Join Jacqueline Campbell and Dr. Anthony Chan on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, educatio ...
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The Black Swans Podcast: The show that spotlights women in finance.
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Financial Independence and Mentorship: Celebrating 3 Years for Alexander Legacy Private Wealth (S2, E7)
29:44
It’s hard to believe we’re already celebrating three years for Alexander Legacy Private Wealth, but it’s been an amazing journey that we’re incredibly proud of. Today we’re giving JaQ the chance to share her story, discuss our great partnership with the Carson Group, and talk about the importance of independence in wealth management. Here’s what we…
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Today we want to break down some critical economic concepts that you hear in the news. This will be a deep dive into the global economy, recession, and inflation with Dr. Chan. Our goal is to lay the groundwork by defining these terms and then go a little deeper before leaving you with a little inspiration. Here’s what we discuss in this episode: 0…
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This is what we like to call a special edition version of Legacy Lessons after Dark, where it's just two friends having some great conversation over some wonderful wine. This show gives us the chance to sound off on topics that we’re paying close attention to or feel passionately about. In this episode, we’ll cover a range…
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In our latest episode, we explore a topic that is not only crucial for personal growth but also essential for professional success: diversity, equity, and inclusion (DEI). This episode is filled with insights, personal stories, and actionable advice that will leave you inspired and motivated to embrace DEI in your own life and work. We’ll kick thin…
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The first step to building a legacy is educating yourself in the world of financial planning. Today we’re going to start breaking down some key concepts and definitions to help you better understand your investment options. Join JaQ Campbell and Dr. Anthony Chan for a comprehensive journey through the world of asset classes. An asset class is essen…
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In today's fast-paced world, the importance of mental health cannot be overstated, especially when it comes to financial well-being. JaQ Campbell, founder and CEO of Alexander Legacy Private Wealth, and Dr. Anthony Chan, partnership development consultant and former chief economist at JP Morgan Chase, sit down to discuss the crucial topic of mental…
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Welcome to season two of Legacy Lessons with JaQ Campbell and Dr. Anthony Chan! In this first episode, we are thrilled to bring you a wealth of knowledge on financial literacy, long-term investing, and economic trends with, and Dr. Chan, a partnership development consultant and former chief economist at JPMorgan Chase. Today we look back on our tim…
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Investment Due Diligence 101 LIVE From The Exchange ETF Conference: Featuring Cinthia Murphy
30:33
When it comes to building investment portfolios, there are a lot of considerations. Passive vs. active, performance, fees, the list goes on. As an industry, we have become hyper focused on fees. Large passive asset managers like Blackrock, Vanguard and State Street have risen to dominate the ETF market. Are fees really the cornerstone for which inv…
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You’re in for a treat on episode 13 of the Legacy Lessons Podcast as JaQ Campbell brings her mother, Linda Taylor, into the studio to discuss cultural money shifts, wealth dynamics, and the wealth building journey women are facing in 2023 and the years ahead. Linda Taylor is a CPA and the CEO & Founder of Global CFO Accounting. On this episode, she…
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Wealth without service to those around you is a wasted opportunity, which is why it’s on us to empower and uplift those in our community. Alexander Legacy considers itself social entrepreneurs with a priority on social impact, and we want to be solving problems and helping those in the community. It’s 2023 and time to make progress on these social …
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Today’s guest is Shaun Marshall. Shaun is a Pastor, Author, Consultant, and Speaker. He is the Founder and Principal Consultant of Navigate Consulting, and Pastor of Ministries of the Salem Baptist Church of Chicago. In this episode, Sean shares what legacy means to him. We create an impromptu acronym that paints a picture of the process of leaving…
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Today’s show features Dr. David Rhoiney, US Navy Surgeon, Cryptologist, Cyber Security Expert, Mathematician, husband, and father. David is retiring from podcasting, and we have been given the honor of interviewing him for his last podcast- one you won’t want to miss. In this episode, we are taken on David’s journey from poverty to the road that le…
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We would like to welcome today’s guest, Lazetta Rainey Braxton, MBA, CFP®. She is passionate about amplifying diversity, inclusion, equality, and belonging in the financial planning profession, and does so through financial planning, public speaking, consulting, and coaching. In this episode, Lazetta shares how an encounter with a racist client imp…
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For decades the financial services industry has been dominated by middle-aged white men. It's the image we saw on television, in movies and on industry conference stages. Today, the field is as diverse as it has ever been, yet still the stereotype of the old boys club remains. Sonya Dreizler and her partner Liv Gagnon have set out to change that as…
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A Mission Focused, Multi-Generational Wealth Expert Jacqueline "Jaq" Campbell is a charismatic and inspiring leader in the wealth management industry. Jaq joined hosts Shana Orczyk Sissel and Suzanne Lundeen Abrams to discuss her journey in the financial industry and how legacy planning empowers families to build multi-generational wealth and break…
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Kyra Hardwick has a consulting firm called The Kyra Company, she runs a non-profit called Imagine Excellence, and more recently co-founded a media company that shares the stories of black women. Kyra has an abundance of passion for the communities she serves and shares how she advocates for businesses and leads them towards success. JaQ and Kyra di…
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The Black Swans Podcast recorded LIVE from the Cosmopolitan in Las Vegas at the Carson Excell Conference. In this episode hosts Suzanne Lundeen Abrams and Shana Orczyk Sissel discuss the recent challenges Shana has faced in her life and career. In this candid conversation Shana discusses her journey to launch Banrion Capital Management, what it mea…
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Valerie Rainford is the Founder & CEO of Elloree Talent Strategies. Her company aims to advance racial equity in the workforce and help out c-suite executives that want to have diverse representation on their leadership teams. On today's show, Valerie shares her experience of struggle grit, and determination to do better for herself in order to ach…
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Larvetta Loftin is the CEO and Founder of the L3 Agency, a full-service firm focused on creating authentic engagements for brands targeting women, millennials, and Gen Z audiences. Larvetta will share her story on how she got to the position she is in today, embracing her differences, and how mentorship opens up opportunities to the next generation…
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Dr. Preston Cherry is the Founder & President of Concurrent Financial Planning, a comprehensive financial planning firm that helps households and business owners achieve their financial goals. Dr. Cherry and JaQ will spend this episode discussing the importance of setting up the next generation for success in this industry, why self worth is such v…
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Special guest Dominique Henderson is the founder of DJH Capitol Management and has spent nearly two decades in the financial services industry. In this episode, Dominique and JaQ will discuss the importance of a financial plan, how financial advisors need to develop deeper relationships with their clients, how to become unstuck to achieve your goal…
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Raina Bonds joins us on this episode of the podcast. Her company Reflections Life Planning aims to empower their clients to live financially fulfilling lives and establish meaningful legacies. JaQ and Raina will talk about some basic estate planning documents, different generational wealth strategies, and why it's crucial to get this foundation est…
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Welcome to the first podcast of Legacy Lessons with JaQ! We're kicking off the first show with two great guests who will discuss helpful tips and some of the important work their organizations are doing to help close the opportunity divide. Aprill Hawkins from Year Up tells us how her organization helps young adults advance their skills and experie…
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Live from the ETF Exchange Conference at the Fontainebleau Miami Beach Joy Yang discusses her journey from Chinese immigrant to a sought after quantitative research analyst. Joy walks us through how John Bogle’s little idea of index investing became a multi-trillion dollar business & why indexing is more than passive exposure to the S&P 500. Joy Ya…
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Shortly after first discovering her passion for day trading, Frances Newton Stacy was among the few to predict and trade the 2007 stock market crash. Today, she regularly appears on Fox Business News and CNBC and is the Director of Portfolio Strategy at Optimal Capital. On this episode, hear the finance wonk discuss her work bringing an institution…
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While Dr. Nicole Boyson didn’t come from a family of academics, she found an interest in studying investments and corporate finance, which led her to become a professor of finance at Northeastern University. On this episode, hear Dr. Boyson discuss “hedge fund activism” - a relevant academic interest on which she has extensive knowledge - and what …
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Not only is Velera Wilson a strategic driver for top brands worldwide and the founder of Positive Identity, a company inspires and equips women to own their greatness; she’s also the author of a new book, “You’re Absolutely Worth It”, which continues her mission of teaching women to succeed without hesitation. On this episode, hear the global speak…
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Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden’s American Jobs Plan and American Families Plan, which cover child tax credits, capital gains rates, and more. Gorman found her passion for taxes after leaving her small hometown in New Jersey for college; today, she’s a founder an…
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Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital, is currently a full-time corporate board director, and ws named as Ernst & Young's 2017 "Top 50 Women in Hedge Funds." In this episode, Mielle discusses changes in the financial industry, retail investing and the ongoing GameStop phenomenon, and her fort…
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Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person teams at a Fortune 50 company where she was responsible for everything from strategy to launch of end-to-end digital initiatives for clients and employee…
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Have you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationships, and career. Eugenie George is a financial wellness specialist and educator and this is her specialty! Eugenie attributes her success in personal fi…
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Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at UBS Financial Services for high net worth investors. She also worked at Merrill Lynch providing financial analysis for a large private wealth team. Sh…
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Dr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things CoVID-19. Dr. Carrie Mantha is the managing director of Aporia Capital, a Nordic focused life science venture fund based in Oslo, Norway. She is an experienced investor, serial entrepreneur, and trusted advisor with a passion for bringing paradigm-changing …
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Shelly Porges is Co-Founder and Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is also a Board Member of the Financial Alliance for Women and on the Advisory Board for Cornerstone Capital, Mindshift Capital, Different Funds and Global Invest Her. Ms. Porges also served as President of the North American Jury for C…
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Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, Santa Monica, Sacramento & Phoenix. She leads the firm’s Investment Committee, helping to define future growth and development of investment managemen…
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Liz Simmie is the co-founder of Honeytree Investment Management, an asset management firm focused on responsible growth, based in Toronto. Together with the team she manages Honeytree’s concentrated active investment strategies for institutional and private clients. Honeytree believes what is traditionally seen as ‘ESG’ data is just as important to…
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Joy Lere is a licensed clinical psychologist and consultant who practices where Freud meets finance. She has previously served as an Associate Clinical Professor in Clinical Psychology at George Washington University and has held research and clinical positions with Penn Medicine Princeton Health, the Department of Defense, and Children's National …
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After a decade of working with financial advisors and institutions on practice management, Penny launched Thrivos Consulting with a vision of building a firm that would transcend the traditional norms of industry consulting. Founded on the belief that in order to thrive one must successfully navigate change, Thrivos offers services designed to supp…
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A scientist by education and physician by training, Dr. Mantha spent many years on Wall Street, leading healthcare investments for the Galleon Group, one of the largest and most influential asset managers in the US. Over the course of her career, she directed more than two billion dollars of investment capital into cutting-edge biotechnology and me…
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Perth Tolle is the founder of Life + Liberty Indexes. Prior to forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in CA and TX. Prior to Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led her to explore the relationship between freedom and markets. Through her China experien…
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