Smith Women’s Month

9 Tips from Women on Wall Street

To make it as a woman in the male-dominated finance industry, you have to be assertive. And key to that is having – or faking – confidence, says Marguerita M. Cheng, CEO of investment advisory firm Blue Ocean Wealth.

"I learned to assert myself through the skills that I have," says Cheng, a 1993 graduate of the University of Maryland's Robert H. Smith School of Business. Cheng began her career on Wall Street as an analyst, but wanted to work more closely with clients. She became a Certified Financial Planner and transitioned into wealth management.

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