Women and Money Roundtable: Keys to Your Portfolio

Join us for this monthly discussion of relevant financial topics. The Keys to Building Your Investment Portfolio. 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 Strayer, CRPC®, CIMA®, CPWA® is the Senior Vice President, Wealth Management Advisor for Merrill Lynch. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business where she is now an adjunct professor. She has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

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.