2025 InvestmentNews Awards – Women to Watch Awards
Del Mar, CA - October, 2025
Brooke Kelly and Weatherly Asset Management were named excellence awardees in the Portfolio Manager of the Year and Fastest Growing, Female Led Advisory team categories of the Investment News Women to Watch awards program. The InvestmentNews 2025 Women to Watch Awards celebrate excellence and the women who are making a difference in the financial services industry.
This year’s Women to Watch Awards program features an independent judging panel and recognized both individuals (categories: The StepStone Group Award for Allyship Champion of the Year, Executive Excellence Award, Female Led Advisory Team, The Osaic Award for Female Trailblazer of the Year, Financial Literacy Champion, The Alexandra Armstrong Award For Lifetime Achievement in the Financial Services Industry, Portfolio Manager of the Year, The Orion Award for Rising Star Advisor of the Year), as well as organizations (categories: Employer of Choice, Excellence in Gender Diversity & Inclusion, Excellence in Philanthropy & Community Service, Fastest Growing).
Methodology and the awards program process consisted of 5 stages: Stage 1 – Nominations – InvestmentNews celebrates achievements that measurably advance women in all aspects of the investment industry, at employers of all sizes. We invite you to nominate yourself or third-party candidates and / or companies who exemplify these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others along the way. Nominations are open from April 7 – June 13, 2025, 11:59 pm ET. To submit a nomination, go to the Nominate page of this website. There is no fee to submit a nomination and only the online nomination form will be accepted. Nomination submissions are an opportunity to address the category criteria in detail. Stage 2 – Research. The Women to Watch Awards team will conduct research and draw on knowledge and information gained through InvestmentNews to support and supplement nominations received and to ensure that no one deserving of recognition is missed. “Excellence awardees” (shortlisted Finalists), in each category, will be determined from both pools of information. Stage 3 – Excellence Awardees Once all nominations are considered and research is complete, Excellence Awardees (Finalists) will be selected in each category and notified via e-mail or phone. All Excellence Awardees are then invited to finalize their detailed nomination form (“submission”). These submissions will be provided to the judging panel for voting and will otherwise remain confidential and will not be shared with any third parties other than the judges. Excellence awardees will be officially announced in August 2025 on this website and promoted in InvestmentNews. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase. Stage 4 – Judging All submissions from our Excellence Awardees are forwarded to the independent judging panel comprising mortgage and finance industry leaders and senior representatives. The panel will assess and vote for their winners in each category according to the relevant category criteria. Voting will commence in August 2025, and their judgment will be impartial, balanced, incisive and fair. Any judge with a conflict of interest in a category will recuse themselves from judging that category. Stage 5 – Winners Using a simple points system to aggregate judges’ votes, the finalist with the top score in a category will be named the winner. Winners will be announced at the event on October 21, 2025, and on this website. They will also be promoted in InvestmentNews. Promo packages to leverage your achievement across your marketing and promotions will be available for purchase.
Employees of Weatherly nominated 5 team members as well as the Firm for different individual award categories. Of the nominees, Brooke Kelly and Weatherly Asset Management were named finalists in the Portfolio Manager of the Year and Fastest Growing, Female Led Advisory team categories, respectively.
At the time of this disclosure, Weatherly Asset Management has not paid InvestmentNews for any promotional packages, and Weatherly is not required to advertise in or subscribe to Investment News.
Inclusion in this program is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising this award.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high-net-worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
For information on our ADV filings and Compliance, please visit:
https://adviserinfo.sec.gov/firm/summary/106935
http://www.weatherlyassetmgt.com/adv/
If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507
Carolyn@weatherlyassetmgt.com