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19: Portfolio Manager for $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

Author
Stacy Havener
Published
Wed 27 Sep 2023
Episode Link
https://share.transistor.fm/s/a8a317f7

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.

Resources mentioned in this episode:

Books: The Hard Thing About Hard Things, Ben Horowitz |Powerful, Patti McCord|Atomic Habits, James Clear |The Power of Now, Eckhart Tolle

Song: Coolio — Fantastic Voyage



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Running a fund is hard enough.
Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

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