Sponsored By

Financial Planning

Brought to you by Informa Connect's Zephyr, from the shores of Lake Tahoe

Adjusted for Risk: Why Is it Important to Close the Gender Gap in Wealth Management?Adjusted for Risk: Why Is it Important to Close the Gender Gap in Wealth Management?

Stearns Financial Group’s Haleh Moddasser discusses the importance of understanding how women and men investors differ.

Ryan Nauman, Market Strategist

March 19, 2024

In this very enlightening conversation, Stearns Financial Group’s Haleh Moddasser discusses the importance of understanding how women investors differ from men investors. Women will control the majority of assets in years to come, which makes it important for financial advisors to understand the investment objectives of women. Haleh also talks about what the wealth management industry can do to close the gender gap in investing.

Learn more about Zephyr
Learn more about Stearns Financial Group

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman