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Merging Success: Bold Leaders

September 20, 2022
clock 1 MIN READ

Bold leaders thrive through change.

In our video series, wealth management leaders from the U.K. and U.S. share their perspectives and experiences on how to approach, implement and manage both the infrastructure and cultural side of change with an eye on the future.

Our contributors include: 

  1. Kristen Bauer, CEO, Laird Norton Wealth Management, on what makes a successful leader during times of change.
  2. Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management, on how you prepare for change and ensure alignment across an organization.
  3. Justina Lai, Chief Impact Officer, Laird Norton Wealth Management and Wetherby Asset Management, on how to integrate culture and technology.

 

White megaphone lying on a yellow background
March 23, 2023

Communication is key

Effective communication is critical to successful change. Teams need to be inclusive and have a common understanding of the vision, mission, and values to deliver.

A pile of colorful paperclips on a light blue background
October 13, 2022

Importance of culture

Justina Lai, Chief Impact Officer of Laird Norton Wealth Management & Wetherby Asset Management, on integrating culture and technology.

Wooden puzzle with one, central piece pulled out on a light blue background
October 11, 2022

Preparing for change

Kevin Chorniak, Senior Managing Director, Bankers Trust and Chief Operating Officer, BTC Capital Management on enabling successful change.

Wooden chess pieces arranged in a circle on a white background
October 4, 2022

Leading through change

Kristen Bauer, Chief Executive Officer of Laird Norton Wealth Management, on what makes a successful leader in times of change.

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