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In this episode, Kathryn Swain, the Founder of LGBTQInvest, shared her personal transitioning story as well as her professional story.
At age 21, Kathryn began her career at Merrill Lynch in Baltimore while working full-time and finishing her undergraduate degree by night.
Over the next 15 years, Kathryn expanded her presence in the registered investment advisory business, becoming one of the top RIAs in Northern California–eventually overseeing more than $350 million in client assets, and ultimately achieving her career goal of joining Goldman Sachs as an executive.
After transitioning, she became frustrated in her search for a Wall Street firm that would not only treat her with respect and dignity as a trans woman but would also share her same passion for socially responsible investing and LGBTQIA+ advocacy. She resolved to create that firm herself and LGBTQi was born.
Watch this episode on Youtube ▶︎ https://youtu.be/OHQr5_UVZ5Y
Connect with Kathryn and her services
▶︎ WEBSITE | https://lgbtqinvest.com/
▶︎ INSTAGRAM | https://www.instagram.com/kathrynkswain/
▶︎ INSTAGRAM | https://www.instagram.com/lgbtqinvest/
▶︎ LINKEDIN | https://www.linkedin.com/in/kathryn-swain-6272734/
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Supporting our show: https://www.patreon.com/TheTransParencyPodcastShow
Buy us a coffee: https://www.buymeacoffee.com/Trans.Parency
Thank you for watching this video—Please Share it and get the word out!
What part of this video resonated with you the most? Comment below!
👇 SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
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→ → → CONNECT WITH TRANS-PARENCY PODCAST SHOW ON SOCIAL MEDIA: ← ← ←
▶︎ YOUTUBE | https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
▶︎ INSTAGRAM | https://www.instagram.com/transparencypodcastshow/
▶︎ FACEBOOK | https://www.facebook.com/thetransparencypodcastshow
▶︎ WEBSITE | https://www.thetransparencypodcast.show
→ → → CONNECT WITH SHELBE CHANG ON SOCIAL MEDIA: ← ← ←
▶︎ YOUTUBE | https://www.youtube.com/c/ShelbeChang
▶︎ INSTAGRAM | https://www.instagram.com/imshelbe/
▶︎ FACEBOOK | https://www.facebook.com/shelbe.co
▶︎ LINKEDIN | https://www.linkedin.com/in/shelbe-chang-stewart-4b46
Support the show
Download the podcasts on all your favorite platforms: https://bit.ly/3wOecFr
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CONNECT WITH TRANS-PARENCY PODCAST SHOW ON SOCIAL MEDIA
▶︎ YOUTUBE | https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
▶︎ INSTAGRAM | https://www.instagram.com/transparencypodcastshow/
▶︎ FACEBOOK | https://www.facebook.com/thetransparencypodcastshow
▶︎ TIKTOK | https://www.tiktok.com/@thetransparencypodcast
DISCLAIMER: This description may contain links from our affiliates, sponsors, and partners. If you use these products, we will get compensated - but there's no additional cost to you.
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In this episode, Kathryn Swain, the Founder of LGBTQInvest, shared her personal transitioning story as well as her professional story.
At age 21, Kathryn began her career at Merrill Lynch in Baltimore while working full-time and finishing her undergraduate degree by night.
Over the next 15 years, Kathryn expanded her presence in the registered investment advisory business, becoming one of the top RIAs in Northern California–eventually overseeing more than $350 million in client assets, and ultimately achieving her career goal of joining Goldman Sachs as an executive.
After transitioning, she became frustrated in her search for a Wall Street firm that would not only treat her with respect and dignity as a trans woman but would also share her same passion for socially responsible investing and LGBTQIA+ advocacy. She resolved to create that firm herself and LGBTQi was born.
Watch this episode on Youtube ▶︎ https://youtu.be/OHQr5_UVZ5Y
Connect with Kathryn and her services
▶︎ WEBSITE | https://lgbtqinvest.com/
▶︎ INSTAGRAM | https://www.instagram.com/kathrynkswain/
▶︎ INSTAGRAM | https://www.instagram.com/lgbtqinvest/
▶︎ LINKEDIN | https://www.linkedin.com/in/kathryn-swain-6272734/
----
Supporting our show: https://www.patreon.com/TheTransParencyPodcastShow
Buy us a coffee: https://www.buymeacoffee.com/Trans.Parency
Thank you for watching this video—Please Share it and get the word out!
What part of this video resonated with you the most? Comment below!
👇 SUBSCRIBE TO OUR YOUTUBE CHANNEL NOW 👇
https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
----
→ → → CONNECT WITH TRANS-PARENCY PODCAST SHOW ON SOCIAL MEDIA: ← ← ←
▶︎ YOUTUBE | https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
▶︎ INSTAGRAM | https://www.instagram.com/transparencypodcastshow/
▶︎ FACEBOOK | https://www.facebook.com/thetransparencypodcastshow
▶︎ WEBSITE | https://www.thetransparencypodcast.show
→ → → CONNECT WITH SHELBE CHANG ON SOCIAL MEDIA: ← ← ←
▶︎ YOUTUBE | https://www.youtube.com/c/ShelbeChang
▶︎ INSTAGRAM | https://www.instagram.com/imshelbe/
▶︎ FACEBOOK | https://www.facebook.com/shelbe.co
▶︎ LINKEDIN | https://www.linkedin.com/in/shelbe-chang-stewart-4b46
Support the show
Download the podcasts on all your favorite platforms: https://bit.ly/3wOecFr
----
CONNECT WITH TRANS-PARENCY PODCAST SHOW ON SOCIAL MEDIA
▶︎ YOUTUBE | https://www.youtube.com/channel/UCozHvJj0NTeKtvC8P5gyxqA
▶︎ INSTAGRAM | https://www.instagram.com/transparencypodcastshow/
▶︎ FACEBOOK | https://www.facebook.com/thetransparencypodcastshow
▶︎ TIKTOK | https://www.tiktok.com/@thetransparencypodcast
DISCLAIMER: This description may contain links from our affiliates, sponsors, and partners. If you use these products, we will get compensated - but there's no additional cost to you.