Article by Family Office Managing Director Evelyn Pepe Published in Family Wealth Report
Family Office Managing Director Evelyn Pepe’s “Planning Through Life Transitions, Not Just Life Stages” was recently published by Family Wealth Report. In the article, she shares her perspective on how life transitions often represent turning points in women’s financial lives, and outlines how women can approach planning for events like outliving a spouse, taking on…
Barron’s Advisor Q&A With CEO Michelle Knight
In June, Barron’s Advisor published an enlightening Q&A with Michelle Knight, RWA’s CEO and chief economist. In a wide-ranging conversation, she reveals her financial industry origins story, shares her philosophy for helping clients manage their wealth, discusses what it means to be a woman in her role, what she’s seeing in the economy, the plan…