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WISE and WealthTrack teamed up on October 26th, 2021 to bring you at two part series.
FROM EDUCATION TO JOB CHOICES, HOW 3 WOMEN HAVE BECOME SUCCESSFUL PORTFOLIO MANAGERS
Only 11% of U.S. portfolio managers are women. Three of them describe how they are “tearing down the pink wall” starting with their educational and job choices in part one of our two-part series.
Listen to the audio-only version here:
HOW TO MAKE IT ON WALL STREET: ADVICE FROM THREE SUCCESSFUL WOMEN PORTFOLIO MANAGERS
Three successful women portfolio managers discuss what it takes to succeed in money management, including their best and worst decisions and crucial career advice.
Listen to the audio-only version here:
SPEAKERS
Yana S. Barton, CFA, VP, Director of Specialty Solutions, Eaton Vance
Ellen Lee, Fundamental Portfolio Manager, Causeway Capital Management
Sonali Pier, Managing Director, PIMCO
Join us and learn from some of the nation’s best and brightest investors, whose firms collectively manage over $2 Trillion in assets.
Hear about:
2022 investment outlook for equity and bonds
Fascinating personal stories about career journeys that led to the highest levels in finance
Why companies with diverse leadership teams and workforces tend to perform better and attract more skilled talent than their peers
Yana S. Barton, CFA, VP
Director of Specialty Solutions | Eaton Vance Management
Yana Barton is a vice president of Eaton Vance Management and director of specialty solutions, where she is a portfolio manager on a number of Eaton Vance’s tax-managed equity portfolios and specialty offerings. She is responsible for investment management decisions, portfolio construction and risk management for these strategies. Yana is a member of Eaton Vance’s Equity Strategy Committee and Morgan Stanley’s Global Diversity Council. She is also a founding member and the first chair of Eaton Vance’s Women’s Leadership Exchange. Yana is an active spokesperson on behalf of the company in various media outlets. She has been featured on CNBC, Bloomberg TV, Bloomberg Radio, Barron’s, The Wall Street Journal and The Washington Post as well as BNN Bloomberg. Yana began her career in the investment management industry with Eaton Vance in 1997. Yana earned a Bachelor of Science in Business Administration from the University of Florida. She is a member of the CFA Institute, CFA Society Boston and is a CFA charterholder.
Ellen Lee
Fundamental Portfolio Manager | Causeway Capital
Ms. Lee is a director and fundamental portfolio manager at Causeway and is responsible for investment research in the global consumer and utilities sectors. Prior to the current role, she also covered transportation and autos. She joined the firm in August 2007 and has been a portfolio manager since January 2015.
During the summer of 2006, Ms. Lee interned at Tiger Asia, a long short equity hedge fund focused on China, Japan, and Korea. From 2001 to 2004, Ms. Lee was an associate in the mergers and acquisitions division of Credit Suisse First Boston in Seoul, where she advised Korean corporates and multinational corporations. From 1999 to 2000, she was an analyst in the mergers and acquisitions division of Credit Suisse First Boston in Hong Kong.
Ms. Lee earned a BA in business administration from Seoul National University and an MBA from the Stanford Graduate School of Business. She currently serves on the audit and investment committee at the Center for Early Education in West Hollywood.
Sonali Pier
Managing Director | PIMCO
Ms. Pier is a managing director and portfolio manager in the Newport Beach office, focusing on high yield and multi-sector credit opportunities. She is a member of the diversified income, high yield, and crossover teams, and she has served as a rotating member on the firm's Investment Committee and Americas portfolio committee. Morningstar named her winner of the 2021 U.S. Morningstar Award for Investing Excellence in the Rising Talent category. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery, and credit default swaps across various sectors. She has 18 years of investment experience and holds an undergraduate degree in economics from Princeton University.
Consuelo Mack
Executive Producer and Managing Editor | WEALTHTRACK | Public Television
Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its fifteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about: stocks, bonds, real estate, insurance, art, and collectibles.
Before developing WEALTHTRACK Mack spent over a decade at The Wall Street Journal as the Anchor and Managing Editor of its weekly syndicated business program, “The Wall Street Journal Report”. During her tenure, it won the Overseas Press Club award, the Gracie Award and was nominated for a News and Documentary Emmy award for excellence in background and analysis.
Mack is a pioneer in business television. She was a founding partner of “Today’s Business”, where she was the sole Anchor and Executive Editor of television’s first daily, nationally syndicated business news program. She was founding news editor and co-anchor of “Business Times”, the first national morning business program. In its first year “Business Times” won the ACE award, cable television’s highest honor.
Prior to her television career, Mack worked for several prominent research and money management firms including Mitchell Hutchins and Merrill Lynch. She is a member of the Economic Club of New York, the Council on Foreign Relations, The Women’s Forum and is a board member of the YMCA of Greater New York.
She has received several honors including the first Lifetime Achievement Award for Women in Print and Electronic Financial Journalism from the Women’s Economic Roundtable and the Malcolm S. Forbes Public Awareness Award. Mack graduated from Sarah Lawrence College with a bachelor’s degree in English Literature, History, and Political Science.