Learning the Basics of Creating Your Portfolio

Investing can be complicated and overwhelming. Understanding the fundamentals of investing can help you make sense of the risks and opportunities associated with investing so you can make more informed – and more confident – decisions about your portfolio.

Join us for an informative seminar, where we will explore:

  • The major asset classes
  • The basic tenets of investing
  • The importance of asset allocation and diversification
  • How to bring it all together in a portfolio that helps you achieve your financial goals


Presenters included:

  • Alicia Andre, CFA, Senior Vice President, Family Wealth Director and Financial Advisor, Morgan Stanley
  • Lindsay Pazdan, CFP, Associate Vice President and Financial Advisor, Morgan Stanley

 

Date and Time:  
Jue 30, 2020
12:00 - 1:00 PM

Location:  
Zoom

Cost:   
$0 for members, $5 for non-members

Given our mission is to promote women's development in STEM we would like to offer a one-time free spot in our workshops to those in transition between jobs. Please contact [email protected]storg.org if you qualify.

Register

 

 

 

Presenter Bios:

Alicia Andre, CFA®, Senior Vice President, Family Wealth Director, Financial Advisor
Alicia founded The Andre Group at Morgan Stanley to offer customized financial advice to successful individuals and families. Combining a macroeconomic perspective with the latest research and wealth management practices, Alicia’s experience and steady hand help clients grow, preserve and transition their wealth. After starting her career in private equity, Alicia became a financial advisor and portfolio manager at Boston Safe Deposit and Trust (now BNY Mellon). She then spent two decades within WilmerHale at Silver Bridge Advisors as an advisor to individuals and families and also served on the firm’s investment committee. Alicia joined Morgan Stanley in 2015 to take advantage of the firm’s global resources and industry-leading technology. She believes in simplicity, backed by in-depth analysis and outstanding service. In 2019 Alicia earned Morgan Stanley’s Family Wealth Director Designation. This program based on extensive experience working with ultra-high net worth families and provides specialized training and enables her to offer direct access to the advanced resources needed to help affluent families address the complex, multigenerational challenges of managing significant wealth. This includes knowledge and experience in wealth transfer, family dynamics, philanthropy, asset allocation, manager selection and other important areas of concern. Alicia earned both a B.S. in Business Administration and Management and an M.B.A. in Finance at the Rochester Institute of Technology. Her Chartered Financial Analyst® designation underscores her experience, knowledge and professional integrity. Alicia was named to the Forbes 2019 and 2020 list of Best-in-State Wealth Advisors and in 2020 was named to the Forbes America's Top Women Advisors. Alicia was also recognized as a FIVE STAR Wealth Manager by Boston Magazine in 2012, 2015, 2017, 2018, 2019 and 2020. Alicia and her husband reside in Concord, MA. They have two grown children. Alicia enjoys reading, surfing, sailing, playing the banjo, running and spending time with family and friends. NMLS: 1489623

Lindsay Pazdan, CFP®, Vice President, Financial Advisor
Lindsay works with clients to help them grow and manage their wealth, and shift seamlessly from wealth accumulation to wealth preservation, and into retirement. Lindsay also works closely with clients to help educate and guide them through important financial decisions as they begin the financial planning process. In today’s fast-paced global markets, clients appreciate her disciplined approach to investing, informed advice and recommendations. Lindsay previously worked at Silver Bridge Advisors, where she focused on trading domestic equities, was a member of the investment team and also served on the firm’s Asset Allocation Committee. She began her career as a Senior Client Associate at Lehman Brothers, which underscores her commitment to exceptional service. Lindsay earned a B.S. in Finance from Fairfield University. She holds the CERTIFIED FINANCIAL PLANNER™ designation, the industry’s gold standard for financial planning that demands hundreds of hours of classroom time and ongoing re-certification. Lindsay Pazdan was recognized as a FIVE STAR Wealth Manager by Boston Magazine in 2019 and 2020. Lindsay resides in Dover, MA with her husband and two children. She enjoys skiing, biking and pilates. NMLS: 1498369