Intro to Investing
Tuesday, April 20, 2021
Take a deeper dive into investing with our financial professionals from across the country! Join us for this panel-style session focused on all things investments; ranging from how to start with risk and rewards to steady investors with 401K Roth and Retirement plans. It’s never too early to start planning for your financial portfolio and understanding all the steps leading up to your success.
Stephanie Anavim is the CEO of Veem Consulting, a Los Angeles based, full-service finance and strategy firm for early stage to fortune500 companies. Providing tailored interim CFO, strategy, data, and advisory services. Prior to Veem Consulting, Stephanie spent her early career in personal and institutional financial planning at Morgan Stanley.
Connect with Stephanie on LinkedIn.
Born in Eugene, OR, Nick went to high school in Pittsburgh, PA. In 2012, he graduated from West Virginia University with a Bachelor’s degree in Economics and a minor in Leadership. In 2017, Nick received his MBA in Global Management and Administration from Point Park University. Nick spent 6 years in the Corporate Banking and Investment Management field before finding his true calling as a financial advisor with Equitable.
Connect with Nick on LinkedIn.
Marc Ginsky is the executive vice president and chief operating officer of the Cystic Fibrosis Foundation. Prior to joining the Foundation, he spent most of his career at Covance, one of the world's largest and most comprehensive drug development services companies. Marc holds a J.D. from the University of Pennsylvania Law School, an MBA from New York University's Stern School of Business and a B.S. in accounting from the State University of New York at Buffalo. Originally from Syracuse, N.Y., Marc now lives in Bethesda with his wife and two daughters.
Jon has a 37-year-old son with CF. Jon retired from his position as CFO Global Banking & Markets Americas at HSBC in 2013 but continues as investment banker with Ecoban Securities, serves as CFO for Aesthetic Revolution LLC, and a member of the Board of Advisors for Srinidhi Capital Group (India). Jon is a Greater Illinois Chapter Board member, IG Chair, Legacy Society member, and NLC Individual Giving Committee Vice Chair. Jon and his wife Mary Kay are very involved in individual giving efforts hosting cultivation events and CF Cares events to raise funds and awareness.
Connect with Jon on LinkedIn.
Marc Nudelberg is a former Division I college football coach turned entrepreneur. Using his leadership, sales, and digital marketing expertise, Marc is able to help leaders and businesses grow and succeed in the modern landscape. Marc delivers energy, passion, and a competitive drive to help others achieve a championship mindset, build winning cultures, and be successful in business.
Connect with Marc on LinkedIn.