Matteo Dante Puccio, is President International and a Partner at Wave Financial Group. He’s had an extensive career across the wealth management, VC tech investing and family office space. He’s currently focused on digital assets at Wave Financial Group.
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143. Sinead Colton Grant of BNY Mellon – Crafting Solutions as the Currency for a Changing World
Sinead Colton Grant is Global Head of Investor Solutions at BNY Mellon, based in NYC. She has over 25 years of global multi-asset experience across investment and wealth management in both Europe and the US, and started out in derivatives sales and later currency management. She was included in the 2022 Worth.comgroundbreakers list https://www.worth.com/groundbreakers2022/
136. Dr. Namukale Chintu – Why Excellence Should Know No Frontiers
Dr. Namukale Chintu is a finance professional who holds Non Executive Director Roles including roles at Invesco Limited and Arkadia Asset Management and a number of advisory roles. She started her career in investment banking and held a series of Executive Director roles in Proprietary Capital and Wealth Management covering Africa. She is the founder of Frontier Market Consultants.
Robert Gardner – How to Make Money a Force for Good
Robert (Rob) Gardner is Director of Investments at St. James’s Place Wealth Management, a position he has held since early 2019. He was a co-founder of Redington, a consulting firm, where he spent 14 years and remains a non-executive Director.
A packed journey through a life in finance, experience founding a firm and how a passion for financial literacy has become a life’s mission.
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.
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
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.
175. Jessica Goedtel of Pavilion Financial Planning – Why To Do The Thing You Wish To Avoid
Jessica Goedtel is a Financial Planner and Owner at Pavilion Financial Planning in Allentown Pennsylvania. She works in particular for tech workers and sex workers and I came across her profile when she presented a robust challenge to a popular personal finance book highlighting its lack of female representation in its case studies.
Series 3 2022 – Trailer – Critical Issues; Critical Thinking
Welcome back to the Fiftyfaces Podcast where we are delighted to bring you Series 3 of 2022, which features critical thinkers from all walks of life. We hear about the value added of active management, the robustness of sustainable investing terminology, the role of politics in promoting inclusion and economic empowerment and the opportunity in Africa.
134. Tremaine Wills – Mind over Money and Mind over Matter
Tremaine Wills is the founder and chief operating officer of Mind Over Money, which provides financial planning advice and manages investment portfolios to help clients meet their financial goals. She formerly spent time as an investment advisor representative, and from 2015 to 2019 worked as a maths teacher initially for Teach for America. Based in Virginia, she is passionate about increasing financial literacy for the black community in particular.