Money Stories with LDT

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Maureen Quigley and Nick Crocker. Maureen is a Partner, Portfolio Manager, and Chief Compliance Officer at Howland Capital. She manages her clients’ assets in the context of their total financial picture, with attention to both their short-term and long-term objectives. As Chief Compliance Officer, Maureen fosters a culture of compliance in order to mitigate risks and maintain the honesty and integrity that are an integral part of being a Fiduciary. Nick is a Portfolio Manager and Senior Analyst at Howland Capital Management. Nick is responsible for researching and covering equities as well as serving on the Investment Committee. In addition to equity research, he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.

Learn more about Howland Capital: https://www.howlandcapital.com/

Kristin O'Keeffe Merrick is a Financial Advisor with O’Keeffe Financial Partners LLC. She has over 17 years of investment experience, having spent the first part of her career as a sales trader in the foreign exchange and emerging markets at various international banks — serving most recently as a Vice President at Morgan Stanley before joining her family’s company as a dynamic next-gen leader. Today, Kristin uses her background and experience towards the empowerment of individuals, families, small businesses and non-profit organizations in the challenging world of finance. She is a hands-on “money expert,” who is especially excited to work with female entrepreneurs and executives to provide them with creative financial strategies and solutions. Learn more: https://www.instagram.com/thegirlwhosavesmoney/?hl=en

Lara Tiedens is the president of Scripps College. In this role, she has implemented initiatives to ensure a holistic student experience, cultivate a diverse and inclusive community, and forge strategic partnerships to amplify Scripps’ impact and influence on the advancement of women in society. In this episode, we discuss the intersection of financial literacy, confidence and education. Learn more about Scripps College: https://www.scrippscollege.edu

Mary Spellman is an Executive In Residence at N2Growth serving as a senior advisor in the global education practice with an emphasis on higher education and EdTech. Prior to joining N2Growth, Mary served as the Dean of Students at Claremont McKenna College, Sarah Lawrence College, and Saint Mary's College of California as well as in Student Activities and Student Affairs leadership positions at Dickinson College and Mount Saint Mary's College. In today's episode, we discuss the power of charitable giving and how you can create an impact — at any dollar amount. Learn more about Mary: https://www.linkedin.com/in/mary-spellman-3a8423105/

Rhonesha Byng is the founder and CEO of Her Agenda. Her philosophy in life is represented by her acronym of N.E.S.H.A. – No one Ever Slows Her Agenda, which was also the inspiration for her company – HerAgenda.com. The site is a digital media platform that bridges the gap between ambition and achievement for millennial women. During this episode, we hear more about Rhonesha’s journey and explore how women today are creating their own space despite the many obstacles they might face. Visit HerAgenda: https://heragenda.com/