The best investor in U.S. history is a name you’ve probably never heard. Henrietta (Hetty) Green outwitted the panic-prone markets of the Gilded Age and quietly built one of the largest fortunes in America.
Last year, CFE explored her trailblazing financial career with a virtual program: An Introduction to the Queen of Wall Street. In this follow-up program, we’ll take a closer look at the values and virtues that defined her legacy.
Though she was known for her frugality and independence, Hetty’s beliefs inspired quiet acts of philanthropy that often went unnoticed. When her last remaining heir, Sylvia Green Wilks, passed away in 1951, her immense wealth passed on as quietly as it was amassed.
Join us on September 10 as financial historian and author, Mark Higgins, CFA, CFP, and SVP of Index Fund Advisors, returns, accompanied by Bethany Bengtson, Associate Director and Head of Platform Strategy at Publicis Media, for a closer look at Hetty Green’s lasting influence.
About Bethany Bengtson:
Bethany Bengtson is a Fordham MBA and has a decade of experience as an analyst under Apollo Global Management, KPMG Capital, Droga5 and Publicis Groupe. Her work has been featured in the Wall Street Journal, Boston Globe, Harvard Business Review, Atlanta Journal-Constitution, and Columbia's School of International Affairs.
About Mark Higgins:
Mark serves as a senior vice president for IFA Institutional. Mark specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, various corporate plans, and select high-net-worth individuals. In this role, he leverages more than fourteen years of relevant experience serving as an investment advisor and consultant for both small and multi-billion plans.
Mark is also the author of the award-winning book, Investing in U.S. Financial History: Understanding the Past to Forecast the Future. The book recounts the financial history of the United States, beginning with the innovative financial programs of Alexander Hamilton in 1790 and ending with the Federal Reserve’s ongoing battle to contain inflation in the 2020s. In March 2024, Investing in U.S. Financial History was awarded a bronze medal in the prestigious 2024 Axiom Book Awards under the category of “Personal Finance/Retirement Planning/Investing.” It was also awarded the best book in “Finance” at the 2024 NYC Big Book Awards and best book in “Business: Personal Finance/Investing” in the 2024 “Best Book” Awards.* Click to read Mark's full Bio
