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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.

242. Daniele Beasley on Financial Therapy – What is it, Why is it Important?

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. 

219. Ben Phillips of Broadridge Financial Solutions: Looking into the Crystal Ball for the Asset Management Industry of the Future

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.

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.

251. Carina Diamond of Stella Secunda Partners: Towards the Next Star in Wealth Management and Beyond

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.

221. Laura Langton of J M Finn – Challenges in the Atlantic and Beyond

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.

209. Paul Guilliotti of Richmond and Wandsworth Council: From Pooling to a League 2 Football Team: The Life and Times of a Real Life Ted Lasso

Paul Guilliotti is Assistant Director – Financial Services – at Richmond and Wandsworth Councils.  He has had a long career in local government and is a frequent participant in discussions around leveling up and LGPS pooling. Our conversation starts with Paul’s childhood where he spent some time in Zambia during his early school years.  We speak about any take-aways from that time and then dig into the origins of his unusual name a little.