SHOOK Research

Thanks to everyone that joined us at our 2024 Forbes | SHOOK Top Women Advisor Summit! With the help of these empowering women, we’re elevating the industry by sharing best practice and raising professional standards. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

This #ThankfulThursday we are grateful for the support of R.J. & Liz Shook and SHOOK Research R.J. and Liz have been influential in driving support for groundbreaking childhood cancer research through their partnership with Children's Cancer Research Fund. At the annual Forbes SHOOK Top Advisors Summit, SHOOK Research is raising awareness of the need for lifesaving childhood cancer treatments. As a result, they have raised nearly $4 million to develop potentially lifesaving treatments for children with rare and aggressive cancers, supporting clinical trials at the University of Minnesota, Fred Hutchinson Cancer Center and Children's Hospital of Philadelphia. Earlier this month at Dream, CCRF's annual gala, we presented R.J. with the Dream Maker Award, an exclusive award presented to those who have shown truly exceptional support as we select and fund innovative research to deliver breakthrough treatments to children. R.J. and Liz passionately champion CCRF's cause, introducing thousands of new supporters to our mission. Thank you, R.J., for your presence at Dream and for the progress in childhood cancer research that you've made possible. SHOOK Research

Congratulations to Sandra (Sandy) Adam, CFP® of Merrill Lynch and Megan Portacci of UBS for winning the SHOOK Showdown – Best Idea Competition, presented by PGIM! #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

Global Atlantic Financial Group’s Jeannie Underwood-Kotner shared tips on how to dive deeper in conversations with clients. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

With more and more individual investors looking to the alternatives space, KKR’s Alisa Wood shared opportunities in private equity. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

In an ever-changing technological landscape, Alger’s Dr. Ankur Crawford discussed what is out there and more areas where we can expect to see innovations. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

John Hancock Investment Management’s Co-Chief Investment Strategist Emily Roland talked about why this economic cycle is different from any others we’ve seen. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

In partnership with Susan G. Komen and our Top Women Advisor community, our raise will fund a clinical trial that looks to enhance the immunotherapy response of metastatic breast cancer, targeting cancer cells without damaging healthy cells. Learn more or donate here: https://bit.ly/3ywf02D #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

In a tumultuous political cycle, PIMCO’s Head of Public Policy Libby Cantrill, CFA shared what we can expect to see in the markets. #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #investmentadvisor #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor

The SHOOK team welcomes America’s Top Women Wealth Advisors to beautiful Palm Beach, as we kickoff our annual Forbes | SHOOK Top Women Advisor Summit! #ForbesSHOOKTopWomen #forbes #shookresearch #wealthmanagement #financialadvisor #ForbesTopAdvisor #ForbesSHOOKTopAdvisor