Portfolio Manager of $18B Long/Short Hedge Fund to President of $4B+ Wealth Mgmt Platform, Shannon Spotswood President of RFG Advisory on the Power of the Pivot | How to Lead with Authenticity | Why Your Personal Brand is an Asset

2 Views· 09/27/23
Billion Dollar Backstory
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Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.Now, imagine what it would take to give that up. Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That’s why I can’t wait for you to hear from her as we discuss:  Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry  The breaking point that led her to step away from her dream job and finance altogether  How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFG More about Shannon:

Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.
- - - Thank you to our Billion Dollar Backstory podcast sponsor: Ultimus Fund Solutions. You want to launch an interval fund (but don’t know where to start). 
Ultimus has your back. Their in-depth guide answers your real questions. 

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