I was taught early on about the importance of saving and planning. It was drilled into me. My mom would always say, “I don’t care how much you make, you need to save.”
We had the honor to interview Sheena Gray, Executive Director of U.S. Wealth Management, Diversity and Inclusion Leed at J.P Morgan and Chase. In this role, she has been able to have a huge impact on the leaders across the organization.
I never thought earning a doctorate in Japanese history would lead me to a career in finance.
Advisors work hard to help their clients reach their financial goals and make their dreams become a reality. I do the same for my advisor clients. I help them surpass their personal best and develop their own financial security.
The investments we make build the world we live in. People often forget how strong that link is. When we provide capital to a company to support its growth, we allow the visions and values of its leaders to come to life.
I’ve always been good with money, I enjoy crunching numbers and solving problems, and I find joy in helping others. Looking back, I realize that a career in finance is my calling, and I couldn’t see myself doing anything else.
I didn't know much about financial planning until after college when I happened to be hired at a wealth management firm as a temporary employee. I was supposed to be there for 90 days while an assistant was out for surgery, but I ended up staying for 9 years and working my way up through the ranks.