In this episode of Life Unedited: Working Women, Alisa McCabe interviews second-generation financial advisor, Stephanie Bruneau. Stephanie spent seven years in global corporate marketing strategy and implementation before making the jump to the “family business” and becoming Vice President for Boston 128, a boutique wealth management firm. In this conversation she and Alisa discuss how Stephanie’s background has helped her cultivate personal relationships with her clients.
Stephanie tells us that her mom is the person that helped shape the way she thought of women in the workplace. She talks about how her mom is a “self-made woman”, who worked in a variety of human resources roles over the course of her career. In thinking about the way that she operates as a working mother, she credits her mother’s tremendous influence.
Visit the Boston 128 website at http://www.boston128companies.com
[00:01 – 07:50] Building Relationships and Achieving Goals
- Alisa introduces her special guest Stephanie Bruneau
- How Alisa met Stephanie
- Stephanie enjoys building relationships with her clients and helping them achieve their goals
- How her father played a role in her decision to return to their family business
- She said that it was the best decision she made in her life
- She is thrilled with the success she has achieved so far
- She found that she is a person to person relationship building type of role
[07:50– 13:46] How Her Mom Shaped The Way She Thinks About Women in the Workplace
- Stephanie tells us a story about her mother, who she describes as a “self-made woman”
- Her mom worked at two different private equity firms
- She has been a huge influence on Stephanie on how she operates her life
- Retired from her role as the global Vice President of Human Resources for a successful company
- Stephanie discusses what she went through with her divorce and how divorce is a different experience for women than men
- Women will often think about how they will care for their children after the divorce
[13:47– 22:42] Acknowledging Women to Elevate and Propel Women Forward
- Stephanie talks about how the wealth management industry has changed in recent times, with more women owning firms and receiving more respect.
- She has had a positive experience in the wealth management industry, feeling as though she has a chip on her shoulder because of her family’s wealth and her position within the industry
- Alisa discusses a Forbes articles
