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