http://www.redwoodsinitiative.com/boarddirectiors daily 0.75 2015-04-20 https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428984902208-9ZACGSW843OS5059EV63/Gerry-Byrne.jpg boarddirectiors - Gerry Byrne Gerry is PMC’s Vice Chairman, guiding business initiatives across PMC’s entire portfolio of media brands. Gerry’s decades of accomplishments as a media executive, entrepreneur and community leader are highlighted by a longtime run as publisher of Variety, where he dramatically transformed that business into a powerful, diversified, global media brand. In addition, he was the first publisher of both Electronic Media and Crain’s New York Business. Gerry also led a division of Nielsen that included The Hollywood Reporter, Billboard, and ADWeek. A staunch believer in “participation”, Gerry is on the boards of numerous not-for-profits including Fisher House, The Intrepid Museum, VeteransAdvantage, The Veteran’s Healing Initiative, The Bob Woodruff Foundation, The Fisher Center for Alzheimer’s Research, The Creative Coalition, The Reisenbach Foundation (Chairman), The Armory Foundation and The New York City Police Museum. Gerry was awarded the “Salah M. Hassanein Humanitarian Award”, New York’s Elaine Kaufman Cultural Center’s 2002 Distinguished Service Award and the NYPD Marine Corps Association 2002 “Semper Fi” Award for his work in the community. In June 2009, NYC Mayor Michael Bloomberg presented Gerry with the “Made in New York” Award for his support of the Gotham’s entertainment and media industries. A 1966 graduate of Fordham College, Gerry served as a Marine Officer in Vietnam in 1968/69 and was awarded the Navy Achievement Medal with Combat V. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428984902208-9ZACGSW843OS5059EV63/Gerry-Byrne.jpg boarddirectiors - Gerry Byrne Gerry is PMC’s Vice Chairman, guiding business initiatives across PMC’s entire portfolio of media brands. Gerry’s decades of accomplishments as a media executive, entrepreneur and community leader are highlighted by a longtime run as publisher of Variety, where he dramatically transformed that business into a powerful, diversified, global media brand. In addition, he was the first publisher of both Electronic Media and Crain’s New York Business. Gerry also led a division of Nielsen that included The Hollywood Reporter, Billboard, and ADWeek. A staunch believer in “participation”, Gerry is on the boards of numerous not-for-profits including Fisher House, The Intrepid Museum, VeteransAdvantage, The Veteran’s Healing Initiative, The Bob Woodruff Foundation, The Fisher Center for Alzheimer’s Research, The Creative Coalition, The Reisenbach Foundation (Chairman), The Armory Foundation and The New York City Police Museum. Gerry was awarded the “Salah M. Hassanein Humanitarian Award”, New York’s Elaine Kaufman Cultural Center’s 2002 Distinguished Service Award and the NYPD Marine Corps Association 2002 “Semper Fi” Award for his work in the community. In June 2009, NYC Mayor Michael Bloomberg presented Gerry with the “Made in New York” Award for his support of the Gotham’s entertainment and media industries. A 1966 graduate of Fordham College, Gerry served as a Marine Officer in Vietnam in 1968/69 and was awarded the Navy Achievement Medal with Combat V. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428984936064-A0TCXGI7WBYB1GE50XTK/Stephanie-Power.jpg boarddirectiors - Stephanie Power Stephanie Power is Principal at Highmount Capital and has been an integral part of their team since 2002. She brings a broad depth of experience to her relationships, having worked in various aspects of the financial services industry for over 20 years. Stephanie believes in a hands-on team approach to client services, and to that end, focuses on building the framework for a strong team to service each client’s individual needs. Prior to joining Highmount she was a founding Partner of Renwick Real Estate LLC where she focused on property acquisition, partnership accounting & investor relations. She is a lifelong resident of New York/New Jersey, and a graduate of Rutgers University. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1429130329100-DW7T3F8Y39A77KR9TWBO/AR2.jpg boarddirectiors - Abby Raphel Abby’s approach to business and education is collaborative and inclusive. She believes in developing deep and lasting relationships anchored by common values and inspired vision. Her facilitation style is intuitive yet planned, calming yet motivating. She is often moderating panels and leading discussions about next gen leadership and family wealth education, preparation and succession for multi-generational families. Her prior work experience includes serving as the Education Director for Highmount Capital while collaborating in media, event and education consulting roles with The Nielsen Company, The Quill Awards, Reed Business Information, Inferential Focus, Tara Center for Healing, Jonathan Product and the USMC Marine Corp Birthday Gala. A large part of her business experience comes from being an executive assistant to Veterans Activist & Media Executive, Gerry Byrne. Abby has a BA from Jacksonville University in Communications and a Master’s from NYU’s Gallatin School of Individualized Study in Curriculum Development. She is certified as an Myers Briggs Type Indicator, Values Mentors Facilitator, and Echoing Green- Work on Purpose Trainer and has taught with dozens of youth organizations focused on personal empowerment and leadership development. Abby’s philanthropic work is manifested as a curator of like minds and hearts. She has a deep passion for creating community, is the founder of The Roundtable NYC and has co-created a self-esteem program for teen and tweens. She serves on the board of the Zameer Foundation, focused on education and technology in India. http://www.redwoodsinitiative.com/facultypics daily 0.75 2017-08-07 https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1426607178190-Y6VN12XIWDV6JSYHZHSM/AR.jpg Teacher Bios https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1490479791837-OL0KZQLA64HVCPU20695/shelia.jpg Teacher Bios - Shelia K. Christie Sheila is the Managing Director of Ethos Family Office Services and Executive Vice President of Ethos Trust Company. Sheila was previously the Owner and Managing Director or Cashel Fiduciary Partners. She has developed an extensive knowledge and experience with trusts, estate planning, tax planning, private trust companies and the needs of family offices throughout her 25 year career in law and business. Sheila is a trailblazer in family office trust planning and fiduciary compliance and has worked at the forefront of her industry to promote and develop best practices for high net-worth clients in managing trusts and trust business for maximum protection and benefit. Before founding her own business, Sheila was Chief Fiduciary Officer and Trust Counsel for Perspecta Trust LLC. Her career, beginning with her first job in the Trust Department of fifth Third Bank in Cincinnati, Ohio, and continuing through more than a decade as a partner in two prestigious law firms, has uniquely prepared her as one of the nation’s premier experts in the intersection of the family office and trusts. Sheila is a firm believer that trust education is one of the most powerful tools in a grantor’s, beneficiary’s and family office’s arsenal. Sheila is licensed to practice law in the states of New Hampshire, Maine, Ohio, and Kentucky, and was certified by the Bar of the Supreme Court of Ohio as a Specialist in Estate Planning, Trust and Probate Law, including estate, gift and fiduciary taxation. Her vast experience in the practice of trust and estate law, combined with her understanding of the unique challenges faced by family offices, position her to offer unique perspective and modern, real-world solutions to challenges facing family offices today. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428985668366-FKTJDZ9PKNLD1X4Q3XX7/Nell-Derick-Debevoise.jpg Teacher Bios - Nell Derick Debevoise Nell Derick Debevoise is the founder and CEO of Inspiring Capital, which matches business professionals with social ventures to help them grow sustainably. Forbes called Inspiring Capital’s flagship program “a Teach for America for MBAs interested in nonprofits and social enterprises”. Nell teaches Impact Investing at NYU and co-founded Global Good Sports, which helps corporate clients develop messaging and programs about their community responsibility initiatives. She can’t say no to opportunities to evaluate and advise purpose-driven startups. Previously, Nell was founding director of Tomorrow's Youth Organization, a nonprofit supporting children and women in the Middle East. She studied psychology, education, and entrepreneurship at Harvard, Columbia, London Business School, and Cambridge. Nell has spoken about business-minded social change at Columbia, Harvard, Yale, the World Bank, UN, CFA Institute, and other global stages, alongside President Bill Clinton, former First Lady Cherie Blair, and Sir Ronald Cohen. She has lived and worked on four continents, and speaks fluent French and Italian, as well as enough Arabic, Japanese, and Brazilian Portuguese to raise eyebrows. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1429116071517-0KZ9GNPUKUBBSA6SHAVX/JF.jpg Teacher Bios - Jason Franklin Jason first got involved in social change work when he founded Oregon Students Supporting Education in high school. Convinced he’d spend his life as an activist, he studied politics in DC and worked in the Clinton Administration on AIDS policy and then spent a decade working in education and cultural policy. His life took a turn into the philanthropic world after unexpectedly discovering his family had a small family foundation when he was 22 years old. While his activism continued, his attention increasingly turned towards philanthropy and donor organizing until today his professional, academic and volunteer time are all connected to leveraging philanthropic resources for social change. Professionally, he holds the W.K. Kellogg Community Philanthropy Chair at the Johnson Center for Philanthropy, the nation’s first endowed chair focused on community philanthropy. In this role, he is developing a program of research, teaching, service, and thought leadership designed to explore and advance the field of community philanthropy, nationally and internationally. Prior to his appointment as the Kellogg Chair, he served as Executive Director of Bolder Giving, which he led through five years of major growth after Melinda Gates credited them as an inspiration for the billionaire Giving Pledge, and as an award-winning adjunct professor at New York University’s Wagner School of Public Service. Jason also serves on the boards of the Proteus Fund, Solidaire Donor Network, and 21st Century School Fund; advisory boards of the Chartered Advisors in Philanthropy Program, WiserGiving, and Credit Suisse’s LGBT Equality Portfolio; and is a member of Funding Queerly, the Threshold Foundation, and the High Impact Documentary Funding Circle. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1486905140579-QL52YZ5XSQL0H0JLS39R/paige.png Teacher Bios - Paige Gebhardt Paige recently moved to Northeastern Pennsylvania from New York, where she worked as an investment advisor at Goldman Sachs, sourcing new assets and managing investment portfolios for the private client business. Prior to Goldman, Paige spent seven years in Washington, DC working as an advisor at the U.S. Treasury, and as a fundraiser and project director on political campaigns. Paige has a background in economic policy, international relations, and political campaigns. Paige has broad experience in business development, coalition building, and strategic communications. Paige holds an MBA from Harvard Business School and graduated summa cum laude from the University of Oregon Clark Honors College. She resides in Scranton, PA.   https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1490480106191-W3XBZJPJXC3GKOFBLHNO/GALIA-.jpg Teacher Bios - Galia Gichon Galia is an independent personal financial expert with more than 19 years’ experience in financial services, including nearly 10 years on Wall Street, and an MBA in Finance. She founded Down to Earth Finance, where she offers individual sessions and seminars to address personal financial needs and concerns. Her speaking experience includes the Freelancers Union, Barnard College’s Financial Fluency Program, and Athena Center for Leadership. She has been quoted on CNN and in The New York Times, Wall Street Journal.com, and much more. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428985131504-DJP3HBJQTHOO0LUO516F/CS.jpg Teacher Bios - Chi-Yu Liang Chi-Yu Liang is an attorney specializing in trust, estate and charitable planning for individuals and families. She regularly counsels families on the tax-efficient transition of wealth to younger generations and other beneficiaries. With a background in engineering, Chi-Yu applies her aptitude for problem-solving and creative thinking to helping her clients achieve their planning objectives. Chi-Yu is pleased to be a member of the faculty of the Redwoods Initiative, where she has led discussions on the importance of tax planning and the role of trusts and other planning vehicles in furthering family goals. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1429651060015-D1UOX0NC4T6CPQRHI9FS/Randy-Kaufman-Hustvedt.jpg Teacher Bios - Randi Mason Randi is a Partner in Morrison Cohen’s Corporate Department, where her practice focuses on mergers and acquisitions, equity finance, fund formation, and general company counseling. Randi has extensive experience in structuring and negotiating complex business transactions, including mergers, stock and asset acquisitions and divestitures, equity finance, recapitalizations, and restructurings. Her practice also focuses on the formation of private investment funds. She regularly advises companies on formation, governance, structure and financing matters. Randi has represented clients in a broad range of industries, including, in particular, consumer products and branded businesses, health and wellness, apparel and accessories, food and beverage, software and technology, medical equipment, industrial manufacturing, and advertising. Randi joined Morrison Cohen in 2005. Prior to that she was an associate in Weil, Gotshal & Manges LLP's capital markets group. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428985725817-HOXB2M9M9HNH4TGYLE7R/Paul-Morelli.jpg Teacher Bios - Paul Morelli Paul is the founder and Managing Partner of Vernal Point Advisors, a San Francisco based wealth advisory firm. Having previously run a family office with an active foundation, Paul has focused his career on working with families who have good values and who demand a high level of engagement and customization. He is a Chartered Financial Analyst, Certified Financial Planner, and Chartered Alternative Investment Analyst with a BA in Economics from the University of Pennsylvania. Although his technical practice is oriented toward finding creative cross-disciplinary solutions, he believes the human element ultimately drives outcomes, and that forging strong human connections is the most important and fulfilling part of his work. When he's not working or spending time with his family, Paul can be found in the mountains or trail running in the San Francisco Bay Area. His volunteer activities have been oriented towards creating over fifty educational programs, and he chairs a regional alliance of professional associations dedicated to serving the public through advanced financial education. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428985370161-LMG8NEIQTRGX8EZM9ZOB/RF.jpg Teacher Bios - Judy Morrill Judy Morrill, Managing Director at Silvercrest Asset Management Group, has over 25 years of wealth management experience. Judy’s background is somewhat unique because she did not study economics or finance as an undergraduate at Hollins University, but majored in political science and French and spent a year in Paris. Her first job on the trading floor of First Boston Corporation in 1985 made her realize two things: 1) that her understanding of history and geopolitics had as much to do with figuring out the economy and financial markets as any financial formula; and 2) that to be taken seriously in this business she needed an MBA, which she ultimately obtained from New York University’s Stern School of Business. Judy has a unique perspective and empathy for those who think finance is “boring” or “complicated”. She is passionate about financial literacy for young adults and women, and approaches her profession as a responsible and trustworthy steward of financial assets and as an educator. When not busy taking care of her clients, Judy can be found volunteering at her 3 sons’ schools, running in Central Park, and serving as President of the Hollins University Alumnae Association.   https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1490480485827-Y1UFLLLZ5VZPSSAPZLOR/ABIGAIL.jpg Teacher Bios - Abigail Noble Abigail is CEO of The ImPact, a nonprofit network of families who commit to make more impact investments, more effectively. Prior Abigail was Head of Impact Investing Initiatives at the World Economic Forum and Head of Africa and Latin America for The Schwab Foundation for Social Entrepreneurship. She is a graduate of Harvard and Tufts, was a Fulbright Scholar in Uruguay, a World Economic Forum Global Leadership Fellow, and is a term member of the Council on Foreign Relations. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428985426703-ZJF6RIENGLD7511I7L5O/VB.jpg Teacher Bios - Julie Shafer Founder of Julie Shafer Development + Philanthropy, a national philanthropy consulting firm. Ms. Shafer offers a multifaceted skill set honed though over 20 years as a philanthropy executive. After leading a large private foundation in California, Ms. Shafer coordinated an $80M capital campaign for neuroscience before establishing her consulting practice. She brings a translational approach that bridges the gaps between philanthropists and non-profits. Working across the spectrum of giving, Ms. Shafer turns donors into philanthropists through discreet, personalized and focused giving strategies. Her creative and measureable fundraising programs allow non-profits to quickly reenergize their staff and their process. Ms. Shafer offers development & philanthropy assessment, training, recruiting and board facilitation. She has served on numerous foundation and non-profit boards and created the Women in Philanthropy Roundtable in San Francisco. Ms. Shafer is a certified pastry chef, has three grown sons and lives in New York City. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1429539168368-VOXH5EIQBJ672UNQGMZM/simone.jpg Teacher Bios - Simone N. Sneed-McGurl Simone is a non-profit management practitioner and professor who specializes in major gifts fundraising, corporate governance and board relations. Over the last decade Simone has raised and helped to deploy $25M in philanthropic capital for issues ranging from teen pregnancy prevention to environmentalism. Currently, she is the Director of Board Relations for the Environmental Defense Fund, a global environmental advocacy organization dedicated to protecting and preserving the systems upon which all life depends. In her role she ensures EDF’s ability to govern smartly and maintain institutional integrity in the US and abroad. Committed to nurturing the next generation of social impact leaders, Simone also teaches reflective non-profit management practices to students as an Adjunct Assistant Professor of Public Service at the NYU Wagner Graduate School of Public Service. Prior to EDF, Simone was part of the founding staff Van Jones' social justice accelerator, Dream Corps. As the Chief Relationship Officer of a start-up, she learned what it meant to run an agile, nimble and resourceful organization. As a writer and public speaker, her work has appeared in Blavity, The Huffington Post, CNN, Stanford Social Innovation Review, The Journal of Governmental Finance and Public Policy. Levo League, Policy Mic and Cosmopolitan Latina. And she has presented at the Princeton University L.E.A.D Summit, American Express, the Center For Non-Profit Management, New York University’s Social Enterprise Bootcamp, SoapBox Feminist Camp, The NYS Society of CPAs and the New Leaders Council. She’s also received numerous awards and fellowships including the University at Albany’s “30 Under 30” award, NYU Wagner’s IGNITE Fellowship, New Leaders Council Fellowship, Center For Women in Government Fellowship and participated in the George Washington Graduate School of Political Management Semester in Washington program. In addition to her professional accomplishments, Simone proudly serves as the governance chair of the Ms. Foundation Board of Directors and as an advisor to Be:More America. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1490479103133-FEZP2KK5BBUDL1OHOHCA/EJY+Picture+copy.jpg Teacher Bios - Era Jacqueline Yoo Era is currently a Managing Director in Northern Trust's Greenwich Connecticut office. A native of South Korea, Era migrated to the United States with her family when she was eleven years old. After completing her undergraduate studies in Economics at the University of Chicago, Era travelled abroad for several years before returning to New York City to begin her career in the financial sector nearly two decades ago. The firm she joined was Brundage Story & Rose LLC, a small investment counsel boutique that had been established at the turn of 20th century, as Wall Street began to regain its footing following the stock market crash. Era particularly enjoyed learning about the nuts and bolts of the stock market from the industry veterans who had witnessed much of the highs and lows of the economic history firsthand. At the height of the Tech Bubble, when corporate M&A mania was at its fever pitch levels, Brundage Story & Rose was acquired by Bessemer Trust, literally months before the bubble burst. Era recalls vividly the gloomy sentiments that pervaded The Street and the painful lesson the industry had to be taught in the devastating aftermath that followed the global stock market collapse. Unfortunately, it was a lesson that the industry was to relearn short eight years hence during the Credit Crisis. During her decade-long tenure at Bessemer Trust, Era enrolled in a part-time MBA program at NYU and completed the coursework in Finance and Economics. Era took leave of her post at Bessemer Trust to join as a senior managing director at a small multi-family office for a few years, then rejoined the Trust world in 2012 when she accepted her current position at Northern Trust. Era enjoys classical music, traveling, and swimming, especially when she can do any combination or all of the above with her family. Era is truly passionate about teaching. She believes teaching to be one of the most demanding yet rewarding professions. Era lives in New Jersey with her husband and two children. http://www.redwoodsinitiative.com/team daily 0.75 2025-11-19 http://www.redwoodsinitiative.com/founder-1 daily 0.75 2018-06-01 https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428413253990-OB7JYBNUTGMQFJMJ1HDO/AR.jpg Founder - Abby Raphel, Founder Abby’s approach to business and education is collaborative and inclusive. She believes in developing deep and lasting relationships anchored by common values and inspired vision. Her facilitation style is intuitive yet planned, calming yet motivating. She is often moderating panels and leading discussions about next gen leadership and family wealth education, preparation and succession for multi-generational families. Her prior work experience includes serving as the Education Director for Highmount Capital while collaborating in media, event and education consulting roles with The Nielsen Company, The Quill Awards, Reed Business Information, Inferential Focus, Tara Center for Healing, Jonathan Product and the USMC Marine Corp Birthday Gala. A large part of her business experience comes from being an executive assistant to Veterans Activist & Media Executive, Gerry Byrne. Abby has a BA from Jacksonville University in Communications and a Master’s from NYU’s Gallatin School of Individualized Study in Curriculum Development. She is certified as an Myers Briggs Type Indicator, Values Mentors Facilitator, and Echoing Green- Work on Purpose Trainer and has taught with dozens of youth organizations focused on personal empowerment and leadership development. Abby’s philanthropic work is manifested as a curator of like minds and hearts. She has a deep passion for creating community, is the founder of The Roundtable NYC and has co-created a self-esteem program for teen and tweens. She serves on the board of the Zameer Foundation, focused on education and technology in India. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428413253990-OB7JYBNUTGMQFJMJ1HDO/AR.jpg Founder - Abby Raphel, Founder Abby’s approach to business and education is collaborative and inclusive. She believes in developing deep and lasting relationships anchored by common values and inspired vision. Her facilitation style is intuitive yet planned, calming yet motivating. She is often moderating panels and leading discussions about next gen leadership and family wealth education, preparation and succession for multi-generational families. Her prior work experience includes serving as the Education Director for Highmount Capital while collaborating in media, event and education consulting roles with The Nielsen Company, The Quill Awards, Reed Business Information, Inferential Focus, Tara Center for Healing, Jonathan Product and the USMC Marine Corp Birthday Gala. A large part of her business experience comes from being an executive assistant to Veterans Activist & Media Executive, Gerry Byrne. Abby has a BA from Jacksonville University in Communications and a Master’s from NYU’s Gallatin School of Individualized Study in Curriculum Development. She is certified as an Myers Briggs Type Indicator, Values Mentors Facilitator, and Echoing Green- Work on Purpose Trainer and has taught with dozens of youth organizations focused on personal empowerment and leadership development. Abby’s philanthropic work is manifested as a curator of like minds and hearts. She has a deep passion for creating community, is the founder of The Roundtable NYC and has co-created a self-esteem program for teen and tweens. 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Specializing in the human experience of wealth, investment education and stewardship support for families, she has become a recognized coach in private wealth, engaging with top enterprising families and senior professionals. Beyond her work at Redwoods, Abby created The Blank Canvas Method, a self-discovery workshop that helps clients find clarity and design actionable steps for intentional living. Her client engagements range from corporate brand retreats and CEO coaching to serving women prisoners in Mexico City. Since 2020, Abby has consulted in various fields, including Film, Art, and Architecture, most recently winning an EMMY Award for her work with NYCNext and New York State of Mind. She also maintains a private wellness and coaching practice rooted in Classical Chinese Medicine and nature-based living. Her extensive prior experience includes serving as Education Director for Highmount Capital and consulting for media, event, and education organizations such as The Nielsen Company, The Quill Awards, Reed Business Information, Inferential Focus, and numerous philanthropic foundations. Earlier in her career, she served as Chief of Staff to Media Executive Gerry Byrne in NYC, following a brief period in front of the camera. Abby holds a BA in Communications from Jacksonville University and a Master’s from NYU’s Gallatin School of Individualized Study in Curriculum Development. She has furthered her expertise by studying Classical Chinese Medicine and Advanced Acupuncture with Ann Cecil-Sterman, is an apprentice at Brooklyn Herborium, and offers treatments at Menla + Dewa Spa, a sanctuary and retreat center in The Catskills and Hudson Valley. https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428842566863-N5VL4JRWF08S3LNBILLG/founder.jpg Abby Raphel http://www.redwoodsinitiative.com/founding-supporters daily 0.75 2025-11-19 https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/1428895025891-EA1AGWUV8MAWW8Q6GRMT/6.jpg Contributors http://www.redwoodsinitiative.com/pdf daily 0.75 2016-11-06 http://www.redwoodsinitiative.com/new-page-3 daily 0.75 2025-11-24 https://images.squarespace-cdn.com/content/v1/550784a3e4b083a3cc708095/9f817790-1be4-4987-9e2a-4b64b91c15c5/Screenshot+2025-04-25+at+3.24.24%E2%80%AFPM.png Suzanne Norman - Suzanne Norman Suzanne Norman is a certified coach, writer, speaker, and financial literacy expert with over 30 years of experience in investment management, including leadership roles at Milliman, AllianceBernstein, Merrill Lynch, and Wells Fargo. She’s the creator of the Whealthy Woman series, designed to help women and their allies build strong financial skills and lasting confidence. Suzanne serves as an Education Fellow for the Retirement Income Institute, Senior Education Advisor for the Alliance for Lifetime Income, and Advisor to the Women in Leadership Program at the University of Vermont. Her credentials include CPCC, Positive Intelligence®️ Coach, CIMA®️, and a Certificate in Women in Leadership from Cornell. A committed community leader, she co-chairs the CFA Society Boston Financial Literacy Initiative and volunteers with several nonprofits. When she’s not working, she enjoys travel, photography, the outdoors, and time at her Cape Cod retreat.