Her Mentorship Matters

InvestmentNews’ Liz Skinner talks with Dick Burridge, founding partner, CEO and co-Chief Investment Officer of RMB Capital, and Michele Francisco, a partner, Chief of Staff, and head of the wealth management business of the $9 billion Chicago advice firm.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Kelly O’Donnell, executive vice president and head of workplace for Edelman Financial Engines, and her mentee Lianne Kenealy, who is director and head of distribution for the firm's workplace innovation team. Kenealy said the encouragement O'Donnell provides has been a game changer for her career.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Charlotte Geletka, managing partner at Silver Penny Financial Planning and Roza Grigoryeva, a paraplanner at her firm.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Katrina Scott, chief investment officer of Mariner Wealth Advisors, a $28.8 billion RIA, and her mentee Whitney Reagan, manager of investment training and education at the firm.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Lori Johndrow, founder of Johndrow Wealth Management, and her mentee (and daughter-in-law) Magdalena Johndrow, who is an adviser at the firm.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Debra Brennan Tagg, president of Brennan Financial Services, and her mentee Lindsay Zentner, a successful portfolio analyst and CFA who was hired for social media marketing – but that wasn’t where she thrived.

InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with adviser Pamela Capalad of Brunch & Budget and her mentor, UBS adviser Dan Collins, to hear all the details on how he guided this first-time entrepreneur.

InvestmentNews' Liz Skinner asks Judith and Simone Lee - a mother-daughter pair of Merrill Lynch advisers in Bedminster, New Jersey - what it's like when to have your mom as your mentor.

In the premiere episode, Liz and Audrey Rose sit down with Laurie Kamhi and Brooke Levey of LCK Wealth Management, a HighTower Advisors' office in New York. Brooke describes how Laurie helped her grow from a client service administrative associate into a Certified Financial Planner professional managing the next generation of rising professional clients, and Laurie explains what the business was like 25 years ago and the importance of having an intergenerational advice team. Plus, a fun lightening round of questions for all four women, conquers giant generational questions like chardonnay or rose?