As we enter high summer here we come with some summer bounty here at Fiftyfaces Podcast as we launch Series 4 that is bursting with wisdom and insights. Because life is not linear, these stories are not linear either – and they stress the power of the individual. Hear from an introvert who found her calling in connecting with people in private wealth, a pensions expert whose entire career has been driven my members first, a legendary business builder and a private credit expert forging her own path.
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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.
33. The Debt Free Guys: David and John Auten-Schneider: Living Fabulously and Authentically
David and John Auten-Schneider are a married couple who have branded themselves the Debt Free Guys, and host a popular podcast and website full of tools to help listeners and clients to “live fabulously, not fabulously broke”. They have a proprietary Wealth Builder’s Pyramid tool that they use as a multi-pronged approach to financial freedom, a solid credit score and debt-free living. Their mission is to help their clients particularly, but not exclusively, members of the LGBTQ+ community to live happy, healthy and wealthy.
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.
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.
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,
234. Uwe Schillhorn or Emerging Markets Investor Alliance: Uncertainty and Navigating it in the World of Investing
Uwe Schillhorn is Program Director at Emerging Markets Investors Alliance. He previously was CIO at Principal International Americas, where he managed the investment teams and developed the business in Latin America. Prior to that he was previously a global bond portfolio manager at UBS, and his most recent role was as CIO of a Chicago based public fund.
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.
Emma Olivier – Trail Blazer and Disability Advocate: Highlighting the Twenty Percent
Emma Olivier is the founder and CEO of Twenty Percent, a disability Advisory working with Corporate Australia. She was born with a limb difference – without a left hand – and understands from her own lived experience the challenges and opportunities of having a disability in the corporate world. She spent over 30 years in consulting, most recently at Accenture in Melbourne. She is a member of the Risk and Audit Committee of Scope, among other roles.
Trailer: Series 3 of 2023 A Deep Dive
In Series 3 of the Fiftyfaces Podcast we start to dig deep – into sustainability standards, fintech, what impact actually means, and bust myths around hybrid working, the great resignation and entrepreneurship.