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Title

Women In Investment Management Networking Lunch

Event Description

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Join CFA Society Cleveland's Women's Advisory Committee for lunch and networking. We will begin with a short talk with Sarah Hannibal, CFA , Co-Founder, Walden Wealth Partners on her journey to be a business owner and then move into small breakout rooms for networking.

Sarah O’Neil Hannibal, CFA, CPA (inactive)

Co-Founder, Walden Wealth Partners

Sarah O’Neil Hannibal is a Chartered Financial Analyst and Certified Public Accountant and brings 25 years of experience as a finance professional to the clients she serves.

Sarah founded Walden Wealth Partners in 2015 with Karin Maloney Stifler. Walden Wealth provides comprehensive financial planning and investment management for a small number of high-net-worth families. The Walden team is passionate about helping people gain clarity over their financial situation and managing their wealth to provide for a fulfilling life.

Sarah graduated from Miami University with a BS in Accounting. While at Miami, she spent a semester at the John E. Dolibois Center in Luxembourg, was Hospitality Chair on Concert Board, and was active in her social sorority. Sarah obtained an MBA from the University of Michigan, with distinction.

Sarah started her professional career with Deloitte, auditing financial institutions. After returning to school for her MBA, she worked at the JPMorgan Private Bank as Vice President, Investment Specialist. Sarah worked for GEM Asset Management, a small independent wealth management firm based in Michigan, before starting Walden Wealth. She has worked in London, Singapore, New York, Chicago, and Cleveland. Sarah was named 2018 Notable Woman in Finance by Crain’s Cleveland Business

Event Type

Career; Featured

Education Topic

 

Start Time

10/23/2020 12:00 PM

End Time

10/23/2020 1:00 PM

City

Zoom Meeting

State/Province

 

Event Country

 

Event Region

Americas

Location Info

​Zoom Meeting

Speaker

 

CE Credits

No

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$0

Candidate Price

$0

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

10/23/2020 1:00 PM

Event Link

Women In Investment Management Networking Lunch

Event Link Leads To New Tab

Yes

Event Short Info

Women In Investment Management Networking Lunch

Attachments

Content Type: MyCFA Calendar
Created at 9/16/2020 8:21 AM by cfa@cleveland.cfasociety.org
Last modified at 10/5/2020 11:53 AM by cfa@cleveland.cfasociety.org