Fireside Chat with Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower Advisors, moderated by industry leader Suzanne Siracuse

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Closing Keynote

During this closing keynote session, Stephanie will address a variety of questions relating to the global economy, key market indicators, investing insights on the latest trends, as well as discuss how our industry can facilitate more diversity in investment strategist roles.

Stephanie Link            Suzanne Siracuse

CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, 
CAP® 1 hour CE approved.

The CFP Board® accepts the LIVE program for one hour of CE credit towards the CFP® certification. If you provide the required information during the webinar registration process and stay for the entire session we will report your attendance to these organizations. Investments & Wealth Institute® accepts this webinar for 1 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications. If you provide the required information during the webinar registration process and stay for the entire LIVE event we will report your attendance to IWI. If you watch the ON-DEMAND event please email us at [email protected] for the IWI® webinar ID to self-report your attendance.

Speakers

Stephanie Link
Chief Investment Strategist and Portfolio Manager
Hightower Advisors

Stephanie Link is chief investment strategist and portfolio manager at Hightower, a national wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations.

Prior to joining Hightower, Link was the senior managing director and head of global equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $170 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw 33 investment professionals who collectively managed $40 billion. Before joining Nuveen, Ms. Link spent seven years at TheStreet as Chief Investment Officer and co-portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as managing director of institutional sales and director of research. She began her career at Dean Witter Reynolds in the institutional sales department.

Ms. Link earned a B.S. in finance at Boston College. She currently serves as chairperson for the Investment Advisory Council at the Basking Ridge Presbyterian Church in Basking Ridge, NJ and is a board member at The Pingry School.

As an investment professional with over 27 years of experience managing money, Ms. Link’s insights are frequently sought after for industry events and by the media. She is currently a CNBC Contributor.

Suzanne Siracuse
Founder & CEO
Suzanne Siracuse Consulting

Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting, LLC, specializes in advising financial services firms on innovative business strategies, distinctive marketing programs and impactful advocacy initiatives around diversity, financial literacy and next gen talent.

Ms. Siracuse is also the Creator and Host of The Big Reveal Podcast Series where she interviews industry thought leaders and influencers on all things wealth management, but with a twist!

Ms. Siracuse is the former CEO and Publisher of InvestmentNews where she oversaw the vision and strategic direction for all their platforms including print, digital, events and research.

Under her leadership, InvestmentNews launched initiatives to support the evolution of the financial advice profession, specifically in the areas of Practice Management, Women’s Leadership, Diversity & Inclusion, Innovation, NextGen and Financial Literacy.

An industry thought leader, she is a sought-after speaker and moderator on topics ranging from investing and leadership to financial literacy and fintech.

Ms. Siracuse is also a founding member of the Invent Elite consulting consortium, which focuses on developing, launching, branding and operationally supporting broad based technology initiatives for financial services firms.

In addition, Ms. Siracuse is on the Board for the Invest in Others Charitable Foundation, is a member of the Council of Ambassadors for the IWI’s Thrive Center for Diversity and Inclusion and is a board member of Savvy Ladies.

In Nov 2020, Ms. Siracuse was recognized by InvestmentNews with the Women to Watch “Trailblazer” award for her commitment to DEI initiatives within the financial services industry.

Ms. Siracuse is an active volunteer at the Animal Rescue Fund in East Hampton, NY and an advocate for the humane treatment of animals.

She holds a BS in Business from Rider University. She, and her husband, Lee reside in New York City.