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.
Ronnie Woo is the chef and owner of The Delicious Cook, an LA-based private chef company that specializes in four-star dining experiences. He is an accomplished chef, television personality, and cookbook author (Did You Eat Yet?, March 14, 2023) celebrated by his fans and peers alike for his infectious personality, background in dating & relationships, and creative Asian-American cuisine, which combines Asian dishes with All-American influences.
206. Jenn Barry of Aaron Wealth Advisors: The Evolution of Wealth Advice and Focusing on What Really Matters
Jennifer Barry is an investment advisor at Aaron Wealth Advisors in Chicago. She previously spent over 26 years at Citi, where she held a series of roles and focused on institutional equity sales most recently.
Erryca Robicheaux describes herself as shaping the future of Diversity and Inclusion through technology. She is a certified DEI leader and strategist as well as a Neurodiversity ERG lead.
In Series 4 of the Fiftyfaces Podcast of 2023 we gather 10 guests who share a passion for excellence – in very different fields. We hear from a legendary business builder about how he closes the deal while a hedge fund manager shares the humbling effect of market downturns. A CIO reveals her ups and downs and the importance of learning to take risk and having a backup plan, while a serial builder of banks and financial institutions who started her career decades ago tells us what has changed, and what has not and sharpens the focus on what kind of mentors really matter
Dr. Safi Mojidi describes himself as a Point Guard of Cyber and Data Privacy. He is the Founder and CEO of Hacking the Workforce, which co-creates employment opportunities for QTIPOC to upskill their lives and move from empowered to employed in cybersecurity. He is a Board Member and Director of Partnerships at TransTech Social Enterprises and has had a long career in cybersecurity.
Nathan Ortiz is an Associate DevOps Engineer at Red Door Interactive, based in the San Diego area. He previously was a software engineer at Trainsquare and prior to that was in the US Navy.
23. Maggie Lower of the Board of Grindr: Blending the Art and Science of Marketing with the Magic of Representation
Maggie Lower describes herself as a Pop Culture Enthusiast and Music Lover as well as a CMO and Board Member. She was formerly CMO for Hootsuite, a social media management platform where she fostereda collaborative marketing approach. She joined the Board of Directors of Grindr the largest LGBTQIA+ social networking App and has won multiple awards as an LGBTQIA+ advocate and been a keynote speaker. She also holds multiple roles as Senior Board Advisor.
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.
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