Wealth Dimensions - October 14, 2016

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  • Wealth Dimensions - October 14, 2016

Introduction to Myers-Briggs Type Indicator

Participants will gain an understanding of the personality preferences and learn about their own personality type. In addition, how personality type impacts their and others perception of the world and decision-making.

SPEAKER

Carolann Grieve


Carolann Grieve is a Family Wealth Advisor, responsible for assisting families with a wide variety of wealth management needs, including estate planning, tax, financial planning, fiduciary, philanthropy and family governance issues. Carolann works closely with a client's GenSpring Family Investment Officer and other professional advisors outside of GenSpring to ensure that all aspects of a family's wealth management plan are closely coordinated. Further, she is a long standing member of the firm's Family Education and Governance Working Groups and is a designated Specialist in each area.

In addition, Carolann chairs GenSpring's Women & Wealth Initiative. Through this initiative Carolann works with her GenSpring colleagues to create a welcoming environment emphasizing a holistic approach to financial stability, which in turn enables women to live an informed and responsible life with wealth, to feel fulfilled and empowered to achieve their goals.

Carolann was previously the Chief Financial Officer of Eagle Capital International, an investment firm and multi-family office, where she was responsible for trust and estate administration, tax return preparation, client reporting, technology and human resources. Prior to that, she worked as Director of Accounting at Pantasote, a publicly traded international plastics firm. Additionally, Carolann was Accounting Manager at the International Division of Chesebrough Ponds.

Carolann is a graduate of Iona College where she received her MBA in Finance and her BBA in Accounting. Carolann is a Certified Trust and Financial Advisor.


Time and Location

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    October 14, 2016

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    8:30 AM - 10:30 AM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



Questions