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WealthManagement EDGE Podcast: Toussaint Bailey

Byjobz786.com

Nov 9, 2023

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On this episode of the WealthManagement EDGE Podcast, Informa Wealth Administration’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he selected his profession path, transferring from lawyer to funding agency government. From books to conversations, Toussaint researched the problems and causes close to to his coronary heart and introduced them into focus inside the wealth administration business.

Particularly, Nabia and Toussaint talk about how:

  • Impression investing can align with capitalism, offering market-rate returns whereas addressing international challenges.
  • Constructing loving and trusting shopper relationships and facilitating self-actualization enhances the wealth administration expertise.
  • Impression investments can align with market tendencies and real-world problem-solving.
  • Uplifting Capital goals to be institutional, private and scalable.

Assets:

Join With Nabia Jenkins-Johnston:

Join With Toussaint Bailey:

About Our Visitor:

Toussaint Bailey is the founding father of Uplifting Capital, a platform the place customized influence meets non-public investing. Previous to founding Uplifting Capital, Toussaint was CEO of Enso Wealth Administration, a personal wealth agency. He started his tenure there shortly after the agency’s formation in 2017, overseeing its progress to almost $2 billion. Earlier than monetary providers, Toussaint spent over a decade as a training lawyer.

Toussaint serves in a number of advisory and board capacities; together with Advisory Board to Institutional Investor RIA Institute – Impression Investing and implementation section; Management Council to Monetary Advisor IQ – Monetary Occasions specialist publication for monetary advisors; and Various & Direct Funding Securities Affiliation – Impression and ESG subcommittee.

He additionally serves on the Govt Management Council of the Raphael Home of San Francisco; the Board of Administrators of the Alliance for Security and Justice; the Board of Regents for Saint Mary’s School of California; and Boards of Advisors of Black Govt Males, Catalyst Housing Group, and Search Inside Your self Management Institute. He’s additionally (non-executive) Chairman of the Board of Administrators at Enso Wealth Administration.

Toussaint was chosen as one in all WealthManagement.com’s 10 to Watch in 2023 and has been profiled in Monetary Planning and Impression Alpha.

 

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