Here’s what she wrote earlier this week to a relationship columnist with the Boston Globe:
Long time, first time. Back story is that I started dating my best friend of about five years this past September. He is the most kindhearted, gentle, and fun person I know. He has seen me go through my share of bad relationships and heartache. He’s two years older than me and this is his first real relationship and longest relationship. We both started to like each other early last year but didn’t act on it until the summer. We were scared to cross the line and he was studying for Part 2 of the CFA (crazy finance test!) all last winter/spring so I didn’t want to distract him.
He was always the one pushing for us to start dating once it was on the table, and after spending time with him, I grew to love him. It’s by far the best relationship I’ve been in and he treats me so well I could see myself spending the rest of my life with him (I’m 23. I’ve been around the block. I’ve known him for 5 years).
He is in the thick of studying for part 3 of the CFA right now and has been since January. The test is in early June. I have been incredibly understanding about his priority (passing this test!). When his job and the studying became extra stressful last month, he threw a curve ball at me and said that he felt like something was missing in our relationship but that he couldn’t decipher if it was his external stresses or just us. We decided to work on it, but more recently the conversation came back up and he said he still feels something is missing. I’m deeply hurt by this and I really just hope it’s the stress of the CFA that is sucking the life out of him, but I also don’t think it’s fair for me to sit around and wait until after the CFA for my “trial period” to be up.
We called it off last night and I’m just looking for some help on how I should be feeling about this situation and what to do after the CFA is over in June. Reevaluate? Move on? Is he just a commitment-phobe?
– CFA is ruining my life, Boston
The Swiss have hired J. C. del Real to add “senior level relationships to the firm.” Read more »
Back in August, the Daily News ran this photo of Billy Joel on a bike with an unnamed blonde woman, who the paper claimed was an employee of Morgan Stanley and Joel’s new lady love. In October, a report claimed she was actually a Goldman Sachs “banker” (a tip possibly sourced to the GS c-suite, where they would just love to be able to say one of their own is tapping Joel). Today, the saga has finally been put to bed. The woman has gone public to say her name is Alexis, she works at Morgan Stanley and she’s in love with Mr. B. Read more »
With the passing of the Dodd-Frank Bill, one pesky thing that banks have had to spent a couple hours getting in line with is the Volcker Rule, and what it means for their proprietary trading desks. Whether to spin them off, send the employees to a farm in the country where they can run around, move them to the basement or just rename the group the ‘troprietary prading’ unit, about which no one will be the wiser, the whole thing has been a bit of a headache. One person who hasn’t lost any sleep over the mandate, however, is Vikram Pandit. Because unlike his counterparts at say, Goldman, who’ve clutched their pearls and felt faint at the thought of a world without prop, Vickles got behind the rule before it was even a twinkle in Volcker’s eye. Read more »
Bob Moffat Gets Half A Year To Become Hardened, Jaded, Vow To Never Open His Heart, Pants To An Analyst AgainBy Bess Levin
The former IBM exec, who had no idea Danielle Chiesi was just “playing” him when he passed her inside info during the course of a relationship that apparently meant a lot more to him than her, which he has twice cried in public over, has been sentenced to six months in prison.
Lady Hedge Fund Manager/CFA Charterholder Sara Grillo Mentors Young Women Looking To Succeed In Business, LoveBy Bess Levin
Sara Grillo is a manager with hedge fund advisor Diamond Oak Capital Advisors and the topic of a recent Bloomberg article. What about Grillo intrigued editors enough to profile her? Without having spoken to anyone over there an educated guess would have to be her ability to overcome obstacles and in doing so, set examples for females trying to break into a male-dominated field. Obstacles such as:
Work in a bar. That was a friend’s suggestion for Harvard graduate Sara Grillo after she was laid off from Lehman Brothers Holdings Inc. in 2008. Two years later, the hedge-fund analyst is campaigning to get more women into top financial jobs. Grillo, 32, who co-manages hedge fund advisor Diamond Oak Capital Advisors LLC, found herself among 225,000 unemployed finance workers that year as the subprime market collapsed. “If I were a tall, broad shouldered, gray-haired, 50-year- old man with the same credentials, nobody would have suggested I take a job for less than one eighth of my salary,” said Grillo in a telephone interview from her home in Queens, New York City.
2) The fail rate of the venerable CFA exams
Dismayed by friends’ suggestions that she quit finance, Grillo vowed to help more women join the industry, setting a goal of raising the proportion of women Chartered Financial Analysts to 50 percent from the current 19 percent. “I’m a CFA charterholder and I always look women right in the face and tell them that if I did it, they can do it as well…I wanted those letters after my name so badly,” she said. “If it took me 80 years, it was going to say, ‘Sara Grillo, CFA’ on my tombstone.”
3) Cheapskate boyfriends who apparently deserve to be called out in publications read by millions of people. Read more »