Shop Talk: It’s women’s history month. How are women fitting into the private wealth business?

How do women invest compared with men? Why do women tend to focus on ESG and socially responsible investing in higher percentages? What role are they playing — or should be playing — in family investment and wealth preservation decisions? And why are there so dreadfully few women among the financial adviser ranks? We take up these subjects with Carol Schleif, deputy CIO of asset management at Abbot Downing. (03/2020)

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