This week, Jack Sharry talks with Kellan Brown, Chief Operating Officer and Chief Development Officer at 100 Women in Finance. With an impressive resume that includes leadership roles at Income Lab, PrimeCo, and Finance of America’s Retirement Strategies Division, Kellan has also earned accolades like the Disruptor Award and Ascension Award from WealthManagement.com and was named one of InvestmentNews’ Women to Watch.

In their conversation, Kellan shares the remarkable story of her career journey—from her early days in sports marketing and commercial construction to discovering her passion for championing women in finance. She offers insight into how 100 Women in Finance supports women at every stage of their careers and why mentorship is essential to changing the face of finance, fintech, and investment leadership.

In this episode:

(00:00) - Intro

(01:53) - The mission and impact of 100 Women in Finance

(04:32) - Kellan's career journey

(07:34) - How the organization’s mentorship program is making a difference

(10:39) - Kellan's keynote at SEI

(13:28) - Programs and initiatives empowering women in finance

(19:25) - Advancing women in the finance industry

(23:30) - The transformative power of mentorship for women

(24:55) - Kellan's interests outside of work

Quotes

"I was awarded the Disruptor Award for a very clear reason. I believe in all of the work that we're doing, and we are not breaking any laws. Our partners are so committed to us, and we are not alienating anyone." ~ Kellan Brown 

"Women elevate every single level of any organization when there's equality." ~ Kellan Brown

"In a male-dominated industry, we have to find someone that's going to break that barrier down, give us access, and have allyship." ~ Kellan Brown

Links 

Kellan Brown on LinkedIn

100 Women in Finance

Finance of America

Income Lab

Michael Lane

Allie Carey

SEI

Sneha Shah

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

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