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Looking Past COVID-19:
Women & Financial Planning for the future



Martha Underwood | Director of Software Engineering Transformation | BBVA


Transformational leadership is the hallmark of my 20 + year tenure in Information Technology. From a foundation in IBM’s famed employee development program, I've risen to be a driving force in today’s fast-paced, and challenging Software arena. As an enterprising technology leader, I blend my comprehensive knowledge of the full software implementation life cycle with a solutions-oriented managerial style that results in team building, innovative IT solutions, reliably strong ROI and organizational advancement. 


Lindsay Davis | CEO | Spartan Invest

In her role as CEO, Lindsay manages all of the day-to-day operations for a team of over 20 employees, 150 contractors, and 250 additional outside vendors. She has sole responsibility for Spartan Invest’s $12 million in assets and $22 million in revenue. In 2017, Lindsay traveled to Barcelona, Spain, to receive the Stevie Award for International Woman of the Year.

Lindsay joined Spartan Invest in May of 2011 as Property Manager. After only 8 months, she was promoted to the position of Market Director. In this role, she resided over $4M in total assets and managed the company’s entire retail portfolio. She is also solely responsible for the creation of Spartan Realty, Spartan Invest’s brokerage arm. She also worked to make the WeBuyHouses.com brand one of the leading home buyers and largest licensee in the Southeast.

Lauren Pearson | CFP, Managing Director, Partner | Hightower Somerset Advisory

If research is considered a hobby, that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably what makes me well suited for this profession. To support this passion professionally I have been designated as a Certified Financial Planner™ (CFP™). The impact of putting a thoughtful plan in place will last for generations, and I understand the depth of this responsibility.

What you will see and read from my online footprint is I principally engage in personal financial planning, asset allocation, portfolio construction and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality. This is the work I have been doing for over a decade, designing and crafting hundreds of planning scenarios. It is not important to me to have the most assets under management, the mark of the industry, but it is deeply important that I do great work for the clients whom I serve.


Liz Pharo | Managing Partner | Featheringill Capital

Elizabeth Pharo is Managing Partner at Featheringill Capital, a targeted high-growth equity fund and operator-led family office investment firm, where she serves as the Chair of the board of directors for Experlogix and Eagle Automation. Pharo most recently served as Chair of the board of directors at Momentum Telecom and Chair of the board of directors for SuccessEHS.

Liz is dedicated to the growth and economic development of the Birmingham community. She currently serves on the boards of Commerce One Bank, Swell, a company that provides single instance software for social fundraising, Cahaba Brewing Company, and GirlSpring (immediate past-president). She is a trustee of the Altamont School and Birmingham-Southern College. Liz is the Alabama State Chair for YPO and a Birmingham Kiwanis Club member. In addition, she serves on the board of Innovation Depot and the Economic Development Partnership of Alabama and is a member of the advisory boards of Southern Research Institute and Venture for America. In 2015, Liz was recognized by Birmingham Business Journal as one of Birmingham’s Top 40 Under 40, and in 2016 she was recognized as one of BBJ’s Top Women in Tech, and was a finalist for the E & Y Entrepreneur of the Year.



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