certified-financial-planner
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Salvatore Caruso and the price of doing it yourself
A rejected mortgage partnership helped send Salvatore Caruso into business for himself. His path from Legend Securities to TSG Alpha Partners tells a longer story about financial planning, independence, and the obligations that come with running the firm.
Nina Spezzaferro Changed the Subject - Without Losing the Plot
She spent years helping institutions explain themselves, then learned a new language: money. Nina Spezzaferro's route from internet culture and reputation strategy to private wealth advice is a study in the useful art of starting again.
Michelle Kaiser Keeps Private-Market Ambition on a Short Leash
At Equitybee, Michelle Kaiser works where startup optimism meets the paperwork, patience and risk controls that make private-market access possible.
Ellevest
Ellevest is a New York-based financial company built by and for women. Co-founded in 2014 by former Wall Street executive Sallie Krawcheck and Charlie Kroll, it launched a gender-aware digital investing platform in 2016 designed around the realities of women's financial lives - longer lifespans, earlier salary peaks and the persistent pay gap. After selling its automated-investing (robo) business to Betterment in 2025, Ellevest now focuses on wealth management and financial planning delivered by an all-women team of advisors for clients investing $500,000 or more.