Active Management - Fifty Faces Hub

250. Rick Weissinger, Chief Marketing Officer at Moneta – A Hero’s Story that is a Wee Bit Different

Rick Weissinger is Chief Marketing and Communications Officer at Moneta and a veteran of financial services marketing. He previously held roles at Brightworth and Craneware.

249. Hallie Label of Expect Equity: What to Expect when you’re Nurturing Investment Managers

Hallie Label, is the founder of Expect Equity, based in Baltimore. She was previously Chief Operating Officer at Rock Springs Capital, and prior to that was a principal at Makena Capital and held numerous financial industry roles.

247. Aditi Javeri Gokhale of Northwestern Mutual – Towards a goal of Protecting and Prospering with eyes on the sky and feet on the ground

Aditi Javeri Gokhale is Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments at Northwestern Mutual, based in Milwaukee. In her role she leads teams that manage more than $627 bn in company and client assets, including nearly $310 bn in institutional investment portfolio and over $280 billion in retail client assets She is also accountable for the Northwestern Mutual Future Ventures -the company’s venture investing arm and the consumer digital disruptor Wysh.

246. Grace Reyes of The Diversity Exchange: Turning the Tide, One Starfish at a Time

Grace Reyes, is the CEO and Founder of TIDE – The Investment Diversity Exchange, which she founded in January 2020 as a way to connect key industry players to promote diversity and inclusion in the investment industry. She has recently extended TIDE’s reach beyond the US and has a base in both the US and the UK. TIDE as a partner to the largest US public pension plans, their emerging and diverse manager efforts.

245. Randy Cohen, Senior Lecturer at Harvard Business School – Dangerous Vision in Stock Markets and Venture Capital

Randy Cohen, is a Senior Lecturer at Harvard Business school. His main research focus is the interface between the actions of institutional investors and price levels in the stock market and has helped to start and grow a number of investment management firms. He is a partner at Exsight Capital, a venture capital firm specializing in early-stage impact investments in innovative ophthalmic diagnostic and treatment solutions. This has particular resonance for Randy, who is blind from retinitis pigmentosa.

244. Maggie Rapplean, Partner at Moneta – Human Centered Financial Advice in an era of Commoditization

Maggie Rapplean is a partner at Moneta, the St Louis-headquartered national Registered Investment Adviser with over $30 bn in AUM. She has a particular focus on family office clients and started her career at Wells Fargo.

242. Daniele Beasley on Financial Therapy – What is it, Why is it Important?

We first interviewed Daniele Beasley in 2021 and discussed her focus on financial literacy and her financial advisory practice. Fast forward to early 2024, and Daniele’s contribution of content to the industry has continued apace, and she is now making a name for herself in the emerging area of financial therapy.

202. David Semmens of Cadro – Riding the Fintech Wave of More Interactivity and Personalization

David Semmens is Chief Investment Officer at Cadro and an External Investment Committee Member at Wealthify where he was previously CIO. He holds additional Investment Committee and advisory roles and is an adjunct lecturer at Heriot-Watt University.

Pride Series 2023: Intersectionality, Authenticity and Progress

June is here, and we are delighted to be back with our annual Pride Series, that this year will be a little bit different. It will be a bit different because although we are launching it in June, we intend to keep adding to the series all year long – because Pride is for life, not just every June. This year – to kick things off, we hear from the Founder of “Out in Finance” about the affinity group he is building, and the relief he felt on being able to be his authentic self as well as from a financial planner who specifically focuses on working with LBGTQ+ “folx” to enable them to live their lives authentically

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