Private Wealth Management

Women & Wealth – Fireside Chat between Carla Harris and Denise Shull

Thursday, February 21 | 6:00 PM - 8:00 PM

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Overview

This is the first in a continuing series entitled “Women & Wealth,” where we welcome successful women from across the finance industry to share their unique experience and perspective. As Vice Chairman of Wealth Management and Senior Client Advisor at Morgan Stanley, Carla Harris has built a reputation as a popular public speaker who gives impactful career guidance to corporate audiences. She will be joined by Denise Shull, MA, who leverages her training in psychological science to solve the challenges of mental mistakes, confidence crises, and slumps in Olympic athletes, Wall Street traders, and corporate warriors.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS

Stephen Mayrose, CFA, CFP, Chair, Private Wealth Management Committee


6:05 PM | FIRESIDE CHAT

Denise Shull, MA, Decision Coach & Performance Architect

Carla Harris, Vice Chairman, Managing Director, Morgan Stanley


6:50 PM | Q & A


7:00 PM |  CLOSING REMARKS

Carole K. Crawford, CFA, Founder and Managing Partner, fincap360. LLC.


7:05 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • To gain insight of the issues facing women in the financial world
  • To leverage the training and experience in psychology accumulated by Denise Shull to better understand how investors often help or hinder their own performance
  • We’ll learn from two extraordinarily successful women how they help to guide other professionals in their careers, make better decisions, and what they view as the direction of the investment profession moving forward.

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