The Legends of WealthTech with Noreen Beaman, Lori Hardwick, and Cheryl Nash

A startling 6.6% of Fortune 500 companies have women as their CEOs and only 23% of C-Suites are made up of women. Such statistics show that gender bias is prevalent despite increased traction and awareness around diversity, equity, and inclusion. While progress is slow, thankfully, it is not stagnant. Many businesses receive questions about the lack of diversity within their organization and what they are doing to fix it.

In this episode, Jack speaks with three wealthtech legends: Noreen Beaman, Vice Chair Board of Directors at Orion Advisor Solutions, Lori Hardwick, Board Director at Cetera, Orion, and Cerity Partners and Board Chair at Vestwell and Docupace, and Cheryl Nash, Chief Executive Officer of Financial Supermarket at InvestCloud. The three discuss important themes that have led to their professional wins: embracing challenges, trusting your instinct, working hard, and surrounding yourself with a strong support system.

Lori, Cheryl, and Noreen talk with Jack about the evolution of their careers, their advice for women in wealthtech, and their thoughts on where the industry is headed.

Key Takeaways