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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206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
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.
194. Marah Curtin: Transforming Financial Advice and Planning through a Femolution
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.
164. Geri McMahon of AON – How Returning to a Finance Career can be Triumphant
Geri McMahon is a partner at AON and Co-head of Responsible Investment at the firm. She started her career at Price Waterhouse Coopers in Sydney, and spent time as a fixed income trader before moving to a healthcare technology, business and ultimately moving to AON in 2018. She wrote a powerful LinkedIn post about returners, which led me to want to find out more about returnship programs and their value.
Vitali Kalesnik – Factors, Fads and Formative Advice
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.
Episode 3 – Success in Portfolio Careers – Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper
In Series 3 of this FiftyFaces Focus Series focusing on the Next Chapter – and specifically portfolio careers and what makes an effective Board Member and Chari we meet with Alexandra Noble, Daniele Beasley, Susan Martin and Henry Tapper. We hear from a group of leaders committed to training the next generation of leaders, coaching through change and ensuring that all pensioners get to retire with dignity and informed choices.
The Next Chapter Episode 2 – Success in Portfolio Careers – Dr. Margaret Casely-Hayford, William Bourne, Sandra Urie and Julian Tregoning
In our second podcast of our Fiftyfaces Focus Next Chapter Series we hear from four more seasoned voices who are all pursuing a rich and diverse set of roles. First we meet with Margaret Casely Hayford, CBE, Chancellor of Coventry University, Special Trustee at Great Ormond Street Hospital Children’s Charity and Chair at Shakespeare’s Globe, among other board roles. She talks about the steep learning curve in gaining familiarity with the mission and purpose of each organization as well as the importance of learning to listen and for a Board to be a supportive Board. We speak also about the current levels of Board Diversity and the pace of change.
Miriam Isaac – Designing a Career
Miriam Isaac is a freelance UX designer and consultant who works with a range of companies across the US and Israel. She has worked as a graphic, and later web, designer for over 10 years. Miriam has a particular interest in mentoring young women within the religious community who have an interest in entering the design arena and in directing them to where they can learn the skills required. She was born in London and moved to Israel when she was 18 years old.
In our candid interview we talk about the obstacles and prejudices Miriam encountered both within her religious community, and later in the Tel Aviv tech world where religious women are in the minority.
PRIDE 2025 – Trailer: A Tsunami of Emotions in 2025
This is our fifth Pride Series of the Fiftyfaces Podcast. We have been proud of the deeply personal stories that we have shared from a diverse group of the LGBTQ+ community – we have discussed the importance of allyship, how workplaces have changed, the gestures that matter, and have thrown in a tremendous among of career advice along the way. This year presented some challenges – as policies change and some companies pull back from openly supporting this and other less represented groups, we asked previous guests whether this was the year to pull back and lie low or to proceed as usual. The answer was a resounding yes, so we got to work.
Tom Soto and Aoifinn Devitt: Reflections on Pride 2025 and on Obeying in Advance
We featured Tom Soto in our main series and he has supported our Pride series twice – first in 2021 and again this year. When I spoke to Tom about 2025, he was affirming in his reasons for doing the series, that I wanted our listeners to hear it from him.