
Special guest speaker Sarah N. Samuels, CFA, CAIA, Partner and Head of Investment Manager Research at NEPC and Board Chair of the CFA Society Boston. Founder of 30 Seconds of Bravery and Author of Braving Our Savings.
Sheila Catenza – WMM BOD – Senior Director Product Analytics at TIAA
Karen Gemmett – Investment Professional Longfellow Investments
Alena Grey – BSA Manager Grasshopper Bank
Melissa Henderson – Director at Fidelity Investments
Chaya Keshavamurthy – Global Project Manager, Investment Middle Office
Services, JPMorganChase
Laura Parrow – Sr. Business Banking Product Manager NCR Voyix
Jessica Scola – Financial Advisor, Sound View Financial Advisors, LLC