Money Stories with LDT Linda Davis Taylor

Welcome back to Money Stories with LDT! Today, we're joined by T. Alexandra (Lexi) Gibbs, a Partner and Portfolio Manager at Howland Capital. Lexi is passionate about working with clients to develop personalized in depth portfolio analysis, and provides consultations to develop investment objectives and address complex financial situations. She frequently communicates with clients about their accounts, market conditions and economic trends. Importantly, Lexi works with clients throughout their life and the many changes, expected and unexpected, that occur with the passage of time.

Learn more about Howland Capital: https://www.howlandcapital.com/

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Maureen Quigley and Nick Crocker. Maureen is a Partner, Portfolio Manager, and Chief Compliance Officer at Howland Capital. She manages her clients’ assets in the context of their total financial picture, with attention to both their short-term and long-term objectives. As Chief Compliance Officer, Maureen fosters a culture of compliance in order to mitigate risks and maintain the honesty and integrity that are an integral part of being a Fiduciary. Nick is a Portfolio Manager and Senior Analyst at Howland Capital Management. Nick is responsible for researching and covering equities as well as serving on the Investment Committee. In addition to equity research, he manages client portfolios and advises clients on asset allocation and financial planning based on their unique circumstances.

Learn more about Howland Capital: https://www.howlandcapital.com/

Welcome back to Money Stories with LDT! I'm thrilled to partner with Howland Capital to introduce this new series that explores the importance of women's economic well-being. Today, we're joined by Carolyn Beatty, a tax manager at Howland Capital where she co-leads the tax division. A Certified Public Accountant, Carolyn currently focuses on tax preparation, tax reporting and corporate accounting at Howland Capital. Prior to joining Howland Capital, Carolyn managed the Tax and Reporting function for the Trust and Gifts Group at the Harvard Management Company and was a Senior Consultant at Deloitte in its Investment Management Advisory Services department.

Learn more about Howland Capital: https://www.howlandcapital.com/

Cate Luzio is the founder and CEO of Luminary, a collaboration hub for women who are passionate about professional development and expanding their networks. Prior to self-funding the launch of Luminary, Cate was the Executive Vice President and Global Head of Multinational Corporate Banking for HSBC managing roughly $2 billion in revenue and teams in 72 countries. In this episode, learn more from Cate about how to invest in yourself, in your network and in your career. https://www.luminary-nyc.com/

Erika Cramer is the Managing Partner with How Women Invest and its gender-lensed early-stage venture fund. With more than 25 years of experience in M&A, capital raising, divestitures, succession planning and valuations, Erika is an accomplished investment banking executive, advisor, and board member. The venture fund “How Women Invest” is seeking to change the landscape of funding for women investors and entrepreneurs. For background: only 2% of companies founded by women get venture backing, despite the fact that 40% of companies are founded by women, AND they generate 26% greater return than those founded by men. Our conversation will dive deeper into these statistics and peel back the layers on the untapped economic potential that sits at the intersection of women founders and women investors. https://www.howwomeninvest.com/

Shaun Robinson is an Emmy-winning journalist, television host, author, producer, and philanthropist. She is perhaps best known in the entertainment industry for hosting shows like Access Hollywood and 90 Day Fiancé. Prioritizing her goal of being a positive role model, Shaun has also created her own nonprofit to help empower girls and young women. The “S.H.A.U.N.” Foundation for Girls supports small, grassroots charities that are doing work in five key areas of gender issues. From working with the UN’s Girl Up initiative to graduating from Spelman to being part of Women Moving Millions, Shaun has no shortage of stories and insights. In our episode, we’ll explore themes of generosity, empowerment, and activism. Learn more: https://www.shaunrobinson.com/