Palatine Based Trading & Research Specialist Participates in BlackRock's RIA Leadership Summit For Women in Advisory
Palatine, Illinois, March 12, 2017 - Lisa Thuer of Kabarec Financial Advisors, Ltd., a Palatine-based trading and research specialist, recently participated in an exclusive Leadership Summit organized by BlackRock - the world's largest investment manager - for leading female financial advisors.
At this prestigious two-day educational program, held March 7-8 in New York City, a select group of female advisors at top Registered Investment Advisor (RIA) firms met with BlackRock investment professionals to discuss the outlook for investing in 2017 and timely investment themes. The event featured a panel of female RIA leaders offering personal perspectives on how to overcome challenges and create success for women in the financial advisory profession.
"This special opportunity to gather with some of the brightest minds across the industry has equipped me with a valuable new set of investment insights to share with clients," said Thuer. "In addition, hearing the powerful testimonies of other female leaders at the Summit gave me a fresh appreciation of the strengths that female advisors bring to our profession - and renewed my commitment to supporting the next generation of women in the field."
Speakers at the BlackRock Summit included Hollie Fagan, head of BlackRock's RIA business; Deborah Winshel, head of BlackRock's Impact Investing business; and Heidi Richardson, head of Investment Strategy for U.S. iShares, the firm's exchange-traded fund (ETF) business.
About Lisa Thuer
Influenced at an early age her father who often talked about investing and actively bought and sold stocks, Lisa developed a love of the markets. This passion lead her to a career in financial services.
Lisa started in the financial services industry after college. She began in 1990 working on the retail side. At Kabarec Financial Advisors Lisa's main area of focus is researching new investment ideas for clients' portfolios. She also maintains the firm's internal information and communication to ensure we are aware of any news regarding our investments and the impact it has on our portfolios. Another main area of focus is on placing investment trades as well as maintaining client asset allocations that coincide with the individual objectives and risk tolerance.
She received a Bachelor's degree in Business from DePaul University in Chicago.
About Kabarec Financial Advisors
Kabarec Financial Advisors, Ltd. is an independent, "fee-only", financial and investment advisory firm with nearly 35 years of experience in helping clients achieve their financial goals and objectives. It's mission is to provide multigenerational, financial peace-of-mind. As your trusted advisor, KFA shares their knowledge and expertise to make the complex, simple. The principal of the firm previously has been named by Worth, Money Magazine, Bloomberg Investment Management and Medical Economics as one of the country's best financial advisors.
Consult Kabarec Financial Advisors, Ltd. at 847-934-7777 or www.kabarec.com for all your wealth management needs.