Preview Mode Links will not work in preview mode

CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.

  1. All Episodes
  2. 2024
  3. 11

Episode 59: A Smart Way to Start with Dr. Mara Harvey

Nov 21, 2024

We speak with Dr Mara Harvey about her journey from a young girl in England to her role as CEO of a Swiss bank. We discuss her passion for teaching children about money and looking into ourselves for the unconscious money lessons we have been taught.

Mara was Swiss CEO of VP Bank Region Europe where she pioneered a...

Read More

Episode 58: Wealth Refocused with Jennifer Wines

Nov 7, 2024

We talk with Jennifer Wines about her journey, from moving 10 times by the age of 20 to her career in private wealth management with Goldman Sachs, Fidelity, and JPMorgan. We discuss her book, Invisible Wealth, the current and future state of the wealth management industry, and how changing demographics are shifting the...

Read More