Search results for “womenandwealth”

#workingmoms #womenandmoney #womenandwealth #financialadvice #andwealthmanagement

#NorthAmerica

Blair duQuesnay, CFA, works with Ritholtz’s high net worth clients and is a member of the firm’s investment committee. She writes about personal finance and issues pertaining to women on her blog, The

#sps #equity #womenandwealth #projectmanagement #equitycompensation

#NorthAmerica

Katie started her career with Fidelity in 2006 and has held a variety of roles. Katie has been with the Stock Plan Services group since 2015 and in her current role she oversees Fidelity’s tax and mob

#investing #digitalassets #womenandwealth #behavioralfinance #financialplanning

#NorthAmerica

As a financial advisor, I help professional women secure their financial future so they can sleep well at night. I do this by using my S.W.A.N. (Sleep Well at Night) method.Yet you spend the bulk of y

#moneyhabits #humancapital #moneymindset #womenandwealth #behavioralfinance

#NorthAmerica

Robyn is a leading financial thought leader and a sought-after keynote speaker. She brings her inspirational message on finding financial independence, creating wealth, positive habit change and the p

#dei #diversity #retirement #womenandwealth #financialindependence

#NorthAmerica

Driven, skilled Retirement Planning, Financial Management, and Business Development Leader, with 10+ years of proven experience driving high organizational growth, performance, and profitability. Lead

#womenandwealth #impactinvesting #housingpoverty #economicopportunity

#NorthAmerica

Sylvia is responsible for developing the investment portfolios that drive Ellevest’s investment recommendations. Prior to joining Ellevest, Sylvia was a founding member of the investments team at Fina