CFA Institute has partnered with SpeakerHub to help member societies identify and recruit potential speakers for educational programs.
The Society Speaker Directory is for the exclusive use of member societies.
I offer relatable and actionable inspiration for high-performing professionals and organizations.
Engaging, dynamic speaker with success in high-stakes business environments; global experience
I combine years of professional experience with original insights, great energy and engaging style.
As founder of The Wall Street Coach, with coaches in the U.S., U.K., Germany & Dubai, I am a trusted
Engaging and funny, although not always intentionally so
Passionate, capable, & entertaining speaker, able to readily connect with audiences on varied topics
It's all about leadership!
Since 2006, I have made roughly 80 presentations to over 50 CFA Institute Member Societies globally.
My experience as an plan sponsor, consultant, and educator allows me to connect to a broad audience
Expertise in finance, climate change & sustainable development. Bridging the gap between these areas
Our work creates high-functioning, empowered cultures of effective leadership in any organization.
My passion is simplifying the complex world of money.
Experienced Fintech Investor, Scholar, Advisor
Conversations matter: if we are what we say, what do our interactions say about us? Let's find out.
Built a unique financial services innovation platform & network that leverages your competitiveness.
15+ years presenting to top executives. My keynotes help to develop more globally aware leaders.
I cover the latest in global investing including ETFs, alternative investments & fintech/wealthtech