Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...
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Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...
EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive
In the Suite
48 minutes
2 years ago
EP 81 Trailblazing and Breaking Barriers with Tricia Rothschild, FinTech and Global Wealth Management Executive
Send us a text Taking a seat in the suite for an inspiring episode is the unstoppable Tricia Rothschild, a powerhouse in the world of FinTech. With a career spanning over 30 years and an impressive portfolio of success, Tricia is the epitome of excellence in wealth tech. From serving as the President of Apex Fintech Solutions to her nearly 26 years at Morningstar, where she held positions as Chief Product Officer and Co-Head of Global Markets, managing a $700M portfolio of global software, da...
In the Suite
Send us a text In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “he...
