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Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
With Wen Nottebohm—Managing Director, Wealth Advisor at Cresset Overview Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI, and much more. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/jmtqqBQ9C80 About this episode… There's a fairly well-defined career path for most financial advisors. You spend the early years learning the business, supporting senior advisors, and gradually taking on more responsibility. When it comes to ultra-high net worth clients, that timeline tends to stretch even longer, given the complexity and expectations that come with those relationships. But the path isn't always linear. And in some cases, it moves faster than people expect—especially when the focus shifts from simply accumulating experience to developing real expertise and “a seat at the table” early on. That's part of what makes Wen Nottebohm's perspective so compelling. Wen is part of the Atlanta team at Cresset, a $230B+ multi-family office. The team manages roughly $7B in assets, and Wen herself is advising on $1.6B for UHNW families and entrepreneurs. What stands out is not just the scale, but how early in her career Wen stepped into that level of responsibility—and what it actually required to make that work. In this conversation with Mindy Diamond, Wen offers a very real look at the next gen perspective, including: The wirehouse environment—and what made it a successful training ground. The value of a mentor—and how working with Justin Berman helped her move to the next level. Building a book to over $1B—and how she did so in a much shorter timeline than many of her peers. Earning credibility—and what it really takes to build a business and client trust with less of a track record. Working with a sophisticated client base—and how to manage expectations and identify what they really value. The benefit of a firm like Cresset—and how the more personalized culture and boutique feel creates a foundation for growth. The influence of AI—and how it's both changing the dynamic and raising the level of the advisor-client conversation. This episode is a masterclass for next gen and seasoned advisors alike, identifying what it really takes to build a billion-dollar business in a rapidly changing environment and questioning whether the traditional timeline for building an advisory practice is being rewritten in real time. Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002. Related Resources Finding the Shortest Path to Excellence Can Be a Game Changer for AdvisorsDoing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits. The 4th Annual Advisor Transition ReportA data-driven look at where advisors are moving, why they're making changes, and what it means for your business in 2026. Life After Goldman Sachs: A Story of Extraordinary SuccessEx-Goldman Sachs advisor Justin Berman shares how he found the courage to leave the Goldman imprimatur, brave Garden Leave, and build the $3B Berman Capital Advisors. Wen NottebohmManaging Director and Wealth Advisor Wen Nottebohm is a Managing Director, Wealth Advisor at Cresset. She works with clients to help protect and grow their legacy in order to have a bigger impact on what is most important to them. Wen was named to the 2024 Barron's Top 100 Independent Advisors, 2025 Barron's Top Independent Financial Advisors, 2025 Barron's Top Financial Advisors By State, 2025 Barron's Top Women Financial Advisors, 2025 Forbes Top Women Wealth Advisors Best-In-State, 2025 Forbes Best-In-State Wealth Advisors, 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State, and 2025 Forbes America's Top Next-Gen Wealth Advisors lists. Prior to Cresset, Wen worked as a Wealth Advisor for Berman Capital Advisors, and before that was with AQR Capital Management, where she was a Client Strategies and Portfolio Solutions Analyst. Wen started out her career in the Private Wealth Management division at Morgan Stanley Smith Barney, where she specialized in risk and discretionary account management for the firm's ultra-high-net-worth clients. Wen graduated from MIT with Bachelor of Science degrees in Economics and Management Science. She also holds an MBA from The Wharton School, University of Pennsylvania. She obtained the CERTIFIED FINANCIAL PLANNER® designation in 2019. Wen and her husband live in Atlanta with their son and daughter. She serves on the Board of the YWCA of Greater Atlanta and is involved with the Atlanta Regional Commission Global Advisory Panel, the MIT Alumni Association, the Wharton Club of Atlanta, and the Young Women Leadership Forum. Wen is also a member of the LEAD Atlanta Class of 2016.
Any dog person out there already knows about the deep connection we have with dogs, and all animals, but does that connection end when they die? For so many reasons you'll hear me say “No way”! My guest on this episode would probably also say “no way, and..” as she received a huge, unexpected gift after her dog's death; you might call it a spiritual healing for her back pain. Lola Bryan, author of “When Your Dog Has Cancer: Making the Right Decisions for You and Your Dog,”, tells us the story of what deep lesson she learned about her body after her dog died of cancer, and how she continues to use this connection when she feels pain in her body. Can her experience also help you if you have some unexplained discomfort and the doctors haven't been able to give you much relief? Maybe, I believe everything in our life is an opportunity to look deeper into our spiritual connection for answers. Sometimes those answers are in medication, sometimes the answers are in meditation, it's for you to decide for yourself, not me. For me, a Spiritual Healing is any kind of healing that comes from my connection to Self or SoulIn this episode you will learn: ~Lola's tried and true way she finds relief for her back pain ~Several of the body connection methods I use with my clients and myself ~The value of listening to your body ~This week's personal, life-changing, spiritual connection exercise About Lola Bryan:Lola has been an avid animal lover since she was a little girl, but wasn't allowed to have a pet as a child due to family allergies. Once she was settled in her late 20's, she bonded quickly with her first puppy, a chocolate lab named Porter. It was when Porter was diagnosed with hemangiosarcoma that Lola inadvertently employed hospice care to ensure that his last few months would be of a high quality of life. After his death, she decided to capture her experiences with caring for a cancer dog by writing a book to share what she had learned, so that others would not have to start from ground zero. During the writing of her book, “When Your Dog Has Cancer: Making the Right Decisions for You and Your Dog,” Jasper, a yellow lab-hound dog mix she adopted, was diagnosed with mast cell tumor and she again used hospice techniques on the path to a natural death. Her undergraduate days at MIT and a position at Los Alamos National Laboratory have grounded her in the ways of research, which has been an invaluable asset. She is also an active volunteer in the local and national MIT Alumni Association. She currently serves on the Board of Directors of Pasado's Safe Haven based in Sultan, WA and is a volunteer for the Canine Cancer Alliance based in Bellevue, WA. She is also an active volunteer in the local and sits on the Board of Directors of the MIT Alumni Association.Her book website is http://www.whenyourdoghascancer.org/Making the Right Decisions for You and Your DogAn article published in Dogs Naturally magazine in August of 2015 espoused the use of a natural plant compound called artemisinin in treating canine cancer. A researcher at the University of Washington, Dr. Henry Lai, treated a dog with severe osteosarcoma who could barely walk with the compound and five days later, the dog had made a complete recovery. “Healing Back Pain” by John Sarno book
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Dana Dabbousi ‘20, Omar Obeya '18, MEng '19, Mayce El Mostafa MEng '13, and Mamoun Toukan AF '17, MAP '18 sit down with Slice of MIT to share their experience of launching the podcast UnliMITed, a production of the MIT Arab Alumni Association. In this episode of the Slice of MIT podcast, you'll hear a featured episode of UnliMITed, in which host Omar Obeya talks to Dr. Ayman Ismail MCP '99, PhD '09. Dr. Ismail is the director of the AUC Venture Lab at the American University in Cairo's School of Business. Listen to more episodes of the UnliMITed podcast: https://bit.ly/3QOeLDo Read more, and find the transcript of this episode, on Slice of MIT: https://bit.ly/3BhQujp Follow the MIT Alumni Association and let us know what you thought of this episode. Twitter: http://twitter.com/MIT_alumni Facebook: http://www.facebook.com/MITAA Instagram: http://instagram.com/mitalumni
For years, with members all around the globe, the MIT Alumni Association produced events both big and small to keep alumni connected to their alma mater. In this episode, we hear from Jamie Brogioli, Director of Alumni and Friends Engagement for the MIT Alumni Association. He walks us through all the stop-on-a-dime twists and turns of shifting a global event program online. Episode Guest(s): Jamie Brogioli is the Director of Alumni and Friends Engagement at the MIT Alumni Association. He oversees the Association's events and class programs teams and works closely with MIT's fundraising office on a series of events supporting MIT's 6 billion dollar campaign. Jamie just completed his 20th year at the Institute and has worked in a variety of capacities at MIT, managing regional programs, the parents association, and student/alumni relations. Prior to joining MIT, Jamie worked in a variety of community-based organizations supporting fundraising efforts including Silent Spring Institute, Boston Children's Services, AIDS Action Committee, and Project Bread. Key Takeaways: Virtual events give you access to previously unattainable people, both as speakers and guests They can level the playing field Speaking to a live audience is different than speaking to a virtual one, so the messaging has to reflect that Expectations are changing, mainly around showing up; now there's no excuse not to Useful Links: MIT Alumni Association, https://alum.mit.edu/
This week we welcome Paula Olsiewski, PhD for an update on the HOMEChem project and a discussion about her new position at the Johns Hopkins Center for Health Security. In her new position she will be focused on COVID and indoor air quality. Dr. Olsiewski is a Contributing Scholar at the Johns Hopkins Center for Health Security. She is a pioneering leader in policy and scientific research programs in the microbiology and chemistry of indoor environments During her 2 decades at the Alfred P. Sloan Foundation, she led innovative and multidisciplinary programs that inspired, accelerated, and produced lasting impact. Her expertise in partnering with academic, governmental, and for-profit stakeholders fostered innovation and built research capacity through the creation of diverse stakeholder networks. Her accomplishments include the creation and direction of the microbiology of the built environment, chemistry of indoor environments, and biosecurity programs. Dr. Olsiewski is recognized as a leading expert in biosecurity and is a member of the Council on Foreign Relations. She is Chair of the US Environmental Protection Agency (EPA) Homeland Security Research Subcommittee and is a member of the EPA Board of Scientific Counselors Executive Committee. She is also a member of the NTI|bio Working Group for Biosecurity Innovation and Risk Reduction Initiative and Fellow of the American Association for the Advancement of Science in chemistry. Dr. Olsiewski’s acumen in board governance, recruitment and development, and fundraising has helped both scientific and philanthropic organizations improve their operational efficacy and programmatic outcomes. Early in her career, Dr. Olsiewski was Vice President of Product Development at Enzo Biochem and President of Neo/Tech Corp. She is an active board member of the Critical Path Institute, an independent nonprofit organization dedicated to improving the drug development and regulatory process. She is also Vice Chair of the Spondylitis Association of America and was board chair of Asphalt Green—a not-for-profit organization in New York that encourages a lifetime of participation in sports and fitness. Dr. Olsiewski received a PhD in biological chemistry at the Massachusetts Institute of Technology (MIT). As an alumna, she was a member of the MIT Corporation and President of the MIT Alumni Association, earning her the association’s top honor: the Bronze Beaver award. Dr. Olsiewski was a member of MIT’s Initiative for Faculty Race and Diversity Advisory Committee and is an advocate for diversity and ongoing supporter of MIT's Women in Chemistry. She also received a BS in chemistry, cum laude, from Yale. LEARN MORE this week on IAQradio+.
Host Julia Yoo sits down with R. Erich Caulfield, the 125th president of the MIT Alumni Association, and founder and president of The Caulfield Consulting Group. Tune in to hear Caulfield’s journey from engineering to advocacy and public service, making the most of his time as a student and alumnus of MIT and entrepreneurship.
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Ingredion's recently retired CEO, Ilene Gordon ’75, SM ’76, sat down for an interview with the MIT Alumni Association during a spring 2019 visit to campus. In this episode of the Slice of MIT podcast, you'll hear her thoughts on the importance of having a plan B (and C), how doing laundry in London helped her career, and what she wishes more mentees would ask her. Read more, and find the transcript of this episode, on Slice of MIT: http://bit.ly/2Z70WsW
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
According to novelist/essayist and theoretical physicist Alan Lightman, unstructured time that allows our minds to roam freely can lead to more creativity. “We need a new mental attitude,” he advocates—one “that values our inner reflection, values stillness, values privacy, values personal reflection—that honors the inner self.” Lightman—who is a professor of the practice of the humanities as well as a senior lecturer in physics at MIT—shared these and other thoughts on creativity with an audience of MIT alumni in late 2018. He delivered his lecture at MIT’s Endicott House during a holiday luncheon event jointly organized by the MIT Alumni Association’s Cardinal and Gray Society and Emma Rogers Society. Read more on the Slice of MIT blog: bit.ly/2TTn3MX Read the transcript: https://bit.ly/2UuF2gT Photo: Jack Mohr ’50
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Former United States Secretary of Energy Ernie Moniz HM ’11 addressed a sold-out MIT audience in Washington, DC and discussed his thoughts on the United States’ role in climate research, nuclear security, and technology innovation. Read more on the Slice of MIT blog: http://bit.ly/2u5wSwz. Moniz is the Cecil and Ida Green Professor Emeritus of Physics and Engineering Systems at MIT, and he was awarded honorary membership in the MIT Alumni Association in 2011. He delivered his talk at the historic Cosmos Club during a Spring Lecture and Luncheon event jointly organized by the MIT Alumni Association’s Cardinal and Grey Society, Emma Rogers Society, and Katherine Dexter McCormick Society. Episode transcript: http://bit.ly/2tXIZM4
Unleash Your Inner Company provides an innovative, proven, step-by-step process for anyone who aspires to start and grow their own business. Today, my conversation with John Chisholm--president of the worldwide MIT Alumni Association--brings an insider's view that distills three decades of successful, serial entrepreneurship in Silicon Valley. His book and extensive entrepreneurial experience combines practical principles, entertaining anecdotes, deep insights, challenging exercises, and illuminating to guide you in conceiving, designing, building, testing, and scaling up the ideal business. Our conversation uniquely shows how to turn passion and perseverance into a loop of increasingly positive results. Aspiring entrepreneurs have more resources than they realize; John helps them discover those advantages and advise how to accelerate their learning and how different is better than better.
Unleash Your Inner Company provides an innovative, proven, step-by-step process for anyone who aspires to start and grow their own business. Today, my conversation with John Chisholm--president of the worldwide MIT Alumni Association--brings an insider's view that distills three decades of successful, serial entrepreneurship in Silicon Valley. His book and extensive entrepreneurial experience combines practical principles, entertaining anecdotes, deep insights, challenging exercises, and illuminating to guide you in conceiving, designing, building, testing, and scaling up the ideal business. Our conversation uniquely shows how to turn passion and perseverance into a loop of increasingly positive results. Aspiring entrepreneurs have more resources than they realize; John helps them discover those advantages and advise how to accelerate their learning and how different is better than better.
Who is on the show today: In this episode, we host John Chisholm. John is a serial entrepreneur, investor and an author. Why is he on the show: He is president and chairman emeritus of the worldwide MIT Alumni Association and a trustee of MIT and of the Santa Fe Institute. He advises entrepreneurs through the MIT Venture Mentoring Service, the Thiel Foundation 20under20 Fellowship, and the Plug and Play Tech Center. He is author of the book – Unleash Your Inner Company. What do we discuss in this episode: In this insightful conversation, we cover a wide variety […]
Episode 71 - John Chisholm discusses his book Unleash Your Inner Company and how to use passion and perseverance to build your ideal business. John is a Silicon Valley venture capitalist and has mentored hundreds of startup on five continents. John is president of the MIT Alumni Association and a contributor to Forbes. He holds bachelors and masters degrees from MIT and an MBA from Harvard Business School. Stay tuned after the interview for five action items, and hear bonus comments from John. Host, Kevin Craine Everyday-MBA.com
Tamra Johnson is a Partner and Cofounder of 79 Studios, building a platform for seed stage investing, advising, and partnership for inspirational female entrepreneurs. In this episode of the Sassy Strategist, Tamra discusses: The typical paths to getting funding When to seek funding What you need to do to prepare to apply for funding How changes in technology make it easier for you to launch your business Why currently only 7% of venture capital dollars go to women-owned businesses, despite the fact that studies show these businesses perform better than male-owned businesses. Tamra is passionate about increasing opportunities for experienced professional women to remain engaged while having families, as well as increasing the number of women putting capital to work in support of other female entrepreneurs. Tamra has a MBA from UCLA Anderson, a MS in Management Science and Engineering from Stanford, and a BS in Aeronautics and Astronautics from MIT. She's served in many roles with the MIT Alumni Association, and is currently on the Alumni Association Selection Committee. She grew up outside of San Antonio, TX, and now lives in Venice, CA with her husband and son.
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Robert Shiller SM '68, PhD '72 discusses his new book, Phishing for Phools: The Economics of Manipulation and Deception, co-authored with George Akerlof PhD '66. Recorded live at an MIT Alumni Association event at Fidelity Investments in Boston, Shiller talks with Nanette Byrnes, senior editor of business reports at MIT Technology Review. Read more: http://bit.ly/1lriadn Phishing for Phools, says Shiller, helps readers unpack the psychology of “phishing”--identifying what is at work when markets provide consumers what they don’t necessarily want--and what is at work when they willingly take the bait. Transcript: https://bit.ly/2GzT1ru
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Monica Byrne SM '05 discusses her debut novel, The Girl in the Road, in this podcast from the MIT Alumni Association. Byrne, tells the story of one young woman leaving her home in Mumbai to cross the Arabian Sea on a futuristic solar bridge, and another young woman seeking a soulmate on a road trip in Africa. Byrne, an award-winning playwright, discusses the influences of her earth sciences and geology studies on the novel and her decision to pursue a life in the arts after such a rigorous study of science. Read more about the book at alum.mit.edu/sliceofmit Read the transcript: https://bit.ly/2GQp6ik
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Douglas Hough '71 discusses his new book, Irrationality in Health Care, What Behavioral Economics Reveals About What We Do and Why in this podcast from the MIT Alumni Association. Hough, who studied economics under four Nobel laureates in his days at MIT, is now an associate professor in the department of health policy and management at the Bloomberg School of Public Health at Johns Hopkins University. After teaching medical students traditional economics for years, he discovered that behavioral economics, a relatively new field, appealed much more strongly to their experience. Hough realized that no one had yet written an examination of how the country might learn from applying such a model to the healthcare system at large. Read more about the book at https://bit.ly/2H3fgHp Episode Transcript: https://bit.ly/2q10VUA
Slice of MIT: Stories from MIT Presented by the MIT Alumni Association
Can you make a Jello laser? Why are cats' eyes reflective? In his recently published book How the Ray Gun Got Its Zap, published by Oxford University Press in the fall, Stephen Wilk provides dozens of inquiries into the world of optics. In this podcast from the MIT Alumni Association, he discusses his fascination with the field. Consider this volume The Anarchist’ Cookbook for MIT alums. If you’ve ever wondered why cats’ eyes are reflective, why the moon is blue every so often, whether autopsies of murder victims’ retinas will reveal images of their assailants, or who the first spectacle-wearers were in history, this is your book. Read more: alum.mit.edu/pages/sliceofmit/ Episode Transcript: https://bit.ly/2pYfFUk