90% of women will at some point in their lives have sole responsibility for their finances, yet only 42% of women report being confident about savings and investment decisions, according to Hearts & Wallets. In this session, we will discuss the disparities in the financial decision making landscape and give you the “Dos & Don’ts” of investing. You will leave this session feeling empowered to begin a conversation or deepen your understanding of saving and investing.
October 21, 2020 10:00 am | 30 minutes
Alisa Maute CIMA®, CAIA
Alisa Maute CIMA®, CAIA℠ is the Head of Strategic Partnerships at WisdomTree Asset Management, Inc. As Head of Strategic Partnerships, she is responsible for leading the firm’s initiative to establish and drive strategic partnerships with high priority clients and prospects globally. Prior to her role of Head of Strategic Partnerships Ms. Maute was Head of US Distribution for WisdomTree for four years. In that role, she developed and implemented the strategic distribution plans and oversaw the US Intermediary and Institutional Sales teams as well as US National Accounts. Before her role of Head of US Distribution Ms. Maute was a Regional Director for the firm for 7 years. Her responsibilities included identifying and cultivating important relationships across the financial and investment advisor community, ranging from Broker-Dealers, RIAs and Family Offices to emerging opportunities in the ETF Strategist and Bank Trust sub-channels. Her 19 years of investment management experience includes sales leadership, strategy and execution, portfolio consultation and business development.
Prior to joining WisdomTree, Alisa was Vice President and Regional Sales Manager at Van Kampen Investments. Her responsibilities included strategic planning, organization and oversight for the division and management of 20 sales consultants. She began her career at Morgan Stanley Investment Management.
Ms. Maute is a Certified Investment Management Analyst and Chartered Alternative Investment Analyst. She holds a Masters of Business Administration from DePaul University, where she graduated with honors, and a Bachelor’s of Business Administration from The University of Iowa. She is a member of the Investment Management Consultants Association, The Chartered Alternative Investment Analyst Association and Women in ETFs.
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Investments and insurance products are not insured by the FDIC, not deposits of, obligations of, or guaranteed by the bank or its affiliates, and are subject to investment risk including possible loss of principal.