Women, Wealth & the Power of Advice

Kristi Mitchem, cofounder of &Partners, recently joined a WISE (Women Investing in Security and Education) webinar for a powerful conversation on leadership, financial confidence, and the evolving role of advice in helping women build long-term wealth.

Consuelo Mack, celebrated financial journalist and host of the award-winning PBS program WealthTrack, moderated an unfiltered, insight-rich dialogue with Kristi and Anna Paglia, executive vice president and chief business officer at State Street Investment Management. Together, they explored how women leaders are reshaping the financial industry — and why high-quality advice matters more than ever in closing retirement and wealth gaps.

Kristi shared perspectives from her decades-long career across asset and wealth management, underscoring the importance of client-first advice, purposeful leadership, and expanding opportunity for women both as investors and advisors. The conversation also covered retirement readiness, financial literacy, and the growing influence women will have over global wealth decisions in the years ahead.