Welcome to our fourth Pride series of all time, which is full of personal narratives that will make you smile, may make you cry and will definitely make you think. Join us as we discuss what allyship really means, share personal experiences across diverging global backgrops for LGBTQ+ rights, and take you into the realms of personal finance, international development and coaching.
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21. Laura J. LaTourette: Financial Planner, Farmer, Llama Lover and Authenticity Champion
Laura LaTourette is a financial planner that describes her practice as one designed to enable LGBTQ+ folx make a plan to simplify their lives to enable them to live authentically and leave a legacy of love. Based on her own 18 acre farm in Dahlonega Georgia, Laura has been a financial planner for over 20 years and is also a National Resource Center Ambassador for LGBT Elder Issues.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
Dr. Ylva Baeckstrom – Fusing Skillsets and Authenticity to Eliminate Imposter Syndrome
Dr. Ylva Baeckstrom is a lecturer and researcher in finance at King’s College Business School in London, where she has a particular interest in behavioural finance, investment decision making and investment advice, with a special interest in gender and the interplay between advisors and their clients.
A specialist in gender equality and finance shares insights from her Ted talk and how things like press coverage confirm biases and impeded visibility for women and underrepresented groups.
272. Jennifer Devine of Wiltshire: Sustainable Investing, Stakeholder Engagement and Lessons in Chemistry
Jennifer Devine is Head of Wiltshire Pension Fund, and a thought leader in the field of sustainable investing. I was thrilled to welcome her to the podcast in order to capture some of the vision that she implements at Wiltshire and translates for its members in easy to understand and relatable posts on social media and their home page that highlight concrete examples of impact investments.
36. Lindsey Young: Quiet Wealth – Loud Impact
Lindsey Young, is the founder of Quiet Wealth LLC, which she started to provide a comprehensive set of financial advisory services that successful LGBTQ+ professionals and their families need. She previously spent 15 years in Silicon Valley finance, primarily as a investment banker working on M&A, IPOs, leveraged finance and other transactions for technology companies. She also advises a series of non-profits, and is Board President of FreeState Justice, the leading statewide LGBTQ advocacy organization in Maryland.
33. The Debt Free Guys: David and John Auten-Schneider: Living Fabulously and Authentically
David and John Auten-Schneider are a married couple who have branded themselves the Debt Free Guys, and host a popular podcast and website full of tools to help listeners and clients to “live fabulously, not fabulously broke”. They have a proprietary Wealth Builder’s Pyramid tool that they use as a multi-pronged approach to financial freedom, a solid credit score and debt-free living. Their mission is to help their clients particularly, but not exclusively, members of the LGBTQ+ community to live happy, healthy and wealthy.
32. Dani D’Amico, Partner at McKinsey: Running, Risk Management and letting Authenticity Reign
Dani D’Amico is a partner at McKinsey in their financial services practice. She has previously worked in the Inclusion, Diversity and Belonging Engagement practice at Oliver Wyman in New York, where she was also a partner, and started her career in various consulting roles.
31. Brad Baumoel: Brad Baumoel Head of LGBTQ+ Affairs at JPMorgan Chase: Gender Expansiveness for the Next Generation
Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021. He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Finance NYC, a non-profit LGBT network for the Financial Services Industry.
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 insights around private wealth,