Women in Wealth - Elizabeth Wagner

In another special episode of The Cannon Curve, Phil Cannon talks with Elizabeth Wagner, Senior VP and "Giving Guru" at Bryn Mawr Trust, about her unique transition from art history and nonprofit strategy to the world of financial services. Elizabeth shares how her background in art and English taught her to think critically, a skill she now uses to help ultra-high-net-worth families navigate the "demand side" of philanthropy and legacy planning.

Elizabeth reveals the secret behind her role as a "connector," explaining that true leadership in the charitable sector is about bringing visionary people together and then having the humility to step back and let the magic happen. She also addresses the shifting dynamics of the baby boom generation, noting that it is often women leading the charge to ensure their wealth creates purpose rather than family discord.

Resources:

Phil on LinkedIn

Elizabeth on LinkedIn

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