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Connected Conversations: The Four Types of Wealth
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Join the Smith Family Business Initiative as we host “Connected Conversations”, a monthly webinar series that explores topics relevant to family business owners, members, advisors, students, and alumni. We invite you to join us as we navigate the current uncertainty in our global economy, and its impacts on family businesses.
Wealth comes in many forms and is often largely misunderstood; it has great power for good yet it is widely scorned. Moving beyond a one-dimension financial wealth perspective, we must also consider our own self, our relationships and our values as forms of wealth. How do each of these relate to one another, and might we understand wealth from a more holistic perspective? For business owning families, this may take on added complexity as generational wealth poses both opportunities and challenges as it is either accumulated or dispersed. Based on her work with many families, Angela Mwanza MBA ’00, co-founder and manager of Evergreen Wealth Management, will share her perspectives on the Four Types of Wealth and how we might each gain our own understandings of the many facets of wealth.You will receive a confirmation email upon registration with the Zoom coordinates. If you did not receive this communication, please reach out to Hannah Barends at heb87@cornell.edu.
Please submit questions you would like panelists to address in advance of the webinar to Hannah Barends at heb87@cornell.edu.
Speakers
Angela K. Mwanza, MBA '00
Co-founder and Manager
Evergreen Wealth Management
Angela has over 18 years of experience specializing in advising substantial families on sophisticated investment strategies with implementation focused on providing alpha, managing risk, liquidity, and where appropriate, implementing socially responsible and impact investments. The team also focuses on advising on the complexities that wealth brings such as family business succession planning and family governance, impactful philanthropy and values driven wealth planning, as well as engaging the expanded family in thinking of multi-generational wealth structuring. She is co-founder and manager of Evergreen Wealth Management New York, at UBS Private Wealth Management, and has clients across the U.S. and Canada. Prior to joining UBS, Angela was a Private Banker at Lehman Brothers Private Investment Management having begun her financial services career at J.P. Morgan Private Bank.
Angela serves on the Advisory Boards of Johnson Graduate School of Management at Cornell University and Entrepreneurship@Cornell. She previously served on Johnson’s Dean’s Annual Fund Leadership Committee as well as on the Cornell Council. She is also the 2007 recipient of the Wilbur Parker Distinguished Alumni Award by Johnson’s Black Graduate Business Association (BGBA).
Angela is on the Board of Trustees of the Doris Duke Charitable Foundation, serves on the Global Advisory Board of the Grassroot Soccer, and is Co-Vice Chair for the Global Health Alliance. She was selected to be one of only ten Founding Members of the United Nations Foundation Global Entrepreneurs Council. She also serves as Adviser to Beespace and GOOD Films. Angela is a member of the US-SIF: The Forum for Sustainable and Responsible Investment, and the Economic Club of New York.
Angela received an M.B.A. from Johnson Graduate School of Management at Cornell University and an M.A. in Linguistics from the University of Konstanz, Germany. She lives with her husband, Todd and son Henry in Brooklyn and also in Ithaca, and is an avid runner with six marathons behind her. She is fluent in German and enjoys adventure travel, including to the top of Mount Kilimanjaro.
Hosted By
Co-hosted with: MBAI, MBAII, EMBA Metro
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