Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]
Tag Archives | women in finance
Women Financial Advisors Make Time For Miami Networking
There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]
Starting As Secretary On Wall Street, She Now Manages Almost $4 Billion
By any measure, portfolio manager Susan Hirsch, who runs the $3.6 billion TIAA-CREF Large-Cap Growth fund, is a star. Under her leadership, her fund has beaten the S&P 500 for the past three, five and 10 years, no easy feat. On top of that, she’s clearly a trailblazer in a male-dominated field. Less than 10% of fund managers […]
How Dodge & Cox Leads The Way In Putting Women “In The Money”
Finance is still a man’s world, but leading mutual fund company Dodge & Cox is trying to break the mold. At Dodge & Cox, fully 25% of portfolio managers are women, compared with only 9% on average at other large mutual fund companies. Investment firm Morningstar surveyed the largest asset managers in the U.S. to compile the […]
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About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
