Moderator: Barbara StewartGlobal Researcher & Author
Barbara Stewart, a Chartered Financial Analyst, is recognized worldwide as one of the leading researchers in women and finance. She conducts interview-driven research for multiple global financial institutions and serves as a keynote speaker for CFA Societies, banks, stock exchanges and industry conferences globally. She is a columnist for CFA Institute, Canadian Family Offices and Canadian Money Saver Magazine. She is on the advisory board of Kensington Capital Partners.
Speakers: Amber OrtizSenior Vice President, Private Banking | City National Bank
Amber Ortiz is a senior vice president and team lead of the Montecito office for City National Bank’s Private Banking team. She has more than 20 years of experience advising highnet-worth individuals, business owners and their families, and foundations on integrated wealth management strategies, including comprehensive investment management, customized credit facilities and private banking solutions. She currently serves on the boards of Laguna Blanca School and The Towbes Foundation. Ortiz holds …