Shows
The Disgruntled MillennialThe ongoing evolution of philanthropy with Karen WawrzaszekStaring down large scale federal funding cuts, nonprofits across the country are looking to philanthropic organizations to fill the void. But is philanthropy equipped to rise to the challenge? In this episode, Matt sits down with Karen Wawrzaszek, a long time advisor to major donors, nonprofits, and foundation leaders. They discuss what needs to change to make charitable funding more impactful for purpose-driven organizations in America, and what's next for an industry that is several years into its own difficult, large-scale transformation. 2025-03-311h 26
What's Working in WashingtonWhat's Working in Washington - Ep 434 - Sustainable Investing through ESG - Karen WawrzaszekKaren Wawrzaszek is the D.C. regional president for BNY Mellon Wealth Management and a recognized thought leader in ESG (environmental, social, governance) investing. Karen joins Mark to discuss responsible investing and explain how she invests clients' money profitably while still considering social and environmental issues. She identifies common concerns of the rising generation of wealth owners and describes how wealth management firms can cater to these changing demands. Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com...2022-05-1228 min
Your Active WealthEarth Day Edition: Sustaining Wealth Through Responsible InvestingEarth Day 2022’s theme of “Invest in our planet,” is particularly relevant to our audience and our podcast. In recent years, more and more individuals want to make an impact with their investments and partner with companies that align with their values. Sinead Colton Grant, Global Head of Investor Solutions and Karen Wawrzaszek, Regional President, Washington DC, join host Alicia Levine to discuss how current events are impacting responsible investing, and how individuals can incorporate responsible investing to meet their financial goals.For additional insights on the subjects that matter most to you, visit bnymellonwealth.com. Follo...2022-04-2233 min
Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture CapitalThe End of Impact Washing with Regional President, BNY Mellon, Karen WawrzaszekOver a decade ago, JPMorgan and the Rockefeller Foundation, published a report claiming that impact investment was an emerging asset class that would reach between $400 billion and $1 trillion in assets under management by 2020. Many thought this was an ambitious prediction but fast forward, we now see how those doubts were misplaced with markets hitting $715 billion in assets under management in 2020. Against the backdrop of the reckoning of 2020, our lens on impact dollars has become tremendously important. But is there far too much sensationalization of impact? How do we stay grounded on metrics that really matter? We...2021-06-2539 min
Mission Forward with Carrie FoxAnti-Racism Work + Commitments: A Mission Forward Business Leaders RoundtableA few weeks back, we reached out to a group of CEOs and business leaders with a very big request: join Carrie and Alex Orfinger, publisher of the Washington Business Journal, for an honest, on-the-record, uncomfortable conversation about the anti-racist commitments and statements we have made over the last twelve months, and assess our progress against those commitments.The conversation comes at an interesting moment. Just days after the one-year anniversary of COVID-19 being declared a pandemic, and as hate crimes against the Asian American and pacific islander community and, in particular, hate crimes against Asian American...2021-03-2959 min
Get Found Get FundedFamily Offices in the Funding EcosystemFamily offices - private wealth management for ultra-high net worth individuals - make investments, donate dollars, and have the kind of flexibility that other institutional investors may not have.
In this episode, the GFGF crew explores with our guest, Karen Wawrzaszek, Principal with SBSB Financial Advisors, how family offices work, how founders can find family offices to work with, and the possibilities for how family offices may change the funding landscape.
2021-01-211h 10
We Are EveryoneBuilding Grit Along Your Journey with Karen Wawrzaszek and Tony CrescenzoPrincipal & Senior Director of Financial Planning at Sullivan Bruyette Speros & Blayney, Karen Wawrzaszek, and President of Intelligent Waves, Tony Crescenzo, joined us to discuss how they have developed grit along their journeys. Our guests also touched on being your authentic self, showing empathy, and not only learning from your mentors but mentoring others. 2020-12-151h 09
Value-Ability PodcastEpisode 40: Aligning Advice with Values
Episode 40 highlights:
- Special guest Karen Wawrzaszek, CFP®,CTFA joins the podcast
- Aligning values, goals and advice
- Managing stress and its impact on financial planning
- The role of values in decision making
- Implementing values-based planning
The article review section covers “Tony Hsieh's American Tragedy: The Self-Destructive Last Months Of The Zappos Visionary”
A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts and is also...2020-12-111h 08
The Influencer Collective ShowShaping the Future though Culture, Capital, and Social ResponsibilityOn today's episode we bring you another powerful roundtable discussion. The topic? Social impact and building your community through capital and cultural resources. We're joined by Jeff Cherry, Steve Polo, Tycely Williams, and Karen Wawrzaszek who are all distinguished professionals in the fields of investing, financial consulting, and financial planning, but most importantly in social good and building their communities through passion and desire to build a better future. Join us for this powerful conversation and meeting of the minds as we discuss what can be done to "fix and better the process" so we can have a working...2020-12-0156 min
Mission Forward with Carrie FoxThe Economics of Inequality with Karen WawrzaszekBy title, Karen Wawrzaszek is Principal and Senior Director of Financial Planning at Sullivan Bruyette Speros & Blayney (SBSB). But that’s hardly enough to understand what she does and the impact she’s making in the world.Karen is an expert on socially responsible and impact-oriented investing and financial planning. She’s led impact initiatives for two privately-held family offices. She’s the former chair of the Washington Area Women’s Foundation. She is the Pomona Society founder, a collective of women in impact who come together to effect systemic change for women and families in the district o...2020-11-301h 02
The Philanthropy212 PodcastHolistic Philanthropy & Impact Investing with Karen Wawrzaszek of Sullivan, Bruyette, Speros & BlayneyKaren Wawrzaszek is the Principal at Sullivan, Bruyette, Speros & Blayney. She is an executive that consults with families and institutions on investment and financial planning programs. Over the past 20 years, she's led a variety of impact investment initiatives and consulted with families of wealth that are on a journey to align their values with their investment and philanthropic initiatives. Karen also works with not-for-profit organizations to better understand the alignment of their missions and their investment capital. In this episode… Asking a donor for money is hyper-competitive, and even more so now that dono...2020-07-2338 min
The Culture GapKaren Wawrzaszek, Certified Financial Planner and Community Activist (Part 2 of 2)Karen Wawrzaszek is a Certified Financial Planner, a social entrepreneur, and a community activist. She has over 20 years of experience operating at the intersection of business, wealth management, commerce, and social impact and has dedicated her career to connecting the professional space with the community. In this episode of The Culture Gap — the second of two episodes featuring Karen — she shares more about millennials and how their mindset is driving culture change in organizations, as well as what millennials demand of the organizations they work for and how they impact other generations. Karen also gives her p...2018-09-0725 minThe Culture GapKaren Wawrzaszek, Certified Financial Planner and Community Activist (Part 1 of 2)Karen Wawrzaszek is a Certified Financial Planner, a social entrepreneur, and a community activist. She has over 20 years of experience operating at the intersection of business, wealth management, commerce, and social impact and has dedicated her career to connecting the professional space with the community. In this episode of The Culture Gap — the first of two episodes featuring Karen — she shares more about her background in finance and what sparked her passion for community activism. She sheds light on the cultural norms in the finance industry, particularly with regard to wealth management, and how culture has c...2018-08-3124 min
A Dose of Your FutureImpact Investing and Capital Management with Karen WawrzaszekKaren Wawrzaszek, leader in impact investing and capital management, joins us to talk about high impact investments and her mission of empowering our youth around the country. 2018-08-2224 min