Women in Wealth Management:

Creating a Framework for Success

Reception with Panel Discussion and Q&A

Complimentary Program

September 12, 2021 5:30-7:30 PM CST

The financial landscape continues to trend toward females obtaining more wealth, creating endless opportunities for women seeking a career that will challenge and excite them in the wealth management industry. There exists a formula for success to open more doors to the industry and access to these clients. The speakers will walk you through the framework below so you can learn how to support women achieving senior-level leadership positions, build confidence with new skillsets to solve the most complex investor challenges and provide a network for knowledge sharing between exceptional women.

All advisors, both male and female, are welcome to attend. 

1 CE for CIMA®️, CPWA®️ & RMA®️ certificants

Due to the generous sponsors, this program and reception are free to attend.

There will be drinks, food, and a great program worth 1 CE credit hour.

 

Speakers

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Noel Pacarro Brown, CIMA®, CPWA®
Financial Advisor, The Conscious Wealth Management Group, Morgan Stanley

Noel Pacarro Brown joined Morgan Stanley in 2007 as a Financial Advisor, and the managing member of The Pacarro Group at Morgan Stanley, renamed The Conscious Wealth Management Group at Morgan Stanley in 2019. Her passion for wealth management is rooted in her desire to help people experience success at every stage of life. At Morgan Stanley, Noel contributes to the advancement of wealth management as Co-Chair of the Consulting Group Advisory Council.

Noel’s work with the Conscious Wealth Management Group has earned her several recognition's over the years. In 2017 & 2018 she was recognized in the Forbes Top NextGen Advisor List, Forbes Best in State List, and the Top Advisor List published in Working Mother magazine. Her work spans across national blogs and industry publications, and throughout the year she can be found presenting on stage at national conferences.

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Christine Gaze, CIMA®
Founder & Managing Partner, Purpose Consulting Group

Christine Gaze is the founder and managing partner of Purpose Consulting Group, a firm focused on developing cutting-edge practice management programs that engage and advance financial professionals. Christine specializes in conducting research that generates unique insights and developing custom content and training to help financial services leaders and their teams deliver business results.

Christine began her career as an advisor and over the past 20 plus years, she has held a variety of leadership roles in practice management, human capital, and sales at firms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade. She has developed and implemented several successful thought leadership and training initiatives, product launches, and culture change efforts. Her work helped generate billions in new assets and promote a culture of excellence.

Christine is a frequent speaker at industry events, writer for industry publications, and is often quoted in the press, including The Wall Street Journal, Financial Planning, Investment News, and Fundfire.

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Claudette Grant, J.D.
Client Relationship Manager, Capital  Group

Claudette Grant is a client relationship manager at Capital Group. She has 11
years of industry experience and has been with Capital Group for three years.
Prior to joining Capital, Claudette was the vice president of Investor Relations
and Business Development at RPK Capital Management. Before that, she was
an assistant vice president of Marketing and Client Service at FIS Group, Inc.

She holds a Juris Doctor from The Ohio State University School of Law and a
bachelor’s degree in political science from Wittenberg University. She also
holds the Chartered Alternative Investment Analyst℠ designation and is a
2021 Level III candidate in the Chartered Financial Analyst® program.

Claudette is based in Chicago.

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Jean Heath, CIMA®️
Head of Asset Manager Network, Envestnet

Jean Heath has 22 years of diverse experience within the managed account and advisory business and has held leadership roles in key account management, consultative sales, strategic marketing, branding, and channel development. Currently, she is responsible for the investment products on the Envestnet platform and determines and optimizes the economic model and engagement between Envestnet and its asset manager partners.

Her team is responsible for deepening relationships with asset managers across the Envestnet suite of services, and ensuring that these managers have the tools, training, and knowledge they need to be successful distributors throughout the Envestnet ecosystem.

She is the Chair of Envestnet’s managed product acceptance committee and advocates industry best practices. She has been an active mentor to young women professionals and also leads the Envestnet Institute On Campus Women in Wealth Management Mentorship program.

In 2017, Jean was named one of the Profiles in Diversity Journal Women Worth Watching.

Thank you to our Generous Sponsors 

cap_group_AF_web_logo-2Envestnet

 

E-mail address

conferences@i-w.org

Contact us

+1 303-770-3377

Conferences

In Person and On Demand