Her Mentorship Matters
Her Mentorship Matters

Recent episodes

EP8 May 18, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Kelly O’Donnell, executive vice president and head of workplace for Edelman Financial Engines, and her mentee Lianne Keneally, who is director and head of distribution for the firm's workplace innovation team. Keneally said the encouragement O'Donnell provides has been a game changer for her career.
EP6 April 20, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Katrina Scott, chief investment officer of Mariner Wealth Advisors, a $28.8 billion RIA, and her mentee Whitney Reagan, manager of investment training and education at the firm.
EP6 May 04, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph talk with Charlotte Geletka, managing partner at Silver Penny Financial Planning and Roza Grigoryeva, a paraplanner at her firm.
EP5 April 06, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Lori Johndrow, founder of Johndrow Wealth Management, and her mentee (and daughter-in-law) Magdalena Johndrow, who is an adviser at the firm.
EP4 March 06, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with Debra Brennan Tagg, president of Brennan Financial Services, and her mentee Lindsay Zentner, a successful portfolio analyst and CFA.
EP3 March 06, 2020
InvestmentNews’ Liz Skinner and Audrey Rose Joseph sit down with adviser Pamela Capalad of Brunch & Budget and her mentor, UBS adviser Dan Collins, to hear all the details on how he guided this first-time entrepreneur.
EP2 February 05, 2020
InvestmentNews’ Liz Skinner asks Judith and Simone Lee – a mother-daughter pair of Merrill Lynch advisers in Bedminster, New Jersey – what it’s like when…
EP1 January 22, 2020
In the premiere episode, Liz and Audrey Rose sit down with Laurie Kamhi and Brooke Levey of LCK Wealth Management, a HighTower Advisors’ office in…

About the show

Presented by
Liz Skinner and  Audrey Rose Joseph
Liz Skinner and Audrey Rose Joseph

What makes mentorship crucial for cultivating female financial advisers? InvestmentNews’ Liz Skinner and Audrey Rose Joseph interview a different mentor-mentee pair in each episode to reveal their inspirational secret sauce.

Presented by
Liz Skinner and  Audrey Rose Joseph

About

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