Margaret Franklin Addresses Bermuda Audience

Margaret Franklin, President of BNY Mellon Wealth Management, Advisory Services recently addressed a Bermuda audience of banking and finance professionals, members of 100 Women in Finance [100WF], and the CFA Society.

A spokesperson said, “Franklin reflected on why it’s essential to place investor interests above other objectives and how diversity and balance in team composition can improve investor outcomes.”

Shane English, President, CFA Society of Bermuda and Margaret Franklin, President, BNY Mellon Wealth Management, Advisory Services:

“During the seaside chat, moderated by Laura Knox Clingerman of Harbour Financial Services, Franklin reflected on her career experiences.”

Ms. Franklin said, “It is fantastic to be in front of a Bermuda audience, and the mandates being put forward in our discussion are in line with what we try to accomplish every day as charterholders.”

“The education event and networking reception was sponsored by the CFA Society of Bermuda.”

Shane English, President of the CFA Society in Bermuda, said, “This theme of prioritizing investor interests is one the CFA Society internationally has really developed over the past few years. We are excited to sponsor the 100WF event today as we are always keen to encourage new entrants into the CFA programme, and of course it is always great to be able to network with other members of Bermuda’s finance community.”

Alison Morrison, Chair, 100WF in Bermuda; Margaret Franklin, President, BNY Mellon Wealth Management, Advisory Services; Laura Knox Clingerman, Moderator, Harbour Financial Services Ltd., affiliated with Wakefield Quin Limited:

Alison Morrison, Managing Director of Oyster Consulting [Bermuda] Ltd. and Chair of 100 Women in Finance in Bermuda, said, “It is always a pleasure to welcome industry leaders from other jurisdictions to our Bermuda group and we thank Marg Franklin for her discussion points and insight for our members to consider.”