Insights Into Wealth

Women in Finance

Episode Summary

Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Barbara Stewart, one of the leading researchers of women in finance and who is recognized worldwide for her work. Prior to Barbara’s current focus, she was a foreign currency trader and a leading portfolio manager with more than 30 years of experience. In today’s podcast, Randy and Barbara discuss how women think about investing and how they communicate about their overall investment goals and objectives. In addition, Barbara discusses the dynamics of women with their investment advisors and why it is important to make the financial industry more of a destination of choice for young women entering this sector.

Episode Notes

Randy Gunn, BULLWEALTH’s Client Strategist, speaks with Barbara Stewart, one of the leading researchers of women in finance and who is recognized worldwide for her work. Prior to Barbara’s current focus, she was a foreign currency trader and a leading portfolio manager with more than 30 years of experience. In today’s podcast, Randy and Barbara discuss how women think about investing and how they communicate about their overall investment goals and objectives. In addition, Barbara discusses the dynamics of women with their investment advisors and why it is important to make the financial industry more of a destination of choice for young women entering this sector.