Webinar: “Engaging and Enhancing Client Relationships During Crisis and Market Distress”

Meghan McCartan is an accomplished senior marketing executive with proven experience launching and revitalizing marketing and branding campaigns from the ground up, both as an in-house executive team leader and as a dedicated consultant for B-to-B and B-to-C firms. Most notably, Meghan has worked with firms to develop and roll out comprehensive marketing strategies including communications, strategic partnerships, messaging, collateral, and events—pulling together key stakeholders in firms that had no existing marketing plan or presence. Meghan is an experienced writer and strategist, with a unique perspective on the financial services industry gained through a wide network of industry relationships. Adept at spotting industry trends, Meghan was also one of the first to create and develop programming and resources to help women returning to work after time spent home with family; her Detours and OnRamps Forums won an award for Women Changing the World and led to a long-running, well-read blog. Meghan holds a BA from William and Mary and an MBA in Marketing from Tulane University.

Bringing a career of more than 30 years as a financial advisor to the exclusive Private Wealth Management division of UBS, Angie offers extensive capital markets experience, deep investment knowledge and an astute perceptiveness about people and their needs. She was named “Best in State” and “Top Woman Advisor” by Forbes magazine for 2019 and 2020. Since her days with Smith Barney/Citigroup, she has helped clients manage their complex wealth through periods of high and low growth and volatility. Today, she continues to share her lifelong passion for investing in the markets, welcoming the opportunity to educate curious clients about how they can participate to pursue their most important goals. Angie strives to communicate clearly to her clients, and clarify for them why portfolios are positioned as they are with respect to the economy, asset allocation and individual securities. In essence, Angie aims to make the investing conversation less intimidating and more insightful. She listens carefully to help her “tune in” to her clients, their families and their goals. The best interests of her clients are her number one priority. Outside of work, Angie continues to live a life of service. Her faith and family are top priorities. She has served on a number of nonprofit boards, including those of Matheny Medical and Educational Center and From Houses to Homes in Guatemala, where she traveled to build homes and ran fundraisers. Angie has also supported the Susan G. Komen foundation by participating on event committees and served on the Delbarton Mothers Guild and the Parents Committee of Far Hills Country Day School.

Jean Lavin provides communications advice, coaching and training to financial services firms and professionals in many other industries including law, technology, and real estate – coaching everyone from art curators to blockchain experts, financial advisors, portfolio managers, bankers and CEOs. She is recognized for her skill in helping individuals and companies develop messages that resonate with the media, their clients, external audiences and internal stakeholders – ensuring those messages are memorable and motivating. Jean has prepared hundreds of senior executives for high-profile print and TV interviews, podcasts, presentations, panels and important business pitches. She has also helped sharpen the writing skills of research analysts, helped clients improve morning meetings and designed numerous customized communication programs. Jean built up strong expertise in business news and communications during a 12-plus year career at Thomson Financial. She spent over six years as a senior fixed-income capital markets reporter at International Financing Review (IFR) and was previously a top salesperson at Thomson’s Technical Data. Prior to IFR, Jean was a sales and marketing executive at Decision Economics, led by noted economist Dr. Allen Sinai. Jean started her career in equity sales and trading at Brault, Stafford & Co. in New York. She graduated from the State University of New York in New Paltz, NY, where she majored in communications and English.

Maria is a senior corporate communications strategist with more than 25 years of experience both international and domestically.  She understands the fundamental drivers of business and the evolving, global market place in which brand value is a key component to generating revenue. She joined Legg Mason’s corporate communications group in 2006.  Over her tenure,  she has built strong relationships with leading financial journalists.  Besides working with the media, she has shown proficiency in integrating all areas of corporate communications to enhance, maintain and build Legg Mason’s brand reputation. Throughout her career, Maria has been instrumental in building new practice areas for several firms including institutionalizing the investor relations department at Grupo Elektra and building the Latin American investor relations practice for the Torrenzano Group. Maria has always worked with global, multinational clients starting with her first public relations position at GCI Group.  She has also worked for many leading multinational corporations when she lived in Mexico City during the early NAFTA years.