Mastering Your Money — Be the Boss of Your Own Life!
Stacy Allred is a Managing Director and Head of Merrill Lynch’s Center for Family Wealth, which comprises the Ultra High Net Worth Strategic Wealth Advisory Group and Center for Family Wealth Dynamics and Governance®. Stacy joined Merrill Lynch in 1999 in the San Francisco office and relocated to the Seattle area in 2005.
Previously, she spent nine years with Ernst & Young LLP providing comprehensive financial planning and tax services to multi-generational family groups and executives.
Working in San Francisco, at the height of the dot com boom, Stacy saw that wealth brings not just opportunities, but also challenges. Realizing the importance of intentional planning for the impact wealth will have on oneself, one’s family and one’s community, in year 2000, Stacy broadened her practice to a holistic approach. Stacy utilizes a process to help families to clearly articulate and document their philosophy around the earning, spending, saving and sharing of money. Stacy works with families as they build their financial and estate plan, to closely align to their core values. Stacy enjoys helping families to prepare the rising generation for ‘wealth with responsibility’ through facilitating Family Meetings. This values based framework, along with ongoing family meetings, is a cornerstone best practice for families to succeed in sustaining wealth across the generations.
Stacy speaks nationally on the topics of family wealth, including Merrill Lynch’s Financial Boot Camps, in partnership with UCLA Anderson, Penn Wharton, Chicago Booth and Michigan Ross School of Business, and IMCA’s Certified Private Wealth Advisor program.
Stacy earned her BS in Accounting and Business. Stacy earned a Masters in Taxation, with distinction, from DePaul University. Stacy is a CERTIFIED FINANCIAL PLANNER™ certificant, Personal Financial Specialist and Certified Public Accountant (California). Additionally, she holds Series 2, 7, 24, 63, 65 and 66 FINRA registrations and is a member of Collaboration for Flourishing Families and Purpose Planning Institute.
Stacy enjoys volunteering in the public schools teaching financial literacy to elementary school students. Additionally, Stacy delivers CHOICES to Middle School students to help curtail the high school dropout rate.
Bruce Carlin is a Professor of Finance at UCLA. With dual degrees (M.D. and B.S.) from Northwestern University, Bruce also holds a Ph.D. in Finance from Duke University and an MBA from Washington University of St. Louis. His primary research interests are in the areas of consumer finance, asset pricing, and corporate finance. He has been recognized nationally and at UCLA with several awards for his research acumen. At UCLA, Bruce is a popular teacher and has received numerous teaching awards, including the recent 2015 Neidorf Decade Teaching award and the 2015 Teaching Excellence award, given by the graduating MBA students. Bruce’s philosophy is that the classroom environment should be engaging and that anyone can learn finance.
Bruce has many outside interests. He is a competitive swimmer and runs a whiskey society in Los Angeles. He is also an avid poker player and is always looking for a game.
Cassie Mogilner Holmes
Cassie Mogilner Holmes is a professor at UCLA Anderson School of Management. She studies happiness, highlighting the role of time. Her research examines such questions as how focusing on time (rather than money) increases happiness, how the meaning of happiness changes over the course of one’s lifetime, and how much happiness people enjoy from extraordinary and ordinary experiences. Across these inquiries, her findings highlight the high level of happiness that stems from personally connecting with people and with the present moment.
Professor Holmes’s research has been published in such top-tier academic journals as Psychological Science and t0he Journal of Consumer Research. Popular accounts of her work have been featured on NPR and have appeared in such publications as The Economist, the New York Times, the Wall Street Journal, the Financial Times, Scientific American and the Boston Globe. Her work on giving time was featured in New York Times Magazine’s as one of the "32 Innovations that Will Change Your Tomorrow," and she received the Early Career Award for her distinguished scholarly contributions to her field from both the Association of Consumer Research and from the Society of Consumer Psychology.
Prior to joining Anderson, Professor Holmes was a tenured faculty member at the Wharton School at the University of Pennsylvania, where she was an award winning teacher of Strategic Brand Management. She earned her Ph.D. in marketing from Stanford and her B.A. from Columbia as a psychology major.
Jennifer Yen is a successful entrepreneur and the creator of purlisse beauty, a specialized skincare line rooted in her own ancient Chinese heritage. And yet, her path wasn’t at all as smooth as she wanted her own skin. As a former successful Hollywood actress with no corporate experience, Jennifer Yen started purlisse 10 months before the world recession. As the economy crashed, her indie brand almost did too. She lost most of her retail partners, her financial backing, her home and her security. With determination and resilience to rebuild her company, her life and her security, Jennifer set out to reinvent her business to become a direct to consumer, e-commerce business. And now Jennifer is creating a new skincare company aimed at graceful aging for a tv shopping channel. She is a single mom balancing motherhood with growing her businesses and also giving back to women’s initiatives.
Daniella G. Schlisser
Daniella Schlisser is a top producing residential real estate broker with Brown Harris Stevens in New York. She speaks 5 languages fluently having been raised between New York and Vienna and having studied and worked in Paris. She enjoyed a cosmopolitan and comfortable life, never expecting to struggle to survive, until life threw her a curve ball and she was left financially depleted with 3 young children to raise and support and no experience with how to do that. Out of nothing she developed a successful career, putting all 3 children through private school and college and securing for them all a very comfortable financial life.
Victoria began her financial services career in 2014 after earning her B.A. in Economics and Government from Claremont McKenna College, where she graduated Summa Cum Laude. She joined the Jones Zafari Group at Merrill Lynch in 2014 as part of the equity investment team, providing research for the team’s Equity Plus and Equity Income Growth portfolios. She is currently responsible for client coverage and new business development, with a focus on multigenerational wealth planning, financial strategies for women, and the technology industry. Victoria is also an active member and co-head of the membership committee for the Los Angeles Women’s Exchange at Merrill Lynch.