Stephanie Drescher is Chief Client and Product Development Officer at Apollo. She started her career in the Alternative Investment Group at JP Morgan and is a Board Member at ADT.
SEARCH RESULTS
254. Ciara Hurley – Reflecting on a Career in Private Wealth and “Perspective” for the Next Stage
Ciara Hurley is an investment committee member at the Trinity College Dublin Endowment. Ciara recently retired from Quilter Cheviot, where she was a financial advisor for over 20 years. She has worked as a portfolio manager, as well as serving in various director and Board roles.
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.
Ayo Ayodele – Public Service to Private Wealth
Ayo Ayodele and I got to know each other when he was working as an Assistant Treasurer and Deputy Chief Investment Officer at the City of Chicago. He now works in Global Wealth Management at a large firm in Chicago, and prior to his role at the City of Chicago worked in a series of investment banking roles, including 3 years at Afrinvest West Africa, based in both London and Lagos. He was educated in Nigeria, Harrogate in the UK and the University of Arizona.
A broad discussion of Ayo’s move to the US, his shift from institutional asset management and public service to private wealth and what he perceives to be the differences between the two.
Elissa Bayer – Private Wealth Pathbreaker
Elissa Bayer is a Senior Investment Director at a large wealth manager based in London, and has held a range of private wealth and investment roles throughout her career. Elissa was one of the first women to take a seat in the London Stock Exchange and blazed a trail through private wealth in London, where she is still active today.
A private wealth trailblazer walks us through an extraordinary career, that has spanned decades and enormous and transformative change in the financial world.
271. Marguerita (Rita) Cheng of Blue Ocean Global Wealth: Happy Hours and Quiet Power
Marguerita (Rita) Cheng is CEO of Blue Ocean Global Wealth, based in the Washington DC area, as well as being a Founding Member of Kiplinger Advisor Collective and The Authentic Asian.
266. Cary Carbonaro – Wealth Planner and Advocate – Preparing for the Future of Women in Wealth Management
Cary Carbonaro is an award-winning financial advisor, a women and wealth expert and a CFP board ambassador. She is currently senior vice president of Advisors Capital, where she was noted in the 2024 NASDAQ Advisor Council and as a Top Advisor in 2023 Investopedia.
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,
Episode 229. Sinead Faughnan of UBS Wealth Management Making it Count – Inter-generational Wealth Transfer and Celebrating Milestones
Sinead Faughnan has worked as a financial advisor with UBS for the past 17 years. She is focused in particular on inter-generational wealth transfer. We start by discussing Sinead’s rich Irish roots, her parents were originally from County Kerry and she herself was born in Ireland and moved to the US when she was three years old. She discusses her upbringing in Yonkers and the values that her parents’ work ethic instilled in her.
228. Shari Greco Reiches: Empowering “Women in Charge” in Wealth Management
Shari Greco Reiches is founder of Rappaport Reiches Capital Management a firm designed to help clients navigate their most crucial financial decisions. She has a particular focus on “Women in Charge” and is active in a number of affinity groups and holds a number of board roles, including previously ISBI, the Illinois State Board of Investments. She is the author of the book “Maximize your Return on Live” and podcast host.