Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.

In this episode you’ll learn:

• How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industries
• What she looks for when she’s hiring new talent
• How Kelly thinks about legacy, A.I, and technology when building a new firm from scratch

Timestamps: 

00:00 - Introduction

01:28 - Fun special skills, including one that Kelly and Doug share

04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America

06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank

13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world

16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning

19:00 - How she thinks about hiring, culture, and leadership

23:02 - Considering A.I. and technology when building a new firm from scratch

28:10 - Work Ethic Rapid Fire Questions

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Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly)

Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)

Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs.

In this episode you’ll learn:

• How Adam’s journey as a founder and entrepreneur informs his work with other founders today
• The mindset shifts that can determine founder success
• What arm wrestling and wealth management have in common

Timestamps: 

00:00 - Introduction

01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool

03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch

09:12 - How Adam defines critical thinking

13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company

22:23 - How Adam’s experience starting a company helps him work with founders

24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset

28:46 - AI and wealth-tech innovations

31:53 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders)

Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)

Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.

In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies.

Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry.

New episodes every Thursday. Subscribe to make sure you never miss an episode. Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work