By Tina Powell | Intention.ly
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leader
... more
4.8
1616 ratings
The podcast currently has 88 episodes available.
Today, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.
In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing when to act. One of her defining moments? Her mentorship under the legendary David Swensen, Yale’s Chief Investment Officer. Fresh out of Yale with a degree in economics, Casey was already making waves at the university’s endowment, cutting her teeth across various asset classes. This set the stage for her impressive rise.
Her journey took her to Brookdale Realty in Atlanta, then back to the Northeast, where she joined The Rockefeller University as Director of Public Investments.
At just 30, Casey became the New York Public Library’s first-ever Chief Investment Officer, building an investment office from scratch and implementing groundbreaking processes to manage its endowment. Her career is a testament to bold leadership and innovation.
But this isn’t just a career highlight reel. Casey opens up about the personal challenges she’s faced, the importance of mentorship, and how macroeconomic trends are shaping the future of investments. We also explore why gender balance in firms is a competitive edge and how diverse teams drive innovation.
Packed with raw insights and invaluable lessons, this episode is a must-listen for anyone looking to lead, break barriers, and thrive In The Suite.
🔗 Links
Casey Whalen on LinkedIn
Lazard Famil Office Partners Website
Casey’s Book Recommendation No Rules Rules on Amazon
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large.
Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI.
As Editor-in-Chief of Financial Advisor magazine, Evan’s sharp insights and visionary leadership have been an indispensable guide for elite financial advisors, providing the clarity and foresight needed to navigate even the most complex market conditions.
In this conversation, Evan brings his unique perspective to the evolution of financial journalism. He shares captivating stories from his storied career, invaluable lessons learned from navigating market upheavals, and his predictions for the future of wealth management.
But this episode goes beyond financial reporting. Evan explores critical topics like succession planning in wealth advisory firms, the rise of mergers and acquisitions in the industry, and how multi-generational strategies are reshaping client relationships.
But that’s not all. We also highlight Invest in Women, FA Mag’s groundbreaking annual event. This isn’t just another industry conference—it’s a forward-thinking movement dedicated to addressing the unique needs of female clients and shaping the future of financial advising. I invite you to join me at the 10th Annual Invest in Women conference, happening April 21-23, 2025, in Boston.
Don’t miss this opportunity to hear from one of the most influential voices in financial journalism as he shares how to stay agile in an ever-evolving landscape and why anticipating trends is crucial for success In The Suite.
Links
Evan Simonoff LinkedIn
Financial Advisor Magazine Website
Invest In Women Conference 2025
Private Wealth Magazine Website
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Navigating the tech world easily, John O'Connell transformed himself from a Programmer to an Entrepreneur and masterfully led a company to its first IPO. Today, As the CEO and Founder of The Oasis Group, John spearheads growth, guiding firms in wealth management, fintech, and financial services to transcend limits and rejuvenate their growth trajectories.
In this not-to-be-missed episode, recorded live from Schwab IMPACT, John and I delve deep into the mind of a visionary who's not just leading the charge but rewriting the playbook of technological evolution. John's odyssey is nothing short of legendary from his early days of coding wizardry to architecting the future of data management with industry behemoths like Sybase and Oracle.
As a vanguard in the database revolution, he's sculpted the landscape of customer relations and data management, turning complex challenges into groundbreaking triumphs.
But hold onto your seats because John's saga doesn't stop there.
In 2019, John founded The Oasis Group, and as CEO today, steering asset managers, independent broker-dealers, and registered investment advisors through the digital transformation of the 21st century. John was named to the InvestmentNews Hot List last year and his work was featured in the T3 Technology Tools for Today T3 2024 Conference stage along with Joel Bruckenstien and Survey.
So, plug in, ignite your curiosity, and prepare to be captivated by a tech entrepreneur who's not just walking the tech talk but is blazing a trail for the digital titans of tomorrow. Our conversation with John will help redefine your perspective on technology and leadership in the suite.
Links
- John O'Connell - LinkedIn
- The Oasis Group - Website
- "Rise of The Activist Investor" - Amazon Page
- T3 Technology Tools for Today 2023 Survey - Link to Survey
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
When it comes to solving the problems of asset management, there’s one disruptor that stands out and is in a class by himself. That name is Devon Drew.
With a career spanning over 17 years at prominent asset management institutions like Vanguard and J.P. Morgan Chase, Devon's stroke of genius is shaping the future of asset management in unprecedented ways. Devon is the founder and CEO of AssetLink (formerly DFD Partners), a data-driven distribution platform to help smaller, demographically underrepresented asset managers scale up their distribution strategies. Devon is named among Wealth Management.com's coveted list of "10 to watch in 2024."
In today's enlightening episode, recorded live from Schwab IMPACT, Devon discusses the inception of DFD - Diligence Fund Distributors - the company he founded in 2021. We also get an insider's view into DFD's platform, AssetLink, the first-of-its-kind AI-powered, bidirectional platform for investment discovery. AssetLink, approved on Schwab's platform, is transforming how asset managers and advisors connect, offering a dynamic, intelligent solution for investment matching.
Devon's platform has already attracted the attention of major players like JP Morgan, American Century Investments, Ritholtz Wealth and others. Today, AssetLink boasts participation from 67 asset managers and over 7,400 advisors, marking a new era in asset management collaboration.
In our compelling dialogue, Devon emphasizes the transformative power of technology, not only as a tool for efficiency but as a catalyst for equality and community-building within the financial advisory landscape.
For transformative leaders bold enough to tackle the status quo like Devon, today's conversation with Devon illustrates the transformative power of what it means to be forward-thinking In The Suite.
Links
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Are you ready for a life-changing story? In this episode, In The Suite host, Tina Powell shares her incredible story of survival and strength that will leave you inspired.
Tina's journey took an unexpected turn when she was diagnosed with non-small cell lung cancer. She underwent a life-saving robotic lobectomy procedure and shares her mental healing process, remarkable resilience, and faith.
Tina Talks is more than just a cancer story. Tina dives deeper into wellness, good health, and leadership. She emphasizes the need for support and the importance of maintenance for a healthy life.
Join Tina as she explores her treatment options, chemotherapy experiences, and targeted therapies' power. She's on a mission to raise awareness, provide advice, and offer hope to others facing challenging times.
This is a story of triumph, determination, and resilience. Get ready to be inspired and motivated to take control of your well-being.
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Today, we're taking you on an exciting journey to the Aria Hotel in Las Vegas for the highly anticipated second annual Jolt Financial Advisor Marketing Conference by Snappy Kraken, from May 3 - 5, 2023.
This episode is extra special because it's divided into two parts. In the first half, we'll treat you to a series of live, on-the-spot interviews from the conference's opening party, co-sponsored by Intention.ly, a growth marketing consultancy for Fintech and Fiserv companies. The second half features a replay from our personal branding panel.
Part 1: Live Interviews
Part 2: Personal Branding Panel (Replay)
The lively and engaging discussion focuses on how to make authentic, genuine, and profitable connections on social media. The panelists include:
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Today, we're taking you on an exclusive journey behind the scenes of one of the industry's most coveted events: the MarketCounsel Summit.
We spent an entire day recording 18 back-to-back podcast interviews. It was a marathon, but we couldn't have done it without the help of some truly amazing people. A huge thank you goes out to Brian Hamburger and Ryan Marcus from MarketCounsel, who helped make this episode possible. Erica Ellis, Conference and Event Manager from Intention.ly, was an incredible event wingman, and Kevin Hirshorn, our talented podcast producer and editor at large worked miracles to bring it all together.
Last, we want to thank the 18 guests you'll hear from in this episode. These experts generously shared their time and insights with us, and we couldn't be more grateful.
And thank you so much for listening and subscribing, and giving us 5-star reviews. We are so so grateful to you. We’ve got listeners in 1,361 cities and 66 countries. That’s the most we’ve ever had, and we owe it all to you, so thank you.
Feel free to email me at [email protected] to pitch guests for Season 4 2023 and let us know who you want to see here In The Suite.
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, data, and research businesses.
With a Bachelor's degree from Northwestern University, a Master's in Russian and Central European economics from Indiana University, and a CFA designation, Tricia is an expert in her field. Recognized as "Women to Watch" by InvestmentNews and named "Most Likely to Change Wealth Management" by Financial Planning, Tricia is a true leader in the industry. She is currently Vice Chair of the CFA Institute Board of Governors and sits on the advisory board of Riskalyze and Financial Fitness Group.
And that's not all!
One of the many gifts you’ll discover about Tricia Rothschild in this episode is that she is a pioneer in many ways, including her philanthropy endeavors. Tricia and her husband co-founded the Chicago Giving Circle, a community of families supporting local non-profits.
In this episode, Tricia opens up about the evolution of Fintech, the importance of checking in, and women's representation in the industry. She also sheds light on the rebranding of Riskalyze and the difference between a CFA and CFP designation while sharing key lessons she's learned from trailblazing a long and successful career as a WealthTech Investor and Independent-minded fan of the disrupter and the underdog In The Suite.
Some key points include the influence and evolution of Fintech, the importance of checking in, retaining women clients, and embracing creative methods to reach out to younger investors.
Below is the agenda:
Resources
Tricia Rothschild LinkedIn
Riskalyze
Financial Fitness Group (FFG)
CFA Institute
The Giving Circle
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
Today we take a seat in the suite, live from Orion Fuse Park City Utah, with the one and only Dr. Daniel Crosby. Daniel is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. He is the Chief Behavioral Officer at Orion Advisor Solutions, Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through a most-in-one advisor platform, Orion powers the success of growth-focused advisors, helping them compete more successfully.
His role entails bringing behavioral tools, training, and technology to financial advisors and investors so that they can make better decisions with their money.
Daniel holds a Ph.D. in Psychology from Brigham Young University and started his career as a consultant before joining Brinker Capital as Chief Behavioral Officer in 2018, which Orion Advisor Solutions then acquired.
Daniel hosts the award-winning podcast, "Standard Deviations," in which he discusses with his guests everything from finance to retirement to wellness you can find it on all the major podcast platforms.
To date, he's written five books on behavioral finance. His first book, 'Personal Benchmark: Integrating Behavioral Finance and Investment Management,' was a New York Times bestseller, and his second book, 'The Laws of Wealth,' was named the best investment book of 2017 by the Axiom Business Book Awards and been translated into seven languages!
One of the many gifts you’ll discover about Dr. Daniel Crosby in this episode is his gift for transforming research methodology data and financial terms into simple and easy-to-implement strategies in real-life. Within seven years, he's launched five books in which he has simplified behavioral finance concepts and looks at the psychology, physiology, and sociology of financial decision-making.
Daniel's ideas have also appeared in the Huffington Post, Risk Management Magazine, WealthManagement.com, and Investment News. Daniel was named one of the "12 Thinkers to Watch" by Monster.com and a "Financial Blogger You Should Be Reading" by AARP. Without a doubt, Daniel's insights on how emotions can cloud our judgment and impact logical decisions can give us all food for thought.
While today's episode is jam-packed with great insights into the evolution and future of financial behavior, we also get a glimpse into Daniel's personal life, his life as a husband, a father, and a FinTwit sensation, and his viral tweet with Elon Musk In The Suite!!!
Resources
Dr. Daniel Crosby Standard Deviations Podcast
Tina Powell's Episode on Standard Deviations Podcast
Dr. Daniel Crosby on Amazon
Orion Advisor Solutions
Orion Advisor Fuse
Dr. Daniel Crosby on Twitter
Daniel Crosby on Instagram
Daniel Crosby on LinkedIn
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
In today’s episode of In The Suite, we’re honored to welcome Shruti Joshi. Shruti is the COO of Facet Wealth, one of the fastest-growing FinTech firms in America, empowering people to live more enriched lives through a no-minimum, flat-fee model.
Shruti is different from your typical leader in wealth management. She is a former consumer tech founder and a proven Fortune 15 executive with a track record of driving efficient and rapid growth across multiple B2C and B2B businesses.
Before joining Facet Wealth, Shruti was an Equity Partner/Director at Altman Solon, the world’s largest global strategy consulting firm focused on telecommunications, media, and technology. She was also the Executive Director of Verizon Communications, in which she was responsible for customer acquisition and bringing FiOS and other network products to market. Most recently, Shruti has been one of the keynote speakers at Nicole Casperson’s FinTech Femme event!
Shruti initially joined Facet Wealth as an early investor and member of its advisory board. Over time she grew into the role of a consultant and eventually became the COO. Shruti admits that the role of a COO is one of the most misunderstood titles because its definition completely varies from company to company. However, for Shruti, being a COO is about bringing humanity to financial planning and changing the narrative around wealth-building models into something affordable and accessible to everyone.
Our discussion with Shruti is incredibly powerful in gaining insights and a competitive edge. Shruti proves you do not need to be the founder of a company to make positive changes in the industry – there are other leadership roles in which you can utilize and leverage your skill sets to excel. Today’s episode is about making financial choices that align with your value system and, above all, dreaming big.
Be sure to tune in!
Links to Resources
Shruti Joshi LinkedIn
Shruti Joshi Instagram
Shruti Joshi Twitter
Facet Wealth Website
Fintech Is Femme
Grit by Angela Duckworth
Transcendental Meditation
David Lynch Foundation
🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!
❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/
📧 Want to get in touch? Email me at [email protected]
The podcast currently has 88 episodes available.