Page 36 - Investment Advisor - September 2023

Thought Leadership & Education

derek notman, Couplr investing and financial planning clients. His thought leadership
During the pandemic, Derek Notman, along focuses on educating Generation Z and millennials about their per-
with his co-host Adam Holt, created the Rethink sonal finances and other generations about the financial challenges
Financial Advice mentorship podcast to help younger people face.
advance the profession and industry. The podcast To facilitate this endeavor, he created Hoskin Capital’s
challenges the status quo and reconsiders numerous topics to TikTok account in 2021, which now has some 200,000 fol-
help financial advisors grow, stay relevant and head in the right lowers, and he has amassed some 2,300 Instagram followers.
direction to ultimately serve their clients today and in the future. In January 2022, he rolled out the Hoskin Capital Knowledge
The co-hosts have made it a priority to produce relevant content Base and Membership Program to provide even more custom-
that advisors can act on immediately by interviewing a variety of ized financial literacy content for those just starting their
thought leaders, while helping advisors understand what success financial journeys.
looks like today and how best to help their clients.
ross Marino, transitus Wealth Partners
rIA/IAr Firms Ross Marino leads Transitus Wealth Partners, a
fee-only RIA, and Advisor2x, which educates and
Cary Carbonaro, Advisors Capital trains financial advisors. In March 2023, Marino
Management (ACM) Wealth introduced the Shift — Human-First Financial
Cary Carbonaro’s long-standing passion has been Guidance conference, along with a podcast/YouTube show. These
to educate women on how to become financially endeavors demonstrate his leadership in pushing for such a
independent, and to attract more women into the change in the advisory profession and in educating advisors about
financial planning profession. Before she left her job at United how they can best understand and connect with prospective cli-
Capital after it was sold to Goldman Sachs, Carbonaro founded ents as people, before offering them financial advice. The central
and led the firm’s Women’s Leadership initiative. She also wrote idea is to understand how financial decisions tied to major life
a best-selling book, “The Money Queen’s Guide for Women Who events affect individuals’ and families’ financial well-being and
Want to Build Wealth and Banish Fear.” quality of life. Some 300 advisors, academics and thought leaders
In the past year, Carbonaro has endowed a scholarship at attended the conference to learn methods to put that knowledge
her alma mater, Cortland College, for women who are pursu- into practice.
ing a business degree. She launched the CFP inaugural WIN
Scholarship for women entering the profession. She also started Michael nathanson, the Colony Group
a nonprofit mastermind group called Powerful Female Catalyst During the past year, Michael Nathanson
for top female broker-dealers and RIAs along with journalists and launched “Net Positive Pledge,” in which The
marketing professionals. Colony Group is working toward becoming a
net-positive company. It will be a stakeholder
Mallon FitzPatrick, robertson stephens company committed to improving the wellbeing of its cli-
Wealth Management ents, employees, communities, business partners, industry,
Mallon FitzPatrick heads Robertson Stephens’s investors and the planet. Under Nathanson’s leadership, a
Wealth Planning Center, where he has been team of some 60 volunteer colleagues have been tackling the
instrumental in scaling and delivering compre- principles outlined through a “strike team” model, based on
hensive wealth planning solutions for high- and ultra-high-net- a survey of the company on the questions it faces. The teams
worth families. He is also a thought leader, providing commentary will assume responsibility for goals and objectives for now and
to both the firm’s clients and to the broader professional wealth in the future.
management community and the public.
His insights touch on a range of topics: sophisticated chari- Jill shipley, Alti | tiedemann Global
table planning strategies for real estate investors, wealth transfer Jill Shipley helps some of the world’s richest
behavioral considerations and asset protection strategies for high- families navigate the unique opportunities and
net-worth clients. He has used social media to help distribute his challenges that may arise with significant finan-
insights, creating #wealthplanningWednesday. cial wealth. She has written three books, as well
as designed and delivered extensive multigenerational education
nate Hoskin, Hoskin Capital programs focused on topics such as leadership, entrepreneurship,
Nate Hoskin founded his wealth management financial literacy, asset protection and philanthropy. Also, she has
firm at age 22 during the pandemic, shortly after spent the last two years acting as a board member, member of the
receiving his Certified Financial Planner desig- faculty and the first family dynamics domain chair for the Ultra
nation. Hoskin Capital has grown to serve both High Net Worth Institute.

34 Investment AdvIsor September 2023 | thinkAdvisor.com