Emily Green is the director of private wealth for Ellevest, an independent wealth management firm for high-net-worth women launched by industry veteran, Sallie Krawcheck.

Julie Ratner, the chair of the Ellen Hermanson Foundation, has been a champion of breast cancer research since the foundation’s start in 1997.

Melissa Dincher, a financial adviser at UBS and mother of three, found her own path toward great success, but not without some serious introspection on what really matters in life. She shared her story with Crain Currency.

The CEO of the digital admin software company Arch discusses how family offices can best leverage technology for tax filing and investment benefits.

For more than 60 years, GreenPath Financial Wellness has helped people seeking financial management counseling.

Snead is the founder of the Self Research Institute, an organization building a protocol that lets humans decide what personal data is shared with health and banking services, cellphone providers and on social media.