2023-2024 Season Highlights
With the 2023-2024 season just around the corner, we are thrilled to present an exciting lineup of events featuring renowned speakers who will undoubtedly engage and enlighten our club members. While some high-powered speakers are finalizing their schedules, we’re committed to promptly communicating the specific dates as they are confirmed. Here’s a glimpse of what to expect:
- Thursday, September 14, 2023: Kick off the season with Cocktails and Networking at the Tatnuck Country Club—a fantastic opportunity to reconnect with old friends and make new connections. Upon renewal of your membership, you will receive an invitation to reserve for you and a guest!
- October 2023: We are honored to welcome Massachusetts Governor Maura Healey to share her insights and vision for our state’s economic future.
- Late January 2024: Join us as we host Rick Green, the visionary Founder of 1A Auto, who will inspire us with his entrepreneurial journey and industry expertise.
- February 2024: Brace yourself for a thought-provoking evening with Congressman Byron Donalds (R-Naples, FL), who will shed light on national economic policies and their impact.
- Late March/Early April 2024: Stay tuned for an announcement of another remarkable speaker who will broaden our perspectives on critical economic matters.
- Late May: Conclude the season with a bang as we welcome Adam Selipsky, the CEO of Amazon Web Services (AWS), who will share insights into the future of technology, artificial intelligence, and its influence on the global economy.
- This event has passed.
547th Meeting Featuring Kathleen A. Murphy
April 19, 2017
Attend Event
Hogan Center at Holy Cross, Worcester MA
Wednesday, April 19th, 2017
Reception and Networking, 5:30 pm; Dinner, 6:30 pm
Kathleen A. Murphy, President of Personal Investing
Kathleen A. Murphy
Kathleen Murphy is president of Fidelity Personal Investing, which provides a full range of investment and financial planning services to millions of individual investors including wealth management, retirement planning, and brokerage. Ms. Murphy is also responsible for Fidelity’s life insurance and annuities business, its workplace savings business for tax-exempt organizations, all of the firm’s brand and advertising programs, and Fidelity’s digital programs.
Ms. Murphy oversees a business with $2.0 trillion in assets under administration, more than 18 million client accounts and over 15,000 employees (as of Jan. 2017). Her business is the nation’s retirement leader— #1 in individual retirement accounts (IRAs)i, a leading U.S. brokerii, and one of the largest providers of investment advisory servicesiiiand college savings plansiv.
Prior to joining Fidelity, Ms. Murphy was CEO of ING U.S. Wealth Management, leading the Defined Contribution, Defined Benefit, Retirement Solutions, Annuities, and ING Advisors Network businesses. Ms. Murphy began her career with Aetna, spending 15 years in a variety of legal and government affairs positions, eventually serving as general counsel and chief compliance officer, Aetna Financial Services.
Ms. Murphy received her Bachelor of Arts degree, summa cum laude, in economics and political science from Fairfield University in 1984. She earned her juris doctorate with highest honors from the University of Connecticut in 1987.
Ms. Murphy sits on the Board of Governors of the Financial Industry Regulatory Authority (FINRA), the Board of Directors of the Markle Foundation, and the Board of Directors and Vice Chair of the National Football Foundation. Ms. Murphy has repeatedly been named one of the “50 Most Powerful Women in American Business” by Fortune magazine, one of the “Wall Street Top 50” and “Business 100” by Irish America magazine and named as one of the “25 Most Powerful Women in Finance” by US Banker, among other honors.
iSource: Cerulli & Associates Retirement Edition
iiSource: Company SEC filings and Fidelity data
iiiSource: PAS Product Management & Development; Cerulli Associates – Managed Account Research
ivThis statement is based on plan assets by primary distributor as ranked by Strategic Insight (SI)
This event is sponsored by:
Our 2016-2017 Season Presenting Sponsors:
