First Shair Foundation grant winner envisions practice with multigenerational reach
Valerie Rivera
With an assist from the Lucy Shair Foundation, Valerie Rivera aims to serve clients who are the first in their families to rise to the professional class.
“I thought Morningstar was a brand of vegetarian food,” joked Valerie Rivera, the first recipient of a grant from the Lucy Shair Foundation to help her launch her financial advisory firm. Confusing the fund-rating giant with a producer of plant-based food illustrates how difficult it is even for
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