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Alli McCartney has spent her career climbing the corporate ladder in the male-dominated field of financial advising. She has held positions at both Lehman Brothers and JP Morgan Private Bank. Today, she’s the managing director at UBS. She devotes herself largely to destroying the taboo around talking about money, particularly the power dynamics it creates.
Alli joins us today to give a female perspective on finance. She speaks about her past experiences, talks about the need for a safe space to discuss investing, and discusses the gender discrepancy in financial education. She calls for open talk about money and lists the changes she’d like to see in the education system that would help bring this about. She gives her take on work-life balance and talks about being a self-taught extrovert. She gives her take on financial feminism and explains the need for diversity in the financial field.
“If you got hit by a bus tomorrow, what would you want to happen to your money?”
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Guests
Alli McCartney
Hosts
Stephanie Cartin
Stephanie Cartin is a serial entrepreneur, investor, podcast host, community builder, and a champion for women founders. She created the Entreprenista League, a community for women founders, to provide resources and support necessary at all business stages. She’s also the Co-founder of Socialfly, one of the first social media marketing agencies, as well as Entreprenista Media and Pearl Influential Capital which was recently acquired by Cherub. Stephanie has shared her journey managing her health challenges with Multiple Sclerosis, Infertility, and a complicated pregnancy and is an advocate for women going through similar challenges. Her story and businesses have been featured on the Today Show, Bloomberg and Forbes. Consider Stephanie your biggest business cheerleader.
Courtney Spritzer
Courtney Spritzer is an accomplished entrepreneur, investor, podcast host, and advocate for women founders. As Co-Founder and CEO of Socialfly, a social-first digital agency launched in 2012 and acquired in 2024, she has helped shape the industry with innovative strategies. She co-founded the Entreprenista League, a community for women founders, offering essential resources and support for all stages of business growth. Courtney’s entrepreneurial journey and business insights have been highlighted in top publications like Entrepreneur.com, Bloomberg, and Forbes.
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