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:
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
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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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Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys.