Invest Wisely
Invest Wisely - Livestream Webinar
Investing can be a great way to help grow your money. By making smart decisions to invest in investments that are right for you, you can reduce the risk factor, increase the reward factor, and generate returns. And that means you’ll have more economic power in the future. Our webinar panelists will explore the different ways to invest as well as specific factors to take into consideration when investing.
Speakers
Moderator
Donna Lowry is an award-winning journalist who combines a passion for storytelling and a desire to empower others with communication and critical thinking skills surrounding political, educational, and financial issues.
Through her firm, Donna Lowry Communications, she provides consulting, writing, and producing services for educational, media, professional, and business outlets.
Donna serves as host for several programs, including Lawmakers on Georgia Public Broadcasting.
Donna is an eight-time Emmy award winner, a three-time national Gabriel Award recipient, and has garnered honors from countless organizations, including the National Association of Black Journalists, Atlanta Association of Black Journalists, Georgia Associated Press, Society of Professional Journalists, Georgia Association of Educators (GAE), and the Professional Association of Georgia Educators (PAGE).
Her media peers inducted Donna into the prestigious NATAS Southeast Silver Circle to recognize her lasting contributions to the broadcast industry.
Donna has a master's in Journalism from Northwestern University and a Bachelor's in Mass Communications and Administration and Management from Chatham University.
Her professional affiliations include the Atlanta Press Club, the Atlanta Association of Black Journalists, the National Association of Black Journalists, and the Southeastern Chapter of the National Academy of Television Arts and Sciences (NATAS SE).
In her 15th year as a Girl Scout Leader, Donna has led girls ranging in age from kindergarten through 12th grade. Her community service affiliations also include Magnolia (GA) Chapter of Links, Inc., and Nu Lambda Omega Chapter of Alpha Kappa Alpha Sorority, Incorporated.
Donna and her husband, Army Major (Ret) Bennet W. Reid, Jr., are the parents of three daughters.
Principal at Circa Capital, LLC
Steve has spent his career working with families and individuals to manage the risk and returns of their investments. Steve has a BS in Math/Computer Science from Providence College, a BS in Industrial Engineering from Columbia University and an MS in Finance from Carroll School of Management at Boston College. He holds the CFA designation and he is a member of CFA Society Atlanta.
As he moved through his career, it became clear that he could do more to improve the ATL community. While President of CFA Atlanta, he helped to found ASFIP Foundation to spread our financial knowledge and to help young adults in the community. Now we are moving our community forward!
Principal of Wealth Engagement, LLC
Tiffany Kent is the founder of Wealth Engagement LLC, an independent investment management and financial planning firm. With over 25 years of experience as a Wall Street equity research analyst and portfolio manager at esteemed institutions such as Goldman Sachs and Alliance Bernstein, Tiffany has established herself as a trusted figure in the industry. She is also a CERTIFIED FINANCIAL PLANNER™ (CFP) with a deep commitment to empowering individuals, particularly women and those navigating significant life transitions.
Tiffany's primary focus is on promoting financial literacy and encouraging active engagement in wealth management. Her expertise lies in providing individuals with the knowledge and tools they need to take control of their financial futures. Through her work, she aims to equip her clients with the necessary skills to make informed decisions and build a solid foundation for their financial well-being.
Tiffany holds a Bachelor's degree in Economics from the University of California, Berkeley, and an MBA from Harvard Business School.
Managing Principal and Founder of Felton & Peel Wealth Management
Malik S. Lee, CFP®, CAP®, APMA®, is a financial expert with nearly two decades of experience and is the Managing Principal and Founder of Felton & Peel Wealth Management. A full-service, comprehensive wealth management firm servicing clients nationwide with locations in Atlanta and New York.
Malik graduated with a degree in Finance from Morehouse College and a Certificate in Financial Planning from Oglethorpe University. In addition, Malik is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management Advisor℠.
Malik is a thought leader within the wealth management industry and often lends his expertise. He is a Subject Matter Expert, CFP® Exam Question Writer, and Former Chair of the Council of Examinations for the CFP Board, Former Chairman of the Financial Planning Association of Georgia, Founding Member of Morehouse College’s Planned Giving Council, and Member of The Association of African American Financial Advisors (AAAA). Lastly, he was selected in 2021 by InvestmentNews as a member of the 40 Under 40 class, voted the top 8 most well-known Black financial advisor in the U.S and top 100 overall by Investopedia, and one of Five Star Professional’s Wealth Managers of the year in Georgia.
Malik was formerly a member of the Psychology of Financial Planning Advisory Group, which guided the CFP Board on their first published book, "The Psychology of Financial Planning.” In addition, Malik is a member of Bankrate’s Financial Review Board and a monthly contributor for Business Insider, Better Investing Magazine, and Kiplinger. His comments are often featured in The Wall Street Journal, Barron’s, CNBC, Yahoo! Finance, CNN Money, Reuters, MarketWatch, NerdWallet, Motley Fool, and countless others.
Director of FINRA Investor Education Foundation
Robert Mascio has been with FINRA for over 17 years and is Director of Investor Education Outreach. In this capacity, Mr. Mascio cultivates and manages FINRA Investor Education Foundation programs and partnerships related to investor protection and the prevention of financial fraud and exploitation. He also facilitates FINRA’s Investor Issues Committee. Prior to this role, Mr. Mascio held a variety of management and investigative positions within FINRA, including managing FINRA’s Vulnerable Adults and Seniors Team. This team was responsible for operating the FINRA Securities Helpline for Seniors, as well as conducting specialized reviews and investigations of senior specific concerns, including allegations of fraud, abuse and exploitation of vulnerable adults. He has in-depth experience with both member supervision and market regulation investigations and initiatives within FINRA. Additionally, he serves on the advisory board to the Cybercrime Support Network and participates on Multi-Disciplinary Teams and taskforces related to senior financial exploitation. Mr. Mascio obtained his MBA from Florida State University, an undergraduate degree from Salisbury University, and is a Certified Anti-Money Laundering Specialist.
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