IWI Webinar Series 2022

Leslie Y. Tabor is director of Business Consulting & Education for Schwab Advisor Services. She oversees the strategic direction of talent management programs designed to help independent advisors evolve and grow their firms.

Since joining Schwab in 1999, Leslie has held leadership roles in operations, risk management, and program management. She is passionate about advancing diversity, equity, and inclusion in the financial services industry; she mentors young professionals and works with the Professional Business Women of California, Financial Women of San Francisco, and the CFP Board Center for Financial Planning.

Leslie holds a bachelor’s degree from the University of Phoenix. She was recognized as one of the Top 100 Filipina Women in 2015 by the Filipina Women’s Network, with the 2016 Industry Leader Award by the Professional Business Women of California, with the 2019 “See It, Be It” Role Model Award by InvestmentNews, and with the 2021 “Diversity and Inclusion Luminaries Award by ThinkAdvisor.

Laura McDowell is a Director supporting Schwab Asset Management™. Ms. McDowell is responsible for educating family offices on the firm’s investment solutions. She is also responsible for delivering practice management and value-add content to the advisor and investor community on behalf of Schwab Asset Management on topics such as Women & Investing, Raising Moneywise Kids, College Planning and Behavioral Finance.

Prior to moving to support Schwab Asset Management in 2015, Ms. McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. There she was responsible for researching, analyzing, and creating content to help advisers and clients understand alternative beta strategies. Before joining Schwab in 2013, Ms. McDowell was a regional director at IndexIQ, responsible for sales and distribution, specializing in alternative ETF discussions with registered investment advisers, family offices, and financial advisers. Prior to IndexIQ, she was an internal analyst with Morgan Stanley’s consulting services group responsible for assisting financial advisers with asset allocation and investment strategy selection, conducting portfolio analysis reviews, and constructing diversified portfolios for current and prospective clients.

Ms. McDowell graduated from Manhattanville College with a Bachelor of Arts in international management and psychology. She completed the Certificate Program in Financial Planning at UC Berkeley Extension and is a CERTIFIED FINANCIAL PLANNER™ practitioner. Ms. McDowell obtained the Certified Investment Management Analyst^® (CIMA) certification from the Investments & Wealth Institute after completing the Investment Management Education Program at the Wharton School in 2018. Ms. McDowell is also an Accredited Investment Fiduciary^® and a member of Women in ETFs, serving on the University Outreach Committee. She holds Series 7 and 63 licenses.

The Opportunity in Gender Diversity

June 30, 2022

4:30-5:30 p.m. ET

Speakers

Leslie Tabor

Laura McDowell, CFP®, CIMA®, AIF®

Speaker Bios

Thank You to Our Series Sponsors: