Barbara Stewart, CFA is one of the world’s leading researchers on women and finance. During the 2009 financial crisis, she was frustrated by media depictions of women as powerless creatures lacking knowledge and confidence. To set the record straight, she has researched, written and published an annual series of Rich Thinking™ white papers, launching every International Women’s’ Day. Eagerly anticipated, these papers have changed the global conversation around women and finance, with Barbara’s interview-based research showing that women now earn their own money, invest in their passions, and “are not risk averse, they are risk aware.”™
In addition to being a researcher and author, Barbara is a sought-after speaker, educator and evangelist on women, money and investing. Whether in an intimate setting, or a keynote speaker to thousands, Barbara shares her research with women (and men) of all ages, reminding them that “women need finance, and finance needs women!”™ Barbara is an advocate for women, for diversity, and for financial education, both in public and as a consultant using her proprietary research skills to help large global financial institutions seeking to transform themselves. She is a columnist for the CFA Institute’s Enterprising Investor website, and a thought leader regularly consulted by print and broadcast media worldwide.
In her previous life, Barbara spent five years as an institutional currency trader and 20 years as a portfolio manager and investment counsellor for high net worth investors. She lives in Toronto with her husband Duncan Stewart, CFA and their Bernese Mountain Dog Hank.