Michelle Barry on the importance of women promoting women to the C-suite Episode 47
Episode Summary
In this episode, Christine Shaw sits down with Michelle Barry, President of Grove Point Financial, a $6 billion boutique independent broker-dealer and registered investment adviser, to discuss steps women in the C-suite can take to mentor and sponsor the next generation of women leaders.
As President of Grove Point, Michelle is responsible for the firm’s overall strategy and decisions that provide platforms and services to its financial adviser community. Her passion is creating networks that help promote women to leadership roles in our industry.
Episode Notes
We discuss:
- Steps Michelle took to place herself on a path to enter C-Suite roles
- Ways women in the C-suite can consciously promote women into higher roles
- How the Women Empowerment Network helps Grove Point Financial and the Kestra Holdings ecosystem grow organically
Tune in to learn how Michelle Barry is using her personal experiences and role as President of Grove Point Financial to create more opportunities for women leaders in financial services!
Resources: InvestmentNews | Christine Shaw | Grove Point Financial | Michelle Barry |
Guest bio: As President of Grove Point, Michelle is responsible for the firm’s overall strategy and decisions that provide platforms and services to its financial advisor community.
Her passion is building indispensable support for financial advisors to enable their success with clients in their local communities. For Michelle, being able to innovate is the best part of her job.
Before joining Grove Point, Michelle served as President & CEO of another broker-dealer for almost 10 years and held senior roles at two other firms. She has 25+ years’ experience working with financial professionals who advocate for total financial planning and wellness.
She holds a BS in marketing, an MBA in finance, and an MSM from The American College of Financial Services. She holds Series 7, 24, and 66 licenses and is active in the Financial Services Institute (FSI) organization. Michelle, her husband, and four children live in the Washington, D.C., area.
More episodes
Newsletters
Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team.