Category Archives: Financial Services

Kathleen McQuiggan: Investing in Women. Literally!

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It is easy to say that gender diversity is important to you, that investing in women is crucial. Pax Ellevate Global Women’s Index Fund allows you to put your money where your mouth is, so to speak, and apply gender lens investing to make money and make an impact.

Kathleen McQuiggan is Senior Vice President of Global Women’s Strategies for Pax World Management LLC and Managing Director of Pax Ellevate Management LLC.

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Elizabeth Dean: Women Can Have it All

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Ever heard about Forensic Accounting?

If not, then you’ll in for a treat as our special guest, Elizabeth Dean shares how her passion for mathematics led her to a rather new kind of service in the financial world.

As the vice-president and founding member of TM Financial Forensics LLC, Elizabeth tells her journey from doing a traditional accounting role into consulting.

Along the way, she discovers key issues that impact not just her but all women who are looking to further their career in male dominated fields: law,

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Marguerita Cheng: Bringing Empathy and Connection to Financial Planning

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Though the world of finance continues to be dominated by men, today’s guest argues that the strengths required for success in the field of financial advisory are competencies normally associated with women, specifically empathy and communication.  Rita Cheng is the CEO of Blue Ocean Global Wealth, an investment advisory firm that delivers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. As a trusted partner and educational resource, Blue Ocean provides corporations and institutions with portfolio construction,

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Jocelyn Wright: Strengthening Financial Services Through Diversity

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Jocelyn D. Wright serves as both The American College State Farm Chair for Women and Financial Services and Assistant Professor of Women’s Studies. In these roles, she functions as the Center’s director and chief ambassador in leveraging research and education to create broad awareness of the challenges and opportunities as they pertain to women in financial services.

In addition, Wright is the Founder and Managing Partner of The Ascension Group where she serves as a financial advisor,

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Eleanor Blayney: Inspiring Diversity in Financial Planning

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Eleanor Blayney, CFP is the Consumer Advocate for the Certified Financial Planner (CFP) Board of Standards, reaching out to consumers to help them understand how financial planning and CFP professionals can improve their lives. A recognized conference speaker and author of the book Women’s Worth, she has played a pioneering role in shaping the financial planning profession. Blayney has taught for the College of Financial Planning and helped develop practice standards and ethical requirements for CFP professionals in the U.S.

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