Wed, Oct 27, 2021 · 11:15 AM
Eastern Time (US & Canada) (GMT -4:00)
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Managing Director / Wealth Management Advisor, Merrill Lynch Wealth Management
Since arriving at Merrill Lynch Wealth Management in 1999, Aashish has earned widespread recognition – from the firm and the industry – that reflects his rare combination of accomplishments and abilities.
Just two years after joining Merrill as a financial advisor, Aashish was also tasked with training and mentoring fellow advisors. Additionally, he accepted an invitation to serve on the firm’s national diversity and inclusion counsel – all before founding The AHM Wealth Management Group.
Lynn L. Chen-Zhang, CFP®, CPA, MBA, MS
COO, Chief Compliance Officer and Partner at Zhang Financial
Ms. Chen-Zhang is a partner and COO with Zhang Financial, a leading
Fee-Only Wealth Management Group in the nation. She is a CFP® and a CPA, and has over 24 years of experience in the financial service industry. Ms. Chen-Zhang was ranked as one of the nation’s Top Women Financial Advisors by Barron’s and Financial Times, has been featured in the Wall Street Journal, and quoted in national media and publications, including CNBC and Barron’s.
Ms. Chen-Zhang received her MBA from the Kellogg School of Management, Northwestern University and her MS in Accountancy from WMU. She also completed the Executive Education program at Columbia University and The Wharton School of Business, University of Pennsylvania. Ms. Chen-Zhang and her husband, Charles, were the authors of the book "Make Yourself a Millionaire" (McGraw-Hill, 2003)
Program Manager, Gateway Foundation
Alfreda Nwosu is the Program Manager of the Gateway Foundation, the 501 C 3 of the Money Management Institute (MMI), an association with over 181 member firms in the wealth and asset management industry. Through the Gateway Foundation, MMI seeks to welcome, prepare, and advance talent from underrepresented communities in the financial services industry. Alfreda has an MSc in Gender, Policy, and Inequalities from the London School of Economics and Political Science and is committed to championing efforts that amplify the positives of diversity in the workplace.