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 100^th 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