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.

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.

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.

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.

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, 

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 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.