
Ep 07: To Co-Found, or Not to Co-Found: Divide and Conquer
11/03/21 • 36 min
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Ep 06: Building Your Wealth: Financial Feminism
Alli McCartney Takin’ Care of Lady Business with Jennifer Justice Episode 006: Building Your Wealth: Financial Feminism Alli McCartney is a Managing Director with UBS Private Wealth Management in New York City. She has 20 years of experience in the wealth management industry working with families, institutions, endowments and foundations. She is responsible for client relationship management, wealth advisory, private banking solutions, trust and estate planning strategies, and credit and lending. Alli specializes in philanthropic planning and governance for sophisticated families, often in partnership with the UBS Optimus Foundation. Alignment Partners, her seven member team, manages $1.5B for sixty families with a focus on Financial Professionals and Influential Women Executives and Entrepreneurs. Listen to this information-packed Takin’ Care of Lady Businessepisode about how to build wealth as a woman in the crazy world of finance. Here is what to expect on this week’s show: How Alli became a managing partner at UBS The power of the female consumer dollar, and how it can be put to create a more equitable world What psychological factors Alli has seen holding women back in the world of finance and economics The three “L”s that UBS considers key to wealth building Connect with Alli: WEBSITE: https://financialservicesinc.ubs.com/team/alignment/meetourteam.html LINKEDIN: https://www.linkedin.com/in/alli-mccartney-37550210/ INSTAGRAM: https://www.instagram.com/financialfeministnyc/?hl=en EMAIL: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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Ep 08: Invest in Yourself: Own Your Wealth
Kathleen Entwistle Takin’ Care of Lady Business with Jennifer Justice Episode 008: Invest in Yourself: Own Your Wealth Kathleen Entwistle is the managing director and private wealth advisor at Morgan Stanley. Having achieved considerable success in your professional life, you may find yourself facing complex and unfamiliar challenges. How do you protect and grow the wealth you have created? Are your philanthropic investments having the impact you intended? What legacy do you want to leave and how do you prepare younger generations to carry it forward? As a seasoned, multigenerational team, Kathleen and her team have guided generations of sophisticated families through the process of answering these fundamental questions. They have worked with accomplished entrepreneurs, executives, entertainers and their families, creating highly customized and truly comprehensive plans to help them succeed on their own terms. Listen to this information-packed Takin’ Care of Lady Business episode about taking confident strides towards owning your financial security. Here is what to expect on this week’s show: How Kathleen went from teaching investing classes at the YWCA to managing partner at Morgan Stanley How to invest in yourself, even when, as a woman, living is more expensive, and you are unfairly making less than your male counterparts Kathleen’s three nuggets of advice to grow your wealth How men grow wealth VS women Connect with Kathleen: MORGAN STANLEY PROFILE: https://advisor.morganstanley.com/kathleen.entwistle LINKEDIN: https://www.linkedin.com/in/kathleenentwistle INSTAGRAM: https://www.instagram.com/kathyentwistle EMAIL: [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices
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