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.
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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.
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.
207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.