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Panel Discussion 1

Building Wealth. Shattering the Glass Ceiling and the Importance of Male Alleyship

 

Suzanne Siracuse, Financial Services Consultant, Former CEO Investment News will moderate this timely discussion with our Inspiration Award Honoree Grace Vandecruze, our Sayra Fischer Lebenthal Award Honoree Manisha Thakor, plus have an upfront and personal conversation with Male Ally Award Honoree John L. Carter.

“Within corporate America, women hold only about 27 percent of manager positions and 19 percent of senior leadership roles”

Suzanne Siracuse

Moderator

Suzanne Siracuse

Financial Services Consultant, Creator of The Big Reveal Podcast, Former CEO Investment News.

Savvy Ladies Board of Directors.

Panelists:

Savvy Ladies Inspiration Award Winner Grace Vandercruze

Grace Vandecruze

Founder and Managing Director, Grace Global Capital LLC

Grace Vandecruze’s career has been dedicated to the relentless mission of advising her clients in effectively executing growth strategy and managing change. Her purpose is to assist organizations, teams, and leaders in realizing their highest potential by charting a range of possible futures, rather than one predetermined outcome. She is the Founder and Managing Director at Grace Global Capital LLC a consulting firm providing M&A financial advisory, restructuring, and valuation to insurance executives, boards, and financial regulators since 2006. Throughout her career, Grace has delivered advisory expertise on over $5 billion of insurance transactions. Additionally, Grace is the author of “Homeless to Millionaire, 6 Keys to Uplift Your Financial Abundance.”

Savvy Ladies Award Honoree

Manisha Thakor

Founder MoneyZen

Manisha Thakor, CFA, CFP®, is a nationally renowned financial literacy advocate for women and founder of MoneyZen, a boutique financial wellbeing consultancy. A 25-year veteran of the financial services industry, her work has been featured in a wide range of media outlets including The Wall Street Journal, The New York Times, CNN, CNBC, Women’s Health, and Real Simple. Manisha sits on the board of The National Endowment for Financial Education and has authored two personal finance books: On My Own Two Feet and Get Financially Naked. Manisha earned her MBA from Harvard Business School and her BA from Wellesley College.

Savvy Ladies Inspiration Award Winner Grace Vandercruze

John L. Carter

President & COO, Nationwide Financial

As president and chief operating officer of Nationwide Financial, John knows firsthand how great service and firm growth cannot happen without great talent. John is proud to have led the development of cultural programs that have produced world-class engaged teams as measured by Gallup. In partnership with the Human Performance Institute, Nationwide introduced work-life-balance tools and instruction resulting in a best-in-class sales force, high-performing teams, and an environment that attracts, develops, and retains top-performing and diverse talent.

Panel Discussion 2

Are the Golden Years Truly Golden? How to Solve Women’s Financial Challenges

 

Jean Chatzy, personal finance columnist, AARP’s personal finance ambassador, and the founder and CEO of HerMoney will moderate this critical discussion with our Change Maker Honorees Jeanne Sun, Jennifer Zuccarelli, and Heather Ettinger.

Women continue to lag behind men and are three times more likely to live in poverty above age 65 than our male counterparts. Why is this? What can we do about it? Why is it important for women to take action to put themselves on the right financial track?

Jean Chatzky

Moderator

Jean Chatzky

Past Savvy Ladies Change Maker Award Honoree

Jean Chatzky is the founder and CEO of HerMoney.com and FinanceFixx. She is the host of the podcast HerMoney With Jean Chatzky. The financial editor of NBC Today for 25 years and the Financial Ambassador for AARP, she appears frequently on CNN, MSNBC and was a recurring guest on The Oprah Winfrey Show. She is a New York Times and Wall Street Journal best-selling author. Her latest book is Women with Money: The Judgment-Free Guide to Creating the Joyful, Less Stressed, Purposeful (and Yes, Rich) Life You Deserve. An in-demand motivational speaker and fierce advocate for financial literacy, in 2015, she partnered with the PwC Charitable Foundation and Time for Kids to launch Your $, an in-school magazine that reaches 2 million school children each month.

Panelists:

Savvy Ladies Inspiration Award Winner Grace Vandercruze

Jennifer Zuccarelli

Head of Communications and Content, U.S. Wealth Management, J. P. Morgan Wealth Management

Jennifer Zuccarelli is a seasoned communicator with international and domestic public relations experience in business and politics. As Head of Communications and Content for U.S. Wealth Management, her work helps J.P. Morgan’s clients across the wealth spectrum access the news and information they need to make smart investment decisions. Jennifer and her team oversee media relations, internal communications, advisor social media programs, digital content creation, and thought leadership distribution for this business.

Savvy Ladies Inspiration Award Winner Grace Vandercruze

Jeanne Sun

GM for Inclusive Investing, J. P. Morgan Wealth Management

Jeanne Sun is a Managing Director and the General Manager of Inclusive Investing for J.P. Morgan Wealth Management. In this role, she leads the strategy, design, and delivery of products and experiences to better serve under-represented investments clients including Women, Black, and Latinx investors. By better understanding diverse clients’ needs, challenges, and wishes, Jeanne and her team will enhance the end-to-end client experience so clients can better engage with their money, so they can make the most of their lives.  

Savvy Ladies Inspiration Award Winner Grace Vandercruze

Heather Ettinger

Founder & CEO, Luma Wealth Advisors

Heather Ettinger is a champion for women and girls and is widely recognized for her experience and dedication to helping women build their financial acumen and wealth. As a published thought leader and frequently featured in such publications as the Wall Street Journal, Barron’s, Bloomberg, and Your Teen Magazine, Heather is a highly requested speaker for industry associations, company women’s initiatives, and wellness events. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized as a 2019 “Icons and Innovators” honoree by Investment News. In 2019, she also proudly accepted The Ruth Bader Ginsburg award for advancing the aspirations of women from the Women’s Vote Project.

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Savvy Ladies Inspiration Award Winner Grace Vandercruze