The Big Picture

NOVEMBER 14, 2023

She has a really fascinating background, very eclectic, a combination of math and law. You, you get a, a BS in Mathematics and a JD from Boston University Math and Law. It is something, math has always come easy to me since a child. I didn’t get an advanced degree in math. It was Mass Financial Services.

Math 130

Math Management Insurance Assets 130

Walkner Condon Financial Advisors

JUNE 2, 2023

In this regard, financial planning seems to differ from science, technology, engineering and math (STEM) careers where many women leave their jobs in their mid-thirties after a few years of experience on the job.” Once women achieve their CFP® certification, the rate of relinquishment is extremely low.

Financial Planning 98

Financial Planning Planning CFP Financial Advisor 98

The Big Picture

MAY 30, 2023

BRYANT: So money, unlike math, money is highly emotional. Goldman Sachs, there was a guy named Goldman and a guy named Sachs selling financial services door to door. I mean, there’s 50,000 kids in the Atlanta public school system, so you can do the math there. RITHOLTZ: Right. BRYANT: Number two, money is emotional.

Banking 146

Banking Economics Business Planning Economy 146

The Big Picture

MAY 9, 2023

And my dad had always said, as many young kids get this advice, doctor, lawyer, accountant, engineer. And again, I ended up in the financial services audit practice at KPMG. Samantha Danziger is my audio engineer, Atika Valbrun is my project manager Sean Russo is my researcher, Paris Wald is our producer. RITHOLTZ: Sure.

Assets 296

Assets Clients Investing Investments 296

The Big Picture

SEPTEMBER 12, 2022

I — I loved math, but really, I was going to go down that literature route more than anything else and — and study Spanish literature. I’m talking about diversified financial services. BITTERLY MICHELL: It’s an engineering feat. My Audio Engineer is Justin Miller. I was econ and kind of geeky.

Clients 296

Clients Wealth Management Banking Investing 296

The Big Picture

SEPTEMBER 10, 2024

I mean, being in the, in the investment business, being in, in the financial services business, it’s, it’s a constant, you know, evolution. So that’s the math. John Wasserman is my audio engineer. Do you want to be in this business? You know, you have to improve your skills. Sean Russo is my researcher.

Valuation 159

Valuation Clients Investing Investments 159

The Big Picture

JULY 29, 2024

She has an absolutely comprehensive resume in the financial services industry. And the other interesting thing that’s happened more recently is the, the transition to more personalization in financial services. Like there’s personalization in all aspects of our life and financial services is catching up.

Clients 146

Clients Portfolio Financial Advisor Investing 146