Julia Strayer and Liz Maccarone lead an easy-to-follow discussion on how to make sense of today’s financial markets for women . The Roundtable is an on going informational gathering to learn and share. Scoville patrons are invited to participate with these two experts and other women on a monthly basis.
This roundtable is a partnership between New Canaan Library, Bronxville Public Library, Darien Library, Fairfield Public Library, Purchase Free Library, Rye Free Reading Room, and YWCA Greenwich.
Click here for March roundtable
Julia Strayer, 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®, Senior Financial Advisor at Merrill Lynch. Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation. Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.