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CNBC Your Money

The way we think about money has changed: how we save, what we spend it on, and how to find that balance between seeking opportunity and mitigating risk. CNBC’s Your Money convenes top financial experts to explore ways to maximize your finances while navigating challenges such as inflation, building a financial safety net, and investing for a brighter future.

PAST SPEAKERS

Gargi Pal Chaudhuri

Gargi Pal Chaudhuri, Managing Director, is Head of iShares Investment Strategy Americas. Based in New York, she and her team focus primarily on delivering global macro thought leadership, investment insights and content to both retail and institutional clients of the firm. With over two decades of experience in the financial services industry, Gargi has built her career around portfolio management in the fixed income markets, trading and macro strategy.

She joined BlackRock’s Global Fixed income group as a sector specialist in 2010, focusing on real and nominal rate relative value and trading. In 2013, she transitioned to the global inflation portfolio management team as senior portfolio manager, focusing on alpha generation, risk management and portfolio positioning for global inflation-linked bond portfolios, including BRIP and GILB. From 2017 to 2020, she served as a member of the Fixed Income Product Strategy team for the Global Fixed Income (GFI) business as head of Platform Strategy and Canadian fixed income, focusing on global macro thought leadership applied to platform conversations with institutional and retail clients.

Prior to joining BlackRock, she spent nine years on the sell side at Jefferies & Co. and Merrill Lynch. As a VP at Jefferies & Co., she ran the US inflation trading desk, built the Treasury Inflation Protected Securities (TIPS) franchise and provided liquidity in TIPS to institutional clients. She began her career in 2001 on the government bond trading desk at Merrill Lynch, focusing on providing liquidity and market making in TIPS and treasury securities.

She graduated magna cum laude with a bachelor’s degree in accounting and psychology from Ohio Wesleyan University in 2001.

Outside of BlackRock, she is an avid runner, hiker and a triathlete and has completed multiple marathons, ultra-marathons, half Ironmans and the New York Ironman.

Jim Cramer

Jim Cramer believes there is always a bull market somewhere, and he wants to help you find it. He is host of CNBC's "Mad Money," (M-F, 6PM ET) featuring lively guest interviews, viewer calls and most important, the unmatched, fiery opinions of Cramer himself. He serves as the viewer's personal guide through the confusing jungle of Wall Street investing—navigating through both opportunities and pitfalls with one goal in mind—to help them make money.

Cramer is also co-anchor of the 9 a.m. ET hour of CNBC's "Squawk on the Street" (M-F, 9AM-11AM ET) and the founder of TheStreet, a multimedia provider of financial commentary.

He graduated from Harvard College where he was president and editor-in-chief of the prestigious daily, The Harvard Crimson. After graduation, he became a reporter for the Tallahassee Democrat and later for the Los Angeles Herald Examiner, where he covered stories ranging from homicides to sporting events.

Cramer is a former hedge fund manager and founder/owner and senior partner of Cramer Berkowitz. His compounded rate of return was 24 percent after all fees for 14 years at Cramer Berkowitz. He retired from his hedge fund in 2001, where he finished with one of the best records in the business, including having 36 percent-plus year in 2000.

He helped Steve Brill launch American Lawyer magazine before attending Harvard Law School and earning a law degree. Upon graduating and passing the New York State Bar Examination and being admitted to the N.Y. State Bar, Cramer joined Goldman Sachs in sales and trading. While at Goldman, Cramer wrote for The New Republic about stock market issues.

In December 2013, he published the book, "Jim Cramer's Get Rich Carefully," in which he creates a guide to high-yield, low-risk investing. Cramer is also the author of "Jim Cramer's Getting Back to Even," "Stay Mad for Life: Get Rich, Stay Rich," "Mad Money: Watch TV, Get Rich," "Jim Cramer's RealMoney" and "Confessions of a Street Addict."

Marguerita (Rita) Cheng

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. The chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. She takes pride in her ability to make a difference in people’s lives, by helping them gain clarity when times are tough. Rita also volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls.

Marguerita is a Certified Financial Planner® (CFP®) professional, a Chartered Retirement Planning Counselor, Retirement Income Certified Professional®., and a Chartered SRITM Counselor (CSRIC®). She is a member of the CNBC Financial Advisor Council. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, She helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning.
She is a regular columnist for Kiplinger & US News & World Report, and a past spokesperson for the AARP Financial Freedom Campaign. In addition, she serves as a Women’s Initiative (WIN) Advocate and a member of the Diversity Advisory Group (DAG) for the CFP Board.

In 2021, she was named the #7 Most Influential Financial Advisor in Investopedia Top 100. In 2017, she was named a Woman to Watch by InvestmentNews.

Tori Dunlap

Tori Dunlap is an internationally-recognized millennial money and career expert. After saving $100,000 at age 25, Tori quit her corporate job in marketing and founded Her First $100K to fight financial inequality by giving women actionable resources to better their money. She has helped over one million women negotiate salary, pay off debt, build savings, and invest.

Called “the voice of financial confidence for women” by CNBC, her work has been featured in The New York Times, Good Morning America, BBC, the TODAY Show, BuzzFeed, PEOPLE Magazine, New York Magazine, TIME Magazine, Forbes, Refinery29, Yahoo, MarketWatch, and more.

Tori has collaborated with companies like Dell, Blackrock, John Hancock, Four Seasons, Citi Bank, Fidelity, and Personal Capital, and given talks and workshops at Microsoft, WeWork, and Shopify.

With a dedicated following of over 125,000 on Instagram and over 930,000 on TikTok —and multiple instances of her story going viral—Tori’s unique take on financial advice has made her the go-to voice for ambitious millennial women.

Before becoming a full-time entrepreneur, Tori led organic marketing strategy for Fortune 500 companies—with clients like Amazon, Apple, Facebook, Nike, the NFL, and the Academy Awards—and global financial technology start-ups. For almost five years, she specialized in social media, SEO, content, and influencer marketing to grow community and increase awareness.

Tori now travels the world writing, speaking, and coaching about personal finance, online businesses, side hustles, and confidence for millennial women.

Maurice Ashley

Maurice Ashley made history in 1999 when he became the first African-American chess grandmaster. He is a three-time national championship coach, author of Chess for Success: Using an Old Game to Build New Strengths in Children and Teens, ESPN commentator, iPhone app designer, puzzle inventor, and motivational speaker.

Maurice is well known for providing dynamic live tournament coverage of world-class chess competitions and matches. His high-energy, unapologetic, and irreverent commentary combines Brooklyn street smarts with professional ESPN-style sports analysis. He has covered every class of elite event, including the World Chess Championships, the US Chess Championships, the Grand Chess Tour, and the legendary “Man vs. Machine” matches between Garry Kasparov and IBM’s Deep Blue.

Traveling the world as an ardent spokesperson for the many character-building effects of chess, Maurice shares how chess principles and strategies can be applied to improve business practices and assist with personal growth. Maurice also acts as a master of ceremonies and inspirational speaker at business conferences and high-class chess events.

Maurice has received multiple community service awards from city governments, universities, and community groups for his work. In recognition of his immense contribution to the game, he was inducted into the US Chess Hall of Fame in 2016 and the Brooklyn Technical High School Hall of Fame in 2018.

Delyanne Barros

Delyanne Barros is a Latina money expert and ex-employment attorney. She launched Delyanne The Money Coach LLC after she realized that millennials were not getting the help they needed to build generational wealth. She is a millionaire and on track to retire early by 45 and move to Portugal. Her goal is to show investors that they do not need to wait to become debt free or earn six figures in order to reach financial freedom. Over 3,200 students have enrolled in her Slay The Stock Market course. She has been featured on CNBC, CNN, TIME, Business Insider, and the Huffpost highlighting her work in support of financial literacy. You can find her on Instagram and TikTok under the handle @delyannethemoneycoach.

Spencer Dinwiddie

Spencer Dinwiddie plays for the NBA’s Washington Wizards. As a college recruit, he picked the University of Colorado over Harvard, and went on to earn first-team all-conference honors in the Pac-12 as a sophomore. Dinwiddie was selected by the Detroit Pistons 38th overall in the 2014 NBA draft. After two seasons, he joined the Brooklyn Nets, and in 2021, he was traded to the Washington Wizards. Off-the-court, Dinwiddie is the founder of Calaxy, a mobile app that allows user to sell blockchain-backed tokens.

Tim Maurer

Tim Maurer, CFP®, RLP® is Head of Wealth Management for Triad Financial Advisors. A graduate of Towson University, Tim taught financial planning at his alma mater for seven years. Tim’s second book, Simple Money, applies the academic findings of behavioral finance to the discipline of personal finance.  He is a CNBC contributor and also writes for Forbes.

A central theme drives Tim’s writing and speaking: Personal finance is more personal than it is finance.  Regardless of our income or net worth, Tim believes it is our underlying motivations and priorities that drive our behavior with money, which ultimately determines our satisfaction in work and life.  

Couching timely application in timeless wisdom, Tim educates at corporate events as well as in television, radio, print, and online media.  With a passion for relational communication, Tim has been featured on NBC's TODAY Show, CNBC and ABC’s Nightline, on NPR programs The Diane Rehm Show and Marketplace as well as in The Wall Street Journal, The Washington Post, The New York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News & World Report and Money magazine, among others.

Tim is a proud father first and lives in Charleston, South Carolina where he and his two boys, Kieran and Connor, and are active members of their community.  Outside of personal finance, Tim’s favorite pursuit is music, and he plays the drums and sings in a few bands and at his church.  He is also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

You can follow Tim on Twitter at @TimMaurer.

Tyrone Ross

Tyrone Ross is the CEO and Co-founder of Onramp Invest and Founder of 401stc, a storytelling consultancy. He is a graduate of Seton Hall University, and was also a 2004 Olympic Trials qualifier in track and field in the 400 meters. He was recognized by Investment News 40 under 40 (2019), and WealthManagement.com as a top ten advisor set to change the industry in 2019. Financial Planning.com named him as one of 20 people who will change wealth management in 2020. He was recently named as Investopedia’s Top 100 financial advisors, and Think Advisor’s 2021 IA25: VIP’s Pushing Advisors Forward.

Winnie Sun

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.

Antoine Walker

Antoine Walker is a retired professional basketball player. He was drafted with the sixth overall pick in the 1996 NBA Draft out of the University of Kentucky and played in the NBA from 1996 – 2008. Walker was selected to three NBA All-Star teams, won a NCAA championship with Kentucky in 1996, and won an NBA championship with the Miami Heat in 2006.

Stephen Jenks

Steve Jenks is Senior Vice President and Chief Marketing Officer for Empower Retirement and Great-West Investments™.

Steve has 30 years of marketing, product and business leadership experience. He joined the organization in 2014. Previously, Steve served as Head of Defined Contribution Product and Marketing for Putnam Investments, where he helped shape and execute growth strategies for the organization’s defined contribution, investment-only and rollover businesses. Steve began his investment industry career in 1990 with Fifth Third Bank. From there, he held leadership roles in marketing, product, finance and relationship management for Fidelity Investments from 1992 to 2009. Steve also co-founded Acceleration Retirement, a
marketing analytics and outsourcing firm, and Stable Two Financial, a registered investment advisory company. He served as CEO of both companies.

Steve holds a bachelor’s degree with distinction in business analysis from the Indiana University Kelley School of Business. He is a registered representative of GWFS Equities, Inc. and maintains FINRA Series 6 and 26 securities registrations and the Series 63 state securities license. Steve is currently on the boards of the American Red Cross, Mile High Chapter; Big Brothers Big Sisters of Colorado; and Court Appointed Special Advocates for Children (CASA) Colorado. He is also a member of Empower’s internal Diversity & Inclusion Council and serves on the Talent Strategy Committee.

Mona Mahajan

Mona Mahajan is a Senior Investment Strategist on the investment strategy team at Edward Jones. She helps develop and communicate the firm's macro-economic and financial market views, as well as create impactful thought leadership in order to help clients meet their long-term financial goals. She also is a voting member of the asset allocation team, supporting the firm's strategic and opportunistic portfolio allocation decisions. Mona has over 15 years of experience in the financial services industry, spanning equity and fixed income analysis, global investment strategy and portfolio manage-ment. Prior to joining Edward Jones, she was the U.S. Investment Strategist at Alli-anz Global Investors for nearly five years. She appears regularly on financial media, including CNBC, Bloomberg TV, as well as print media like The Wall Street Journal and Barron's. Mona holds bachelor's degrees in finance and computer science from the Wharton School and the School of Engineering at the University of Pennsylvania. She also has an MBA from the Harvard Business School. Mona lives in New Jersey with her husband and two kids, Rishi and Riya. She enjoys traveling and being involved in her kids' activities.

Carol Waddell

Carol Waddell is Executive Vice President and Head of the Retirement Solutions Group for Empower Retirement, where she is also a member of the Executive Committee. In her role, she oversees the teams that deliver guidance, advice, managed accounts, and financial wellness and planning across all corporate and government defined contribution segments and leads the consumer IRA, taxable and Empower Brokerage businesses.

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.

Brian Walsh

Brian leads the financial planning efforts at SoFi. As a self-proclaimed financial-planning nerd, he leverages research, member feedback, and past experience to deliver advice that is both meaningful and practical. He is currently a student in Kansas State University’s Personal Financial Planning PhD program, and is a CERTIFIED FINANCIAL PLANNER™ Professional. Brian also has his Chartered Life Underwriter® (CLU) and Chartered Advisor for Senior Living (CASL) designations and Masters in Financial Services from the American College. Prior to joining SoFi, Brian was the director of financial planning solutions at TIAA and was responsible for the planning approach used to deliver over 100,000 financial plans per year to clients.

Liz Young

Liz Young is SoFi’s Head of Investment Strategy, responsible for providing economic and market insights to a variety of audiences. Prior to joining SoFi, Liz was the Director of Market Strategy at BNY Mellon Investment Management where she formulated and delivered views on macroeconomic themes and their effects on capital markets. Earlier in her career, she was a due diligence analyst at Robert W. Baird and a research analyst at BMO Global Asset Management. Liz is passionate about educating others on markets and investing in order to help people feel empowered to take a more active role in their financial futures.

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