Committees Austin

Texas Wall Street Women is run by an all-volunteer staff from our Board of Directors, Advisory Board, Angels and Committee Members. Take a moment to get to know us and we look forward to meeting you at an upcoming event!

Austin City Head

Kelly Klingaman, CFP®, RLP®Founder and Financial Planner, Kelly Klingaman Financial Planning, Austin City Head

Kelly is the Founder and Financial Planner of the independent, fee-only RIA firm Kelly Klingaman Financial Planning. She provides ongoing financial planning and investment management help to busy professional women and dual-career couples, particularly those working in finance, engineering, and tech or receiving equity compensation.

Before founding KKFP, she spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently, Kelly was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

Kelly received a degree in Finance from the University of Texas at Austin McCombs School of Business and also holds the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations. She volunteers to mentor undergraduate business students at her alma mater, most recently via the Wealth Management Center Mentorship Program. Kelly focuses on mentoring young women interested in becoming financial advisors one day. Besides mentorship, Kelly has been an active member and volunteer with the Texas Wall Street Women’s Austin chapter since 2014, planning networking and educational events for members and supporting the organization’s long-standing partnership with the Young Women’s Preparatory Network.

Education

Mariko Boswell, CFA, CAIA Executive Vice President, Institutional Client Management PIMCO, Austin

Mariko Boswell joined PIMCO in 2010 and focuses on institutional client service and business development as part of PIMCO’s public funds practice. In this role, she works with US public fund clients and prospects to better understand their investment objectives, deliver appropriate solutions and deepen partnerships.

Prior to joining PIMCO in 2010, she worked as an equity research associate on the energy team at Credit Suisse and as a senior associate covering utilities in the corporate finance group at Moody’s Investors Service.

Mariko holds an MBA from the University of Chicago Booth School of Business as well as an undergraduate degree from Yale University. In addition to her involvement with Texas Wall Street Women, she currently serves as a member of the board of directors of the YMCA of Austin.

Susan Chen Managing Director, University of Texas Investment Management Company, Austin

Susan Chen is a Managing Director responsible for UTIMCO’s investments in public equities across developed and emerging markets. She is a member of UTIMCO’s Investment Committee and Leadership Team, and chair of the Co-Investment Committee.

Prior to UTIMCO, Susan was a Managing Director at a $5 billion alternative investment firm affiliated with Highbridge Capital, where she was a portfolio manager and analyst for distressed debt, event-driven equity, private debt, and special asset investments. She started her career in investment banking at Merrill Lynch. Susan earned an MBA, JD, and AB in economics from Harvard. She serves on the Investment Committee for St. David’s Foundation.

Kelly Klingaman, CFP®, RLP®Founder and Financial Planner, Kelly Klingaman Financial Planning, Austin City Head

Kelly is the Founder and Financial Planner of the independent, fee-only RIA firm Kelly Klingaman Financial Planning. She provides ongoing financial planning and investment management help to busy professional women and dual-career couples, particularly those working in finance, engineering, and tech or receiving equity compensation.

Before founding KKFP, she spent nearly 12 years building a career in the investment management industry at Dimensional Fund Advisors, a large asset manager whose long-term approach to investing relies on financial science instead of attempting to guess where markets are going next. Most recently, Kelly was a Regional Director and Vice President on the sales team and Lead Chair of the Women’s Inclusion Network for employees.

Kelly received a degree in Finance from the University of Texas at Austin McCombs School of Business and also holds the CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner® designations. She volunteers to mentor undergraduate business students at her alma mater, most recently via the Wealth Management Center Mentorship Program. Kelly focuses on mentoring young women interested in becoming financial advisors one day. Besides mentorship, Kelly has been an active member and volunteer with the Texas Wall Street Women’s Austin chapter since 2014, planning networking and educational events for members and supporting the organization’s long-standing partnership with the Young Women’s Preparatory Network.

Networking

Dianne Wade Client Services Associate, Durbin Bennett Private Wealth Management, Austin

Dianne supports the advisory team at Durbin Bennett Private Wealth Management and assists in a variety of client service related functions including client reporting, account maintenance and operations.  Previously, she served as Operations Manager at Enclave Advisors, LLC in overseeing the day-to-day operations of the office along with providing client support and administrative duties. Prior to joining Enclave Advisors, Dianne worked as the executive assistant to the Director of Client Development for McVean Trading & Investments, LLC in Memphis, TN.

In her spare time, Dianne enjoys running on the trail around Town Lake in Austin, playing with her dog and spending time with friends and family.

Philanthropy

Heather Traeger General Counsel & CCO, Teacher Retirement System of Texas, Austin

As General Counsel and Chief Compliance Officer for the Teacher Retirement System of Texas, Heather Traeger is responsible for all legal services and compliance for the sixth largest public pension fund in the United States, including those related to the retirement system’s pension plan and two health care programs. She serves as General Counsel for the headquarters located in Austin, Texas and the subsidiary located in London.

Ms. Traeger’s legal practice includes a strong regulatory background, with more than 25 years of experience in the financial services industry. She served as Senior Counsel to Commissioner Roel Campos at the U.S. Securities and Exchange Commission, Counsel to Commissioner Isaac Hunt, and Senior Counsel in the Division of Market Regulation (now Trading and Markets).

Prior to joining TRS, Ms. Traeger was a partner at O’Melveny & Myers LLP, in Washington, D.C., in the Financial Services Practice and served as an Associate Counsel at the Investment Company Institute (ICI). Currently, she serves on the ILPA Legal Advisory Committee, the Board of the Association of Securities and Exchange Commission Alumni and as the 2025 Chair-Elect on the Board of the National Society of Compliance Professionals. She previously served as Chair on the FINRA National Adjudicatory Council and as a member of the GIPS USPIC. Ms. Traeger is a member of the Texas and District of Columbia bars.

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