Move over, Hamilton! She’s not the star of her own Broadway musical (yet) but the big news coming out of Washington is that Janet Yellen was just sworn in as the first woman Secretary of the Treasury. Before he hit it big on Broadway, Alexander Hamilton was, of course, the first Secretary of the Treasury, serving […]
Tag Archives | women in finance
Why Diversity Matters: If You Can See It, You Can Be It
I love the saying “If you can see it, you can be it” because it encapsulates just how important it is to have role models, and how much easier it makes our journey if we can see others like us clearing the path ahead. That’s why I was touched by a story recounted by Brett […]
Women CFPs: How Far We’ve Come!
Here’s what the first class of Certified Financial Planners (CFPs) looked like in 1973. Check out the wide ties and plaid jackets! It’s got “That 70’s Show” written all over it. Here’s another way to tell it’s the 70’s: there are only 2 female faces among the 42 newly licensed CFPs. (That’s less than 5%; […]
Breaking The Ceiling: Women Financial Advisors Network In Miami
We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]
Paving The Way For More Women In Financial Careers
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 […]
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™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
