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Working on Purpose
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Working on Purpose

New Episodes Weekly

March 13th 2019: Purpose: Putting Your Money with Your Why

In this episode we talk about the relationship between money and purpose. It’s a new world out there today. With more people choosing to put off marriage for longer and more marriages ending in divorce, women especially need help learning how to invest and manage their money. The same is true for charities and foundations as they work to increase the size of their endowments and operational capacity. In this episode, we talk with the number one ranked female charted financial analyst in Texas about how what’s in our wallet today can be used to create the life you most want and its special rela

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Featured Guest

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Michelle Connell

Michelle Connell, CFA is the President & Owner of Portia Capital Management, LLC. Portia Capital Management, LLC is thought to be the only registered investment management firm in the Dallas/Fort Worth area to be owned by a female CFA charter holder.
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