Manisha Thakor is the Founder and CEO of MoneyZen Wealth Management, a boutique advisory firm providing integrated financial life planning and investment management for clients with portfolios ranging from million to million. After years working in the traditionally male-dominated world of financial services, Manisha wanted to create a firm where high net worth women and families can receive clear, concise, compassionate financial advice to support their life goals. The cornerstone of her work is something she calls "MoneyZen," a joy-based approach to personal finance honoring the core values of simplicity, freedom, and abundance. Manisha is also the co-author of two personal finance books ON MY OWN TWO FEET and GET FINANCIALLY NAKED and serves as Financial Fellow at Wellesley College. Her MoneyZen writings appear regularly in The Wall Street Journal and The Huffington Post. A frequent commentator on issues of financial literacy, Manisha's work has been featured in many media outlets including CNN, CNBC, NPR, PBS, Forbes, Real Simple, and MORE. She sits on the National Board of the Girl Scouts of the USA and on the Advisory Boards of Feminist.com and The Oped Project. Prior to setting up her own firm, Manisha spent years working as an analyst, portfolio manager and client relations executive at SG Warburg, AtalantaSosnoff Capital, Fayez Sarofim Co., and Sands Capital Management. Manisha earned her MBA from Harvard Business School, her BA from Wellesley College and is a CFA charterholder. She lives in Santa Fe, NM with her husband. Her website is MoneyZen.com. Specialties MoneyZen a joy-based approach to managing your moneyread more ...read less ...
investments
personal finance
Wellesley College
Harvard Business School
Wellesley College & Harvard Business School
A Href Eduwellesley-college-19934 Wellesley Collegea
Chairman
Founder At Women's Financial Literacy Initiative
Client Services At Sands Capital Management
Principal & Portfolio Manager At Fayez Sarofim & Co.
Marketing Associate At Atalantasosnoff Capital Corp
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