Breaching the Glass Ceiling with a Continuous Learning Mentality, Hard Work, and a Good Network - Margaret Reid, Senior Portfolio Manager at Union Bank

Margaret Reid is the Senior Portfolio Manager at The Private Bank at Union Bank. Margaret manages a broad array of investment portfolios on behalf of high-net-worth clients, trusts, foundations, and non-profit organizations. She works with a team of specialists in The Private Bank, and exclusive part of Union Bank, to provide wealth planning, investments, risk management, trust and estate services, and banking advice to clients and advisors.

Across her career, Margaret has been committed to supporting and empowering women both as growing and unstoppable economic force and as upcoming leaders in the investment industry. In this conversation Margaret shares her inspiring yet challenging journey into the world of finance and how she overcame numerous obstacles with persistence, hard work, and a continuous improvement mentality. Margaret also speaks about how she uses her role at the Private Bank to help women address their distinct financial needs.

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