SHARON LEE RICH
76 Townsend Road
Belmont, Mass. 02478
(617) 489-3601

Education

1980-1986
HARVARD UNIVERSITY, Graduate School of Education. Educational Doctorate in Human Development.
Focus: Women's development and Adolescence. Thesis: "Change within connection: A study of adolescent daughters' views of their relationships with their mothers."

1983-1985
BOSTON UNIVERSITY, Metropolitan College. Diploma in Financial Planning.

1977-1978
UNIVERSITY OF CHICAGO, Masters of Arts in Teaching of English. Thesis: "Approaches to death in literature and life: A curriculum for high school students."

1974-1977
CORNELL UNIVERSITY, Ithaca, NY. Bachelor of Arts in Psychology. Graduated with distinction in all subjects. Consulting and Teaching

Work Experience

1984-present
WOMONEY: Financial Education and Counseling. Self-employed financial planner and consultant.

1985-present
PRESENTER/SPEAKER, Topics cover women, money, financial planning, and ethical investing. Sponsors include the Cambridge Center for Adult Education, Radcliffe Career Services, Boston Women's Fund, Haymarket People's Fund, M.I.T., The Social Investment Forum, and WGBH's program The Group.

1988 - present
MEDIA RESOURCE, Interviewed by local and national publications including The Wall Street Journal, Money Magazine, Businessweek, Kiplinger's Personal Financial Magazine, US News & World Report, Working Woman, Parent's Magazine, Financial Planning, The Boston Globe and more. Money Makeover Expert for The Boston Globe (12-95 - now), Los Angeles Times, and WHDH-TV, Channel 7.

1986-1987
LECTURER, Northeastern University "Introduction to Financial Planning," first course for series for Certified Financial Planner designation.

1981-1986
RESEARCH CONSULTANT, Center for the Study of Gender, Education, and Development Member of research team, led by Carol Gilligan, examining female adolescence. Interviewer using open-ended interview schedule for four year longitudinal study. Helped develop and teach coding system for qualitative data.

1981-1986
TEACHING FELLOW, Harvard University 1983 "Adolescent Development" with Carol Gilligan

1981
"Television and the Developing Child" with Gerald Lesser 1981-1983 COLLABORATIVE RESEARCH, Radcliffe College Murray Research Center Grant with Ronald Slaby: "Predicting the Adolescent's Break from Home: The Balance Between Autonomy and Relatedness."

1978-1980
Clear Lake High School, Houston INSTRUCTOR of grades 11 and 12 in English.

Community Involvement

1999-present
PRIDEPLANNERS
Founder, Board member, National Conference Planner

2004 - present
ARSENAL CENTER FOR THE ARTS, Watertown, MA
Board member, Finance Committee Member and Chair, Treasurer

1999- present
BETH EL TEMPLE CENTER, Belmont, MA
Board member, Chair of Budget Committee, Former Treasurer, Former chair of Social Action Committee

2003 - present
WHEELOCK FAMILY THEATER, Boston, MA
Friend of the theater helping orgainize member events

1991
B'NAI BRITH WOMEN, Boston, MA
Participant on Connection Card to be distributed to Battered Jewish women to let them know resources for help.

1988-90
BOSTON WOMEN'S FUND
Board member, Treasurer

1981- 2000
HAYMARKET PEOPLE'S FUND, Boston, MA
Conference leader for socially responsible investing and on issues of class. Activities include hiring and fund raising.

1981-1983
WOMEN'S COMMUNITY SCHOOL, Medford, MA. 
Helped develop and run adult education program

1980
THE DINNER PARTY, by Judy Chicago, Boston/Houston
Boston: Supervised volunteers, opened exhibit daily, and helped install and remove piece. Houston: Docent.

1975
TRIMS, Texas Research Institute for Mental Sciences
Developmental Clinic, Houston Texas Research Institute for Mental Sciences Summer intern: developmental testing, education and family planning.

Publications

1995 - recent past
"Money Makeover Series," The Boston Globe

1992
Financial planning series for The Boston Parents Paper.

1990
"Daughters' Views of Their Relationships with their Mother,." in  Making Connections. Edited by Carol Gilligan, Nona Lyons, and Trudy Hammer. Cambridge, MA: Harvard University Press, 1990.

1988
The Challenges of Wealth,  with Amy Domini and Dennis Pearne. Homewood, IL: Dow Jones-Irwin, 1988.

1985
Women's Experience and Education. Coeditor for Harvard Educational Review Reprint Series No. 17.

1982-1984
Harvard Educational Review Editorial board member; Issue editor; Book Review editor.

1983, Sep.
"Carol Gilligan on Girls and Dependence." Sojourner

Registered as an Investment Adviser, State of Massachusetts

Member of National Association of Personal Financial Advisors

Member of PridePlanners.

Speaker for Public Education Services.

Teacher's Certificates for Secondary School English: MA, TX, and IL.

Worth Magazine's list of America's Top 200 Financial Advisors, Oct. 1996.

Worth Magazine's list of America's Top 60 Financial Advisors, Oct. 1994.

Best Practices for Financial Advisors, Mary Rowland, 1997: Listed as one of 55 top financial advisors

Mention: In Search of the Perfect Model.  The Distinctive Business Strategies of Leading Financial Planners, Mary Rowland, 2004.

Who's Who in Finance & Industry

Who's Who in the East

Who's Who in the World

Who's Who of American Women

Who's Who in America, 2000

(Maybe other Who's Who)

Contributor to a variety of books, e.g.,  Wall Street Words, by David L. Scott, NY: Hougton Mifflin Co., 1997. & Girls Just Want to Have Funds : How to Spruce Up Your Money and Invest Like a Pro by Susannah Blake Goodman

"Gender Differences and Investing," Congress on the Psychology of Investing, Mass. Mental Health Center/Teaching Hospital of Harvard Medical School

"Divorce Issues," Workshop for National Association of Financial Planners, Regional Conference, 1996.

"Financial Planning Issues for Non-Traditional Families," Workshop for National Association of Financial Planners, National & regional conferences