A virtual, lively, and informative discussion on today’s financial markets and how they might fit into your portfolio.
Julia Strayer and Liz Maccarone will lead a lively and informative discussion on today’s financial markets and how they might fit into your portfolio.
This is a virtual program that takes place over Zoom. As the date approaches, you will receive an email with the Zoom link.
About the Presenters
Julia Strayer, CPWA®, CIMA®, CRPC® Senior Vice President, Wealth Management Advisor. Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and 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. 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.
Liz Maccarone, CRPC® Senior Financial Advisor. 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.
To stay informed, sign up for one or all of our eNewsletters! Click here.
AGE GROUP: | Adults |
EVENT TYPE: | Finances |
TAGS: | personal finance | money | financial literacy | finance |
Mon, Oct 28 | 10:00AM to 6:00PM |
Tue, Oct 29 | 10:00AM to 8:00PM |
Wed, Oct 30 | 10:00AM to 8:00PM |
Thu, Oct 31 | 10:00AM to 8:00PM |
Fri, Nov 01 | 10:00AM to 6:00PM |
Sat, Nov 02 | 10:00AM to 6:00PM |
Sun, Nov 03 | 1:00PM to 6:00PM |
50 South Fullerton Avenue
Montclair, NJ 07042
Tel: 973-744-0500
Email: reference@montclairlibrary.org
185 Bellevue Avenue
Montclair, NJ 07043
Tel: 973-744-0500 ext. 2283
Email: reference@montclairlibrary.org