Women & Money Roundtable: Are you an emotional investor?
October 14, 2019 @ 11:00 am - 12:00 pm
When it comes to the financial markets, people often allow emotions to take over. We will reveal how people sabotage their investment returns, and show you how to avoid the mistakes and make decisions like the pros.
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.
