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Simmons School of Management Alumna Named a Top 10 Financial Advisor
Chitra Staley '82SM was recently named a top 10 financial advisor by Women's Business Boston. Staley was nominated by readers of the publication both for her outstanding financial planning acumen and her ability to communicate with clients.
"Chitra is so much more than a financial advisor," says Diane Asseo Griliches, one of the several clients
who nominated Staley for the distinction. "She is an educator, a wise consultant, a good listener and someone
in whom I have total faith because she has done so well for me and made my life so much easier and less
stressful. Chitra has also put me in touch with a fine accountant and done the best financial planning I
could ever expect."
Staley is the founder and president of Cambridge, Mass.-based TPW Financial, a firm specializing in working
with individuals and families to provide customized solutions in financial planning and investment
management.
Prior to founding TPW Financial, Staley was Chief Investment Officer for Mintz Levin Financial Advisors,
counseling clients on asset allocation and investment strategies and offering investment advisory and
financial planning services. Before joining Mintz Levin, she was President of Staley Advisors, where she
managed portfolios for high net worth clients, determined investment policy and reviewed asset allocation. In
addition, Staley advised on financial planning and oversaw multiple investment managers.
In addition to serving on the board of the Boston Estate Planning Council, Staley serves on the board of
AASRA, an organization helping South Asian women in need, and is the Vice Chair of the board and Chair of the
finance committee of the Noyes Foundation, a New York based Foundation which works to protect communities
from toxic waste dumping and to promote sustainable agriculture.
She received her B.A. from Smith College, her M.S. from the University of Massachusetts, and went on to earn
the Chartered Financial Analyst and Certified Financial Planner designations.
Staley holds a positive outlook on the economic situation. "In the midst of the tough economy," she says,
"there are important decisions that people need to make to improve their financial situation. The greatest
danger is to be paralyzed in fear and do nothing. We firmly believe the economy will improve and markets will
rebound. It is therefore critical to make plans now to take advantage of the rebound and create a sustainable
investment program.
"In adversity there is opportunity, so we encourage everyone to pay attention to your finances now,
depressing as it may be. When one is sick, one does not hide from the doctor. Hence, now is the time to
reappraise one's risk tolerance, goals, and life values, and set the course for the future.