Victoria Barbary is Director of Strategy & Communications for the International Forum of Sovereign Wealth Funds (IFSWF) in which her focus is to help sovereign wealth funds become better investors for the benefit of their citizens. She formerly worked in research roles relating to Sovereign Wealth Funds and prior to that was a PhD student in the field of Victorian History.
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300. Chelsea Smith of Bernstein Private Wealth Management: Why Good Things Come in Threes
Chelsea Smith is Senior National Director, Family Office Services at Bernstein Private Wealth Management, based in Chicago. She started her career as an equity trader, and in recent years has been heavily involved in diversity initiatives designed to attract a more diverse pipeline into the finance industry.
298. Abdiel Santiago – CIO of the Panama Sovereign Wealth Fund – Governance and Government in a changing world
Abdiel Santiago is Secretary (CIO) of the Fondo de Ahorro de Panama, a role he has held for over 11 years. He holds a number of board roles in addition – including Advisory Committee Member of the Export-Import Bank of the US, a Board Advisory Committee Member of the International Forum of Sovereign Wealth Funds and a Committee Member of the Milken Institute. He is also a Board Leadership Fellow at the National Association of Corporate Directors.
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.
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.
255. Stephanie Drescher of Apollo: From legacy to laying the groundwork of a private wealth business
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.
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.
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.