Lori Zager got her start on Wall Street in the 1980s and developed a west coast institutional presence for DLJ, UBS Securities and Bank of Montreal. Known for her ability to weave together insights from macro economic trends with what individual companies are doing, she quickly made a name for herself as a stock picker for institutional investors. Lori likes to say that she loves stocks only a little less than she loves her children.Read more >>
Lisa James joined Lehman Brothers in 1985, where she established the Asset Backed Securities trading desk and grew it to the number one market ranking. She’s a highly experienced risk manager who understands the ins and outs of interest rates, credit and capital structure. Her specialty is helping clients gain clarity on what’s most important to them, their tolerance for risk and the interplay between their assets. Lisa is as known for her warmth as her mind for finance.Read more >>
Lori Zager appeared on Yahoo Finance’s The Ticker show in New York City last Friday to discuss our current market views. She provided insights into underlying weaknesses in the US economy, the trajectory of the trade war, Federal Reserve actions, and the importance of oil prices. Further, Lori highlighted portfolio strategies to use in uncertain environments, emphasizing the use of gold as an uncorrelated asset.
The seminar offered financial planning case studies to address competing spending and savings objectives including student loan repayment, saving for retirement, and home down payments. We also discussed investment portfolios compatible with various risk profiles.
Thank you to ThirdLove® for providing a forum for teammates to learn more about personal finance.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
It was a pleasure to attend the San Francisco Business Times’ recent awards ceremony honoring The Most Influential Women in Business. The event recognized outstanding women leaders who work with public companies, large private companies and non-profit institutions. Nominees were evaluated based on their influence in their industries and communities, including board affiliations and other leadership roles.