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In the Suite: Daily Summaries Delivered
by Tina Powell | Intention.ly
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- Mar 8, 202649 min
EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen
Send us Fan Mail In this episode of In The Suite, Tina Powell sits down with Rachel Cameron, Managing Director of Partnerships at Nitrogen, the advisor growth platform formerly known as Riskalyze. Rachel is a dynamic connector in the wealthtech ecosystem, helping advisors and fintech firms build powerful partnerships that drive real growth. At Nitrogen, she works at the intersection of advisor technology, AI innovation, and strategic collaboration, helping advisors move from simply managing r...
- Feb 12, 202655 min
Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera
Send us Fan Mail For the 100th episode of In The Suite, I’m sitting down with the woman who made the very first power move in my life — my mother, Joanne Sutera. Long before there were downloads in over 133 countries, before sponsors, before a microphone ever turned on, there was one listener. Her. She believed in this work before there was proof it mattered. Joanne’s life is a masterclass in reinvention. She grew up the oldest of nine children in a chaotic household and went on welfare as a ...
- Jan 15, 202638 min
EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options
Send us Fan Mail I’m joined by Ryan Goldenhar and Jackie Lewis, the powerhouse duo behind Wealth with Options, a San Diego–based firm helping tech professionals make sense of equity compensation, major liquidity events, and the emotional decisions that come with sudden or complex wealth. Ryan and Jackie bring a rare combination of technical rigor and humanity to financial planning—meeting clients not just where the numbers are, but where their values, fears, ambitions, and life transitions li...
- Oct 31, 202551 min
EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
Send us Fan Mail In this episode of In the Suite, host Tina Powell sits down with Marla Sofer, fintech founder and visionary behind Knomee, the AI-powered behavioral finance platform helping advisors uncover their clients’ financial identity. With 25+ years across JP Morgan, BlackRock, and Lending Club, Marla shares how she turned industry experience into innovation — building technology that connects advisors and clients at the human level. We explore: The birth of “financial identity” and w...
- Aug 28, 202538 min
Ep 98 Changing It Up: Secrets to Leadership, Health & Longevity with Carina Diamond, Chief Executive Officer, GFP Private Wealth
Send us Fan Mail In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention. We talk about: Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “...
- Jun 10, 202552 min
EP 97 Plain Vanilla: Reinventing Estate Planning with Gene Farrell, President & Chief Executive Officer, Vanilla
Send us Fan Mail Today, I’m thrilled to welcome a powerhouse in fintech and leadership In The Suite: Gene Farrell, President and CEO of Vanilla. If you think estate planning is confusing, costly, or only for the ultra-wealthy—this episode is going to flip that belief on its head. Gene joins us to talk about how Vanilla is on a mission to reimagine and radically simplify estate planning, making it accessible, human, and empowering for advisors and families alike. This conversation is especiall...
- May 5, 202549 min
EP 96 Everything New at Edge: Inside Informa’s Top Wealth Management Event with Dan Rubinetti and Shannon Rosic
Send us Fan Mail Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric ...
- Apr 20, 202544 min
Ep 95 Navigating Growth and Innovation in Wealth Tech with Vickie Lewin, Chief Growth Officer at Amplify
Send us Fan Mail Today, I’m thrilled to welcome Vickie Lewin, Chief Growth Officer at Amplify, a fast-growing wealthtech platform purpose-built to simplify operations and accelerate growth for wealth management firms. Amplify’s unified, all-in-one technology is helping RIAs and enterprises streamline their tech stacks, reduce inefficiencies, and scale smarter—all while focusing on what matters most: serving clients. Since joining Amplify, Vickie has been instrumental in driving the firm’s str...
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About In the Suite
In the Suite is a podcast that shares amazing stories of women in business in the financial services and wealth management industry. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management industry. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century. In the Suite podcast is hosted by Tina Powell, TEDx Speaker, former NYU Professor, Marketing Consultant and Partner, Chief of Community at Intention.ly
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