If you didn’t know that Reegan Rae, CPWA®, managing director of wealth management and firm principal, was an Oregon Duck, you will now! A University of Oregon Class of ’03 alumna, she is featured in the Summer 2019 issue of the Oregon Quarterly (the 100th Anniversary issue!) Author Matt Cooper delves into “The Psychology of Success” and how “the line from a psychology degree to wealth management is straighter than you might think” in his interview of Reegan as a class notable.
In the interview, Reegan discusses the application of psychology to the needs of today’s wealth management clients: “’Our role is moving into education, communication, engaging families in the transfer of wealth,’ Rae says. ‘That is ‘soft skills’ – it all ties back to behavioral finance and psychology, facilitating dialogue and asking good questions.’” She also emphasizes the importance of being a role model for young women who want to enter the financial industry. “Investment ‘can be a really intimidating industry and we need to build girls’ engagement by showing them what’s possible for a career,’ Rae says. ‘If you can see it, you can be it.’”
Read the full interview below or on p. 46 of the following link: https://issuu.com/uomarketingcommunications/docs/_oq_summer_2019_final_hi-res