Empowering Women in Wealth Management with Dr. Julie Ragatz
This week on Framework, we address how sponsorship and inclusion can empower women in wealth management. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson …
Breaking Barriers in Finance with Sheryl Hickerson
Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at Females and Finance …
Carson’s Women’s CEO Fund with Jake Bleicher
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women’s CEO Fund. Jake shares his unique journey from pre-med to the financial …
How Mentoring Led Me to Financial Services and Made a Pit Stop Permanent
Working in the financial services industry was supposed to be a pit stop for me. I can say with 100% certainty that I wouldn’t be where I am today – or even in this industry – without mentoring. My journey is a bit unique in that mentoring itself brought me to the profession. But it …
Advisors Face A Diversity Problem
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial advisory profession. This lack of diversity isn’t a mystery. In fact, it’s well known – both in perception and reality. Although we are currently in the middle …
Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything in between. She now cooks for clients in their homes and works to pass on her love of vegetables to others. Though she didn’t realize it …
Why Diversity and Inclusion Matter with Theodora Lau
In today’s episode of Framework, Jamie talks with Theodora Lau, Founder of Unconventional Ventures. Theodora is a public speaker, writer, and advisor who sparks innovation and drives difficult conversations about discrimination across different industries. With her experience in IT and financial services, Theodora is also keen on helping financial institutions, entrepreneurs, startups, and venture capitalists …
Delivering Business Results Through Diversity and Inclusion with Nzinga Shaw
In today’s episode of Framework, Jamie and Ana talk with Nzinga Shaw, Vice President for Human Resources at Edelman. Nzinga is one of the strongest voices around diversity and inclusion. She is focused on helping diversity leaders utilize their skill sets to drive company growth. Additionally, Nzinga also became the first Chief Diversity and Inclusion …
Unleashing the Economic and Social Potential of Diversity with Joelle Martinez
Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? In today’s episode, Ana talks with Joelle Martinez, President, and CEO of Latino Leadership Institute. For more than seven years, Joelle has been with LLI promoting …