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Women & Money Roundtable

Wednesday August 18, 2021
1:00 PM

How to Make Sense of Today’s Financial Markets

Join us for this monthly roundtable for women on money led by financial professionals Cathy Tanzilli, Julia Strayer and Liz Maccarone. The discussion focuses on how to make sense of today’s financial markets. The roundtable series is open to women with any level of financial knowledge.  There is no cost to this program. They do not sell services, provide sales materials, or discuss products. This is an opportunity for them to give back to the community and share financial information to help women expand their financial knowledge. 

Women often wish they were more informed about finances as they relate to their family and themselves. This monthly discussion group, started in the spring of 2016, offers an opportunity to learn more in a comfortable setting with other women.

Please register (via Darien Public Library): https://darienlibrary.zoom.us/webinar/register/WN_6mYpxq_RTOiBGOICOtpjxg 

Roundtable Leaders:

Cathy Tanzilli, CRPC®, CTFA

Prior to joining Merrill Lynch Wealth Management in 2000, Cathy was a vice president and executive account manager for BankBoston’s Private Bank responsible for trust services. Previously, Cathy was a trust officer with Chemical Bank in New York for 16 years. Cathy has a BS in Marketing and an MBA in Finance from St. John’s University. She is a member of the Fairfield County Estate Planning Council and the National Association of Estate Planners and Councils.

Julia Strayer, CPWA®, CIMA®, CRPC®

Senior Vice President, Wealth Management Advisor

Prior to joining Merrill Lynch Wealth Management in 2000, Julia was a vice president and private banker for BankBoston’s Private Bank for 7 years, responsible for asset management and trust services. Previously, Julia worked in marketing for 9 years with Merrill. Julia has a BA from Ohio State University and an MBA from New York University’s Stern School of Business. Julia has appeared on the CNBC show “Power Lunch,” CBS “This Morning,” WGCH’s “Women in Business,” in addition to featured articles in USA Today.

Liz Maccarone, CRPC®

Senior Financial Advisor

Liz joined Merrill Lynch Wealth Management in 2012. Liz works closely with high-net-worth individuals and their families to create personalized and comprehensive strategies that support their goals, including investment management, retirement planning, liability management, and multigenerational planning. Liz values the importance of establishing and cultivating relationships with families including the next generation.
Liz graduated from Fairfield University with a dual bachelor’s degree in Finance and Marketing. She began her career working at a boutique investment firm as a Business Development Associate, specializing in commodities and futures trading.

This series is in partnership with several other libraries and organizations we work with (New Canaan Public Library, Darien Public Library, Fairfield Public Library, New Milford Public Library, Burnham Library, Brookfield Library, Scoville Memorial Library, Simsbury Library, Trumbull Library, Rowayton Library, Stonington Free Library, Woodbury Public Library, Westport Library, Morris Public Library, Edith Wheeler Memorial Library, Norfolk Library, Beardsley Library, Bronxville Public Library, Rye Free Reading Room, Purchase Free Library, Pound Ridge Library, Mamaroneck Public Library, Bedford Free Library, Scarsdale Library, North Castle Library, Mount Kisco Public Library, Greenburgh Public Library, New Rochelle Public Library and the YWCA- Greenwich).


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This page last updated : EK/TK MAP2 2021.08.24 - 1:20 PM
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