In the Suite
In the Suite

In the Suite

Tina Powell | Intention.ly

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Episodes

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In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly

Recent Episodes

EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"
DEC 9, 2024
EP 91 The Human Side of Retirement Planning with Morningstar's Christine Benz, Director of Personal Finance and Author of "How To Retire"
Send us a textI’m absolutely thrilled and honored to welcome the incredible Christine Benz In the Suite. Christine, director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. is an absolute trailblazer in personal finance and a trusted voice in retirement planning, portfolio management, and financial literacy.For over three decades strong, Christine doesn’t just explain personal finance—she redefines it. As co-host of Morningstar’s podc...
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55 MIN
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle
NOV 18, 2024
EP 90 Empowering Financial Advisors through Community: Carolyn Armitage's Vision with RIA Circle
Send us a textToday, we’re thrilled to welcome the incredible Carolyn Armitage In the Suite. Carolyn is a force in wealth management—a true pioneer with a career that’s redefined advisory, consulting, and executive leadership. As the Founder and CEO of RIA Circle, she’s not just building a network; she’s igniting a movement. Within RIA Circle, Carolyn is shaping a vibrant, purpose-driven community where advisors gather to connect, grow, and empower each other, one meaningful connect...
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53 MIN
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity
OCT 20, 2024
EP 89 Redefining Finance: Nia Impact Capital's Kristen Hull on Gender Lens Investing and Racial Equity
Send us a textToday, we are thrilled to welcome the visionary Kristin Hull In The Suite. As the founder of Nia Impact Capital, Kristin is a true trailblazer in gender lens investing. In 2013, she launched Nia Global Solutions, fusing activism with impact investing in the public markets. Kristin crafted Nia’s six solutions-focused investment themes, expertly weaving a gender lens into every aspect of the investment process. Her forward-thinking leadership led to the launch of the Nia Grow...
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44 MIN
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship
OCT 5, 2024
EP 88 The Power of Instinct: Lazard Family Office Partners' Casey Whalen’s Journey Through Finance and Mentorship
Send us a textToday, we’re honored to have the extraordinary Casey Whalen in the suite—Managing Director, Head, and Chief Investment Officer at Lazard Family Office Partners, a global powerhouse in financial advisory and asset management. Lazard’s influence spans continents, from the Americas to Europe, the Middle East, Asia, and beyond.In this episode, we dive deep into themes of resilience, risk-taking, and seizing pivotal opportunities. Casey’s story is about mentorship, grit, and knowing ...
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49 MIN
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
SEP 27, 2024
EP 87 The Power of Perspective: How Evan Simonoff Has Shaped Financial Journalism
Send us a textEvan 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-Chief...
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53 MIN