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Event Registration - Women In Private Wealth Management
Wednesday, October 21, 2020
12:00 PM - 1:30 PM Eastern Daylight Time
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Women in Private Wealth Management
Female clients will control more than 66% of household assets by 2030, and yet less than 20% of financial advisors are women. Recruiting and developing female talent is a top priority for many wealth management firms over the next decade. We plan on highlighting this and other important underlying trends in the industry and discuss what strategies are being implemented to create a more diverse workforce in the private wealth industry.
Christine Smith, Ph.D.
Vice President, Regional Diversity Officer
Morgan Stanley Wealth Management, New England Region
Christine Smith is the Regional Diversity Officer (RDO) for the New England Region of Morgan Stanely Wealth Management. In her role, Christine is responsible for developing and implementing the diversity and inclusion (D&I) strategy for the region. Serving as a strategic partner and champion for D&I, Christine works to maximize business success across the region by ensuring we reflect the diverse markets and communities we serve and that we all are enabled to contribute to our shared succcesses as a region and as an organization.
Prior to joining Morgan Stanley, Christine served as Head of Diversity & Inclusion at the Guardian Life Insurance Company of America. In this role, she was responsible for developing and executing the enterprise’s strategy focused on enabling a diverse workforce and an inclusive culture across the company. During her tenure at Guardian, Christine developed Guardian’s first enterprise diversity & inclusion strategy, initiated the successful creation of four Employee Resource Groups, and launched an unconscious bias workship for all managers. Guardian reached the designation of a "Best Place to Work for LGBT Equality” for three years under her leadership. She also held roles in Talent Management, focused on employee engagement and succession planning.
Christine received her Ph.D. in Industrial-Organizational Psychology from the Graduate Center, CUNY. She also holds bachelors’ degrees in Psychology and Marketing from Villanova University and a M.S. and M.Phil. in Industrial-Organizational Psychology from Baruch College, CUNY.
Christine continues to be active in the research community, presenting at conferences and authoring academic publications on diversity and inclusion.
McKinsey & Company
Jill Zucker is the managing partner of McKinsey & Company’s New York Office. In this capacity, she united different practices, functions and pathways in one of the firm’s largest and most diverse offices. Prior to this role, she directed McKinsey’s North America Wealth Management Practice and she partners with a range of clients in the financial services sector including global and regional banks, wealth managers, asset managers, insurance companies, and private equity firms.
Jill serves banks and a broad set of financial services companies across a range of topics and has counseled many management teams on corporate strategy, business unit strategy as well as distribution, pricing, compensation, product manufacturing, digital strategy and organizational issues. Jill also works on topics related to corporate center transformations and establishing shared service hubs and is a member of the corporate finance and strategy practice.
In addition, Jill leads our Affluent Consumer Research which tracks behavioral trends of affluent consumers with respect to their banking, wealth management and life insurance needs. Jill also leads PriceMetrix a recent acquisition and part of McKinsey & Company.
Additionally, Jill is on McKinsey’s Partner Election Committee and is actively involved in McKinsey’s Women’s Network and is responsible for founding the Dual Career Network, an initiative to support the personal and professional advancement of McKinsey colleague and their partners as they balance two careers.
Prior to joining McKinsey, Jill worked in investment banking for Morgan Stanley and at American Express in Corporate FP&A. Jill has an MBA from Columbia Business School, and a BA from Barnard College.
Melissa Santas Peterson, CFA
Partner and Chief Investment Officer
With over ten years of experience, Ms. Peterson is a seasoned professional who provides comprehensive investment analysis and recommendations to the customers of The MFA Companies®. As Partner & Chief Investment Officer of the Wealth Management Practice, Melissa offers customers a wide-breadth of research on investments (mutual funds, ETF’s, SMA, closed-end equity and fixed income funds, alternative investments and hedge fund strategies for portfolios) as well as detailed presentations on active buy/hold/sell recommendations. Melissa also participates in due-diligence meetings with current and prospective independent account managers.
Melissa’s experience includes developing detailed, systematic approaches for assessing portfolio performance using a variety of systems and techniques. She serves as an Investment Officer on the Firm’s Investment Committee and has extensive experience preparing and reporting to Investment Committees in order to make investment recommendations appropriate for model-portfolios by presenting performance, risk and attribution updates and performance reviews for both internal and external investment managers.
Patricia A. Bannan, CFA
Managing Director, Head of Equities
CIBC Private Wealth Management
Patricia Bannan is a managing director and Head of Equities for CIBC Private Wealth Management. In this role, she oversees the firm’s proprietary equity strategies and works closely with senior leadership to further build the platform. Additionally, Patricia serves as co-manager of CIBC Private Wealth’s Disciplined Equity strategy.
Patricia joined the firm in 2007 to manage the Large Growth Strategy and subsequently served as a senior investment specialist on the Disciplined Equity Team. Previously, she managed large-core portfolios for the mutual fund and wealth channels and was head of the Large-Cap Core Growth Team at Evergreen Investments. She began her career in 1982 at Phoenix Investment Counsel, where she served in analytical, portfolio management and leadership roles.
Patricia has also held senior portfolio management positions at Prudential Investments and CGU Investments. Her experience has been centered on the analysis and portfolio management of large-cap quality companies serving the mutual fund, institutional and wealth management arenas.
Patricia graduated from the Peter T. Paul College of Business and Economics at the University of New Hampshire with a Bachelor of Science degree in business administration with an economics concentration. She also holds the Chartered Financial Analyst® designation. Additionally, Patricia serves on the Dean's Advisory Board for the business school at the University of New Hampshire where she chairs the Admissions Committee and is a member of the Mentoring Committee.
Patricia has been featured in various publications, including The Boston Globe, Family Wealth Report, Bloomberg, Financial Advisor, Markets Media and Private Asset Management.
Private Wealth, Diversity
approximately 1.5 hour.
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