Finance has been an unlikely and lifelong interest of mine. I grew up in the South watching Louis Rukeyser on Friday nights with my father. He paid for my East Coast education by investing in the stock market. I majored in Economics, which suited my early love of math and financial markets.
My aptitude for finance led me to work for major Wall Street firms. I opened the San Francisco offices and led local operations for DLJ, UBS and Bank of Montreal.
After dealing with portfolio managers who were overwhelmed with information and short on time, I learned how to break down complicated investment concepts into simple ideas. Clients often tell me that my enthusiasm for the market is so infectious, that even those who hate math can get excited about stocks.
After 30 years of success in the rough and tumble institutional investing world, I’ve come to appreciate just how underserved individual investors are. Improving the financial literacy of women and their families is my passion.
I’ve always admired the way my physician husband helped his patients. Now is my time to do the same in financial matters by sharing my hard earned wisdom and expertise with those who have little financial background, but want their money to work for them.