Family Wealth Director, Morgan Stanley
Gail Covington is the Founder and Managing Partner of The Covington Wealth Management Group practice and is responsible for all aspects of the investment process, portfolio construction and risk management. Since establishing the practice in 1999, Gail has worked closely with C-suite and private equity executives and company founders as well as their families and family offices. Serving as a advisor across market cycles and across generations, she leads the team’s efforts to help each client implement comprehensive wealth management solutions based on their specific objectives. As a Family Wealth Director, Gail welcomes the challenges that come with managing significant wealth and is dedicated to a holistic approach to legacy building. Based in San Francisco, the practice is naturally focused on the needs of tech executives and investors, and covers clients in the Bay Area, Seattle, Los Angeles, Utah, NY, and Florida. Gail spent the early part of her career as an investment banker at Goldman Sachs, raising capital on behalf of small corporations and municipalities. As Oakland native, Gail is a graduate of Williams College where she studied Economics and Political Science and Harvard Business School (concentration in Finance and Capital Markets). Demonstrating her commitment to community and the arts, Gail serves on the Board of the San Francisco Symphony where she is a Vice President, member of the Investment Committee and past Chair of the Nomination and Governance Committee. Gail also serves on the Board of the East Bay Center for the Arts and is a member of the Investment Committee. Finally, Gail spends her free time with her husband John, two young adult sons and their Portuguese Water dogs, Lena and Langston. She enjoys playing her violin and all things food and wine.
Overview: Racial disparities impacting Black wealth have been an issue for decades. Research shows that Blacks have a drastically more difficult time investing in, managing, and multiplying assets because they frequently lack the knowledge to achieve true financial freedom. While some public and private programs are designed to increase access and address systemic disparities, our nation has yet to reach a place where it ensures equity for all races and genders. Because of this reality, it has become imperative for the Black community to look at wealth building as a “Team Sport” rather than an individual game. In this workshop, we will explore ways to intentionally and proactively use mentorship to help grow prosperity and build a lineage of new Black Millionaires.
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