Month: November 2023
WealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth Management

WealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth Management

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Turning visions of impact investing into actionable and profitable solutions.

 

In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched the issues and causes near to his heart and brought them into focus within the wealth management industry.

 

Specifically, Nabia and Toussaint discuss how:

  • Impact investing can align with capitalism, providing market-rate returns while addressing global challenges.
  • Building loving and trusting client relationships and facilitating self-actualization enhances the wealth management experience.
  • Impact investments can align with market trends and real-world problem-solving.
  • Uplifting Capital aims to be institutional, personal and scalable.

Resources:

Connect With Nabia Jenkins-Johnston:

Connect With Toussaint Bailey:

 

About Our Guest:

Toussaint Bailey is the founder of Uplifting Capital, a platform where personalized impact meets private investing. Prior to founding Uplifting Capital, Toussaint was CEO of Enso Wealth Management, a private wealth firm. He began his tenure there shortly after the firm’s formation in 2017, overseeing its growth to nearly $2 billion. Before financial services, Toussaint spent over a decade as a practicing attorney.

Toussaint serves in several advisory and board capacities; including Advisory Board to Institutional Investor RIA Institute – Impact Investing and implementation segment; Leadership Council to Financial Advisor IQ – Financial Times specialist publication for financial advisors; and Alternative & Direct Investment Securities Association – Impact and ESG subcommittee.

He also serves on the Executive Leadership Council of the Raphael House of San Francisco; the Board of Directors of the Alliance for Safety and Justice; the Board of Regents for Saint Mary’s College of California; and Boards of Advisors of Black Executive Men, Catalyst Housing Group, and Search Inside Yourself Leadership Institute. He is also (non-executive) Chairman of the Board of Directors at Enso Wealth Management.

Toussaint was selected as one of WealthManagement.com’s 10 to Watch in 2023 and has been profiled in Financial Planning and Impact Alpha.



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WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

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Career shifts and mentorships keep Jamie Hopkins facing forward.

In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what it means to provide a community of support and mentorship to young professionals through the FinServ Foundation.

Specifically, Nabia and Jamie discuss:

  • Jamie’s career transition insights and embracing new challenges in finance
  • Impactful success stories from Carson Group’s coaching and mentorship programs
  • The FinServ Foundation’s role in nurturing aspiring financial professionals
  • The value of continuous learning and staying relevant in the industry

Resources:

WealthManagement EDGE Podcast 

Connect With Nabia Jenkins-Johnston:

Connect With Jamie Hopkins:

About Our Guest:

Jamie P. Hopkins is the SVP and Director of Private Wealth Management at Bryn Mawr Trust. He has extensive wealth management experience, bringing innovative thinking, transformative leadership, and a strong reputation for fostering Client relationships. He was named as a top-10 Investopedia 100 Top Financial Advisor for 2023. Jamie was recognized as the 2021 WealthManagement.com RIA Thought Leader of The Year and as one of the top 25 most influential leaders in financial services by ThinkAdvisor.

In his role, Jamie leads and grows Bryn Mawr Trust’s private wealth management business and helps shape the thought leadership around planning in the profession. Prior to joining Bryn Mawr Trust, Hopkins served as a Managing Partner at Carson Group.

Jamie is a graduate of Temple University School of Law, where he received his LL.M., and Villanova University School of Law, where he earned his juris doctorate. Hopkins earned a master’s degree in financial planning from The American College of Financial Services and a master’s degree in business administration from Villanova University. He founded FinServ Foundation, a nonprofit that offers coaching, internship, and leadership programs to help the next generation of financial professionals thrive.

A Wall Street Journal best-selling author, educator and executive speaker, Hopkins serves on numerous advisory boards around the financial services industry, including the fintech company Income Lab, and formerly as a national trustee member of NAIFA. Jamie is also the founder and president of the 501(c)(3) non-profit, FinServ Foundation. 

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