Women in Finance

From EA to CEO, how this female founder kick-started her new venture

By Courtney McQuade on December 13, 2017
Sonya-Dreizler-FI

An interview with Sonya Dreizler, founder of Solutions with Sonya and former financial services CEO It’s a fact that women in finance show slim representation, and at the executive level, even more so. The Financial Times gathered…

Is Wall Street still a bastion of male domination?

By Courtney McQuade on November 27, 2017
Wall-Street-Male-Dominance

We are in the midst of a fire storm of controversy today chronicling inappropriate work place behaviors between men and women. The revelations about Silicon Valley and Hollywood are bringing renewed attention to this subject. Wall…

Women in FinTech: Johannah Coffey [Interview]

By Elliot Burr on October 30, 2017
Women-in-Finance

Welcome to our interview series with women leaders at Kurtosys, covering their experiences in the Financial Services and Technology industries. Today we meet with Johannah Coffey, our Head of Customer Success based in New York. Having worked in…

Women in FinTech: Nikki Leske [Interview]

By Elliot Burr on October 19, 2017
Women-in-Finance

Welcome to our interview series with women leaders at Kurtosys, covering their experiences in the Financial Services and Technology industries. Today we meet with Nikki Leske, our People Operations Manager. Nikki has previously worked within the asset management…

Women in FinTech: Julie Watts [Interview]

By Elliot Burr on October 11, 2017
Women-in-Finance

Welcome to the first blog in a series on women leaders at Kurtosys, covering their experiences in the Financial Services and Technology industries. Today we meet with Julie Watts, Director of Business Operations. Having spent over 4 years…

Choreographing the perfect marketing strategy for asset management

By Courtney McQuade on September 6, 2017
LRI-Luxembourg

An interview with Dr. Catherine Burgy, Head of Marketing & Corporate Communications at LRI Group Marketing is sometimes a complicated dance of information and sales. It requires a deep understanding of the business, the client and…

The uncomfortable conversation about retirement

By Courtney McQuade on August 23, 2017
Retirement-Interview

An interview with Mariko Wilcox, Financial Advisor at Northwestern Mutual It’s easy to put off today what we need for tomorrow, but now Americans are starting to regret their procrastination of planning for retirement and, for…

Asset management marketing: keeping pace in an ever changing world

By Courtney McQuade on August 10, 2017
Marketing-Strategy

An interview with Samantha Hurditch, Managing Director at Wellsmarketing Consultancy Ltd Over the past decade the financial services industry has encountered unprecedented changes in technology and regulation, making marketing particularly delicate. With clients entrusting us with…

The Wealth Whisperer: An Interview with Winnie Sun

By Courtney McQuade on July 5, 2017
Winnie-Sun-FI

At the young age of seven, Winnie began learning the value of money and sold avocados from her friend’s yard to friends and family in the neighborhood. Her parents made sure she understood that hard work…

Wealth Management: A Digital Perspective from April Rudin

By Courtney McQuade on March 16, 2017
April-Rudin-Interview

April Rudin, a top marketing strategist for the financial services and wealth management sectors, founded her wealth management marketing firm in 2008 just as the fintech age began to ramp up, and it’s now exploding. With…

Embracing challenges is the key to success for this female fund manager’s journey

By Courtney McQuade on March 8, 2017
Gwen-Cheni Featured Image

In honor of International Women’s Day today, I’d like to shine a spotlight on an accomplished woman in the field of asset management. Women are severely underrepresented making up approximately 10% of the fund managers in…

Robo-Advisors: It’s all about people

By Courtney McQuade on November 30, 2016
roboadvisor3

Investors today want to find a safe place to learn about investing where they feel comfortable enough to ask questions. Can FinTech and Robo-Advisors be the answer? I had the opportunity to speak with Krysten Merriman, head of marketing for…