Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank.

In this episode you’ll learn:

How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industries
What she looks for when she’s hiring new talent
How Kelly thinks about legacy, A.I, and technology when building a new firm from scratch

Timestamps:

00:00 - Introduction

01:28 - Fun special skills, including one that Kelly and Doug share

04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America

06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank

13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world

16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning

19:00 - How she thinks about hiring, culture, and leadership

23:02 - Considering A.I. and technology when building a new firm from scratch

28:10 - Work Ethic Rapid Fire Questions

—

Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work

Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic)

Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly)

Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)

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