Afleveringen
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Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?
In this episode, weâre talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.
Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseeing sales and relationships in the Western US for the Registered Investment Advisor (RIA) Channel. A 17-year industry veteran, he started at Vanguard, focusing on Ultra High Net Worth sales and helping launch the Robo-Advisor "Personal Advisor Services." He began his career in 2014 as an internal sales rep at Cole Capital and later became an external wholesaler at Northern Trust. Since moving to Bellevue, WA, Ramiro is active in community service, launching the Pacific chapter of Women in ETFs and serving on the board of CFA Society Seattle as Director of Educational Programming. He is also a board member for the Community Foundation of Snohomish County. An outdoor enthusiast, Ramiro enjoys running, hiking, kayaking, cycling, and golfing. He lives in Bellevue, WA with his wife and three children.
Kristine Delano guides the conversation on how authenticity can drive confidence and build genuine connections.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Transformative Mindset
Don't miss this one! Wow.
How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset?
In this episode weâre going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.
Shana Orczyk Sissel, CEO of BanrĂon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advisors and its Home Appreciation U.S. REIT ETF (HAUS). With over 20 years in the industry, Shanaâs experience includes leading alternative investment platforms at Cope Corrales and managing a $500 million portfolio as CIO at Spotlight Asset Group. Her background also features roles at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments. A sought after on financial news networks, Shana holds a BS in Sport Management from the University of Massachusetts Amherst, an MBA from Bentley University, and the Chartered Alternative Investment Analyst (CAIA) designation. Known as the "Queen of Alternatives," she is recognized for her expertise and leadership in the field and wears the âcrownâ with great pride.
Kristine Delano guides the conversation on helpful ways to manage personal struggles and support others through their difficult journeys.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Zijn er afleveringen die ontbreken?
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Prepare to be Brave
Where do you find your bravery when there isnât an opportunity to prepare?
In this episode weâre talking to Kelly Orr about preparing to be business brave and when to use that bravery to graciously decline.
Kelly Orr is a sales executive in Vanguard Financial Advisor Services. She supports Vanguardâs Registered Investment Advisor (RIA) Division in Eastern Massachusetts, New Hampshire and Maine. Kellyâs 30-year career in financial services has included 12 years at Vanguard and 18 years at PIMCO as a Vice President/Advisor Consultant and National Account Manager. She earned a B.A. in Psychology and Spanish from Fairfield University. Kelly lives in the Seacoast town of Portsmouth, New Hampshire with her husband, Keith and two daughters, Jordan and Piper.
Kristine Delano guides the conversation on ways to practice being brave so when opportunity knocks, youâll be prepared.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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How do you give yourself permission to change? What are the essential steps for building a successful foundation?
In this episode weâre talking to Camille Clemons about what it takes to âMake it Happenâ.
Camille Clemons, a Market Leader at Cohen & Co, brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firmâs nationally recognized team. ILiving in the northwest suburbs of Chicago where she grew up, Camille and her husband have two children and a golden retriever. Outside of family time, Camille loves to golf, paddleboard, cook and bike. Her most recent adventure includes completing a trek through the Joshua Tree National Park, where she spent three days riding 120 miles through the historic (and surprisingly steep) terrain.
Kristine Delano guides the conversation on what it means to be a student of your industry and embrace intellectual curiosity to explore and grow.
This episode features a special cameo by Sherry Shindelar. Sherry is a Historical Romance author, whose most recent book, Texas Forsaken, released in May.
Check out Sherry Shindelarâs book, Texas Forsaken.
Listen to Emily Meyerâs episode on Intellectual Curiosity.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Have you ever wanted to step into something new in your career? Make a big change? Have you let fear hold you back?
In this episode weâre talking to Michelle Shanley about stepping into change and saying yes to fear.
As Global Head of Strategic and Key Accounts, Michelle Shanley leads a global team of senior account managers for MSCI. Prior to her current role, she served as Head of Americas Strategic Accounts and Asset Owner and Investment Consultant Coverage. Michelle joined MSCI in 2003, bringing over 10 years of institutional sales and trading experience; spanning Bank of America (Merrill Lynch), Citigroup, and Goldman Sachs. Michelle holds an MBA in Finance from the University of North Carolina at Chapel Hill and a Bachelor of Arts in Communications from the University of New Hampshire. She sits on the U.S. board of Women in ETFS and is actively involved in Partners in Development (Haiti), a non-profit organization focused on helping impoverished communities attain independence and whole-life development. Michelle lives with her family in Maine on a beautiful pastoral property.
Kristine Delano guides the conversation about how to think practically about fear and when to say yes.
This episode features a special cameo by Diane E. Samson. Diane is the author of the Young Adult Fantasy series, Gems of Fire.
Check out Diane E. Samsonâs Gems of Fire series.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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When do you seize the opportunity and make the move? What should you consider before you take the leap? How do you adjust to the changes that come?
In this episode weâre talking to Lee Turner-Conn about what to consider when making a big career move.
Lee is Head of Americas for the Index Investments Group at FTSE Russell which is part of the London Stock Exchange. Lee has over 20 yearsâ experience in financial services. Lee holds a Bachelor of Science from Purdue University in Business Management with an emphasis on international studies. She currently lives in Montclair, New Jersey with her English husband Matt and 12 year old twins Fletcher and Clementine. There is also a miniature schnauzer named Winnie and a regal cat named Sir Duke.
Kristine Delano guides the conversation about how to make the move and navigate career transitions.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Show notes: Impact of Women in ETFs
Are you involved? Have you hesitated to lean into Women in ETFs or another professional organization? Our amazing guests articulate why you should act now.
Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.
Featured on this episode:
- Christine Berg, Managing Director, MSCI
- Brian OâDonnell, Co-Founder, BondBloxx
- Kristin Myers, Content and Editor-in-Chief, etf.com
- Jessica Zaloom, Head of Corporate Communications, WisdomTree
- Kristen Winther, Business Manager, TIFIN
- Perth Tolle, Founder, Life + Liberty Indexes
Kristine Delano guides the conversation about how the WE organization has made a difference in so many careers.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Show notes: Work Life Balance
How do successful people balance work and life? Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they find balance and sometimes how they embrace the crazy. Featured on this episode:Kelly Orr, RIA Sales Executive, VanguardRebecca Sin, Senior ETF Analyst, BloombergBrie Williams, Vice President, State StreetNoriko Suzumura, Head Tier1 Sales, BloombergSvitlana Gubrity, Head of Indirect Real Assets, abrdnLauren Davis, Associate Director of Communications, S&P Dow Jones IndicesKristine Delano guides the conversation about integrating and sometimes balancing work and life.Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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Show notes: Networking with Intention
When is networking organic, and when should you prepare? What steps can you take to assure success?
Recently, Women in ETFs celebrated 10 years at our conference in NYC! While we were there, we captured the voices and opinions of our attendees. We heard from them about how they used their unique voices to network and what steps they took before the conference to assure success.
How do you prepare for a conference?
Featured on this episode:
- Lee Turner-Conn, Head of Americas, FTSE Russell
- Michael Morelli, CEO, etf.com
- Andrea Murray, VP, Brown Brothers Harriman
- Deborah Draeger, Senior Director, S&P Down Jones Indices
- Erin McClafferty, Executive Director, Cohen & Company
- Arlene Reyes, COO, ExchangeTradedFunds.com
- Stephanie Schils, Client & Product Solutions Advisor
Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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How do you self-promote without boast? Find mentors without bother?
Recently, Women in ETFs celebrated 10 years at our conference in NYC!
While we were there, we captured the voices and opinions of our attendees (plase excuse some audio glitches). We heard about the role that mentors have played in their careers, as well as the importance of self-promoting with confidence.
Do you hear your name as one of the many influential mentors mentioned? Let us know, as weâd love to hear from you!
Featured on this episode:-Roma Lotay, Partner, Borden Ladner Gervais, LLP-Steven Kreichman, Director, Index Investments Group, FTSE Russell-Nelly Mubashi, CEO, NWAM, LLC-Jane Edmondson, Head of Thematic Strategy, TMX VettaFi-Vicki Chan, Content Strategy Director, VanEck
Kristine Delano guides the conversation about the impact of self-promotion and mentors on your career.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
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What does it mean to be the Global Head of Capital Markets? We have Janel Jackson and Anita Rausch here to tell us.
Anita Rausch is a Senior Vice President and Global Head of ETF Capital Markets, managing the liquidity and trading education of ABâs suite of exchange-traded funds (ETFs). Before joining the firm in 2022, she was head of Capital Markets for WisdomTree, a global ETF-only asset manager. She holds a BA in international business, with a minor in German, from the George Washington University. Anita is married with 2 kids (8 years and 12 years) and resides in Bergen County, NJ. She regularly enjoys time with the family skiing in the winter, and driving fast cars in the summer.
Janel Jackson is the Global Head of ETF Capital Markets at Vanguard. Janel joined Vanguard in 2012 as part of the companyâs M.B.A. Leadership Development Program. She has also served as chief of staff to Vanguardâs chief investment officer and as senior investment analyst in Vanguard Institutional Advisory ServicesÂź. Janel earned a B.A. from Ohio University and an M.B.A. from the Georgia Institute of Technology. She holds FINRA Series 7 and 66 licenses and is a member of the U.S. board of directors for Women in ETFs. Janel enjoys spending time with her family. She is also a foodie with a love for traveling to warm vacation spots.
Kristine Delano guides the conversation about using your knowledge to become invaluable and the different skill sets necessary to navigate within the world of ETF Capital Markets.
Listen on your favorite podcast platform. We Talk Careers Podcast.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Discipline is Destiny: The Power of Self-Control by Ryan Holiday
My Ishmael by Daniel Quinn
WE Talk Careers Podcast Episode Links:
High Performing Teams with Janel Jackson
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Today, we are speaking to leaders who can both geek out on data and translate the big picture of our economy. They are the Head of Research. From strategic planning to market analysis to industry trends, how do their roles guide the creation and management of ETFs?
We have Matt Dines and Carol Spain with us today.
Carol Spain is a Managing Director and Head of Credit Research for Schwab Asset Management. Carol earned a Master of Public Policy from the University of Chicago and a Bachelor of Arts in political science from the University of Notre Dame. She is an active member of the National Federation of Municipal Analysts and is a member of the External Advisory Panel of the Government Finance Research Center. Carol lives in Chicago with her husband and two small children.
Matt Dines serves as Chief Investment Officer at Build Asset Management, where he oversees portfolio management, capital allocation, and strategy for the firm and its clients. Matt holds a Masterâs degree in Finance from Washington University in St. Louis, with a focus on Quantitative Finance. He holds a Bachelorâs degree in Biological Science from the University of Notre Dame. Matt earned his Chartered Financial AnalystÂź designation in 2017. Matt and his wife live in Seattle with their twin boys.
Kristine Delano guides the conversation about the hard work and skills it takes to research and analyze data in the world of ETFs.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Leading Lightly by Jody Michael
The Asian Financial Crisis 1995-98: Birth of the Age of Debt by Russell Napier
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Compliance professionals play a vital role in maintaining the integrity and transparency of the ETF industry. Now, that may sound a bit dry, but I assure you, throughout my career, compliance departments have been filled with some of the most dynamic and interesting professionals at the firm. Today, we are joined by Amy Shelton and Melanie Zimdars.
Amy Shelton is Senior Vice President and Chief Compliance Officer (CCO) for the American Century Funds, Advisor, Broker-Dealer and global operations. Amy is a member of key oversight committees including the Investment Oversight Committee and the Products & Markets Committee. Amy joined American Century Investments in 1994 and has served as CCO since 2014. In her free time, Amy enjoys cooking and hosting paella parties with her husband.
Melanie Zimdars is Chief Compliance Officer (CCO) of Invesco Capital Management LLC. Prior to joining Invesco, Melanie served as Vice President and deputy Chief Compliance Officer at ALPS Holding, Inc. from 2009 to 2017. Melanie enjoys spending time outdoors with her husband and son, hiking and snowshoeing.
Kristine Delano guides the conversation about fostering team relationships and building strong communication skills in the fast paced world ETF Compliance.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Never Finished by David Goggins
Trust by Hernan Diaz
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What are the skills and strengths needed to create a customer base for ETFs? What does it take to know when to pivot and how to do it well?
We have Michelle DeWitt and Michael Natale with us for this episode to share their insight into the world of ETF Marketing.
Michael Natale is head of Intermediary Distribution. He is responsible for establishing Northern Trust Asset Managementâs presence in the intermediary market and driving the adoption of investment expertise and strategies across North America. Michael earned his BBA and MBA from Stetson University (Deland, FL). He holds the FINRA series 7, 24, and 63 securities licenses. He is a former professional golfer and a six-time Chicago City Amateur Champion. He lives with his wife and 2 children in Chicago.
Michelle DeWitt serves as the Head of ETF Marketing at Invesco where sheâs responsible for the development and oversight of the ETF marketing strategy in the US and EMEA. Michelle earned her Bachelorsâ degree in Business Administration from Baruch College. Her commitment to professional development is evident through her possession of a CIMAÂź certification as well as FINRA Series 3, 7, 24, and 63 licenses. Michelle resides with her husband and 2 wonderful daughters in New York. She enjoys socializing with friends and family, going out to dinner, walking and soaking up the sun!
Kristine Delano guides the conversation about the importance of knowing which way the decision bus is going and how to know if youâre on it.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Start With Why by Simon Sinek
Atomic Habits by James Clear
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Today we are diving into the bones of Exchange-Traded Funds. Without them weâd have no form and nothing to offer investors. Who are these essential minds? ETF Analysts are scientists, detectives, and reporters all rolled up into the span of a single trading session. We have two fantastic guests to give us a peek at what they do. Anu Ganti and Rachel Liang are joining us for todayâs episode.
Anu R. Ganti is Senior Director, Index Investment Strategy at S&P Dow Jones Indices. She is also a frequent contributor to both print and broadcast media outlets. Prior to joining S&P DJI, Anu worked in the asset management space, completing a post-MBA rotational program at Russell Investments within their fixed income research and trading divisions and working as a portfolio manager focusing on emerging market equities at Parametric Portfolio Associates (subsidiary of Eaton Vance). Anu is a CFA charterholder and holds an MBA in finance and economics from Columbia Business School, and a bachelorâs degree in finance and marketing from NYUâs Stern School of Business. She is married and lives with her husband in suburban New Jersey.
Rachel Liang is an experienced ETF Capital Market Research Analyst with a deep background in quantitative and data analytics field. Born and raised in northern China, she relocated to the U.S. in 2012. Rachel holds a bachelor's degree of Applied Mathematics in Beijing Institute of Technology, and a masterâs degree of Financial Mathematics from Rutgers in New Jersey. She currently lives and works in New York City. Outside of work, Rachel loves Jazz music, reading, and baking in winter times. She holds Series 7 and 63, and is a CFA charterholder.
Kristine Delano guides the conversation about how curiosity, creativity, and communication all play vital roles for Analysts as they navigate the evolving industry of ETFs.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Rogue Trader by Nick Leeson
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever by Robert Wigglesworth
Mentor Mentions:
Craig Lazzara - S&P Dow Jones Indices
Tim Edwards - S&P Dow Jones Indices
WE Talk Careers Podcast Episode Link:
Indexing Your Career with Joy Yang
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Today, weâre talking about Business Intelligence. As the world of finance, investing, and ETFs gets more complex and nuanced, we need more data-driven insights that can support business decisions. Today we are joined by Montanna Saltsman and Brie Williams.
Montanna Saltsman is a Director, Investment Analysis, Active ETFs at Fidelity Investments where she supports all aspects of Fidelityâs ETF business. She earned her BA in Finance from Auburn University and an MBA & MSF from Auburn University. She serves as the Co-Head of Marketing & Communications for Women in ETFs. She currently lives in Denver, Colorado and loves hiking, yoga and reading.
Brie Williams is Vice President of State Street Global Advisors and Head of Practice Management for the GLobal SPDR Business. Brie received her MA degree from Emerson College and her bachelorâs degree from Southern Methodist University. She also is a Member of the Advisory Board for ThoughtLab and represents Women in ETFs on their Speaker Bureau. Brie lives with her husband in Massachusetts and enjoys running, helping friends with design projects, and is an avid reader.
Kristine Delano guides the conversation about resilience, intellectual curiosity, an eagerness to learn and the impact these all have on the role of Business Intelligence.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com
Other episodes referenced -
Intellectual Curiosity - https://wetalkcareers.podbean.com/e/intellectual-curiosity-with-emily-meyer/
Impact Mentoring - https://wetalkcareers.podbean.com/e/impact-mentoring-with-jill-mavro-and-kelly-mckenna/
Book recommendations:
Rise: My Story by Lindsey VonnLead to Win by Carla A. HarrisWhen Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them by Julia BoorstinThe Only Woman by Immy Humes
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Today is our 50th episode of WE Talk Careers!
We are continuing our dive into Wall Street careers and into the very heart of Exchange-Traded Funds. What does it mean to be a product manager? We are joined by Sandra Testani and Greg Trinks to help us explore this role.
In her role as Head of ETF Product and Strategy, Sandra Testani drives strategic product initiatives to launch new products and oversees the existing ETF offerings across the American Century and Avantis Investors brands. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIAÂź charterholder. She currently serves on the Finance Committee for Women in ETFs. Sandra lives in Connecticut with her husband and 7 year old daughter. In her free time, she enjoys spending time outdoors hiking, snowboarding and swimming. She aspires to travel to as many U.S. National Parks as possible in her lifetime.
Greg Trinks is Head of U.S. Product at Janus Henderson Investors, a position he has held since 2023. In this role, he leads the U.S. product team. Prior to joining the firm, Greg was with UBS for over twenty years where he held a variety of roles, most recently as head of portfolio advisory group. Greg began his career focused on taxable fixed income and municipal bond sales and marketing at Prudential Financial. Greg received a BA degree in business administration and finance from Western Michigan University. He holds the Certified Investment Management Analyst (CIMA) designation and has 24 years of financial industry experience. Greg lives in New Jersey with his wife, 8 year old son, and 6 year old daughter. Greg enjoys spending time with his family outdoors, especially the beach and boating, hiking, and skiing/snowboarding. He also enjoys cooking, hosting friends, and listening to Audiobooks/Podcasts on the long commutes.
Kristine Delano guides the conversation about Product Management as the intersection for the ETF industry and what it takes to build strong, collaborative, relationships.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker, PhD
Outlive: The Science and Art of Longevity by Peter Attia, MD
Demon Copperhead by Barbara Kingsolver
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As we've been tackling different Wall Street careers, today we are focusing on the highly sought after and complex Sales and Distribution roles. We are joined by April Reppy Suydam and Inga Rachwald.
April Reppy Suydam is Head of Latin America Distribution at First Trust Portfolios. April has over a decade of experience in the financial services industry and spent half of her career supporting Vanguardâs International Division. April has a Global MBA from the Thunderbird School of Global Management. She is fluent in both English and Spanish. April lives in Chicago with her husband and three small children.
Inga Rachwald is a Director and Senior Investment Portfolio Strategist supporting Schwab Asset Management. Prior to joining Schwab in 2016, she spent six years at RS Investments as a senior product manager and product specialist. Inga earned a Master of Business Administration in finance from Duke University and a Bachelor of Science in political science from the University of California, Berkeley. Inga lives in San Francisco and enjoys bike riding in her spare time.
Kristine Delano guides the conversation about utilizing organizational skills and communication best practices to establish work/life balance.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
- France: An Adventure History by Graham Robb- Battling Ward: The Life Story of a Greek Immigrant by Peter J. Douros- Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt and Stephen J. Dubner
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On todayâs episode, we are talking about the quintessential role of Portfolio Manager. They oversee the management and performance of a fund. What does it take to be successful and how do you get tapped for the role? Today we have Linda Klingman and Shana Sissel joining us.
Linda Klingman is a Managing Director and Head of Money Market Strategies for Schwab AssetManagement. She leads the portfolio management teams for Schwab Money Funds and has overall responsibility for all aspects of the management of the funds. Linda earned a Bachelor of Business Administration from Stephen F. Austin State University. Linda lives in the San Francisco Bay Area and is an avid gardener, growing many types of fruits and vegetables to share with family and friends throughout the year. When sheâs not managing money funds or in the garden, she is traveling to places far and wide or spending time in Key West, Florida.
As CEO of BanrĂon Capital Management Shana Orczyk Sissel helps independent advisors navigate thecomplex world of alternative investing. Shana earned her nickname as âQueen of Alternativesâ from her industry peers and wears the âcrownâ with great pride. Shana earned a Bachelor of Science Degree in Sport Management from the University of Massachusetts at Amherst before receiving her MBA from Bentley Universityâs McCallum School of Business. She is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation. In her spare time, Shana enjoys horseback riding, traveling, and spending time at the beach, regardless of the season.
Kristine Delano guides the conversation about the importance of making connections with clients, managing goals, and having mentors.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with the New York Stock Exchange and https://www.etfcentral.com/
Book recommendations:
- Risk: The Science and Politics of Fear by Daniel Gardner- Who Moved My Cheese by Spencer Johnson, M.D.
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We are diving into Wall Street careers, specifically in the exciting space of Exchange-Traded Funds. Today, we are starting at the top. What is it to be the Head of ETFs? How do you oversee all the aspects of your firmâs fund business and what does it take to get there and be successful? We have Greg Friedman and Leah Wald with us today.
Leah Wald is the CEO at Valkyrie Investments, bridging the gap between traditional finance and the rapidly evolving digital asset industry. Leah is a contributing writer for Forbes and co-authored the book Hyperwave Theory: The Rogue Waves of Financial Markets. Leah has a BA in International Political Economy and a MSc in Management specialized in International Business from IE Business School. Leah lives in Nashville, TN where she enjoys horse racing, beekeeping, and hiking.
Greg Friedman is head of ETF Management and Strategy at Fidelity Investments. In this role, Greg is responsible for the development and execution of a firm-wide comprehensive ETF strategy, including product development, management, and positioning. Prior to joining Fidelity, Greg was chief operation officer and head of Global ETF Product at Russell Investments. Greg earned his bachelor of arts degree from the University of California at Davis. He loves spending time with his family, golfing, skiing and will always be a Parrot Head.
Kristine Delano guides the conversation into the importance of rigorous decision-making, team dynamics, and time spent on industry news.
Follow on Instagram kristine.delano.writer
Visit www.womeninetfs.com to find additional support in the ETF industry.
Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.
In partnership with https://www.etfcentral.com/
Book recommendations:
24: Life Stories and Lessons from the Say Hey Kid by Willie Mays and John Shea
The Every by Dave Eggers
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