Jill Fopiano's guest appearances

Jill Fopiano

The Story Behind Her Success

Women’s Watch

You Can Own It

Judith Bowman

Jo Ann Simons

Alena Chapman

Rachel Simmons

Lindsey Stanberry

Patti LaBelle

Danny Lipford

Jennifer Smith

Liz Ryan

Alicia Silverstone

India Hicks

Pamela Paul

Gilly Macmillan

Sally Boyle

Jalaja Bonheim

OwlTail

I had a trader pour tequila on my head because I wouldn’t kiss him in the middle of the trading floor. To react to that would have been career suicide on Wall Street in the 1990’s, so I laughed it off and grew some pretty thick skin. -Jill FopianoMaking her way in the financial world has been quite a ride for Jill Fopiano. She never really got used to being the only female at the table, but she always did her best to be heard, even when she was mistaken for a secretary. As the years passed, she added designations and credentials to her name like CFA, CFP and an MBA from Yale. The goal was to demand the same level of respect given to her male counterparts. Armed with the wisdom that comes from real world experience, Jill made the move to O’Brien Wealth Partners LLC as a Principal. In 2016, she became the Chief Executive Officer, Chief Investment Officer and majority owner of the all-female owned firm. One of her missions is to break down the “Money Taboo” which is the idea that it is impolite or improper for women to talk about money. Jill’s aim is to create an environment where women are financially confident and empowered. Says Jill: “we don’t hide behind mahogany walls, leather briefcases and power suits. We sit on the same side of the table as our clients.” The single mom of two sons, there is no such thing as the work/family balance for this powerhouse. No stranger to long work days, there are times when she runs to her son’s baseball games in a black dress and red heels, just in time to stand-in as a third base coach. A member of the Women’s President’s Organization, Jill is committed to mentoring and advancing women owned businesses in the Boston area and beyond. Her top 5 secrets for balancing career, family and self include this pearl of wisdom: “On your worst or hardest days, wear your best tutu.” Right on, Jill. #womeninfinance  #storybehindhersuccess  #singlemoms

I had a trader pour tequila on my head because I wouldn’t kiss him in the middle of the trading floor. To react to that would have been career suicide on Wall Street in the 1990’s, so I laughed it off and grew some pretty thick skin. -Jill Fopiano Making her way in the financial world has been quite a ride for Jill Fopiano. She never really got used to being the only female at the table, but she always did her best to be heard, even when she was mistaken for a secretary. As the years passed, she added designations and credentials to her name like CFA, CFP and an MBA from Yale. The goal was to demand the same level of respect given to her male counterparts. Armed with the wisdom that comes from real world experience, Jill made the move to O’Brien Wealth Partners LLC as a Principal. In 2016, she became the Chief Executive Officer, Chief Investment Officer and majority owner of the all-female owned firm. One of her missions is to break down the “Money Taboo” which is the idea that it is impolite or improper for women to talk about money. Jill’s aim is to create an environment where women are financially confident and empowered. Says Jill: “we don’t hide behind mahogany walls, leather briefcases and power suits. We sit on the same side of the table as our clients.” The single mom of two sons, there is no such thing as the work/family balance for this powerhouse. No stranger to long work days, there are times when she runs to her son’s baseball games in a black dress and red heels, just in time to stand-in as a third base coach. A member of the Women’s President’s Organization, Jill is committed to mentoring and advancing women owned businesses in the Boston area and beyond. Her top 5 secrets for balancing career, family and self include this pearl of wisdom: “On your worst or hardest days, wear your best tutu.” Right on, Jill. #womeninfinance  #storybehindhersuccess  #singlemoms

Jill Fopiano -105

Jill Fopiano, CEO of O'Brien Wealth Partners, joins us again to discuss her Wine, Women and Wealth initiative. She is personally committed to advancing women in the financial advice industry, but it doesn't stop there. She wants to empower all women around money. Be the first to hear about these podcasts + free downloads, by signing up for updates on our website here.

Jill Fopiano, CEO of O'Brien Wealth Partners, joins us again to discuss her Wine, Women and Wealth initiative. She is personally committed to advancing women in the financial advice industry, but it doesn't stop there. She wants to empower all women around money. Be the first to hear about these podcasts + free downloads, by signing up for updates on our website <a href="https://www.liveoakbank.com/investment-advisor-loans/women-advisors/" rel="nofollow" target="_blank">here.</a>

Wine, Women and Wealth Management with Jill Fopiano

Marion Asnes interviews financial powerhouse Jill Fopiano about her journey to investment advisory ownership. Jill Fopiano has been the CEO of O'Bri3n Wealth Partners in Boston since 2016. She has over 20 years of experience in wealth management, financial planning, trading and alternative investments at some of the world's largest banks. Jill's firm is not only woman-owned, but it is run by a team of women.  She and her team have created a supportive environment that is worlds apart from her experience on Wall Street. In this podcast, we discuss her leadership style and her unique journey to firm ownership. Be the first to hear about these podcasts + free downloads, by signing up for updates on our website here.

Marion Asnes interviews financial powerhouse Jill Fopiano about her journey to investment advisory ownership. Jill Fopiano has been the CEO of O'Bri3n Wealth Partners in Boston since 2016. She has over 20 years of experience in wealth management, financial planning, trading and alternative investments at some of the world's largest banks. Jill's firm is not only woman-owned, but it is run by a team of women.  She and her team have created a supportive environment that is worlds apart from her experience on Wall Street. In this podcast, we discuss her leadership style and her unique journey to firm ownership. Be the first to hear about these podcasts + free downloads, by signing up for updates on our website <a href="https://www.liveoakbank.com/investment-advisor-loans/women-advisors/" rel="nofollow" target="_blank">here.</a>

Who Runs the Firm: Girls! Jill Fopiano Discusses Her Firm and the Team of Women Who Run It

WBZ's Laurie Kirby speaks with money expert Jill Fopiano about women and their finances.