StrategyCast

Episode 44: Growing and Preserving Wealth, with Helen Raleigh of Red Meadow Advisors, LLC


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Helen Raleigh, CFA, DTM, was born and raised in Communist China. She arrived at America in 1996 as a student. She knew no one and had less than $100 in her pocket. She took on three part-time jobs, including washing dishes at Chinese restaurants, while supporting herself through graduate schools. Through a combination of hard work and scholarships, Helen earned her master's degree in business economics from the State University of New York, College of Oneonta, as well as a masters degree in business administration from the University of Wyoming.   Over the years, Helen worked for several fortune 500 companies, including Citibank. She has over 16 years experience in the financial services industry in areas ranging from pension funds to risk management. She also holds the "gold standard" investment industry designation -- the Chartered Financial Analyst (CFA) charter certification.   Helen's upbringing, especially her experience as an immigrant, taught her to never let circumstances or any obstacles prevent one from reaching for the stars. Based on this strong conviction and her extensive experiences, Helen founded a purpose-driven business, an investment advisory firm.
In addition, Helen is the author of several books and has published numerous columns. In October 2016, the U.S. Commission on Civil Rights appointed 14 people, including Helen to the Colorado State Advisory Committee.

 

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