Episode 83: Financially Fierce with Veronica Dagher
Chloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview.
She’s a brilliant and resilient woman who coined the term “wealth justice”. Her mission is to close the wealth gap for black women and create a curriculum that delivers messages about wealth and wealth accumulation. The most interesting part? Her target audience is students, starting in kindergarten! She has quite the story – from an abusive family to a liver failure – she’s unstoppable at only 27.
After you listen, do yourself a favor and pick up her book, The Activist Investor.
A few highlights:
- 00:53: How growing up in an abusive household pushed her to be resilient and independent, forcing her to start high school at the age of 12 and surf couches.
- 02:56: Chloe was pulled towards financial services because she had a desire to be in a space where not many looked like her.
- 04:32: From the trading floor to the hospital, Chloe went through five liver surgeries in the span of three months. Oddly enough, she wasn’t granted medical leave, so she worked from her hospital bed.
- 06:09: She defines what the term “wealth justice” means.
- 11:31: It’s important for students to develop healthy relationships with money and wealth because pop culture and media tend to create toxic relationships.
Links from this episode:
Coffee for Bada**: Female Founders Fight Back
Moments & Movements:
Morgan Stanley Wealth Management Diversity & Inclusion
This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.
The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.
This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
MAKERS@ Morgan Stanley Wealth Management
Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.
CRC# 2450415 03/06