{{upcoming-events}} Abby Davisson has dedicated her career to helping other people achieve their goals, first as a social innovation leader, and now as an author and entrepreneur whose work has been featured in Fortune, Financial Times, Harvard Business Review, and Fast Company , among others. Abby co-authored the book, Money & Love: An Intelligent Roadmap...
{{upcoming-events}} Manisha Thakor has worked in financial services for over thirty years, with an emphasis on women’s economic empowerment and financial well-being. She is the author of MoneyZen: The Secret to Finding Your “Enough,” and has been featured everywhere including The Wall Street Journal, The New York Times, NPR, PBS, CNN, CNBC, Real Simple &...
{{upcoming-events}} Sandy Lamb is an executive coach, keynote speaker, and TedX speaker coach. She did the corporate gig and saw executive coaching and leadership development as the perfect way to use her skills, help other people excel, and balance work with family and wellness. Sandy helps executives build a culture of belonging and respect by...
{{upcoming-events}} Kim Curtis is the CEO of Wealth Legacy Institute and is proud to be part of a firm that puts clients first. For Kim, how you deal with money says a lot about how you deal with life. She’s the best-selling author of Money Secrets: Keys to Smart Investing, and her mission is to...
{{upcoming-events}} Barbara Friedberg is an MBA, MS, and former portfolio manager, who is committed to investment and money education across multiple platforms. She currently owns and manages Barbara Friedberg Personal Finance.com, which is dedicated to improving investment knowledge and wealth. She consults for a select group of fintech companies and writes for many popular online...
{{upcoming-events}} Franco Perez is an entrepreneur and Founder of Franco Mobile Homes, who is working on a social challenge that exists within our capitalist system, while building wealth for his own family and his team and teaching others to do the same. Franco’s mission is to address the affordable housing crisis with well-designed mobile homes....
{{upcoming-events}} Maria Brito is an award-winning New York based contemporary art advisor, entrepreneur, author and curator. She was selected by Complex Magazine as one of the twenty power players in the art world and Art News says, ‘she’s one of the visionaries shaping that world.’ A Harvard graduate, originally from Venezuela, her first monograph “Out...
{{upcoming-events}} Jamie Fiore Higgins spent almost twenty years at Goldman Sachs, reaching the pinnacle of her field by earning the role of managing director. One of just 8 percent of Goldman employees to earn the managing director title, she was the highest-ranking woman in her department. She ran the trainee and internship programs, was active...
{{upcoming-events}} Chris Mamula documented his personal path to financial independence at Eat the Financial Elephant for several years before leaving his career as a physical therapist in 2017 at age 41. Shortly after, he joined Darrow Kirkpatrick at Can I Retire Yet?, where he continues to follow his calling of helping people live their best...
{{upcoming-events}} Paul Merriman is a nationally recognized authority on mutual funds, index investing, and asset allocation. He founded Merriman Wealth Management in 1983, retired from the firm in 2012, and created the Merriman Financial Education Foundation. Everything he does is dedicated to providing investors of all ages with information and tools to make informed decisions...