FAU Finance Professional Speaker Series #3

Setting Yourself Up for Success: Careers in Finance

Part three of a three-part series sponsored by JPMorgan Chase and the FAU College of Business

The three-part Professional Speaker Series offers valuable insight into the finance industry, with speakers sharing their experiences and knowledge about various financial roles, challenges, and opportunities. Speakers will provide tips and strategies for launching your career and share how the financial industry is changing. The presentations will start with a networking session, where students can engage in discussions that extend beyond the classroom. This is an excellent opportunity to learn from professionals who have navigated their careers in finance and gain a better understanding of the industry.

Featured Speakers 

Philip M. Reagan – Executive Director and Banker, JP Morgan Private Bank  

Phil Reagan is an Executive Director and the Florida Co-Lead of the Private Business Advisory Group at J.P Morgan Private Bank. He directs a team of specialists to provide sophisticated financial advice to private business owners and public company executives, affluent families and foundations. In recognition of his leadership within the investment community, Phil was named to Barron’s 2020 Top 1,200 Advisor list. Previously, Phil was an Investment Banker at Hyde Park Capital Partners in Tampa representing corporate clients in mergers acquisitions and capital raising efforts.  Phil earned a B.B.A. from Stetson University, where he was a national champion at the RISE Symposium Portfolio Competition and interned at a hedge fund during his senior year. He holds an M.S. in Finance from the University of Florida.

Bruce J. Robb, CFA – Managing Director and Investment Specialist, JP Morgan Private Bank

Bruce is a Managing Director and Investment Specialist with J.P. Morgan Private Bank in Palm Beach, Florida. As a member of the Florida Investment Team, Bruce provides tailored investment strategies regarding holistic asset allocation and tactical investment decisions. Prior to joining the Palm Beach office, Bruce spent 7 years as a Portfolio Specialist with both the Global Managed Solutions team as well as the Private Bank’s Chief Investment Office in New York. Prior to JP Morgan, Bruce spent 14 years at Bank of America Merrill Lynch in institutional sales. Bruce holds a Bachelor of Science degree in Chemistry from McMaster University; and is a Chartered Financial Analyst (CFA).

Taneka Lawrence, CFA – Senior Relationships Manager, Advisor Relations, Polen Capital

Taneka Lawrence joined Polen Capital in 2018 serving as a Senior Relationship Manager in the National Accounts Team. Taneka works to create meaningful connections with her clients at large global banks, regional banks, industry custodians, and large independent broker dealers. Wealth management organizations work with Taneka to deliver investment solutions in large cap growth equity, small cap growth equity, emerging markets equity, and fixed income strategies. In addition to her work with clients, Taneka serves as a founding member of the firm’s Diversity and Inclusion Committee and the co-founder of the women’s employee resource group, Women Inspiring Success and Engagement (WISE).  Ms. Lawrence earned her MBA at Harvard Business School and a Bachelor’s of Science from Columbia University School of Engineering and Applied Science.

Moderator: Tredesha (Desha) Howard, Senior Associate, Women on the Move

Tredesha (Desha) Howard is a Senior Associate for the Women of the Move DEI Center of Excellence. Tredesha supports the Financial Health and Wealth Creation pillar which focuses on enhancing the financial lives of women employees, customers, and clients as well as community members via external partnerships. Prior to this role, Tredesha worked as an internal wholesaler at a private asset manager covering Los Angeles and Hawaii. She enjoys dancing, eating and traveling. 

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Important: For additional inquiries or if you need the parking pass survey (only if you do not have an FAU parking permit), please contact Anna Pomeranets at apomeranets@fau.edu or Myrna Sotolongo at msotolo2@fau.edu