About
About
Who We Are
Wealth Engagement is a financial planning and investment management firm based in Atlanta, powered by 25 years of Wall Street and hedge fund portfolio management experience. We specialize in helping women and families grow and protect their wealth through custom financial planning and a strategic approach to investment management.
Our Team
Richard Lurie
Compliance Officer
Phone: 203-249-0532
Tiffany Kent is the Founding Partner of Wealth Engagement LLC. Tiffany is a former Vice President and Financial Advisor at Bernstein Private Wealth Management where she provided a range of sophisticated wealth planning and investment services. Prior to Bernstein, Tiffany constructed client portfolios and managed a $200 million equity long-short portfolio as an analyst, portfolio manager and partner at several investment management firms. Before that, she worked at Goldman Sachs as an Associate in investment banking. Tiffany holds a BA in Economics from the University of California, Berkeley, and an MBA from Harvard Business School. She is a CERTIFIED FINANCIAL PLANNER ™ and serves as Board Chair of the Harvard Business School Club of Atlanta.
"An investor, advisor, writer and advocate dedicated to helping women invest to reach their dreams! My work is devoted to sharing ideas, tools, and resources that will help women plan and invest."
Reach out to me at Tiffany@WealthEngagement.com
Richard spent 31 years working for IBM in various marketing roles. After retiring from IBM he joined Forrester Research, an IT research advisory firm, as a relationship manager and worked in New York City covering financial services firms for 16 years. He has degrees from Purdue University and Harvard Business School.
Speaking Events
She Leads GA
Conference 2019
WOMEN'S FINANCIAL EMPOWERMENT FORUM
Press
