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Podcast Archives: Women in Finance

Episode 85 | June 2, 2020

Next Gen Advisor Steers Resilient Course During the Pandemic

Noel Pacarro Brown, CIMA, CPWA, The Conscious Wealth Management Group & First Vice President at Morgan Stanley

A Forbes Top Next Gen Wealth Advisor and 2nd generation Managing Partner in the practice founded by her mother, Brown works with institutions, family offices and high net worth individuals. As co-chair of the Consulting Group Advisory Council at Morgan Stanley, Brown regularly speaks and writes about practice management for financial advisors. We also talked […]

| November 7, 2019

Impact Investment for Sustainable Wealth at Bair Financial

Marci Bair, Founder & CEO, and Victor Orozco, Managing Partner - Bair Financial Planning

Bair and Orozco serve a diverse community of female executives, LGBT couples and business owners who expect consumer and investment choices to reflect their personal values.     

Episode 39 | April 1, 2019

Opportunities for Women Advisors: The Invest in Women Conference 2019

Dorothy Hinchcliff, Executive Editor, Financial Advisor Magazine

Hinchcliff explains how the Conference, now in its 5th year, helps women in finance develop partnerships with investors as stewards of family wealth. Keynote speakers span the generations of activist women leaders who are addressing the most pressing financial and social issues.

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