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59 - Empowering Women in Wealth Management: Insights from Sarah Coates, J.D.
This week, Beth and Dianne sit down with Sarah Coates, J.D., VP, Senior Wealth Advisor at Calamos Wealth Management. Leveraging her legal background, she supports nonprofits' investment committees. Sarah stresses education, empowering clients in financial decisions, particularly women. She values women's contributions to investments and advocates for ESG factors. Inspired by Christine Lagarde, she prioritizes joy and encourages women's involvement in financial planning.
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By Dianne Gubin and Beth Hilbing
5
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This week, Beth and Dianne sit down with Sarah Coates, J.D., VP, Senior Wealth Advisor at Calamos Wealth Management. Leveraging her legal background, she supports nonprofits' investment committees. Sarah stresses education, empowering clients in financial decisions, particularly women. She values women's contributions to investments and advocates for ESG factors. Inspired by Christine Lagarde, she prioritizes joy and encourages women's involvement in financial planning.
Join the community!
www.CSweet.org