Remarkable Women: Power, Purpose, Passion

Speakers

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Liza Bailey
Board of Trustees, Johns Hopkins University and Medicine
Board of Trustees, The Hastings Center
Formerly Credit Suisse First Boston

Liza Bailey is the third great niece of Johns Hopkins, the founder of Johns Hopkins University.  In 2004, she joined a group of collateral descendants of the founder in endowing the Johns Hopkins Family Professorship in Oncology Research. She currently serves on the Board of Trustees of Johns Hopkins Medicine, Johns Hopkins Health System, Johns Hopkins International, and Johns Hopkins University, as well as the Advisory Councils for the Institute for Basic Biomedical Research, the Peabody Institute, and the Johns Hopkins Press.  She is the Chair of the Audit Committees for the Johns Hopkins Health System and Johns Hopkins International, respectively. Additionally, she is currently on the Board of Trustees of the Hastings Center, a non-partisan research institute dedicated to addressing fundamental ethical issues in the areas of health, medicine, and the environment.
 
Liza’s professional experience includes thirty four years in the financial industry providing strategic advisory, investment banking, and investment management services.  From 1974 until 1984, she was with the Morgan Bank, first as a commercial banker and then as an equity analyst. From 1982 until 1984, she was an institutional portfolio manager with Chase Investors Management Corporation running balanced pension accounts. From 1983 through 2004, she was a member of Credit Suisse First Boston’s Mergers and Acquisition Department, during which time she represented clients in transactions valued in excess of $100 billion, of which over 70% were outside the United States and she led a client’s initial public offering, which, at the time, was the 2nd largest public offering in history. From 1997 until 2004, she was the Managing Director and Co-Head of Credit Suisse First Boston’s Consumer Investment Banking Group of the Americas.  Also, from 2001 until 2004, at the request of John Mack, CSFB Chairman, Liza formed and Co-Managed the CSFB Women’s Initiative Steering Committee, a worldwide effort to address and improve diversity issues within the organization. From 2004 until 2007, Liza participated as Co-Founder and Managing Partner in the formation of an institutional emerging markets private equity fund of funds.
 
Liza received her B.S.F.S in International Economics from Georgetown University’s School of Foreign Service and is a Certified Financial Analyst.  She is married to Professor Michael Musgrave, a music scholar, pianist, and a member of the Juilliard School faculty. They reside in New York City and the Hudson Valley and have two sons and three grandchildren who live in London.

Pat Conklin

Pat Conklin is a Certified Holistic Health Coach who specializes in guiding women who are dealing with the many phases of menopause towards optimal and who health by focusing on bioindividuality, whole foods and exercise.  She has been a vegetarian for 40 years and is pursuing her passion for wellness to work with midlife women and busy professionals to improve their energy, health and happiness.  Pat received her training at the Institute of Integrative Nutrition in New York City.  She is certified by the American Association of Drugless Practitioners and has obtained Continuing Education Units from Purchase College, State University of New York.  She holds a BS in management from the University of Maryland College Park.

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 Mariadina DiGennaro, Eng.'10
Systems Integration Consultant at Accenture

Mariadina DiGennaro is a 2010 Chemical and Biomolecular Engineering graduate of Johns Hopkins. She currently is a consultant at Accenture in the Washington DC office focusing on the systems development life cycle and client relationships. Outside of work she is president of her folk dancing group, Rock Creek Morris Women, and enjoys birding on the weekends with her husband.

 

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Sue Gordon, Ed. '95
Director of Career Development

Sue Gordon is Director of Career Development at American University. In her role, she works with Career Center advisors, faculty, and staff to ensure that the Center’s programs and services effectively meet the needs of AU students and alumni, with a particular focus on career development issues that range from declaring a major to accepting a job offer. She also oversees advising and programming for students in the College of Arts and Sciences and School of Communication. Prior to her time at American University, Sue worked with the Montgomery County Commission for Women for over seven years There, she provided career counseling to woman in career and life transitions. Sue's career counseling experience includes outplace counseling at federal agencies, including NIH, NASA, and the IRS. Once a career changer herself, Sue's professional background includes nearly 10 years at IBM in programming and technical marketing. Sue holds an M.S. in counseling from Johns Hopkins and a B.S. in mathematics from Wake Forest University.

Sarah Hatton

Sarah Hatton began her personal yoga journey in 2001 as a collegiate swimmer. Falling madly in love with the practice she started teaching in 2003. Sarah has taught internationally; in studios as well as community centers, Founded the non-profit: Guardian Yoga Foundation, designed the program Yoga for Uniforms®; a program for all First Responders and their families, works with various Universities’ Men’s and Women’s Lacrosse Teams, and is the owner of Soulshine Wellness Studio. She has had the amazing good fortune to study with: John DiMinico, Suze Curtis, Amy Johnson, Adri Kyser, Kathryn Budig, Tiffany Cruikshank, Stacy Dockins & Philip Urso. She studied and went on to have an apprenticeship in energy medicine and traditional shamanic rites through the Four Winds and Bridget Boland. Sarah is a Certified Holistic Health Coach who studied at Institute of Integrative Nutrition. She combines her Masters of Education from PENN, her love of this practice and her decade of experience in the Operating Room into classes and programs that focus on anatomic alignment, yoga therapy principles and a true love of life. She cannot wait to see you on the mat!

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Constance J. Herrstrom, MBA, CFP
Premier Financial Planning, Inc.

Constance Herrstrom, a Registered Investment Advisor, is president and owner of Premier Financial Planning, Inc., a fee-only financial planning firm located in Princeton, NJ. Wholly independent of securities and insurance commissions for income, Ms. Herrstrom offers net worth, income and expenditure analysis; cash, risk, and investment management; and education, tax, retirement and estate planning. She works with clients to identify goals and develop strategies in implementing a personal financial plan.
 
Ms. Herrstrom has been extensively involved in local financial planning organizations, shaping their programs and charting their future. Beginning in 1987 with the International Association of Financial Planning, she has held several positions over the years, including President and Chairperson of the local chapter, positions she also held in the Central New Jersey Institute of Certified Financial Planners. In 2000, she was chosen for a state-wide board position to transition the local groups of these two organizations into one Financial Planning Association (FPA). Ms. Herrstrom most recently served the National Association for Personal Financial Advisors (NAPFA) as a reviewer of plans for the membership committee and as a co-leader in the Northern NJ study group.
 
Quoted in several newspapers, Ms. Herrstrom has contributed financial columns to the Trenton Times, prepared “Money Makeovers” for readers of the Star Ledger, and has appeared in the “Fox on Money” program. For four years, since 1997, she was chosen by Worth Magazine as one of the top 250 Financial Advisors in the country.
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Ajay Kaisth, CFP, CRPC, SAIS '89
KAI Advisors

Ajay is a financial planner and investment manager with over twenty years of professional business experience, fifteen of which have been focused on the financial services industry. This includes working on Wall Street in the Asset Management/Private Banking Group at SG Cowen & Co. and with registered investment advisory firms. Since 2004, Ajay has been providing comprehensive financial planning services and investment management advice to individuals and families, on a fee-only basis.
 
Ajay grew up in Bombay, India, attending Campion and Cathedral Schools, and earned a BA in Economics from St. Xavier's College. He also has a Diploma in International Studies from Johns Hopkins University, School of Advanced International Studies (SAIS), Bologna, Italy, and a MA degree in International Studies from the Norman Paterson School of International Affairs (NPSIA), Carleton University, Ottawa, Canada.

Ajay is a CERTIFIED FINANCIAL PLANNER™ certificant and a CHARTERED RETIREMENT PLANNING COUNSELORSM designee.
 
He has been a member of NAPFA, the National Association of Professional Financial Advisors, since 2004. NAPFA is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. He founded the Princeton Study Group for NAPFA in 2006 and currently serves as a study group leader. He is also a member of the Financial Planning Association (FPA) as well as the FPA NJ Chapter. He belongs to the Mercer County Estate Planning Council.
 
Ajay has been a speaker at NAPFA study groups and conferences, has served on FPA NJ committees, and has been quoted in periodicals such as "Investment News" and "Financial Planning" as well as in online media including Reuters, Yahoo Finance and WSJ.com.
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Stacey Lee
J.D. Assistant Professor
Carey Business School/Bloomberg School of Public Health

Stacey Lee is an assistant professor at the Johns Hopkins University Carey Business School.  She also holds a joint appointment at the Bloomberg School of Public Health.   Stacey teaches Business Law, Legal Foundations of Health Care, and Negotiations. 

Prior to entering academia, Stacey practiced law for over ten years.  She began as a securities litigator and later became in-house counsel for two of the country’s largest healthcare corporations.  Stacey also served as the senior regulatory specialist for America’s Health Insurance Plans, the United States’ largest national healthcare trade association.

Since joining the Carey faculty in 2008, Stacey’s research interests have focused on pharmaceutical manufacturers’ international and domestic influence on the access to medicines.  Her work has been published in the Yale Journal Health Policy Law & Ethics, Georgetown Journal of International Law, the Annals of Health Law Journal, and the Kansas Journal of Law and Public Policy.  She was the Berman Institute Faculty Fellow in the Greenwall Fellowship in Bioethics and Health Policy from 2011 – 2012 and in 2012 and 2014 the graduating Johns Hopkins MPH/MBA cohorts awarded Stacey the Teaching Excellence Award for her Negotiation and Business Law courses.
Stacey earned her law degree from the University of Maryland School of Law and a BBA in Management from Loyola University of Maryland.
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Karen McIntyre, CFP
Managing Director and Senior Financial Advisor
Wescott Financial Advisory Group LLC

As Managing Director and Senior Financial Advisor with Wescott Financial Advisory Group, Karen McIntyre provides financial planning and wealth management advice and services to the firm’s family of clients.  She specializes in working with women, professionals and small business owners, as well as clients who are newly widowed or divorced.
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Boca Raton, Miami and San Francisco.  Wescott is rated one of the top wealth management firms in the United States.  The firm is ranked third nationally on CNBC’s list of Top 100 Wealth Management Firms, is positioned in the top 25 nationally by Barron’s, and its Investment Research Group was named one of the top five investment research teams in the country by Financial Advisor magazine.

Karen has more than 20 years’ experience in the financial services industry counseling wealthy families.  Prior to joining Wescott, Karen served as a wealth advisor at a large national financial planning firm, where she focused on working with women in transition and upper level pharmaceutical executives.

She is a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor, having served as a NAPFA board member for the Northeast Mid-Atlantic Region, and is currently the Center City Philadelphia study group leader for the organization.  She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings.  A member of the Financial Planning Association and its Media Response Team, Karen was chosen by Investment Advisor Magazine to serve as a board member for the inaugural Wealth Summit National Conference.

Karen received her bachelor’s degree in counseling psychology from Ithaca College, and is a registered trust representative and a Certified Financial Planner™.