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.
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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.
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,
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.
146. Les Bond of Attucks Asset Management – at the intersection of change and empowerment
Les Bond is CEO at Attucks Asset Management, a firm he founded over 20 years ago. Attucks is an MBE-certified registered investment advisor which builds portfolios of emerging investment managers- in particular female and minority owned firms.
Leslie Lenzo – A Holistic Approach to Health and Wealth
Leslie Lenzo is Chief Investment Officer at Advocate Aurora Health, a hospital plan in Illinois with over $10 bn in Assets under Management. She has worked in asset management at hospital plans for over 16 years and has also spent time in equity research. She is an advocate for building both a diverse investment team within her own organization as well as for promoting more diversity within the investment world as a whole.
A CIO shares her family history, what motivated her to enter into investing and the juggling of work and family that she does every day, and how she coaches her team to do the same.
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.
Dru Holmquist of Out in Finance: Driving Visibility and Promoting Authenticity
Dru Holmquist is Principal and Head of Client Facing and Wealth Management Consulting Practices at Cutter Associates. Now based in San Diego, Dru is also the founder of Out in Finance, an industry affiliate group for LGBTQ+ professionals in finance.
196. Duncan MacInnes of Ruffer: The art of MiniMax Regret and Portfolio Construction in Today’s Markets
Duncan McInnes is an Investment Director at Ruffer LLP, where he has spent over a decade. He previously worked in wealth management. I have enjoyed listening to Duncan discuss positioning and multi-asset insights on the conference circuit and wanted to take this opportunity to discuss his views on the current macro backdrop as well as the state of play in finance circles as we wrestle with failing banks and what this means for investors.