Andrea Montague, CEO of Brooks Macdonald

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Wealth Unwrapped: The CISI

The CISI

16 episodes

2 weeks ago

Leadership in Wealth Management is an artform, it utilises the talents of individuals from across society to drive the industry forward. This series of podcasts contains conversations with the leading Chief Executive Officers in their field - you’ll hear what drives them, what keeps them up at night and where they find their energy to succeed. Join us and subscribe for the latest podcasts, brought to you by the CISI Wealth Management.

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Hosted on Acast. See acast.com/privacy for more information.

Andrea Montague, CEO of Brooks Macdonald - Part 1

Wealth Unwrapped: The CISI

21 minutes 32 seconds

5 months ago

Andrea Montague, CEO of Brooks Macdonald - Part 1

In Part 1 of Wealth Unwrapped’s interview with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy begins an insightful exploration into Andrea’s career journey, leadership style, and the defining moments that have shaped her path. This episode sets the stage for a compelling two-part conversation, delving into Andrea’s early influences, pivotal career choices, and the values that drive her as a leader. With candor and clarity, she reflects on the personal and professional experiences that inform her approach to building teams, navigating change, and fostering resilience in today’s financial landscape. A thoughtful introduction to a leader with vision, this episode lays the groundwork for deeper discussions to come in Part 2.

Hosted on Acast. See acast.com/privacy for more information.