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Combining an abiding interest in wine with more than 20 years of investment experience as both a portfolio manager and sell-side research analyst, Jennifer Williams-Bulkeley founded AOC Investment Advisors in 2012. The firm is a natural outgrowth of her prior work in London, where she spent more than 13 years working in the finance industry and investing in wine, buying in the London market and honing her expertise in the field. While in London, Jennifer managed equity and debt portfolios for alternative asset managers and also developed and marketed a proprietary research product focused on the equity and credit markets and geared toward alternative investors.Jennifer is an Associate Member of the Institute of Wines and Spirits (AIWS) and is a graduate of the Wine and Spirit Education Trust (WSET) Diploma Program, one of the top accreditations in the wine trade. She earned her BA in economics and history from Trinity College in Hartford, CT.\n 

Jen is the President of Christopher Street Financial, a thirty-year old investment firm focused on life and wealth management for the lesbian, gay and supportive community.   In addition to developing solutions to the financial dilemmas of individuals and same-sex couples, Jen manages a team of professionals who provide tax, estate, and financial planning to the firm’s clients.\nJen began her investment career at the powerhouses of JP Morgan and then Bear Stearns where she specialized in advising institutional investors of high-yield bonds and later equities.  

Jennifer Gitto joined TD AMERITRADE Institutional in January, 2009. Since then, she has worked in Strategic Relationship Management as a Strategic Relationship Consultant covering the Advisors in Transition and assisting the Sales Divisions across the entire country. Prior to joining TD Ameritrade Institutional, she worked at Pershing as a Product Consultant in Product Management and Development for two and half years and at Morgan Stanley Investment Management wholesaling. Jennifer graduated from Muhlenberg College with a Bachelor of Arts degree in Business Administration and a focus in Marketing. She completed her MBA in Finance in 2007 and holds her FINRA Series 7 and 63.

CEO Tidjane Thiam, who joined a year ago, is shrinking the investment bank to free up capital for expanding Credit Suisse's wealth management business, cutting thousands of jobs in the process.

Brexit isn't seen having fallout as severe as the 2008 financial crisis, but you wouldn't know it from the rush to safety in the global market for sovereign debt.

There are risks of contagion to other countries, but "it will take a significant amount of time to see how all that unfolds," says Federal Reserve Bank of Dallas President Robert Kaplan.

Jen Dawson, CFP® is a Wealth Manager at Balasa Dinverno Foltz LLC (BDF), an independent private wealth management firm that manages $3 billion in assets for business owners, women, individuals and families, and institutions. BDF’s Women’s Service Team is passionate about helping women make sound decisions to enjoy a full life, and Jen leads the team serving the unique planning needs of professional women.\nHer new blog series “The Female Breadwinner” and her webinar about Social Security Strategies for Women can be found at www.bdfllc.com.  Jen has an undergraduate degree in Mathematics from the University of South Carolina and earned her Certified Financial Planner™ designation from the Northwestern School of Continuing Studies.\nPersonally, Jen combines her passion for helping women to be the best versions of themselves with her love of running as a Board member for Girls on the Run Chicago.

Jeffrey Rosenthal is president and CEO at Triad Advisors.