Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
Systemic risk wikipedia , lookup
Financial economics wikipedia , lookup
Global financial system wikipedia , lookup
Financial Sector Legislative Reforms Commission wikipedia , lookup
Systemically important financial institution wikipedia , lookup
Financial literacy wikipedia , lookup
Investment management wikipedia , lookup
Manisha Thakor's Bio Manisha Thakor is the Founder and CEO of MoneyZen Wealth Management, a boutique advisory firm providing holistic, integrated financial planning and investment management for clients with portfolios ranging from $1 to $10+ million. After years working in the traditionally male-dominated world of financial services, Manisha wanted to create a firm where high net worth women and families can receive clear, concise, compassionate financial advice to support their life goals. The cornerstone of her work is something she calls "MoneyZen," a joy-based approach to personal finance honoring the core values of simplicity, freedom, and abundance. Manisha is also the co-author of two personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED, serves as Financial Fellow at Wellesley College, and her MoneyZen writings appear in Forbes and The Huffington Post. A frequent commentator on issues of financial literacy, Manisha's work has been featured in many media outlets including CNN, CNBC, PBS, The Wall Street Journal, Real Simple, and MORE. She sits on the National Board of the Girl Scouts of the USA and on the Advisory Boards of Feminist.com and The Oped Project. Prior to setting up her own firm, Manisha spent 15 years working as an analyst, portfolio manager and client relations executive at SG Warburg, Atalanta/Sosnoff Capital, Fayez Sarofim & Co., and Sands Capital Management. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and is a CFA charterholder. She lives in Santa Fe, NM with her husband, Randy. Her website is MoneyZen.com.