Sallie Krawcheck, Co-founder and Former CEO, Ellevest

In this episode of the Executives’ Exchange, we feature Sallie Krawcheck, Co-founder and Former CEO, Ellevest. As a trailblazer in the investment landscape, Sallie empowers women to make informed financial decisions that matter most to them, their families and communities. Sallie is joined by Sidney Dillard, Partner at Loop Capital Markets. This conversation was recorded in front of a live audience on September 26, 2024.

00:00 – Intro  
01:54 – Not Being My Mother 
05:15 – Money is Power 
07:34 – Career Journey into Capital 
11:06 – Research Analyst to Women 
16:34 – What Was the Motivator 
20:24 – Wealth Management  
23:45 – Managing Wealth with a Family 
28:28 – Sponsorship Message from Shore 
29:35 – Feminization of Wealth 
34:32 – Difference to Leader Large Corp vs Small  
37:08 – Brand Building  
39:50 – Thinking About Money as Women 
40:58 – Diversity and Inclusion in the Market 
45:04 – Advice to Entrepreneurial Women 
49:43 – Outro 

Episode Link: Ellevest

Guest Host: Sidney Dillard, Partner, Loop Capital Markets
Producer: Eva Penar, Chief Content & Communications Officer, The Executives’ Club of Chicago 

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