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Closing the Wealth Gap: A Conversation with Crissi Cole

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İçerik CFA Society Boston tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan CFA Society Boston veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.

Show notes

Founder & CEO of Penny Finance, an early stage fintech startup taking on the wealth gap. Crissi Cole spent 10 years working in wealth management at Goldman Sachs in New York City, where she invested ultra-high-net-worth portfolios and built trading & technology platforms. Now, Crissi is on a mission to get more women out of debt and into investing, with an accessible, affordable financial app designed intentionally for women who are pre-wealth.

For more information about Penny Finance, visit https://www.penny-finance.com.

Disclaimer

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.


This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​


Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​


This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

Pull Up a Chair is produced by Association Briefings.
  continue reading

7 bölüm

Artwork
iconPaylaş
 
Manage episode 400967532 series 3525827
İçerik CFA Society Boston tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan CFA Society Boston veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.

Show notes

Founder & CEO of Penny Finance, an early stage fintech startup taking on the wealth gap. Crissi Cole spent 10 years working in wealth management at Goldman Sachs in New York City, where she invested ultra-high-net-worth portfolios and built trading & technology platforms. Now, Crissi is on a mission to get more women out of debt and into investing, with an accessible, affordable financial app designed intentionally for women who are pre-wealth.

For more information about Penny Finance, visit https://www.penny-finance.com.

Disclaimer

This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.


This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​


Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​


This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.

Pull Up a Chair is produced by Association Briefings.
  continue reading

7 bölüm

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