251. Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond

Carina Diamond is a wealth management leader with particular experience in growing and building businesses. Late last year, she founded Stella Secunda Partners, a consulting firm that helps financial services locate and retain next generation talent and guide business owners through succession planning. She is a motivational speaker and coach, as w...
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248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life

Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular f...
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250. Rick Weissinger, Chief Marketing Officer at Moneta – A Hero’s Story that is a Wee Bit Different

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware. ...
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249. Hallie Label of Expect Equity: What to Expect when you’re Nurturing Investment Managers

Hallie Label, is the founder of Expect Equity, based in Baltimore.  She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles....
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246. Grace Reyes of The Diversity Exchange: Turning the Tide, One Starfish at a Time

Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK.  TIDE as a partner to the large...
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245. Randy Cohen, Senior Lecturer at Harvard Business School – Dangerous Vision in Stock Markets and Venture Capital

Randy Cohen, is a Senior Lecturer at Harvard Business school.  His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms.  He is a partner at Exsight Capital, a venture capital firm specializing in early-stag...
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244. Maggie Rapplean, Partner at Moneta – Human Centered Financial Advice in an era of Commoditization

Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM.  She has a particular focus on family office clients and started her career at Wells Fargo. ...
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243. Kelly Chesney of Pluscios Management: Solving for Absolute Return – From Abundance to Scarcity and Back Again

Kelly Chesney is principal and co-founder of Pluscios Management, a fund of hedge funds manager based in the Chicago area. The firm, founded in 2006, has two female founders, and we interviewed Connie Teska, the other founder, in this earlier episode of the Fiftyfaces Podcast.  She has a long history in investment management, particularly in the a...
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Trailer Series 2 of 2024: Wealth & Wellness, and Determining the Hero of the Story

We are thrilled to be back with Series 2 of the 2024 Fiftyfaces Podcast, which will marry insights from private wealth with insights on strategy, leadership and the investment landscape. Inter-dsiplinary learning is the way of the future, so we are excited to weave together diverse aspects of our investment discipline here. Series 2 is rich with in...
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