Her Success Matters

Collaboration in the industry is absolutely critical in order to increase the number of females who join — and stay in — financial services.  In this episode, Christine Shaw dives into the topic of collaboration with two special guests: Lisa Kirchenbauer, founder and president of Omega Wealth Management, and Raef Lee, managing director for Independent … Continue reading Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI →

Incorporating a culturally diverse workforce is critical for firms to have different perspectives and hard questions brought to the table by executives and employees that have widely disparate life experiences. In this episode, Christine Shaw speaks with Andina Anderson, Executive Managing Director of Envestnet Tamarac. Andina shares her early experiences as a top female executive … Continue reading Andina Anderson, Executive Managing Director, Envestnet Tamarac →

The experiences that have shaped your life and career will also shape your leadership style.  In this episode, Christine Shaw speaks with Monica O’Reilly, the Vice Chair, U.S. Financial Services Industry Leader at Deloitte. Monica is the first woman to hold this prestigious role in the company’s 175-year history.  Monica talks about how inflection points … Continue reading Monica O’Reilly, Vice Chair, U.S. Financial Services Industry Leader, Deloitte →

In order to create a truly diverse financial industry, companies must implement programs and hold themselves accountable for creating an environment that appeals to women, people of color, and the LGBTQ+ community.  In part two of this mini-series about racial equality in the workplace, Christine Shaw speaks with Renée Baker, Head of Private Client Group … Continue reading Renée Baker, Head of Private Client Group Advisor Inclusion Networks, Raymond James →

If you want to create a workplace environment that allows females to flourish, it starts with equality-driven core values of the employees within your business, even before hiring takes place.  In part one of this mini-series about racial equality in the workplace, Christine Shaw speaks with George Nichols III, president and CEO of The American … Continue reading George Nichols III, President and CEO, The American College of Financial Services →

Recruiting and consulting powerhouse Mindy Diamond joins Christine Shaw on this episode of Her Success Matters to discuss how female CEOs can empower the next generation of women advisers to step into leadership roles.  To start, Mindy and Christine tackle what it’s like finding the ideal work-life balance as female CEOs with husbands and children, … Continue reading Mindy Diamond, Founder, President and CEO, Diamond Consultants →

Recruiting and consulting powerhouse Mindy Diamond joins Christine Shaw on this episode of Her Success Matters to discuss how female CEOs can empower the next generation of women advisers to step into leadership roles.  To start, Mindy and Christine tackle what it’s like finding the ideal work-life balance as female CEOs with husbands and children, … Continue reading Mindy Diamond, Founder, President and CEO, Diamond Consultants →

Advicent, an independent company based in Milwaukee, provides financial planning tools to the wealth management industry. It’s CEO, Angela Pecoraro, shares the story of her 17-year career, and how her curiosity, her confidence, paying it forward, and having a key mentor were all so critical to her success.

Advicent, an independent company based in Milwaukee, provides financial planning tools to the wealth management industry. It’s CEO, Angela Pecoraro, shares the story of her 17-year career, and how her curiosity, her confidence, paying it forward, and having a key mentor were all so critical to her success.

In a male-dominated financial services industry, Amy Webber has carved a path built on intelligence, energy and teamwork. The CEO of Cambridge Investment Research, a financial solutions firm focused on serving independent financial professionals, speaks with Christine Shaw about what’s ahead and what’s now for an industry standing at a unique crossroads.  Cambridge has grown … Continue reading Amy Webber, CEO, Cambridge Investment Research →