Don’t miss this live webcast!
Jane Greenfield, president of Vanguard Charitable, Kahlilah Dowe of Vanguard Personal Advisor Services®, and Kelly McShane of Vanguard Investment Strategy Group will share their perspectives on women and investing and answer your questions.
You can submit your questions for our panelists when you register and during the live event.
About our speakers
Jane Greenfield, CIMA®, is the president of Vanguard Charitable, a national donor-advised fund and the nation’s eighth-largest grant-maker,* which has worked with donors to grant more than $6.5 billion to charities since it was founded 20 years ago.
Jane holds FINRA Series 7, 24, 63, and 65 licenses, and the Certified Investment Management Analyst® (CIMA) designation. She earned a B.A. in economics from the College of William and Mary and an M.B.A. from Drexel University.
Kahlilah Dowe, CFP®, is a Certified Financial Planner™ professional with Vanguard Personal Advisor Services. Kahlilah has provided Vanguard clients with investment support and personalized service since 2005 and financial planning and advice since 2010.
Kahlilah joined Vanguard in 2005 and earned a B.S. from York College.
Kelly McShane, CFA, is an investment analyst in Vanguard Investment Strategy Group, the team responsible for establishing Vanguard’s investment methodology. In her role, Kelly conducts research and provides thought leadership on retirement topics around the globe. She has authored several Vanguard research papers and has expertise in global retirement systems, personal finance, retirement planning, and portfolio construction strategies.
Kelly joined Vanguard in 2013 and earned a B.S.B.A. in economics from The University of Arizona.
Rebecca Katz leads Vanguard Corporate Marketing and Communications, and serves as a company spokesperson. She joined Vanguard in 1996 as an analyst in Vanguard Portfolio Review Department, which oversees the institutional money managers responsible for Vanguard funds. She then spent more than a decade in Vanguard Public Relations.
Rebecca earned a B.A. from Bryn Mawr College and an M.A. in journalism from Temple University.
*Based on fiscal year 2013 IRS 990 data from charitable organizations.
CFA® is a registered trademark owned by CFA Institute.
All investing is subject to risk, including the possible loss of the money you invest.
Advice services are provided by Vanguard Advisers, Inc., a registered investment advisor, or by Vanguard National Trust Company, a federally chartered, limited-purpose trust company.