Send us a text In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and wha...
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Send us a text In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and wha...
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
In the Suite
53 minutes
1 year ago
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
Send us a text Evan Simonoff, a titan in financial journalism and a name synonymous with financial advisors and the industry at large. Evan is editor-in-chief of Financial Advisor magazine and the editorial director of Private Wealth magazine. With over three decades of experience. Evan’s career has spanned some of the most tumultuous and transformative periods in financial history, from the 1987 crash to the Coronavirus pandemic, and most recently, the rise of AI. As Editor-in-Ch...
In the Suite
Send us a text In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and wha...
