Closing the Wealth Gap: A Conversation with Crissi Cole

Pull Up a Chair with CFA Society Boston

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.

Show notes

Founder & CEO of Penny Finance, an early stage fintech startup taking on the wealth gap. Crissi Cole spent 10 years working in wealth management at Goldman Sachs in New York City, where she invested ultra-high-net-worth portfolios and built trading & technology platforms. Now, Crissi is on a mission to get more women out of debt and into investing, with an accessible, affordable financial app designed intentionally for women who are pre-wealth.

For more information about Penny Finance, visit https://www.penny-finance.com.

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