Wise Women Afternoon: Charting Self-Reliance




Evercore Wealth Management Will Host a Wise Women afternoon on April 3, 2019 at the firm’s New York headquarters. Four speaker panels will frame discussions on achieving financial independence. For further information, please contact Jewelle Bickford at jewelle.bickford@evercore.com or 212.849.1640.
Hosted by Consuelo Mack, Jewelle Bickford and Jill Faherty Lloyd
How the Media Shapes a Woman’s Self-Image
Pat Mitchell and Holly Gordon
Finding a Compass for Leadership and Self-Reliance
Linda Lorimer, Lynda Applegate and Maureen Chiquet
Making Money Last a Longer Lifetime
Martha Pomerantz and Stacie Price
Mastering a Mindset toward Health & Happiness
Dr. Catherine Sanderson
Our speakers:
Lynda Applegate is the Baker Foundation Professor at Harvard Business School and an international consultant. She helped build the school’s Technology and Innovation Special Interest Group, as well as launching and heading the Entrepreneurial Management Unit. She was also the co-chair of the Harvard MBA program. She advises senior executives launching new business initiatives at established companies and entrepreneurs launching independent ventures. She has also served on the board of directors of both public and venture-backed companies.
Jewelle Bickford is a Partner and Financial Advisor at Evercore Wealth Management where she chairs the firm’s private wealth education initiative. Jewelle was previously a global partner at the Rothschild Group. She is the founder of Women and US Foreign Policy at the Council on Foreign Relations, the Council’s Taskforce on the role of women in economic and political development in the Middle East and Southeast Asia. She currently serves as a board member and Trustee Emeritus of numerous nonprofit entities and has served on over 30 nonprofit boards as well as various private venture boards. She is a member of the Committee of 200 and The Women’s Forum, and is a founding member and co-chair for the Paradigm for Parity movement, a group of CEOs, senior executives, board members and business academics committed to achieving gender parity at the senior levels of all major corporations by 2030.
Maureen Chiquet began her career in marketing at L’Oreal Paris in 1985. She has worked at The Gap, helped launch Old Navy, and served as the president of Banana Republic before becoming the COO and president of the U.S. operations of Chanel in 2003. In 2007, she became the company’s first Global CEO, overseeing the business and brand’s worldwide expansion. She left Chanel in 2016 to focus on writing, speaking, and developing new leadership initiatives. She is a Trustee to the Yale Corporation and fellow of Yale University.
Holly Gordon is the Chief Impact Officer at Participant Media, the producer of over 80 feature and documentary films with social themes, including Spotlight, Contagion, Lincoln, and An Inconvenient Truth. Holly works to expand Participant’s social impact strategy and create global, multi-year campaigns that address important issues. Holly earlier co-founded Girl Rising, a global campaign for girl’s education ranked by Forbes as the #1 Most Dynamic Social Initiative of 2012.
Jill Faherty Lloyd is a Managing Director and Financial Advisor at Evercore Wealth Management. She works closely with the firm’s planning and investment professionals to advise individuals and families on retirement planning, investments, and intergenerational wealth transfer, with a particular emphasis on increasing financial fluency among women. She was formerly a managing director of institutional sales at Bear Stearns & Co., Inc. and a vice president of institutional equities sales at Credit Lyonnais Securities. Prior to joining Evercore Wealth Management in 2016, Jill served for 10 years as President of the Board for ASAP!, a Connecticut-based arts foundation, and is now an Emeritus Board member as well as a member of the New York Society of Security Analysts and 100 Women in Finance.
Linda Lorimer is the former Vice President for Global and Strategic Initiatives at Yale University, where she worked for 34 years. She oversaw the development of Yale’s online education division and the expansion of its international programs. She has served on the boards of several public companies and more than 20 regional or national non-profit organizations. She is the recipient of four honorary degrees for her efforts to advance women.
Consuelo Mack is the host of WealthTrack, a nationally syndicated business news program presented by WLIW-TV in New York City, distributed by American Public Television, and aired weekly, primarily on PBS-TV station affiliates. Before developing WealthTrack she 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.
Pat Mitchell is co-curator of the TEDWomen global conference. She advises foundations and corporations on women’s empowerment, media relations and governance. Pat was previously President and CEO of the Paley Center for Media, President and CEO of PBS and President of CNN Productions. She serves on the boards of V-Day, Participant Media, Skoll Foundation and the Acumen Fund.
Martha Pomerantz is a Partner and Portfolio Manager at Evercore Wealth Management and the manager of the firm’s Minneapolis office. She previously served as an investment principal and co-chair of the Investment Committee at Lowry Hill, a wealth management firm in Minneapolis, and as a securities analyst for Schroder Wertheim in New York. Martha serves on the board of trustees for Miss Porter’s School and is the Vice Chair of the investment committee for the school’s endowment. She is a board member and the Treasurer of the Minnesota Women’s Economic Roundtable, a small invitation-only forum for women leaders to share insights on broad economic issues. Martha is also a member of the Women Presidents’ Organization.
Stacie Price is a Partner and Wealth & Fiduciary Advisor at the Minneapolis office Evercore Wealth Management, part of a national team responsible for delivering customized planning to clients, with a particular focus on business valuations for succession planning and prospective sales. Stacie joined Evercore in 2011 from Lowry Hill, where she worked directly with individual and family clients. Previously, she was a financial analyst with Norwest Bank Minnesota. She is a volunteer for Jeremiah Program, a non-profit organization for furthering education and employment, and a member of the Bethel University Business and Leadership Advisory Board.
Dr. Catherine Sanderson is the Manwell Family Professor of Life Sciences at Amherst College. Her research has received grant funding from the National Science Foundation and the National Institute of Health. She has published over 25 journal articles and book chapters in addition to four college textbooks, middle school and high school health textbooks, and a book on parenting. She is also the author of The Positive Shift, which addresses improving happiness, health and longevity.