Seven ways to step into the spotlight.

I’d like to tell you a story about one of my clients. Barbara Stewart, a portfolio manager at Cumberland Private Wealth Management, came to us in 2010 because she was frustrated with the multitude of articles that depicted female investors as under-confident, indecisive and disgruntled. There was a strong disconnect between what she read and what she knew to be true in her day-to-day dealings with her smart female clients throughout her career.

2023-08-31T17:37:21+00:00