Chiara Sockel Renninger believes that starting her career at an independent broker-dealer confirms that she is exactly where she belongs.
After two years with Cadaret Grant & Co., "I realized that I wanted to do something that was more planning-oriented, rather than just make the sale," Ms. Renninger said.
She said that she "loves the investment philosophy we have at Herbein that involves putting clients first. That makes me a lifer here."
Ms. Renninger, who was a star basketball player at Bucknell University, seems to bring a team approach to everything she does.
At Herbein Wealth Management — where she started as an associate in 2003 and became a partner in 2012 — she has assumed responsibility for marketing and business development.
Her leadership tendencies also are illustrated in the women's giving circle she organized in Berks County, Pa.
"I was born and raised here, and I realized I didn't really know anything about the needs of the people in the county," Ms. Renninger said.
The group, "The Power of the Purse," is made up of women who donate between $500 and $1,000 annually to a fund that is distributed to local charities.
"The power comes from women coming together," she said. "Our mission is to give back to women and children in Berks County, and to remove barriers that are preventing women from participating in the workforce."
— Jeff Benjamin
Chief financial officer, Blue Ocean Global Wealth