The financial industry is one of the most influential and powerful sectors globally.

It is also one of the most diverse, with people from different backgrounds, cultures, and identities working together to create value and impact. 

However, there is still a lot of room for improvement in terms of inclusion, representation, and empowerment. 

In this episode, Tim Volk speaks with Kristen Oliveri, editor at Crain Currency. They explore Kristen’s career journey, the importance of inclusion in the wealth management industry, and the intersection of philanthropy and impact investing. Kristen also shares her insights on imposter syndrome, the role of social media in journalism, and her passion for storytelling.

Kristen discusses: 

• Her path into journalism and how she ended up specializing in wealth management and family offices
  
• Her observations on the industry, including the need for more women in leadership roles and inclusion
  
• The significance of inclusion and the perspective it can offer to people who may not understand imposter syndrome or the experiences of others
  
• The different definitions and approaches to impact investing and philanthropy
  
• The role of mentors in personal and career growth
  
• How social media and technology have affected journalism and the importance of truth in reporting
  
• And more
  

Connect with Tim Volk: 

• T. Volk & Company
  
• LinkedIn: T. Volk & Company
  
• LinkedIn: Tim Volk
  
• tim.volk@tvolkco.com
  
• Phone: 312-636-5855
  

Connect with Kristen Oliveri: 

• Crain Currency
  
• LinkedIn: Crain Currency
  
• LinkedIn: Kristen Oliveri
  
• Instagram: Kristen Oliveri
  

About our Guest: 

Kristen Oliveri, journalist and content director, has established her career in the wealth management and family office community, creating exciting content, establishing business connections, and curating high-touch, content-driven events.

Beginning as a beat reporter covering private banking, wealth management, and RIA firms, Kristen later began focusing on the ultra-high-net-worth industry and single-family offices. She specializes in B2B editorial content, curating panel discussions on pressing financial and wealth management issues, as well as crafting boutique networking events for family offices surrounding deal flow, operational issues, and family dynamics.

Complimenting her work in the family office and financial services industry, Kristen has worked as a freelance travel, food, wine, entertainment, and nutrition writer, appearing in such publications as The Daily Meal, Gluten-Free Living Magazine, New York Natives, Resident Magazine, The North Forker, Your Bella Life, Inside F&B and Fodor’s Travel. She also lends her talents to panel discussions as a travel and gluten-free expert, as well as appearing on local radio stations and videos for such sites as the Celiac Diva. 

Kristen is currently involved in working with the private wealth industry at Markets Group to connect them via content and connections. She continues to freelance in the food, travel, and luxury industries.