Kelly O'Mara

An advisor gets a gig leading the burgeoning San Francisco TIGER 21 chapter

Julie Garella: Once you sell your business, that's great, but "you have a whole new set of problems."

Tiger 21

Grayhorse

San Francisco

Jonathan Kempner

Julie Garella

<p>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.</p> 

<p>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.</p>

Women of Wealth Management

The peer group for the ultra-affluent hired Julie Garella, investment banker consultant, to chair (and grow) membership in the sudden-wealth zone of America

An advisor gets a gig leading the burgeoning San Francisco TIGER 21 chapter

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