Leadership lessons from Helen Wong, the first woman to helm a local bank.

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About the show: Money Mind tells you how to make the most of your money with tips for investors, business ideas for businessmen and analysis of the economy, companies, markets, financial products and trends.

For more of Money Mind: https://youtube.com/playlist?list=PLkMf14VQEvTZgHFM-uTxXiJ1Fll4SwL4y
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#CNA #MoneyMindCNA #HelenWong #OCBC

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Students admitted to Columbia University’s Master of Professional Studies (M.P.S.) in Wealth Management program for the 2022-2023 academic year will have an opportunity to apply for one full-tuition fellowship, thanks to a new initiative funded by members of the program’s first student cohort. The Wealth Management Advancing Diversity Fellowship is designed to diversify the financial advising industry as well as to retain and help accelerate the careers of high-caliber professionals from underrepresented groups. It is the first student-funded fellowship offered at the Columbia University School of Professional Studies (SPS).

Learn more: https://bit.ly/3JzcARp

In honor of Women’s History Month, we are proud to recognize the incredible women leaders and advisors on the Sand Hill team. It’s quite rare to see many senior women in the wealth management industry, let alone a single firm with SEVERAL senior female wealth managers and leaders serving individuals and families in the Bay Area and Silicon Valley.

To learn more about Sand Hill, please visit us at https://www.sandhillexperience.com

Financial Times 300 Top Registered Investment Advisers: The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Over 750 qualified firms applied for the award, 300 of which were selected (40%). This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

#womeninfinance #wealthmanagement #investments

Sand Hill Global Advisors (“SHGA”) is a registered investment adviser with the Securities and Exchange Commission however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. SHGA may only transact business in the states where the firm is noticed filed or otherwise exempt. For disclosures, including additional information on credential designations of SHGA representatives please see our Form ADV Part 2A and 2B Disclosure Brochures, which can be obtained here:

https://www.sandhillexperience.com/advform

SHGA is separately owned and unaffiliated with any other firm or entities mentioned or featured in this video. This video presentation may discuss certain investment products and/or securities and is being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect SHGA’s views as of the date of the video. Such views are subject to change at any point without notice. You should not treat any opinion expressed by SHGA as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. SHGA does not guarantee any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.

Financial maverick Anita Knotts set herself apart in a male-dominated financial industry by staying true to herself.

With women anticipated to control more than $110 trillion in global wealth by the end of 2025, Anita shares some bold ideas on how a more human approach to wealth management can transform the financial industry to better meet the needs of its future client and make this world better for us all. Anita Knotts is a highly accomplished senior executive with nearly 30 years of expertise in sales, marketing, and business development in the competitive wealth management market. After spending the first part of her career as a successful investment advisor followed by years of leadership, Anita is now embarking on the next phase of her career as an entrepreneur.

Anita has recently launched her new business Lotus Women’s Institute LLC. The mission of the organization is to attract, develop and advance women and people of color to choose financial services as a career path. She believes strongly that firms who implement initiatives to hire diverse teams – specifically for frontline roles – will have a competitive edge. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at https://www.ted.com/tedx