Ten to Watch 2023
Toussaint Bailey
POSITION: Founder and CEO at Uplifting Capital
LOCATION: San Rafael, Calif.
EDUCATION: Juris Doctor from UCLA School of Law; B.S. in Economics, Business Administration with an honors concentration in financial services from Saint Mary’s College of California
Dr. Preston Cherry
POSITION: : Founder of Concurrent Financial Planning in Lubbock, Texas; Pres., Financial Therapy Association; Head of Financial Planning at the Austin E. Cofrin School of Business & Director of The Charles Schwab Center for Personal Financial Planning at the University Of Wisconsin-Green Bay
LOCATION: Green Bay, Wisc.
EDUCATION: B.A. in Finance, Prairie View A&M University; M.S. & PhD in Personal Finance
Stevyn Guinnip
POSITION: “Wellth” advisor, CEO and founder at Grow Wellthy
EDUCATION: M.S. in Exercise Science from Southern Illinois University; Certified Wellness Coach and Nutritionist
Sindhu Joseph
POSITION: Founder & CEO at CogniCor
LOCATION: Palo Alto, Calif.
EDUCATION: PhD, Artificial Intelligence Research Institute, Barcelona
Joy Lere
POSITION: Licensed Clinical Psychologist and co-founder, Shaping Wealth
LOCATION: Ramstein Air Base, Germany
EDUCATION: PSYD in Clinical Psychology from George Washington University
Govinda Quish
POSITION: CEO & co-founder at Fabric
LOCATION: Boulder, Colo.
EDUCATION: Naropa University, Bachelors in Religious Studies and Sanskrit
Laxmi Ramanath
POSITION: Founder and CEO at La Meer Inc.
LOCATION: Silicon Valley, Calif.
EDUCATION: B.S. in Physics; Master’s in Systems Management at University of Bombay
Lacey Shrum
POSITION: Founder and CEO of Smart Kx
LOCATION: Dallas, Texas
EDUCATION: B.S. from the University of Texas at Austin; JD from SMU Dedman School of Law
Marcel Tsai
POSITION: Senior Director, Advisory Platforms at Apex Fintech Solutions
LOCATION: Temecula, Calif.
EDUCATION: B.S. in Business from the University of Southern California
Marwa Zakharia
POSITION: CEO at Assetbook
LOCATION: greater Philadelphia area
EDUCATION: B.S. in Business Administration and Management from Goldey-Beacom College