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I’ve met many people in my financial services career who, quite simply, have changed the face of the industry and changed lives along the way. Charles Schwab revolutionized the brokerage industry and pioneered RIA custody in the late 80’s. Tom Bradley, while at TD Ameritrade in 2005, took a radical stand in emphasizing the importance of being a fiduciary to your clients, well before talk of the DOL rule or Reg BI. And I witnessed Valerie Brown not only become one of the most successful female CEOs ever in the broker/dealer industry, but also make an indelible impact on the rights of financial advisors and their businesses through the lobbying she did with government regulators. Now, I’ve had the opportunity to meet one of the most dynamic leaders and advocates for social change that you’ll ever see in our industry. She’s someone that I’m confident we’ll be talking about for many years to come.
Rachel Robasciotti, the CEO of Adasina Social Capital, is truly changing the way investing can lead to material changes in the most problematic issues in our society. There’s not a day that goes by that I don’t read about ESG - Environmental, Social and Governance – investing. But Rachel and Adasina take ESG investing to a whole new level of passion and conviction. She’s found a way to make true changes in society through the exchange traded fund that she manages, while remaining committed to generating performance for her shareholders.
And on this episode of Can You Hold My Attention, in the wake of a historical step forward in justice after Derek Chauvin was found guilty of 2nd degree murder, we’ll dive deep into how a black female from a small town in California rode her childhood experiences and passions straight into an industry that suffers from gender and racial diversity problems.
Rachel Robasciotti actually chose wealth management as the platform to amplify her voice for change.