Ann Covington headshot

Women & Wealth: How Women Investors Are Reshaping Wealth Management with Ann Covington

This week, Jack Sharry talks with Ann Covington, Founder & Financial Advisor at CovingtonAlsina. Ann is passionate about helping strong, successful women navigate increasingly complex financial lives. She brings a personal understanding of the challenges women face and the value of thoughtful financial guidance.

Ann talks with Jack about how the rise of women investors is reshaping wealth management. She also discusses the systems and workflows that have helped her scale the firm while delivering a consistent client experience, how tax planning can demonstrate the tangible value of advice, and why brand awareness built through education and community involvement matters more than any other marketing tactic.

WealthTech on Deck

About WealthTech on Deck

WealthTech on Deck is an SEI podcast about the future of wealth management and the major role technology plays in it.

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SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that’s money, time, or talent—so they can better serve their clients and achieve their growth objectives.

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