Undergraduate Women’s Investment Network


The Undergraduate Women’s Investment Network




  • Shannon O'Mara, CFA, VP, Credit Research Associate Director - Founder of UWIN
  • Andrea DiCenso, VP, Portfolio Manager & Strategist - UWIN Advisor
  • Tricia Keefe, VP, HR Business Partner - UWIN Mentorship Program Coordinator
  • Steve Hoppe, VP, EM Trader - UWIN Mentorship Advisor
  • Kristy Hergrueter, Associate Investment Director - UWIN Internship Program Coordinator
  • Marissa Neill, Administrative Manager - UWIN Marketing & Recruiting
  • Marianne Winkelman, VP, Director of Global Bond, EM & FX Trading - UWIN Advisor
  • Erika Fallon, Administrative Assistant - UWIN Events Coordinator
  • Zoe Calianos, Senior Associate - UWIN Internship Program Coordinator


  • October 15: Advanced Excel Skills
  • October 29: Marketing Yourself & Interview Preparation
  • November 2021: Day in the Life of a Trader
  • April 8, 2022: UWIN Workshop



The Undergraduate Women’s Investment Network (UWIN) was launched in 2015, after a review of job applicants revealed that female candidates for junior level research positions at Loomis Sayles comprised only 18% of the applications received in 2014 and 2015.

The meager results inspired an innovative program and step towards progress. Shannon O’Mara, UWIN founder and Associate Director of Credit Research, designed a comprehensive mentorship and internship program at Loomis Sayles that has successfully partnered with about 160 students over the last six years. We welcome another 36 students for the 2021-2022 school year from 15 Boston area colleges and universities.

The UWIN program offers school year mentorship and internship opportunities to female undergraduates in their sophomore and junior years that are studying business, finance, accounting, mathematics or economics with an interest in financial markets.


Mentorship Program

Selected undergraduate women are matched with a Loomis Sayles mentor to connect the educational experience to a potential career in investment management. In-office workshops include:

  • Introduction to investment management panel
  • Workshops on communications and professional development
  • Deep dive sessions on investment research and trading

Internship Program

The rotational internship program exposes undergraduate women to two investment or client facing functions among:

  • fixed income research
  • equity research
  • portfolio management
  • product marketing
  • client relationship management

Contact information: UWINinfo@loomissayles.com

The UWIN trademark appearing herein is the property of Loomis Sayles & Co, LP.