Sallie L. Krawcheck started her career with a journalism degree hoping to write about the financial world. She didn’t know she’d rise to the top of that world instead.

After graduating summa cum laude from the University of North Carolina at Chapel Hill in 1987, she got a job on Wall Street at Sanford C. Bernstein & Co. as an equity analyst, hoping that experience would shape a budding reporting career. But she never made it back to journalism. Instead she moved up the ranks—to the position of research director, then chairwoman and CEO of the sell-side research firm.

She would later go on to Citigroup and then Bank of America, where she was the chief of Merrill Lynch Wealth Management.

She has throughout her career developed a reputation as someone who was right many more times than she was wrong. She has amassed an impressive number of honors, too, such as being named by Forbes as No. 7 on its list of the World’s 100 Most Powerful Women in 2005.

“I saw a real opportunity in doing financial research,” Krawcheck said in an interview with Financial Advisor about the turns her career has taken. “Finances look like a puzzle [you get to solve by] seeing patterns others do not see. Then you get to see if you’re right.”

Her journey to the top has also allowed her to promote women’s interests along the way.

Now, at the age of 53, she is an outspoken advocate for women advisors and investors and is considered a titan in the financial industry.

Krawcheck, now the CEO of Ellevest, a New York-based digital investment platform for women, will share some of her experiences and the lessons she has learned at the 2018 Invest In Women conference, sponsored by Financial Advisor and Private Wealth magazines, in Houston April 30 to May 2.

Pioneer

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