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.
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34. Marci Bair, CFP® of Bair Financial Planning – Coaching Sports and Financial Outcomes aligned with Values
Marci Bair, CFP® has spent over 30 years working with women in leadership, LGBTQ+ couples and progressive business owners to align their investment portfolios with their values and provide fee based financial and retirement planning. Based in San Diego, she was previously Chairperson of the South Bay Alliance and a Board Member of the Greater San Diego Business Association.
Series 3 of 2024 – Trailer – A Tour through Public Service, Private Wealth and Culture
Summer is coming, and so is Series 3 of the 2024 Fiftyfaces Podcast, and this series is filled with themes that we have not touched in as much depth before. The notion of service, and in particular serving public funds – whether in an officer, trustee or consultant capacity is explored in depth – we look at the mindset required, the rewards that accrue, and how to attract new talent into this segment.
Elizabeth Burton – Making it happen on and off the field
Elizabeth Burton is CIO at the Hawaii Employee’s Retirement System, a US public pensions plan with over $17 bn in AUM. Before moving to Hawaii in 2018 she was managing director of the quantitative strategies group at Maryland State Retirement and Pension System. Prior to that she ran her own strategy consulting business, and worked as an economist, in portfolio management at a fund of hedge funds and a as fixed income securities trader. Elizabeth is a recipient of the CIO Magazine’s 2019 Innovation Award, and was named as one of CIO’s Forty Under Forty in 2017, and was recently appointed to the Board of CAIA.
An inspiring discussion of a life characterized by sport, competing, a striving for excellence and how this is translated into building a CIO’s team.