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CofieldAdvisors.com Cortlon Cofield has lived an uphill battle, and it taught him lessons that he brings to serving his millenial clients with services they can't get elsewhere. He grew up in the Avalon Park neighborhood of Chicago’s South Side, and both his parents passed away within two years of each other before he turned 17. But he pushed on, scoring a 27 on the math section of his ACT, which led him to attend the University of Illinois at Urbana-Champaign. After earning his master’s in accounting (via a full-ride from the Accountancy Diversity Fellowship), Cofield earned his CPA license and worked at Big Four firm KPMG and Northern Trust Asset Management for approximately four years. This eventually lead him to founding his own business, Cofield Advisors, which looks to bring financial planning and literacy to millennial clients. Many of Cofield's first clients, he notes on his site, were his fellow co-workers from just a few years back. “They had no idea ...

By Rachel Grimes Rachel Grimes is the President of the International Federation of Accountants. Ms. Grimes was appointed President in November 2016 after serving as Deputy President since 2014 and IFAC Board member since 2011. She was nominated by CPA Australia and Institute of Chartered Accountants Australia (ICAA), now the Chartered Accountants Australia and New Zealand. She is also a member of the Nominating Committee. Ms. Grimes is currently Chief Financial Officer, Group Technology Finance at Westpac Group, a multinational financial services firm. Previous to this, Ms. Grimes was Director of Mergers and Acquisitions at Westpac. She has more than 25 years of experience across the financial services sector, working with Westpac and BT Financial Group as well as for PwC. Ms. Grimes joined the ICAA in Australia in 1994 and advanced to Fellowship in 2002, before being appointed as a Director in 2006. Ms. Grimes was appointed President of ICAA in 2011. She also held the offic...