investments, Morgan Drake Alleyn of Crestbridge Fiduciary, Sharon Klein of Wilmington Trust, Stephanie Birrell Luedke of Neuberger Wealth and Yulissa Zulaica of JKZ LLP.
Regional categories reflect the breadth of the US private wealth market, with separate shortlists covering New York, California, Boston, Chicago, Florida, Texas and Washington DC, alongside the Caribbean and Latin America.
The awards also recognise rising stars, philanthropy, sustainability, entrepreneurship and business growth.
The Champion of the Year shortlist features Francesca Boschini of Deutsche Bank, Ida Liu of HSBC Private Bank, Joshua Rubenstein of Katten Muchin Rosenman, Michael Frankel of Carter Ledyard & Milburn and Michael Grohman of Duane Morris.
Organisations are also represented, with Bank of America Private Bank, Fiduciary Trust International, Katten Muchin Rosenman, Northern Trust and RSM US shortlisted for Organization of the Year – Female Leadership.
See the full Citywealth Powerwomen Awards USA 2027 shortlist
New York: Forum by day, Powerwomen Awards by early evening
The winners will be announced in New York on Wednesday 10 March 2027, as part of a wider Citywealth programme bringing together the Citywealth Forum USA and the Powerwomen Awards.
The Forum opens at 1pm, with BBC journalist Rebecca Jones moderating the programme.
The opening discussion, The New Geography of American Wealth, will examine how changing residency, marriage, divorce, taxation and succession are affecting wealthy families moving between US states and internationally. Kurt Rademacher, Partner and Head of the New York Office at Charles Russell Speechlys, is among the confirmed speakers.
Attention then turns to whether modern wealth structures can stand the test of time. Dynasty or Dysfunction? will examine dynasty trusts, family governance, succession, ageing founders and liquidity planning, including the roles played by US trust jurisdictions such as Delaware, South Dakota and Wyoming and international centres including Bermuda. Francesca Boschini of Deutsche Bank Wealth Management is confirmed for the session.
Later sessions move beyond conventional portfolios. The New Trophy Assets will consider sports ownership, art and alternative investments, including questions around valuation, liquidity and family office allocations.
A final panel will look at the changing international art market and how collectors are buying and structuring collections across the United States, Europe and Latin America.
Champagne and networking begin at 5pm, followed by the Citywealth Powerwomen Awards USA from 5.30pm to 6.30pm, hosted by Rebecca Jones, and networking drinks until 7.30pm.
View the Citywealth Forum USA 2027 agenda
Book for the Powerwomen Awards USA 2027
Shortlisted nominees can attend the awards ceremony free of charge, while guest tickets are £450 + VAT, covering the venue, food and drinks.
Book tickets for the Citywealth Powerwomen Awards USA 2027
Key Takeaways
- Citywealth announced the Powerwomen Awards USA 2027 shortlist, highlighting women in private banking, law, and wealth management.
- The awards ceremony takes place in New York on 10 March 2027, alongside the Citywealth Forum USA.
- Nominees include prominent figures such as Danielle Barrett and Liz Nesvold, competing for titles like Woman of the Year.
- The event features discussions on topics relevant to the private wealth industry, moderated by BBC journalist Rebecca Jones.
- Shortlisted nominees can attend for free, while guest tickets cost £450 + VAT.
Subscribe to the Citywealth Weekly Newsletter to learn more about Private Wealth Management.
Read more:
Citywealth Weekly: 22nd July 2026
Citywealth Weekly: 17th June 2026
Citywealth Magic Circle Awards marks 21st year with £10,000 raised for Magic Breakfast
Top 30 Global UHNW Wealth Planners 2026
Magic Circle Awards 2026 | Citywealth Awards Results
CPR World Record Attempt – Play Your Part
On Tuesday 22nd and Wednesday 23rd September, Central London Alliance is aiming to set a bold new world record for the most people participating in a CPR relay, with a target of training and involving 4,000 participants.
David James Wealth Marks 10 Years of Growth
Financial advice firm for elite performers celebrates a decade of double-digit growth, industry recognition and international expansion as it turns its focus to the next ten years.