Beth Wahlig Email and Phone Number
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TACKLING YOUR FINANCIAL FEARS / LIFESTYLE FINANCIAL PLANNING / SMART SUSTAINABLE INVESTINGPASSIONATE ABOUT FINANCIAL LITERACY & BUILDING WEALTH FOR MY CLIENTS. I educate individuals and families to build a financial future that is smart and successful. I work one-on-one with my clients with a focus on LIFESTYLE CHOICES & ITS IMPACT ON FINANCES through every phase of their lives. EXPERTISE IN SUSTAINABLE INVESTING & building a more sustainable, cleaner, healthier and equitable planet. Major focus on CLIMATE CHANGE INITIATIVES, HEALTHCARE DISCOVERIES, WATER & FOOD RESOURCES. PROVIDE FINANCIAL ROADMAPS to OVERCOME YOUR FINANCIAL FEARS, maximize savings for major purchases and retirement income. Important goals discussed include lifestyle goals, building your wealth, preparing for retirement, protecting your assets and selecting values-based investment strategies.• PROVIDE ROADMAP FOR PROFESSIONAL WOMEN who need guidance in navigating their busy lives. My practice has helped women working in pharmaceuticals, healthcare services, consulting, law & business fields.• CONSTRUCT INVESTMENT STRATEGIES that are focused on making “smart investments in a volatile world” with astute selection of stocks, bonds and alternative investments. I offer my clients who care about climate change and social issues, the opportunity to "make a difference" through Sustainable Investing. CURRENT INVESTMENT THEMESHealthcare – New Cell Therapies to Fight Cancer, New Surgical Techniques, Drug Discoveries, Mental Health Therapies, Insurance Plans, EldercareEnvironment – Reduction of Plastics, Waste & Hazardous Materials; Recycling & Repurposing; Wind, Solar & Renewable Energy; Carbon CaptureTransportation – Adoption of Electrical Vehicles, Supply Chain Constraints, Infrastructure & Lower Pollution TechnologyWater & Agriculture – Clean, Affordable & Accessible Sources, Food Sustainability, Efficient Supply Chains, Limiting Food Waste & Farm PreservationTo learn more about getting started on your financial journey, contact me at bpwahlig@mraadv.com, click on my Let's Chat link or send me a direct message here on LinkedIn. Help is around the corner.
Mra Advisory Group
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Director Of Sustainable Investing And Wealth Advisor; Speaker On Climate Change InitiativesMra Advisory GroupPhiladelphia, Pa, Us
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Director Of Sustainable Investing & Private Wealth Advisor; Speaker On Esg Investing;Mra Advisory Group Feb 2018 - PresentParsippany, Nj, Us*Wealth Management services focused on helping women and their families manage their money. New offering of Women & Wealth which determines lifestyle goals and then aligns money management with those priorities. Focus is not just on the accumulation of wealth but how women can pursue their dreams and every day living with achievable financial goals. * Financial Advisory Practice focused on “Sustainable Investing” including the construction of Environment, Social & Governance (ESG) portfolios and Thematic portfolios for clients who care about creating change in the business models and workplaces of public companies in the U.S. and globally. Perform primary due diligence and securities analysis of ESG & Sustainable ETFs, stocks and bonds for portfolio inclusion. SRI is focused on making investments in areas where money can have positive impact. The impact of making a difference in moving towards a more progressive sustainable world by using a set of criteria developed by the United Nations’ Sustainable Development Program. www.mraadvisory.com -
Financial Advisor * Portfolio ManagerAllied Wealth Partners May 2015 - Jan 2018Parsippany, Nj, UsRegistered Financial Advisor - Series 7, Series 65 and Series 63 in NJ, NY, VA, CT, PA and DEProviding clients including individuals, non-profit organizations, and small businesses with the necessary tools to implement "smart" financial strategies. My primary focus is providing client-centered financial strategies including investment services, retirement strategies, tax strategies, protection needs through insurance products and estate planning.* Special focus on educating and helping women and their families build a financially secure future through detailed financial planning and tailored made investment portfolios.* Educating churches, foundations and non-profits of the importance of aligning their missions with sustainable and socially responsible investing. -
Managing Director * Portfolio ManagerChatham Wealth Management Nov 2012 - Apr 2015Build customized investment portfolios. Consult with clients on a range of financial planning topics such as estate planning, tax planning and retirement income planning. Investment portfolios are constructed of domestic and international stocks, options, preferred stocks, bonds, MLP's, REIT's and ETF's. -
Senior Fixed Income Portfolio Manager * Leveraged Loans & High Yield BondsShenkman Capital Management Inc. Sep 2003 - Aug 2011New York, Ny, UsManaged institutional loan portfolios for pension plans, endowments, family offices and hedge funds with accountability for $1 billion AUM, employing conservative, bottoms-up investment style and intensive credit analysis in the selection of loans. * Restructured bank loan product from 2003 to 2006 to improve total return performance. This required the investment of new positions, the implementation of secondary market trading strategy with the sell side, a more proactive industry allocation, a portfolio of 60 to 70 names, and a concentration of a top ten position of highly liquid loans. These changes resulted in outperformance versus the S&P/LSTA Leveraged Loan Index.* Directly responsible for total rate-of-return swap program of leveraged loans for a hedge fund-of-funds client which was successfully ramped up in 2006 and managed through 2011.* Expanded bank-loan client base four-fold and implemented a portfolio strategy that increased exposure to top LBO loans and improved diversification by 40%. Directly involved in the marketing of the firm's first CLO, Westbrook in Europe and the U.S. -
Senior Research Analyst On Healthcare Sector * High Yield BondsW.R. Huff Asset Management Jun 2002 - Aug 2003Morristown, Nj, UsConducted primary, fundamental credit analysis of companies in Healthcare/Media Broadcasting sectors. Prepared indepth financial models including cash flow projections and research reports depicting buy or sell recommendations. -
Fixed Income Portfolio Manager & Fund-Of-Funds Manager * High Yield BondsGeneral Motors - Gmam May 1993 - Apr 2002Detroit, Michigan, UsProgressed from Senior Credit Analyst for Municipal and Investment Grade Bonds to Fund Manager and ultimately to Senior Portfolio Manager accountable for $1.4 billion in combined AUM for three High-Yield Bond Funds. Managed High Yield Asset Class of $6.4 billion including manager selection and due diligence for high yield, distressed assets, and alternative investments for General Motors Investment Management. * Managed two high yield bond portfolios for five years for GM Pension Plan.* Recipient of Best Asset Allocation Timing Award.* Outperformed CS High-Yield Index for five consecutive years.* Propelled Pension Fund monies allocated to High-Yield by nearly $2.5 billion.* Started a new high yield alternative assets fund of $900 million included investments in high yield commercial mortgage-backed securities, distressed bonds, CLOs, emerging market corporate debt and mezzanine debt.
Beth Wahlig Skills
Beth Wahlig Education Details
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Columbia Business SchoolFinance And International Business -
Us Sif FoundationCertificate In Sustainable And Impact Investing
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Wheaton College MassachusettsEconomics And Government
Frequently Asked Questions about Beth Wahlig
What company does Beth Wahlig work for?
Beth Wahlig works for Mra Advisory Group
What is Beth Wahlig's role at the current company?
Beth Wahlig's current role is Director of Sustainable Investing and Wealth Advisor; Speaker on Climate Change Initiatives.
What is Beth Wahlig's email address?
Beth Wahlig's email address is be****@****hoo.com
What is Beth Wahlig's direct phone number?
Beth Wahlig's direct phone number is +190879*****
What schools did Beth Wahlig attend?
Beth Wahlig attended Columbia Business School, Us Sif Foundation, Wheaton College Massachusetts.
What are some of Beth Wahlig's interests?
Beth Wahlig has interest in Collect Old Literature Books, Brazil And Dublin, Writing Poetry And Short Stories, Recent Trips To Zimbabwe, Africa, Swimming, Brazil, Health, Children, Education.
What skills is Beth Wahlig known for?
Beth Wahlig has skills like Fixed Income, Investment Strategies, Portfolio Management, Investments, Alternative Investments, Equities, Hedge Funds, Securities, Investment Management, Crm, Asset Allocation, Bonds.
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