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Financial Feminism with Alli McCartney

January 25, 2021

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?”

This week on SocialFly’s Entreprenista Podcast:

  • A female perspective on finance
  • The importance of a safe space for financial talk
  • Financial feminism
  • The role and importance of women in financial advising
  • Giving yourself a framework in which to make decisions

Connect with Alli

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