Closed for Thanksgiving

The Library will close at 5 p.m. on Wednesday, November 27th and reopen on Friday, November 29th at 12 noon.

Women and Money Roundtable: How to Make Sense of Today's Financial Markets

Primary tabs

Program Type:

Business & Finance

Age Group:

Adults

Program Description

Event Details

Julia Strayer and Liz Maccarone will lead this very popular, lively and informative discussion on today’s financial markets and how they might fit into your portfolio.

Register For Women and Money Roundtable

About the Presenters

Julia StrayerCPWA®, CIMA®, CRPC® Senior Vice President, Wealth Management Advisor.  Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC® Senior Financial Advisor.  Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation. Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.

chat loading...