[Past Event] How Women Can Boost Their Financial Confidence Right Now
We know how important it is for women to take control of their own finances, but studies have found that in the last year, women’s financial confidence has faltered. So how can we become empowered by our finances instead of feeling anxious or insecure about it? Join Worth for a discussion on how we can make 2021 the year of financial empowerment for women and how we can break barriers around the language of finance.
Featuring: CeCe Olisa, Founder & Curator, The Curvy Girls Guide, and Kathleen Entwistle, Private Wealth Advisor, Morgan Stanley Private Wealth Management
CeCe OlisaFounder & Curator, The Curvy Girls Guide
CeCe Olisa is an award-winning writer, speaker and entrepreneur who is committed to building confidence in others. She is also the Co-Founder of the CURVYcon and a lifestyle influencer who adheres to her personal motto “Don’t wait on your weight to live the life you want.” She currently lives in New York City. Her Tedx Talk “How to Build Self Confidence” can be viewed at ceceolisa.com/tedx.
Kathleen EntwistlePrivate Wealth Advisor, Morgan Stanley Private Wealth Management
A leader in private wealth management for successful families, women and business owners.
Kathy joined UBS in 2007 and subsequently formed Entwistle Partners, creating a team of professionals dedicated to providing multigenerational wealth advice to affluent families, C-suite executives and founders.
With her nearly 30-year career defined by many leadership roles, Kathy has been recognized with multiple awards and designations for her achievements—from Forbes as a Top 200 female financial advisor in the country to three consecutive Barron’s nominations to their “Top Women Financial Advisors” list. Kathy attributes her success to her dedicated team who help her deliver on strong personal relationships, thoughtful advice and a high level of service.
Officer in Corporate Trust Department, Manufacturers Hanover Trust
Vice President and Wealth Advisor, Morgan Stanley
Certified Financial Planner, (CFP®)
Certified Divorce Financial Analyst (CDFA®)
Forbes “Top Women Wealth Advisor,” 2018, 2019
Forbes “Best-in-State Wealth Advisor,” New Jersey, 2017, 2018, 2019, 2020
Forbes “Top 200 Women Advisors,” 2017, 2018
M.B.A., Fordham University
Kathy serves on the Board of Directors for: The Ridgewood Public Library Foundation, The Family Support Organization of Bergen County, St, Joseph’s School for the Blind, Christian Health Care Center Foundation, and Ridgewood A.M. Rotary.
She is an active member of the Commerce and Industry Association of New Jersey and Women United in Philanthropy.
In her free time, she enjoys golfing, spending time with family and relaxing at the beach.
Juliet currently serves as CEO for media brand Worth, responsible for leading its transformation from a print magazine to a content platform that focuses on ‘Worth beyond Wealth’ and inspires and informs an affluent, influential and successful community of individuals to be their best selves.
Juliet began her career as a management consultant, learning to code at IBM Business Consulting Services, before focusing on business strategy and organizational change, working with clients to solve complex business problems across a variety of sectors through the use of technology.
Her experience in this area took her to a role at Boxwood (now KPMG) where she worked as a senior consultant in strategy and business change, with a focus on the media and technology sector. After working as a consultant with Guardian News & Media on its print to digital strategy, in 2012 she was confirmed in a permanent role to lead strategy and operations for the Guardian Media Group’s commercial division based in London.
Juliet joined the Guardian’s executive committee in 2015 and, as chief delivery officer; was responsible for the strategic implementation of the global three year turnaround plan and subsequent transformation and growth for the Guardian’s US operation, relocating to New York in 2016.
She lives in Westchester with her husband and son, is a keen runner, yogi, and skier.