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Latina Leaders: A first generation finance expert says her most important duty is to help others

New York-based finance expert, Carmen Wong Ulrich, says she was born incredibly curious.
“For me it was a discovery,” says Ulrich about her career path. “I did know I wanted an advice column and I wanted to do TV — I pretty much have done it all by now at 41. Now, I’m thinking what’s the next chapter?”

Not only is Ulrich the president and co-founder of ALTA Wealth Management, she’s a finance and risk engineering professor at the Polytechnic Institute of New York University, and has contributed to various media networks. Currently, she can be seen regularly on the “Melissa Harris Perry Show” on Saturdays on MSNBC, CNN, and ABC’s “The View.”

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