WiM Illinois | Women & Wealth: Managing Your Personal Wealth

Join WiM Illinois for

Women & Wealth: Managing Your Personal Wealth Like A BOSS

Date:
Tuesday, February 27, 2024

Time:
4:00 p.m. - 6:00 p.m. CT

Location:
Seasons 52
3 Oakbrook Center
Oak Brook, IL 60523

Cost to Attend:
WiM Members: $40
Nonmember: $60

Join us for an educational discussion with Jayne Hartley, Head of Wealth Planning Strategy for BMO Private Bank and Elizabeth Jones, Director of Investments with BMO Private Bank, moderated by Kim Reddington, Senior Director with United Scrap Metal. 2023 has been hailed by many as the 'Year of the Woman' when it came to economic might. Women are earning more, controlling more household financial decisions, and investing in organizations that align with their goals and values. How do you start, how do you achieve your financial goals, and how do you give back? We will address all these questions and more. Whether you’re just starting your wealth journey or you’re an expert (maybe somewhere in between) this event is for you! You’ll also have the opportunity to network with industry professionals and enjoy appetizers and refreshments.

Meet Our Speakers

Elizabeth K. Jones, Director of Investments, BMO Private Bank

Elizabeth oversees the development and delivery of customized investment management and advisory solutions for high-net worth individuals, families and organizations, including endowments and foundations for the Chicago and the Suburban Illinois regions. Elizabeth joined the organization in 2021 and has over 21 years of experience in the financial services industry.

Elizabeth earned a BA in Business from Lake Forest College. She earned an MBA in Finance from The University of Chicago Booth School of Business.

Elizabeth is currently a Director of the Downers Grove Public Library Foundation and formerly served as a Director on the Auxiliary Board of the Art Institute of Chicago.

Elizabeth is actively engaged in community and cultural activities.  In her spare time, she plays tennis, pickleball and golf.  She also enjoys quality time outdoors in Northern Wisconsin and the Morton Arboretum.

Jayne Hartley, Managing Director, Head of Wealth Planning Strategy, BMO Private Bank

Jayne is Managing Director and Head of Wealth Planning Strategy with BMO Private Bank and is responsible for strategic development and delivery of customized wealth planning services to high-net-worth individuals and families. She joined the organization in 2021 and has over 30 years of experience in the financial services industry.

Jayne received her Bachelor of Business in Accounting from Western Illinois University and a JD from the University of Houston Law Center.

Jayne enjoys travelling with her husband and spending time with her rescue dog Maggie.

We can't wait to see you there!