Expert Advice from Money Gurus

When you’re grappling with a tough money-management decision, wouldn’t it be nice if you could bend the ear of the head of a major bank, investment advisor or financial television personality?

We picked the brains of eight local and national stars from the finance world about how to make the most of your philanthropic gifts, what they have learned from their own money mistakes, how you can take better control of your finances in 30 minutes or less, and much more. Here’s what they had to say.

money-gurus-Jean-Chatzkymoney-gurus-Manisha-Thakor
Jean Chatzky
Author, Journalist, TV Personality
Manisha Thakor
Founder & CEO
MoneyZen Wealth Management
money-gurus-leslie-north-annette-findlingmoney-gurus-Emilia-DiMenco
Leslie North and Annette Findling
Wealth Managers
Stonebridge Wealth Advisors, LLC
Emilia Demenco
President & CEO
Women’s Business Development Center
money-gurus-Renee-Coopermoney-gurus-ilyce-glink
Renée Cooper
Financial Consultant
Wintrust Wealth Management
Ilyce Glink
Columnist, Radio Personality, Founder of ThinkGlink
money-gurus-steve-kuhnmoney-gurus-Shelley-OConnor
Steve Kuhn
Partner & Co-Chief Investment Officer
Pine River Capital Management
Shelley O’Connor
Head of Field Management
Morgan Stanley Wealth Management
money-kathy-roesermoney-gurus-Paul-Tashima
Kathy Roeser
Executive Director/Wealth Advisor
The Roeser Group, Morgan Stanley
Paul Tashima
Managing Director – Investments
UBS Financial Services Inc.

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