This final event in the HerCapital x Aspiriant Personal Finance Series focuses on behavioral finance and macroeconomics. We also discuss ways in which investors can incorporate their knowledge of behavioral biases and macroeconomic trends in their investment decisions.
Lorraine Fox joined Aspiriant in 2014 after spending 17 years in various aspects of financial services. She has been a general partner in a venture capital firm, an equity research analyst, and a wealth manager. In addition to serving high net worth families and individuals, Lorraine serves on Aspiriant's Board of Directors. In 2013, the Silicon Valley Business Journal named Lorraine "One of 100 Women of Influence in Silicon Valley."
Lydia Walz joined the Aspiriant team as wealth manager in 2018 after a few years working at LPL Financial. In both roles she has served clients in a financial planning and investment management role. In addition to working with high net worth families, Lydia serves on the board of the Financial Planning Association’s San Francisco chapter. Lydia graduated with a BA in History from Bryn Mawr College.
Please fill out the form below for a chance to be selected to attend this roundtable.
To provide a high quality and engaged conversation with our speaker, we are capping the event at 15 attendees. Once you sign-up, you will hear from us if we are able to accommodate your seat at the event. If not, we will be in touch about future opportunities!