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Women & Money Roundtable: Keys to Building Your Investment Portfolio

February 11, 2019 @ 11:00 am - 12:00 pm

Location: Plaut Room

Building and managing a portfolio involves understanding and managing risk.  We will share the secrets of portfolio construction and discuss asset allocation, investment styles, diversification and risk.  Most important, we will show you how to put it all together to create a custom blueprint that meets your goals and tames your fears.


JULIA STAYER, CRPC®, CIMA®, CPWA® is a Senior Vice President, Wealth Management Advisor at 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.

LIZ MACCARONE, CRPC® is a Financial Analyst. She joined Merrill Lynch in 2012 and is a graduate of Fairfield University. She coordinates and monitors investment strategies and planning services for clients.


February 11, 2019
11:00 am - 12:00 pm
Event Category:


Adult Programs


Plaut Room
151 Main Street
New Canaan, CT 06840 United States
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