Palatine Trading and Research Specialst Participates in Leadership Summit
PALATINE, ILLINOIS, March 1, 2016 - Lisa Thuer, a Palatine, IL-based trading and research investment specialist at Kabarec Financial Advisors, recently participated in an exclusive Leadership Summit organized by BlackRock - the world's largest investment manager - for leading female financial advisors.
At this distinctive two-day event, held February 10-11 in San Francisco, a select group of women-advisors met with top BlackRock investment professionals to discuss the outlook for investing in 2016, timely investment themes, and how to further empower women as leaders in the financial advisory profession.
"In addition to the opportunity to build my knowledge of how to help my clients make good investment decisions in uncertain times, the BlackRock leadership summit provided a unique forum for sharing insights with my peers regarding the experiences of women in financial advisory," said Thuer. "The meeting gave me fresh appreciation of the strengths of women as financial advisors and renewed my commitment to supporting the advancement of other women in our profession."
Speakers at the BlackRock summit included Hollie Fagan, head of BlackRock's Registered Investment Advisors business; Martin Small, head of U.S. iShares, the firm's exchange traded funds (ETF) business, and Susan Colantuono, CEO/Founder of Leading Women, a premier consulting firm supporting corporate initiatives to advance women.
For over 7 years, Lisa has been a critical member of the Kabarec Financial Advisors team. Her main areas of focus are placing all investment trades and maintaining the asset allocation to ensure clients' objectives and risk tolerance are reflected in their portfolios. As a key contributor in the firm's investment committee, Lisa spends much of her time becoming aware of any news regarding their investment holdings and the impact it will have on portfolios as well as researching new investment ideas.
About Kabarec Financial Advisors, Ltd.
Kabarec Financial Advisors, Ltd. is a Fee-Only Financial Advisory and Asset Management firm with over 30 years of experience helping clients achieve their financial goals and objectives. It is their mission to provide multigenerational, financial peace of mind. As your trusted advisor, we share our 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 financial planning and investment needs.