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. 

Marah Curtin describes herself as a “catalyst on a mission to promote the empowerment of women and the next generation, financially or otherwise”.  Based in Dublin, Ireland, but originally from the US, she is a Director of Client Engagement at Davy, and has had a long career in financial planning.  She can be found on Instagram under @femolutionist, where she writes about money, careers and life from a female point of view.   She is also the founder of Cents for Kids and Side Hustle.

It has been a highly charged summer.  Between the big year of elections, a series of political and geopolitical surprises and a few market shocks, it has been anything but the silly season.  We have launched a few episodes of Fiftyfaces TV focused on investor identity and responsible investing and we have continued covering the issue of maternal mortality, women in sports and other matters close to our hearts.  

Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL.  In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice.  Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy. 

Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.

Vitali Kalesnik is a partner and senior member of the investment team at Research Affiliates, a Newport Beach headquartered investment firm.  Vitali is based in London.  He has focused his career in equity based research and has a Phd in economics.  He has written extensively in academic journals and has received various industry rewards for his content.  He is originally from Belarus.  

Eve Ellis is a wealth advisor with William Blair, and is based in the New York City Area. She has a particular interest in socially responsible and impact investments and manages two proprietary portfolios, the gender parity strategy, and the Matterhorn Affinity, Diversity and Inclusion strategy. She’s also a member of the Forum for Sustainable and Responsible Investment. She has received multiple awards, including featuring on the Crain’s New York Women and Financial Advice naugural list in 2020 as well as the Forbes America’s Top Women Wealth Advisors best in state.

Henry Tapper is the CEO at Agewage, a firm committed to helping people understand their pension pots, and the Founding Editor of the Pension Playpen, which provides guidance on pensions. He has been involved in financial services for his whole career, and is a high profile advocate for pensions education and transparency.

An enjoyable lookback at the early days of financial advice and the case for why better pension education is so crucial.