Women are reevaluating their relationship with money at an accelerating rate; from a renewed focus on climbing the ladder and increasing income, to saving smartly for retirement, to starting a business, and prioritizing flexibility without forsaking financial safety. At CNBC’s Women & Wealth, we’ll explore ways that women can increase their income, save for the future, and make the most out of current opportunities.
Suze Orman has been called “a force in the world of personal finance” and a “one-woman financial advice powerhouse” by USA Today. A two-time Emmy Award-winning television host, New York Times mega bestselling author, magazine and online columnist, writer/producer and one of the top motivational speakers in the world today, Orman is undeniably America’s most recognized expert on personal finance.
Orman is the contributing editor to O, The Oprah Magazine, The Costco Connection Magazine and is in her 12th year as host of the award-winning Suze Orman Show, which airs every Saturday night on CNBC. Over her television career, Orman has accomplished that which no other television personality ever has before: Not only is she the single most successful fundraiser in the history of Public Television, but she has also garnered an unprecedented nine Gracie Awards, more than anyone in the 37-year history of the prestigious award. The Gracies recognize the nation’s best radio, television and cable programming for, by and about women.
In January 2013, The Television Academy Foundation’s Archive of American Television honored Orman’s broadcast career accomplishments with her recent inclusion in its historic “Emmy TV Legends” interview collection.
In 2010, Orman was honored with the Touchstone Award from Women in Cable Telecommunications, was named one of “The World’s 100 Most Powerful Women” by Forbes and was presented with an Honorary Doctor of Commercial Science degree from Bentley University. In the same year, Orman received the “Gracie Allen Tribute Award” from the American Women in Radio and Television (AWRT). (The Gracie Allen Tribute Award is bestowed upon an individual who truly plays a key role in laying the foundation for future generations of women in the media.)
In October 2009, Orman was the recipient of a Visionary Award from the Council for Economic Education for being a champion on economic empowerment. In July 2009, Forbes named Orman 18th on their list of “The Most Influential Women In Media.” In May 2009, Orman was presented with an honorary degree Doctor of Humane Letters from the University of Illinois. In May 2009 and May 2008, Time magazine named Orman as one of the “TIME 100, The World’s Most Influential People.” In October 2008, Orman was the recipient of the National Equality Award from the Human Rights Campaign.
In April 2008, Orman was presented with the Amelia Earhart Award for her message of financial empowerment for women. Saturday Night Live has spoofed Suze six times during 2008-2011. In 2007, Businessweek named Orman one of the top 10 motivational speakers in the world—she was the ONLY woman on that list, thereby making her 2007′s top female motivational speaker in the world.
Orman, who grew up on the South Side of Chicago, earned a bachelor’s degree in social work at the University of Illinois, and at the age of 30 was still a waitress making $400 a month.
Breanna Stewart is a winner. Capturing three championships in the span of one year, “Stewie” won titles in the WNBA, EuroLeague and an Olympic gold before earning her best title yet – mom. In one of the most high-profile free agency moves of the year, Stewie returned to her home state of New York and signed with the Liberty, hailing in the exciting era of WNBA super teams.
Arguably the greatest college basketball player of all time, Stewie is a 4-time NCAA Champion and 4-time Most Outstanding Player of the NCAA Tournament – the first athlete of any gender to accomplish that feat. Transcendent and versatile, in 2016 Stewie was taken No. 1 overall by the Seattle Storm, was the youngest member of the USA Olympic gold medal winning squad in Rio and the WNBA unanimous Rookie of the Year. Continuing her dominance in 2018, Stewie swept WNBA Regular Season MVP, WNBA Finals MVP and USA Basketball FIBA World Cup MVP in just 35 days. All told, she is a 2-time Olympic Gold Medalist, 2-time WNBA Champion, EuroLeague Champion and MVP, and 4-time WNBA All-Star.
A natural on social media, Stewie is a universally liked star, known for her humble, yet determined spirit and candid personality. Just as impressive off the court, Stewie overcame adversity and successfully rehabbed from a season-ending achilles injury in 2019. During that time, she decided to freeze her eggs and fell in love with her now wife Marta, which ultimately led to their inspirational journey of becoming moms to Ruby through gestational surrogacy. Destigmatizing fertility conversations for sport and women in the workplace, Stewie shattered the notion that a woman cannot be the best player in the world and have a baby. She aims to bring advocacy for parents into her outreach and partnerships. In 2022, she partnered with lactation pod company Mamava to give Climate Pledge Arena guests a safe place to nurse their children. Defying expectations and convention, count on Stewie to continually set records and milestones both in basketball and life.
Since the moment Breanna Stewart turned pro, she has embraced the opportunity to advocate for causes bigger than herself. When she won the 2016 ESPY for Best Female Athlete, she gave a speech calling out the media for its lack of coverage of women’s sports. That same year, she joined her colleagues across the league in standing up for Black Lives Matter. In 2017, she stood up for the LGBTQ community and proudly championed the inclusive culture of the WNBA, and in October 2018 she came forward as a survivor of childhood sexual abuse with a moving first-person essay with The Players Tribune, going on to launch a national campaign to help other victims and their families.
In 2021, Stewie signed with PUMA in a groundbreaking deal that made her the highest paid footwear and apparel endorser in the WNBA, guaranteed her a signature shoe by 2022 and is paving the way for the next generation of stars. The Stewie 1 launched in September of 2022 as the league’s first signature shoe since the early 2010’s. With multiple design iterations and an expansive size range, the Stewie 1 welcomes inclusion and on-court opportunity for all.
Named by SUCCESS Magazine as one of the Top 25 Influential Leaders in Personal Development, Patrice Washington is a conscious thought-leader, award-winning podcaster, author, sought-after media personality, renowned transformational speaker and hope-restoring/tough-love coach on PBS television series, Opportunity Knock$.
As the Founder of Redefining Wealth, Patrice has built a thriving international community of purpose-driven individuals committed to creating a powerful life weaving together the aspects of their careers, home, health, and personal finances. Through wise teachings and intuitive guidance, Patrice creates a safe environment for Purpose Chasers to dig deeper in exploring and understanding the obstacles that are prohibiting them from making progress. She empowers her international community to look at life through a lens of abundance and opportunity, instead of lack and scarcity.
Consistently called on by top national media outlets such as Good Morning America, CNBC, Cosmopolitan, Women's Health, NBC, Essence Magazine, and more, Patrice is where personal development, spiritual growth and personal finance success converge to create a roadmap for your ultimate success.
Winnie Sun is Managing Partner of Sun Group Wealth Partners, and is one of the most trusted and followed financial voices on social media. Her trending business tweetchat averages over 150 MM impressions per week on Twitter.
With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News and Digital Trends television contributor.
She is frequently quoted in publications including The Wall Street Journal, CNBC, ABC, The New York Times, Yahoo! Finance, AOL Finance, and many others.
Winnie was previously First Vice President of Wealth Management, Senior Investment Management Specialist and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.
She serves as the host of LevelUp With Winnie, which airs on NASDAQ (8MM MUV), Amazon FIRE TV, and Roku, executive producer and host of ModernMom Mondays LIVE for Modern Mom (1.6MM MUV) and hosts a daily weekday livestream show on Twitter, Facebook, LinkedIn, Twitch, and YouTube.
Lindsay Bryan-Podvin (she/her) is a shame-free certified financial therapist and LMSW specializing in the intersection of money and mental health. In addition to being a financial therapist, she's a speaker, YouTube host, and author of the Plutus-nominated book "The Financial Anxiety Solution." Her areas of expertise are financial anxiety, money shame, and how systems and identities impact a person's money relationship. She's regularly asked for her down-to-earth take on financial wellness for outlets such as Yahoo! Finance, Vox, Forbes, Self, and NPR. She lives with her partner and their dog on unceded Native land known as Michigan.
Alexandra Carter is a Clinical Professor of Law and the Director of the Mediation Clinic at Columbia Law School. In 2019, Professor Carter was awarded the Columbia University Presidential Award for Outstanding Teaching, Columbia’s highest teaching honor. Her first book, Ask for More: Ten Questions to Negotiate Anything, was published by Simon & Schuster on May 5, 2020 and became an instant Wall Street Journal Business bestseller.
Professor Carter’s teaching and research interests lie in the field of alternative dispute resolution, primarily in mediation and negotiation. She is a leading trainer on negotiation and mediation for many from the private and public sectors, including the United Nations, where she has conducted dozens of workshops for more than 80 nations, U.S. courts and federal agencies; private corporations, such as Bloomberg, Comcast NBCUniversal, Amazon, and Microsoft; and law firms, including Cravath, Swaine & Moore, Morrison & Foerster, Latham & Watkins, Debevoise and Plimpton, Fried Frank, and many others.
Prior to joining the Columbia faculty, Professor Carter was associated with Cravath, Swaine & Moore LLP, where she defended against a multibillion-dollar securities class action lawsuit related to the Enron collapse, served as the senior antitrust associate on several multibillion-dollar mergers, and handled cases involving copyright law. She also worked as an analyst at Goldman Sachs. She is a former U.S. Fulbright Scholar to Taiwan.
Professor Carter received her Juris Doctor degree in 2003 from Columbia Law School, where she earned James Kent and Harlan Fiske Stone academic honors. She also won the Jane Marks Murphy Prize for clinical advocacy and the Lawrence S. Greenbaum Prize for the best oral argument in the 2002 Harlan Fiske Stone Moot Court Competition. After earning her degree, Professor Carter clerked for the Hon. Mark L. Wolf, U.S. District Court for the District of Massachusetts in Boston.
Professor Carter is a frequent media commentator on negotiation and pay equity for women, with appearances on MSNBC’s Morning Joe and MSNBC Live, Hardball with Chris Matthews, the CBS Early Show and NPR Marketplace. She is a contributor for NBC News’ Know Your Value, a news site devoted to helping women grow in their careers and reach their full potential.
Holly Newman Kroft, Managing Director, joined the firm as a Wealth Advisor in 2005. Holly works closely with ultra-high net worth families to help develop customized investment solutions and address estate planning needs. Holly also focuses on addressing the unique investment needs of endowments and foundations, from managing cash flow requirements to proper risk assessment, asset allocation and portfolio manager implementation. After receiving her BA from the University of Michigan, Holly began her career as an investment banking analyst at Oppenheimer & Company and held investment banking positions at various boutique media advisory firms. Barron’s has consistently recognized Holly as a top advisor; rankings include #2 for Top 100 Women Financial Advisors, #33 for Top 100 Financial Advisors, #5 for New York, and #5 for Top 100 Independent Advisors. Holly was named one of the 50 Most InfluentialWomen in Private Wealth by Private Asset Management magazine in 2015. She is a regular contributor on "CNBC" and has participated on FOX Business’s “Wall Street Week”, “Barron’s Roundtable”, Yahoo Finance’s “On the Move” and Bloomberg’s Inspired Investing Conference. Holly serves on the Board of the Jewish Communal Fund, and the Advisory Committee for the Hassenfeld Foundation.
Accolades referenced are issued by independent third-parties and may be based on a wide-range of criteria, which may include assets under management, revenue generated and satisfaction/quality assessments. Information regarding specific criteria is available upon request and generally may be found on such third-party’s website. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.
Carol Waddell is President of Personal Wealth. In her role, she oversees outreach and engagement with individual investors and their advisors who wish to work with Empower on any aspects of their financial picture including planning, investment strategies, savings, goal-setting, and liability management.
Previously, Carol served as Head of Product and Marketing for J.P. Morgan Retirement Plan Services. At J.P. Morgan, she led product management and development, which included products, services, tools and websites for advisors, plan sponsors and participants, and oversaw the firm’s marketing strategy and communications, segment management and award-winning participant experience.
Carol has also worked for T. Rowe Price, where she served in various leadership roles. In addition to providing oversight for defined contribution, defined benefit and nonqualified plan product development and marketing — including customer digital channels; investment products; and services for intermediaries, plan sponsors and participants — she contributed significantly to the firm’s overall retirement income and target date product strategies. Carol has also served at Citibank in a variety of positions focused on marketing and customer experience.
Carol holds an MBA from Loyola University Maryland and currently maintains the FINRA Series 6 securities registration. She also holds FINRA Series 7 and 24 credentials.
Carol serves as the Co-Chair of Empower’s Diversity & Inclusion Council.
Michelle Brownstein is the Vice President of Empower Personal Wealth’s Private Client Group. In her role, she oversees the team responsible for business development within the high-net-worth investor space. Michelle joined Empower as part of the integration with Personal Capital.
Prior to joining Empower, Michelle spent over a decade at Personal Capital and served in a variety of roles. She oversaw Private Client sales, helped develop the Private Client offering, created the client events platform and was integral in developing holistic, technology driven wealth management solutions provided by Personal Capital. Additionally, Michelle served as a founding council member on Personal Capital’s Diversity Equity & Inclusion council and chaired the committee responsible for creating a firmwide DE&I mentorship program. Michelle has also worked for Fisher Investments where she served as a relationship manager for high-net-worth households and also spent time working on their M&A team.
Michelle holds a B.A. in Economics with a minor in Political Science from UCLA. She also maintains her series 65 license and is a Certified Financial Planner®.
Outside of work, Michelle loves to spend time with her two young children, cook, run and travel.
Emily Thomas, CFA is an Executive Director and Head of Investing with Impact for Morgan Stanley Wealth Management. Emily joined Morgan Stanley in 2017. In her current role, Emily works to provide individual, family and institutional clients with investment products, solutions, research and tools and analytics to capture the opportunities and mitigate risks posed by key sustainability and impact themes. Previously, she was the lead Investing with Impact Analyst on Morgan Stanley’s Global Investment Manager Analysis manager due diligence team and helped launch the Diversity and Inclusion Investment Office. Emily began her career in finance at Cambridge Associates. Before entering finance, Emily worked in international development and spent time in Ecuador and Uganda.
Emily graduated from Washington University in St. Louis with a B.A. in Psychology and received a Master of Law and Diplomacy from the Fletcher School at Tufts University. She is also a member of CFA Society New York where she is currently the vice chair of the Sustainable Investing Group. Emily and her family live in Manhattan.
Jen Rogers is an award-winning financial reporter and anchor. Most recently, she was the host of The Final Round, Yahoo! Finance’s live daily close-of-market show and Time for Change, its program focused on issues of diversity and social justice in the business world.
Before joining Yahoo! Finance, Jen spent more than a decade in television -- at CNN, MSNBC, and Reuters. She has had a front row seat for the biggest tech and finance stories of our time and has interviewed a who’s who of business leaders, including Warren Buffett and Elon Musk.
Jen is a runner, a reader, and a cancer survivor. She co-founded Comedy vs Cancer, an annual event which raises money for cancer research at Memorial Sloan Kettering Cancer Center, where she also serves on the Patient and Family Advisory Council.
NYC-based video presenter and producer with extensive experience in all areas of television and digital video development and production, including anchoring, reporting, writing, producing, interviewing, editing, social media, hiring and team development. Organized, detail-oriented and collaborative leader with comprehensive experience in business news, media training and startups.
Julia Boorstin is CNBC’s Senior Media & Tech Correspondent based at the network’s Los Angeles Bureau. She covers media with a special focus on the intersection of media and technology. Boorstin also plays a key role on CNBC’s bi-coastal tech-focused program “TechCheck” (M-F, 11AM-12PM ET/8AM-9AM PT) delivering reporting, analysis and interviews around streaming, social and the convergence of media and technology. She joined CNBC in May 2006 as a general assignment reporter and in 2007 moved to Los Angeles to cover media.
In 2013, Boorstin created and launched the CNBC Disruptor 50, an annual list she oversees, highlighting the private companies transforming the economy and challenging companies in established industries. Additionally, she reported a documentary on the future of television for the network, “Stay Tuned…The Future of TV.” She also helped launch CNBC’s ‘Closing the Gap’ initiative covering the people and companies closing gender gaps, and leads CNBC’s coverage of studies on this topic. She is currently writing a book called, “WHEN WOMEN LEAD: What they achieve, Why they succeed, and How we can learn from them,” about female founders that Simon & Schuster’s Avid Reader imprint is publishing in October 2022.
Boorstin joined CNBC from Fortune magazine where she was a business writer and reporter since 2000. During that time, she was also a contributor to “Street Life,” a live market wrap-up segment on CNN Headline News.
In 2003, 2004 and 2006, The Journalist and Financial Reporting newsletter named Boorstin to the “TJFR 30 under 30” list of the most promising business journalists under 30 years old. She has also worked for the State Department’s delegation to the Organisation for Economic Co-operation and Development and for Vice President Gore’s domestic policy office.
She graduated with honors from Princeton University with a B.A. in history. She was also an editor of The Daily Princetonian.
Morgan Brennan is co-anchor of CNBC’s “Closing Bell: Overtime” (M-F, 4PM-5PM ET), which broadcasts live from CNBC’s global headquarters in Englewood Cliffs, N.J. Previously, she was co-anchor of the 10AM ET hour on CNBC’s “Squawk on the Street” and co-anchor of CNBC’s “Squawk Alley” She joined the network in December 2013 as a general assignment reporter based at CNBC Global Headquarters in Englewood Cliffs, N.J., and continues to cover a variety of sectors, including manufacturing, and defense and space. She is also host of the CNBC podcast, Manifest Space.
Prior to joining CNBC, Brennan was a staff writer and reporter for Forbes Media where she reported for Forbes Magazine, ForbesLife Magazine and Forbes.com, most recently covering real estate. She began her career at Forbes in 2009, holding several positions including anchor/reporter and producer for the Forbes Video Network, covering a wide range of business and finance topics.
Previously, Brennan was a regular guest on a variety of networks discussing business and economic stories and also interned at Newsweek International, where she was a fact-checker and contributing writer.
Brennan has interviewed billionaires, heads of state, thought leaders and chief executives of multibillion-dollar corporations and her profile story on Equity Group Investments chairman Sam Zell was one of five magazine covers featured on the 2013 Forbes 400 issue.
Brennan is a board member of the non-profit City Year New York. She graduated summa cum laude from New York University, majoring in Social Science with a double concentration in Anthropology and Media Studies.
Bertha Coombs is a reporter for CNBC, covering financial markets, business news stories and health care throughout the business day. She is based at the Nasdaq Marketsite in Times Square.
Her health care coverage at CNBC has ranged from covering the implementation of the Affordable Care Act and the failed launch of the Obamacare health insurance exchanges, to how cancer researchers are using IBM's Watson to improve cancer care, and how doctors are using mobile technology to treat patients in their own homes. She also covered the devastation of Hurricane Katrina in New Orleans, the impact of the financial crisis of 2008, and reported on the oil markets from the floor of the New York Mercantile exchange.
Before joining CNBC, Coombs was a reporter and anchor for the pioneering online business network, Yahoo Finance Vision, and served as a freelance reporter for the former CNNfn financial network. Prior, she served as a reporter for ABC News One, and a substitute anchor for "World News Now" and "World News This Morning."
She began her career in general news, with previous reporting and anchoring positions at WABC-TV in New York, WPLG-TV in Miami and WFSB-TV in Hartford, Connecticut.
Coombs is a graduate of Yale University and was awarded the Leo Beranek Reporter Training Fellowship at WCVB-TV in Boston. Born in Havana, Cuba, she speaks fluent Spanish.
Sharon Epperson, named one of “12 to Watch in TV News,” can be seen regularly on CNBC television and other media platforms.
As CNBC’s senior personal finance correspondent, Epperson covers the many facets of how people manage, grow and protect their money. Her expertise includes saving and investing for retirement, paying for college, managing mortgage, student loan, credit card and other debt, and building a financial legacy through estate planning.
Preparing your finances for the unexpected is another critical (and personal) aspect of her reporting. In September 2016, Epperson sustained a ruptured brain aneurysm and she nearly lost her life. She has become a staunch advocate for health and wellness issues, raising awareness about brain aneurysms and funding for research. In September 2018, she and her family established “The Sharon Epperson Chair of Research” through the Brain Aneurysm Foundation to provide grants for research on early detection and innovative treatments.
Epperson is a lead contributor to “Invest in You: Ready. Set. Grow.,” a multi-platform financial wellness and education initiative at CNBC in partnership with the micro-investing app Acorns, and developed its companion 8-week learning course and weekly newsletter, “Invest in You: Money 101.” She also contributes to NBC’s TODAY and NBC Nightly News as well as Today.com and NBCNews.com.
Her book, The Big Payoff: 8 Steps Couples Can Take to Make the Most of Their Money-and Live Richly Ever After, was a finalist for the Books for a Better Life Awards, honoring works that have “changed the lives of millions.” She also was a contributing writer for The Experts’ Guide to Doing Things Faster. Her personal finance expertise has been featured in numerous publications, including The Wall Street Journal, The Washington Post, The Boston Globe, USA Weekend, Self, Essence, Ebony and TIME, where she had covered business, culture, social issues and health as a correspondent prior to joining CNBC.
Epperson has numerous industry and civic awards, including the Special Achievement Award from the National Association of Personal Financial Advisors (NAPFA) and the Savvy Inspiration Award from the non-profit, financial empowerment group Savvy Ladies. She won an Alliance for Women in Media’s Gracie Award for Outstanding Online Host for her “Financial Advisor Playbook” video series on CNBC.com. She has received the Vanguard Award for her distinguished career in business and personal finance reporting from the National Urban League Guild, and the All-Star Award from the Association of Women in Communications. She also has won awards from the New York Festivals, the New York Association of Black Journalists and the National Association of Black Journalists.
Epperson is committed to improving financial literacy, particularly in underserved communities. She was invited to the White House during President Obama’s administration to speak about financial literacy and to moderate a public meeting of the President’s Advisory Council on Financial Capability at the U.S. Treasury Department. She also speaks frequently at conferences and events for local and national organizations, colleges and universities about many facets of personal finance.
An adjunct professor at Columbia University’s School of International and Public Affairs, Epperson has also taught courses at Columbia’s Graduate School of Journalism. She enjoys teaching the importance of budgeting and building long-term savings as part of her professional development courses for graduate students.
Epperson received her bachelor’s in sociology and government from Harvard University, a master of international affairs degree from Columbia University, and an honorary doctorate from Carlow University in Pittsburgh. A Pittsburgh native, she has also been inducted into the Hall of Fame at Taylor Allderdice High School, her alma mater.
She currently lives with her husband and two children in Westchester County, N.Y.
Kristina Partsinevelos joined CNBC in May 2021 and serves as the Nasdaq reporter for the network, based at the Nasdaq and CNBC Global Headquarters in Englewood Cliffs, N.J. She covers the Nasdaq, semiconductors, ESG and precious metals, and her reporting appears on television and CNBC’s digital platforms.
Prior to CNBC, Partsinevelos was a business correspondent and economist for three years at the Fox Business Network, covering everything from technology, to the White House, to the Federal Reserve and reporting in the field around New York City during the early days of the COVID-19 pandemic. She also reported from South Carolina in the eye of Hurricane Florence, a category 4 storm, in September 2018.
Prior to that, Partsinevelos worked for Global News in London, BNN Bloomberg (Canada’s Business News Network), CTV News Channel and CBC Edmonton covering the latest financial news, including the retail, tech, and automotive sectors.
She is fluent in French and received her MBA from the University of Oxford’s Saȉd Business School. She also has a master’s in journalism from Carleton University.
Follow Kristina Partsinevelos on Twitter @KristinaParts.
Seema Mody is a global markets reporter for CNBC, focusing on the intersection of foreign policy and Wall Street. She hosts the “European Close,” a daily segment on CNBC’s “Squawk Alley. which synthesizes complex topics across Europe for U.S. investors. Mody also covers industrials and the travel industry, including hotels, cruises and online travel operators, for the network.
She joined the network in July 2011 as a reporter covering the tech and IPO market from the NASDAQ. Most recently, she was co-anchor of “Worldwide Exchange” based in London where she contributed to live reports across Europe as well as Mobile World Congress in Barcelona and TNW in Amsterdam.
Previously, Mody was an anchor and reporter at CNBC-TV18 in Mumbai, India where she covered the country’s economic boom. During her time at the station, she co-anchored “Power Breakfast” and “After the Bell” as well as co-produced and anchored special features on “Mumbai Fashion Week” and “Tech Toyz.” Mody also reported on private equity deals and M&A activity across India, exclusively interviewing global private equity heads including Warburg Pincus CEO Chip Kaye, and provided daily market updates for CNBC World’s “Capital Connection” and “Cash Flow.”
Mody graduated from the University of Washington with a degree in Biological Sciences and is a member of the Council on Foreign Relations.
As record high inflation and economic uncertainty continue to persist, how are females feeling when it comes to their finances? We’ll dive into new data to examine the current state of women and wealth in 2023.
Julia Boorstin, CNBC Senior Media and Tech Correspondent
With record high inflation continuing, a recession looming, and 74% of Americans living paycheck to paycheck, the host of the “Women & Money” podcast believes we are in the midst of a financial pandemic. She’ll share advice on how to remain on strong financial footing, and where to best invest your money in 2023.
Suze Orman, “Women & Money” Podcast Host
Interviewer: Kristina Partsinevelos, CNBC General Assignment Reporter
The “Money Maven” will share her comeback story of rebuilding her life after plunging $2 million into debt, and how that led her to create a new definition of “wealth” based around six holistic pillars.
Patrice Washington, Redefining Wealth Founder
Interviewer: Bertha Coombs, CNBC Reporter
Economic challenges and unpredictability continue to affect how we spend, save, and invest. Our financial expert is armed with answers to your questions on all things money.
Winnie Sun, Sun Group Wealth Partners Managing Partner
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
Sponsored & Programmed by Empower
Thanks to an ongoing gender pay gap, the burden of being a caregiver, longer life expectancy, plus an occasional lack of confidence in investments and financial decisions, women often need to think differently about their financial futures than men. Fortunately, these obstacles can be overcome with smart planning. This session will review ways to counterbalance the hurdles facing women today.
Carol Waddell, Empower President, Personal Wealth
Michelle Brownstein, Empower Vice President, Personal Wealth Private Client Group
Moderator: Jen Rogers, Financial Reporter
Sponsored & Programmed by Morgan Stanley
The number of women serving on corporate boards lags and gender pay gap in the United States still exists. High-net-worth investors are noticing and putting their investment dollars in companies that exercise and promote diversity. This session will examine ways to incorporate a gender lens into your investment strategy and why doing so might also yield higher returns.
Emily Thomas, Morgan Stanley Wealth Management Head of Investing with Impact
Interviewer: Caroline Woods, Financial Journalist
Supporting the charitable causes that you care about may not only be a personal priority, it should also be a part of your overall financial plan. Just like planning for retirement, developing a thoughtful giving strategy can maximize the impact you make for the long-term. This session will explore ways to create a giving plan, questions to ask before you donate to a cause; tax implications, and things to watch for along the way to make sure your money counts.
Holly Newman Kroft, Neuberger Berman Wealth Advisor
Interviewer: Patricia Martell, CNBC Supervising Producer
Most money decisions are driven not by numbers, but by emotions, particularly for women. We’ll discuss how underlying feelings and motivations, along with cognitive biases, fuels behavior, and tips to achieving financial wellness.
Lindsay Bryan-Podvin, Financial Therapist
Interviewer: Seema Mody, CNBC Global Markets Reporter
On average, US women earn nearly 17% less than men, and in professional sports the gender pay gap is far wider. But many athletes are working hard to change that, including one WNBA all-star who will discuss her full court press for equal pay, investment, and exposure.
Breanna Stewart, WNBA NY Liberty
Interviewer: Morgan Brennan, CNBC “Squawk on the Street” Co-Anchor
When it comes to asking for a raise, women are less likely than men to advocate for themselves, afraid of coming off as pushy or unlikeable. We’ll examine why and learn the best ways to successfully negotiate in order to ask for, and get, what you’re worth.
Alexandra Carter, Columbia Law School Clinical Professor of Law and Director of the Mediation Clinic; Author, “Ask for More: Ten Questions to Negotiate Anything”
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
Now’s your chance to go straight to the expert and have your questions answered on how you can successfully negotiate in the workplace, as we continue the conversation on how to ask for more.
Alexandra Carter, Columbia Law School Clinical Professor of Law and Director of the Mediation Clinic; Author, “Ask for More: Ten Questions to Negotiate Anything”
Interviewer: Sharon Epperson, CNBC Senior Personal Finance Correspondent
Since its inception, Empower has been guided by a vision to help Americans achieve the future they imagine. We take great pride in helping people with saving, investing and advice, while providing them with the tools and resources they need to help reach their financial goals.
We strive to meet the unique needs of everyone we serve and embrace the opportunity to inspire them along their journey. That’s why we take a collaborative approach driven by personalization, simplification and exceptional service.
The genesis of Empower dates back to 1891, when our parent company was founded as an insurance provider on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014, when the retirement businesses of Great-West Financial and Putnam Investments came together to form an integrated workplace retirement savings company.
Headquartered in metro Denver, Empower is now the second-largest retirement plan provider in the United States, proudly serving over 69,000 organizations and more than 17 million individuals. We serve all segments of the employer-sponsored retirement plan market: government 457 plans; small, mid-size and large corporate 401(k) clients; nonprofit 403 (b) entities; private-label recordkeeping clients; and IRA customers. Personal Capital, a subsidiary of Empower, is an industry-leading hybrid wealth manager.
 As of April 1, 2022. Information refers to all retirement business of Empower Annuity Insurance Company of America (EAIC), formerly known as Great-West Life & Annuity Insurance Company, and its subsidiaries, including Empower Retirement, LLC; Empower Life & Annuity Insurance Company of New York (ELANY), formerly known as Great-West Life & Annuity Insurance Company of New York; and Prudential Retirement Insurance & Annuity Company (PRIAC), marketed under the Empower brand.
Securities, when presented, are offered and/or distributed by Empower Financial Services, Inc., Member FINRA/SIPC. EFSI is an affiliate of Empower Retirement, LLC; Empower Funds, Inc.; and registered investment adviser Empower Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.