Jeanie Coomber is the founder of the Warriors at Work platform, and an executive coach. Our discussion charts her journey from a corporate career at Alliance Bernstein to becoming a coach. We talk about the personality type necessary to be a coach, and Jeanie Coomber highlighted her unique approach to coaching, integrating her mother’s psychotherapy expertise. There is more information on the Warriors at Work platform here: https://jeaniecoomber.com/warriors-at-work-show/
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12. Nancy Stern – CEO and Board Member of Allston Holdings – Networking and Empathy
Nancy Stern is CEO and board member at Allston Holdings LLC. She has had a 27 year career starting as a lawyer and transitioning to a financial and business oversight role. In her latest role, which saw her assume the CEO position in 2020, she led a successful sale of that company that closed in 2021. Nancy holds a number of board roles. She was the recipient of the Woman of Achievement Award granted by the anti Defamation League in 2019.
Elizabeth Kleinerman of Wellington Management – Networks and Progress in Financial Services
Elizabeth (Liz) Kleinerman is a Fixed Income Portfolio Manager at Wellington Management, based in Boston. She has worked at Wellington for her entire career, and is Chair of the Advisory Board of the Wellington Foundation as well as a Founder of the firm’s Pride+ Network and a leader of its diversity and inclusion efforts. She lives with her wife and two sons in the Boston area.
Merav Oren – A Serial Entrepreneur Talks Food Tech, Co-Working and Making the Ask
Merav Oren is a serial entrepreneur, most recently of the ACT Foodtech Innovation Hub, which connects the culinary and foodTech worlds, as well as the founder of WMN, a co-working space and ecosystem for female entrepreneurs in Tel Aviv, and the first of its kind in the area. She is passionate about working with the public sector towards sustainability and impact and also founded Urban Playground, which provides solutions to effectively manage public spaces.
Our wide-ranging conversation covers her earliest inroads into being an entrepreneur, and some negotiating skills learned on the job that taught her how to properly assess her worth and, more importantly, ask for it.
Andrien Meyers – Councilman, Allocator, NED – blending it all in honour of God, family and career.
Andrien Meyers is a Councilman in the City of London Corporation as well as a Head of Pensions Investments at the London Borough of Sutton and Royal Borough of Kingston upon Thames. He is a Non Executive Director of Resonance Limited as well as a strategic business advisor to bfinance.
A renaissance man with multiple interests and passions, shares his Indian heritage and his work on the anti-racism taskforce of the City of London, how he honours God and Family as he pursues a fulfilling career.
31. Brad Baumoel: Brad Baumoel Head of LGBTQ+ Affairs at JPMorgan Chase: Gender Expansiveness for the Next Generation
Brad Baumoel is managing director and Global Head of LGBTQ+ affairs at JPMorgan Chase, a position he assumed in April 2021. He previously was Portfolio Director for the Chase Digital Platform and prior to that led several large-scale transformative programs and teams across the institution. He was a founding member and prior leader of OPEN Finance NYC, a non-profit LGBT network for the Financial Services Industry.
259. Anna McDonald of Moneta: Going for Gold – Coaching Athletes on their Financial Game
Anna McDonald has a dual role at Moneta, a St. Louis based RIA with over $32 billion in assets under management. She supports athletes in all aspects of their financial lives, preparing them for sustained success beyond their athletic careers. She knows this segment well as she previously spent six years as an ESPN reporter, covering Major League Baseball and the National Football League. During this time she was a spokesperson around health and safety concerns of the NFL. In addition to her work with athletes, she also serves as Moneta’s Director of Family Learning. In this capacity, she works at the net as client facing teams to facilitate learning programs for families to transfer wealth to younger generations.
248. Brent Mattis of the Cleveland Clinic Investment Office: Off the Beaten Path in Investments and in Life
Brent Mattis is a Principal at the Cleveland Clinic Investment Office. He specializes in idea generation, manager selection and financial modeling for the investment portfolio and likes to look “off the beaten path” for opportunity. Prior to joining the Cleveland Clinic in 2017 he worked for 6 years in a family office in NYC with a particular focus on alternative assets, direct private investments and public equitie
235. Elizabeth Browne of Elevate at GCM Grosvenor: A Non-linear Path to Empowerment and Change
Elizabeth Browne is Managing Director and Co-Head, Elevate at GCM Grosvenor, where she works in the Sponsor Solutions division. She was previously Head of Entrepreneurship and Family Office Partners at RedBird Capital Partners and was a senior member of the investment team at DNS capital, a family office. She has held numerous board roles.
221. Laura Langton of J M Finn – Challenges in the Atlantic and Beyond
We have brought you this story to showcase an extraordinary physical challenge – the world’s toughest row – that one of our own – investment manager Laura Langton – is about to embark upon. We examine what motivates a person to take on something so extreme and so obviously strenuous and physically taxing. We look at the preparation and mental journey that is involved, and ask what it teaches her and how she brings these learnings into the workplace.
Laura Langton an investment manager at JM Finn. She was previously involved in developing partnerships and revenue streams in financial services. Our conversation starts with her very sporty upbringing in the idyllic Cotswolds. Her mother was a jockey and Laura found rowing had its own rich history within her family.