Steve Garmhausen

Christopher Street identified the needs of an underserved segment and burrowed into the financial issues they face. They brought insight, solutions that accelerated their knowledge base with which to serve other clients. This firm is a live example that the rewards of practice specialization often outweigh any missed opportunities from trying to serve a broader audience (or being all things to all investors of all stripes). Well done, Jennifer…

Advisor spotlight: How a former JPMorgan bond saleswoman transformed an iconic advisory into a business

Jennifer Hatch bought her firm from the ACLU.

Christopher Street Financial

Jennifer Hatch

The RIA business is many good things but integrated from a gender standpoint is not one of them. This is not so great. Women are the majority of humanity and they have an asset-building strategy that can't be beat. Women outlive their beer-and-steak mates and end up with big estates. But today's women have too another strategy -- pursuing wealth in the workplace. Yet when they go to find fellow women to talk all this through with, they don't readily find them. 

Companies big and small have for decades fallen over themselves to say that they have women's initiatives but I can't think of one that has amounted to much. But there are stories-- dozens or hundreds -- of them about women exerting their influence on this business and we are starting to collect them. It's a starting place -- documenting the ground being covered by women in the form of engaging tales graphically depicted by the physiognomy of the fairer sex.

Women of Wealth Management

Christopher Street Financial faces increasing competition for gay and lesbian business from wirehouses

Advisor spotlight: How a former JPMorgan bond saleswoman transformed an iconic advisory into a business

Gerri Leder

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