Senior Portfolio Manager - Margaret Reid, The Private Bank Union Bank

Margaret Reid, CFA is the Senior Portfolio Manager at The Private Bank at Union Bank. Margaret manages a broad array of investment portfolios on behalf of high-net-worth clients, trusts, foundations, and non-profit organizations. She works with a team of specialists in The Private Bank, and exclusive part of Union Bank, to provide wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors.

Across her career, Margaret has been committed to supporting and empowering women both as growing and unstoppable economic force and as upcoming leaders in the investment industry. In this conversation Margaret shares her inspiring yet challenging journey into the world of finance and how she overcame numerous obstacles with persistence, hard work, and a continuous improvement mentality. Margaret also speaks about how she uses her role at the Private Bank to help women address their distinct financial needs.

Connect with Margaret on LinkedIn.

Here are the resources mentioned:

• Wealth Management Event for Union Bank’s Female Clients

• HEARD - Union Bank’s Wealth Management Session Answering Most Requested Questions by Female Clients

• Margaret’s Interview with CNBC

• Margaret Provides a Market Recap on Yahoo! Finance

• CFA Society San Francisco