Today, we spolight the winners of our Charitable Works award.
Mentor of the Year is given to women who devote considerable resources and energy to philanthropic causes.
Traders Magazine proudly salutes Cathy Wilson Rosen, Senior Trader, Zweig-DiMenna Associates LLC and Angela Sun, Chief of Staff to the President and CEO, Bloomberg LP.
Cathy Wilson Rosen
Firm: Zweig-DiMenna Associates LLC
Years in Industry: 25
Previous Firms: Steinhardt Partners
Status: Senior Equity Trader
For Cathy Wilson Rosen, it’s all about the children. It began back in 1987, when she joined Steinhardt Partners. Some of her colleagues, John Lattanzio and Elizabeth Larson, started doing charity work with St. Jude Children’s Research Hospital. Seeing them lead, she followed suit.
“I’ve worked with St. Jude’s since the Wall Street initiative’s inception,” Wilson Rosen said.
Throughout her career, Wilson Rosen has seen generosity firsthand. During her 17 years with Zweig-DiMenna, she has been privileged to see the generosity of Marty Zweig and Joe DiMenna and their extensive philanthropic activities, and now follows their lead.
“I am very blessed and lucky to be in this business and do what I can for the children,” she said.
In 1995, wilson Rosen became a co-chair of the hospital’s Wall Street committee. Since her involvement with St. Jude began, she has helped raise more than $2 million per year at its annual dinner and spearheaded the funding campaign to name a floor in honor of the Wall Street community.
But there is work still to be done, she said. St. Jude’s campus now has 2.5 million square feet of research, clinical and administrative space dedicated to finding cures and saving children. Every dollar is important, she added, because the daily operating cost for St. Jude is $1.8 million, which is primarily covered by public contributions. No children are turned away because they cannot pay.
Wilson Rosen has also served on other charities, such as the Muscular Dystrophy Association’s Wings Over Wall Street; she was the recipient of its 2003 Michael P. Beier Award. She was also the 1999 Volunteer of the Year for the National Hemophilia Foundation.
In the end, Wilson Rosen still wants to pay her blessings forward. As the beneficiary of a successful Wall Street career and mother of four young children, she has always recognized, and continues to recognize, her responsibility serving others.
Angela Sun
Firm: Bloomberg LP
Years in Industry: 16
Previous Firms: City of New York, McKinsey & Co., J.P. Morgan, Henry L. Stinson Center
Status: Chief of Staff to the President (see next page)
It all started with Dad and his compassionate heart.
That’s how Angela Sun remembers being raised as a child. Despite coming from a modest and thrifty family, she credits her father with instilling in her a charitable heart.
“He got me started and put me in the practice of giving,” Sun recalled. “He’d notice these people who had so much less, bring it to my attention, and remind me that we have little to complain about.”
Sun remembered learning as early when she was four years old that when he found money on the street or got too much change back from a clerk, that money belonged to others.
“We’d ask for the money when we needed it, but he refused,” she said. “And at the end of a year, he’d take all that money and make a contribution to charities.”
She told Traders Magazine of a time when she and her father came across a homeless person and he made her give that person some money. “I’d resist,” she said, “but he forced me to do it, and as a result I developed a subconscious sensitivity. “
Another time, Sun and her father came across a Vietnam veteran with a cup full of pencils on a subway platform, Again he insisted she give the ex-soldier some money. In return, Sun took a pencil.
“And to my surprise, he made me give the pencil back,” she said. His point was to give and not take anything from those less fortunate.
Picking up her father’s torch, Sun continues her father’s legacy by involving herself in myriad causes, including the Muscular Dystrophy Association’s Wings Over Wall Street, which benefits the fight against ALS; the Museum of the Arts and Design; Women’s World of Banking; and the Puericultorio Perez Aranibar Orphanage in Lima, Peru.
“He never had a lot to give” she said of her father, “but to him it was a matter of faith, and that really touches me.”
