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 2

Wealth Unwrapped: The CISI

25 minutes 16 seconds

4 months ago

Andrea Montague, CEO of Brooks Macdonald - Part 2

In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

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