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 >>
At some point in their lives, 80% of women will be responsible for their financial security. Lori Zager of 2X Wealth Group, an Ingalls & Snyder LLC team, joined Yahoo! Finance’s “The Final Round” from the Manhattan studio to discuss her outlook for the markets and how to help women navigate their finances. 2X Wealth Group is led by two female Wall Street veterans who have personal experience with financial matters unique to women.
Listen to 2X Wealth Group’s latest podcast and learn why they started their business to help women secure their financial futures.
OppenheimerFunds sought out 2X Wealth Group’s opinions regarding how gender affects financial decisions.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). 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.