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. 

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. 

Ben Phillips is Head of Asset Management Global Advisory Services at Broadridge Financial Solutions, based in New York, He has had a long background in consulting at firms such as Casey, Quirk, Deloitte and Cerulli Associates and has focused for much of his career on the dynamics and evolution of the asset management industry. I asked Ben here to let us look over his shoulder into his crystal ball to chart the future course of the asset management industry.

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 well as the founder of Diversitas, a national education program at The University of Akron designed to expand diversity in wealth management.

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. 

We have brought you this story to showcase an extraordinary physical challenge – the world’s toughest row – that one of our own – investment manager Laura Langton – is about to embark upon. We examine what motivates a person to take on something so extreme and so obviously strenuous and physically taxing. We look at the preparation and mental journey that is involved, and ask what it teaches her and how she brings these learnings into the workplace.

Laura Langton an investment manager at JM Finn. She was previously involved in developing partnerships and revenue streams in financial services. Our conversation starts with her very sporty upbringing in the idyllic Cotswolds. Her mother was a jockey and Laura found rowing had its own rich history within her family.

Sara Bonesteel is Chief Investment Officer- International Insurance at Prudential Financial, located in the NYC area.  She was previously a managing director in Bear Stearns and JP Morgan. She is an Independent Director of Standard & Poor’s Financial Services LLC and holds a number of other Board and Investment Committee Roles.

Stuart Heatley is Managing Director at Capita Pensions where he is a Business Transformation and Growth Leader.  He previously held a series of similar roles at AON and Scottish Life.  Based in Edinburgh, Stuart is passionate about creating access to the financial services industry for people of all backgrounds, and is a Mentor with MCR Pathways.