July Newsletter


Swiping Right for Your Financial Future – Thursday, July 21st from 5:00 PM - 7:30 PM:Come join the Charles Schwab Diversity & Inclusion Network for an evening of networking, financial education and FUN through an interactive format designed to help you take ownership of your financial future. Workshop topics include the fundamentals of investing and home buying, 401(k) plans, and debt management. Refreshments will be served.

This event is free. Please RSVP here.

The Benefits and Implications of Equity Crowdfunding - Tuesday, August 2nd from 5:00 PM - 7:30 PM: Save the date for this event, hosted by LIF, the Latino Startup Alliance, and LatinoForce. Stay tuned, more details to follow!

Latinos in Finance Boot Camp for Students - Saturday, September 10th: Save the date for our annual finance boot camp! Students can click here to register for this year's event.

This year's Boot Camp is still in need of volunteers. We are seeking experienced professionals who can present on a finance-related topic, as well as volunteers to help plan the event. Our goal is to share best practices with young Latinos that want to break into the financial industry. If you are interested in helping, please reach out to Ari Valadez via email at arivaladez10@gmail.com, or via cell at (559) 630-2086.



Latinos in Finance is pleased to introduce our new President, Valerie Wong!

Valerie is a Senior Associate at MSCI, Inc. and a member of the Index Client Coverage team. She relocated from Monterrey, Mexico to San Francisco in 2012. Valerie’s service with MSCI dates back to 2010, where she interned while completing her master's degree. Upon graduation, Valerie was offered her position as an Index Client Service Analyst.

Valerie graduated Summa Cum Laude from the EGADE Business School (Tec de Monterey) with a Masters of Finance degree. She holds a B.Sc. in Accounting and minor in Professional Accounting Development. Valerie also holds a B. A. in International Business and a minor in Economics from John Brown University.

Valerie passed Level II of the CFA Program. Born and raised in Panama, Valerie is bilingual, and is fluent in both Spanish and English. She has a passion for building relationships and helping others achieve their full potential. She founded the Diversity and Inclusion Network at MSCI, is an active member of Women in ETFs, is part of the Latino Ministry Board at her local church, and is also a certified yoga instructor.


Q: Many residents of San Francisco, and large Californian cities in general, have come from other areas. What ultimately led you to the city of San Francisco? Why did you choose a career in the financial industry?

A: Many things led me to San Francisco, including the nice weather and its multicultural diversity, but what ultimately led me here was my work. I had already been traveling to the West Coast multiple times a year for client visits, so I fell in love with San Francisco and asked to be relocated.

I chose a career in finance because it gives me the opportunity to apply my analytical skills and education (I studied Accounting and International Business and have a Masters in Finance) with my passion for building  relationships and helping others.

Q: What keeps you motivated to serve as the President of Latinos In Finance?

A: What keeps me motivated is the people. We have a great leadership team and it is a pleasure to be surrounded by people who share my passion for helping others and serving the community.

Q: How have you seen your involvement within LiF intersect with your professional life? How have you seen the two areas intersect for other members, and what benefits have you seen arise?

A: I actually got involved with LIF because Kennie Blanco, who was my client and President of Latinos in Finance at the time, invited me to join one of the LIF Leadership meetings. LIF has given me and other members the opportunity to get to know other professionals in the finance services industry and to put in practice skills such as leadership, organization, and communication skills needed to succeed in our professional lives.

Q: How do you measure the impact that LIF has had on how Latinos are represented within the finance industry in the Bay Area?

A:There are several members who now hold Board and leadership positions who got involved with LIF because they attended the Finance Bootcamp while they were students and benefited from it so much. They now work in the finance industry and are looking for ways to pay it forward.

Q: Tell us about your favorite LiF event/experience!

A: My favorite LIF event was the first event I organized with LIF, which was sponsored by BlackRock's Multicultural Network.  I suggested Julie Castro Abrams, CEO of the Bay Area Women Leaders Network to be the speaker for this event, as she had been the speaker for a Women in ETFs event that I had helped organized. Julie also invited Noni Allwood from Innovo21 to join her for the interactive section of the LIF presentation called "When Latinas Lead: Leveraging Strengths and Networks." The event was a success with over 60 attendees including BlackRock's Multicultural Network and LIF members, and I learned so much from these two wonderful women.  I then invited Noni to speak at our following event at Deloitte on Executive Presence. Various attendees liked both events so much that they have now gotten involved with the organization. 

Q: I'm new to LIF, and I'm interested in learning more about the group. Who should I talk to, and where should I go to find out how to get more involved?

A: You can reach out to me or any LIF Board member via LinkedIn or e-mail. My e-mail is wongvalerie@gmail.com. At the bottom of each newsletter, we include links to our social media sites where you can also connect with us. We encourage all new members to come to our events and talk to us in person about how they would like to get involved. We always make sure we have time to network at our events for this very reason! Our next event is on August 2nd at 5pm at Salesforce's offices in Rincon Center.



Your future starts here - Apply to the Richard B. Fisher Scholarship Program

Morgan Stanley is made up of many talents and perspectives. This diversity is what makes us unique. What you are interested in and how you approach the world will determine your individual path at Morgan Stanley. We strive to build an organization that is diverse in experience and background while reflecting our standards of integrity and excellence. One way we demonstrate this commitment is through the Morgan Stanley Richard B. Fisher Scholarship Program. which is an integral part of our diversity recruiting efforts helping to attract Black, Hispanic, Native American, and LGBT college juniors and sophomores.

If selected as a Scholar, you will receive a $15,000 scholarship for exceptional academic achievement and a summer internship with Morgan Stanley. We encourage students of all majors and disciplines to apply.

To Apply, Please Click on One of the Links Below:

Graduating Class of 2018

Click Here

Graduating Class of 2019

Click Here

Wave One Application Deadline: June 26, 2016

Wave Two Application Deadline: October 2, 2016

Wave Three Application Deadline: November 6, 2016 

Please direct any questions to diversityrecruiting@morganstanley.com.



  • Portfolio Analytics (PA) is recruiting to fill one Associate Investment Manager position. Applications will be accepted until the close of business on 7/21/2016.


Money Talks

Money Talks was an event hosted by the Bay Area Women Leaders Network. This event focused on helping attendees determine their financial worth. The president of Latinos in Finance, Valerie Wong, co-hosted the Money Talks and participated in a pop-up panel to promote LIF. The panel focused on four key points to negotiate optimal financial capital: sizing up the market; investigating and interviewing; strategizing; acting. Attendees left the event with a refined framework for improving salary negotiations. The Latinas in Finance committee would like to thank the Bay Area Women Leaders Network for organizing this event.