The Westport Library welcomes Julina Ogilvie, CIMA, CPWA, a Partner at Westport-based, Principle Wealth Partners, for her talk, "Restoring A Healthy Economy: The Current State of Covid-19".
The coronavirus pandemic has impacted the country and, especially the economy, in several ways. Ogilvie will cover updates on the health situation, the economy and the markets. The talk will also explore "future uncertainty" as it relates to the election, social justice, social unrest, bond risk and inflation. Finally, the talk will explore what's next: new work and future opportunities.
Julina Ogilvie manages wealth for high net worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. She has held executive roles at J.P.Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of capital markets to educate the country's top advisors. She is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She is recognized for her outstanding achievements and serves as a mentor for young women entering the business. A graduate of Colgate University, she is an avid skier and triathlete, and lives with her family in Fairfield.