Rita Robbins President & Founder Affiliated Advisors Rita Robbins is the President and Founder of Affiliated Advisors, a firm she founded in 1994. Robbins was one of the first, if not the first, woman to start a Super OSJ and she has realized great success. Today, the business has over 110 advisors and 18 branch […]
WE Interviews: Rita Robbins Read More »
Rianka R. Dorsainvil, CFP® Founder & President, Your Greatest Contribution Creator & Host, 2050 TrailBlazers podcast Rianka R. Dorsainvil, CFP® is the founder and president of Your Greatest Contribution, commonly known as ‘YGC,’ a boutique financial planning firm launched in November, 2015 in response to a need Dorsainvil recognized in the asset management space: comprehensive
WE Interviews: Rianka R. Dorsainvil, CFP Read More »
Marie Dzanis Head of Intermediary and Wealth Distribution Northern Trust Asset Management As head of intermediary and wealth distribution at Northern Trust Asset Management, Marie Dzanis leads a team of 65 to establish Northern Trust’s presence across multiple markets, working with intermediaries and serving the wealth channel. We recently sat down to talk about current
WE Interviews: Marie Dzanis Read More »
Carol Fulp President & CEO The Partnership, Inc. Carol Fulp is President and CEO of The Partnership, Inc., a Boston-based organization with more than three decades of history behind it. The firm’s mission: to help ensure the economic competitiveness of the region by attracting, developing, and convening professionals of color and helping to ensure they
WE Interviews: Carol Fulp Read More »
Noreen D. Beaman Chief Executive Officer Brinker Capital Noreen D. Beaman, CPA is the Chief Executive Officer of Brinker Capital, an independent, privately owned investment management organization founded in 1987. Comprised of 153 employees, the company manages just over $22 billion dollars and serves approximately 5,000 financial advisors. Active in the investment space for three
WE Interviews: Noreen D. Beaman Read More »
Jodi Detjen Managing Partner, Orange Grove Consulting Clinical Professor of Management & MBA Program Director, Suffolk University Ask Jodi Detjen for her job title, and she’ll quickly give you three: Managing Partner at Orange Grove Consulting, Clinical Professor of Management at Suffolk University and MBA Academic Program Director at Suffolk University. A passionate proponent
WE Interviews: Jodi Detjen Read More »
Rohanna Wise Founder & CEO Wise Trading Technologies Rohanna Wise is the founder and CEO of Wise Trading Technologies, a start-up in the fintech sector. The company’s flagship product, WiseRisk, is a currency exposure management system that automates and optimizes currency risk management for asset managers, an area in which Rohanna has great depth of
WE Interviews: Rohanna Wise Read More »
Katherine Collins Head of Sustainable Investing Putnam Investments As Head of Sustainable Investing at Putnam Investments, Katherine Collins sits on the front lines of a growing trend in the investment field. Reporting to Aaron Cooper, Putnam’s CIO of Equities, Katherine works most closely with Stephanie Henderson, a fundamental analyst, and Alex Rickson, a quantitative analyst,
WE Interviews: Katherine Collins Read More »
After years of conducting interviews for our WE Women Executives series, I find that looking back over my conversations in aggregate often provides new insights and reflection. 2017 has been a very busy year for WE Interviews and also for our new interview series, C-Suite Insights. I wanted to share some of the highlights of
Advice and Insight from Women Executives Read More »
Lynn Blake, CFA Executive Vice President & CIO Global Equity Beta Solutions State Street Global Advisors As Executive Vice President and Chief Investment Officer of Global Equity Beta Solutions for State Street Global Advisors, Lynn Blake’s list of responsibilities is long and far-reaching. A longtime State Street employee, Blake oversees approximately $1.5 trillion in assets
C-Suite Insights: Lynn Blake Read More »
