On this week’s episode of Getting Rich Together, I had the pleasure of speaking with Cam Rogers, a thought leader and powerhouse in the space of women and wealth. Cam shares her incredible journey with money, starting from her earliest memories of opening her first bank account as a child.

Cam walks us through her career path, from working at JP Morgan handling institutional investment portfolios to her current role at Ellevest, a pioneering company focused on closing the gender investing gap. 

At Ellevest, Cam gets to directly serve women clients and help them overcome barriers to investing and building wealth. We talk about the "feminization of wealth" — the rising financial empowerment of women through earned income, business successes, and the great wealth transfer from baby boomers.

Cam opened up about her personal investment philosophy and approach, where timing is very important in her strategy. She also shares how she finds joy in collecting art from diverse, contemporary women artists and using her wealth for travel and experiences. 

  

 

Key Topics:

1. Earliest money memories as a kid
2. What it was like working for JP Morgan right out of college
3. Knowing when to walk away from risky investments
4. Transitioning from JP Morgan to Ellevest
5. How Cam’s network has influenced her personal finance journey
6. Balancing your risk when you first start investing
7. Don’t bet the house on a hard investment lesson
8. The feminization of wealth
9. Preparing for The Great Wealth Transfer
10. Wealth means voting with your dollars to effect change
11. Funding things that are transformational for society
12. What purchases bring Cam joy

Connect with Cameron online:

Website (business): https://www.ellevest.com/

Instagram: @ellevest

LinkedIn: https://www.linkedin.com/in/cameron-rogers-cfa-85768520/

Find more from Syama Bunten:

Instagram: @syama.co, @gettingrichpod

Website: https://scalingretail.com/, https://syamabunten.com/

Youtube: https://www.youtube.com/scalingretailconsulting