Women and Money Roundtable: Behavioral Finance
November 18, 2019 @ 1:00 pm - 2:00 pm
Why Smart People Make Bad Investment Decisions
Behavioral finance experts have been studying the irrational decisions people make for years. We will reveal the fears, misperceptions and emotional needs people have that negatively affect their investment returns. We’ll share how to avoid these mistakes and make rational investment decisions.
JULIA STRAYER, CRPC®, CIMA®, CPWA® is the Senior Vice President, Wealth Management Advisor or Merrill Lynch. Prior to her move to Merrill Lynch in 2000, Julia was Vice President, Private Banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today. Julia has hosted women roundtable discussions throughout her career. She is also an adjunct professor at New York University.
