C-Sweet Business Roundtable
We meet for 90 minutes once per month.
Thursday, April 3rd
7:30 am PT / 10:30 am ET
Session Format:
7:30 am Welcome & general catch up
7:45 am: Icebreaker and introductions
8:00 am Member presentation begins
8:45 am Needs, Deals and Wants
Program wraps by 9 am sharp!
Building Blocks of Investing
Join Carolyn J. Finer, CFA, Managing Director and Senior Investment Strategist at City National Rochdale, for an exclusive session tailored for executives and leaders.
This presentation will provide a strategic overview of essential investing principles, helping you refine your approach to building a robust investment portfolio that aligns with both personal and professional financial goals. Carolyn will cover key concepts such as risk/return expectations, asset classes, diversification, and asset allocation, as well as address how fees, taxes, and other factors influence returns.
This session will offer actionable insights to enhance your decision-making and empower you to optimize your investment strategy to maximize long-term financial success.
This event is open to ALL!
Complimentary for C-Sweet members. Non-member tickets - $49.
Meet the Speaker
Carolyn J. Finer, CFA
Managing Director - Senior Investment Strategist, City National Rochdale
Ms. Finer joined City National Rochdale in 2015 and has over 25 years of experience in the investment management industry. Based in New York, City, she is responsible for working with City National's Private Banking division to lead and facilitate the investment business development efforts for high-net-worth private clients and institutions.
Prior to joining the firm, Ms. Finer was most recently employed at UBS Financial Services in the Private Wealth Management Division. As a Private Wealth Advisor and Senior Portfolio Manager, she was a partner on a team where she led the development and delivery of strategic and tactical investment solutions and portfolio management for her high-net-worth clients. Ms. Finer began her career at JP Morgan where she worked in the Private Bank as a portfolio manager serving both international and U.S. based clients during her 16 year tenure. She also worked at Bank of America, U.S. Trust where she served as a Senior Portfolio Manager on a team dedicated to providing customized wealth management solutions to high-net-worth clients.
Ms. Finer earned a BA from Georgetown University with a double major in Finance and International Management. She also earned an MBA in Finance from Fordham University. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Ms. Finer is a committee member of City National's Women's Network in New York. She is active in her community as a member of the Two Rivers Women in Business Consortium, the Middletown Tennis Association and has served on a local private school board. In 2019, she was named one of 2019's Notable Women in Banking and Finance by Crain's New York Business. The recognition goes to women who demonstrate exemplary achievement within both their organizations and their communities.
***Check your calendars and join us! All event fees are non-refundable.***
New to C-Sweet?
Are you a female executive at the Board, C-Suite, Director, or Vice President level in a Fortune 1000, middle market, or fast-growth company? C-Sweet is perfect for you.
C-Sweet is a dynamic global community of female executives dedicated to working with each other, as well as uplifting and empowering women in the workplace. Our mission is to create an environment fostering innovation, collaboration, and professional development for women in leadership positions.
Join us today and be part of a powerful movement redefining what it means to be a woman in business.
✨ C-Sweet Members get FREE admission to the Business Roundtable series (+much more!) ✨
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