In this episode of Built For This: Stories of a Maverick, host Jenna Bayuk sits down with Michelle Connell, CFA, Owner/President of Portia Capital Management, LLC, and Adjunct Professor for Naveen Jindal School of Management at The University of Texas at Dallas to discuss the connection between wealth, leadership, and creating meaningful impact through investing. Michelle shares her journey from growing up with financial hardship to building a career in institutional finance, private equity, and wealth management. The conversation explores the challenges women face in finance, the importance of financial education, and why understanding risk is essential for building long-term wealth. Michelle also discusses entrepreneurship, leadership, writing her upcoming book, and how investments can create impact beyond financial returns. Key Takeaways: How Michelle’s early experiences with financial hardship shaped her relationship with money and investing.Why financial education and investment conversations are still missing for many women and underserved communities.The journey from institutional finance to building an independent wealth management firm.Why protecting downside risk and understanding investments matter more than simply following market trends.The challenges women face in investment management and financial decision-making.How Michelle’s leadership style evolved through listening, asking better questions, and understanding client concerns. Noteworthy Quotes: “Money meant that you were not going to have that struggle, that you were going to have choices over your destiny.” – Michelle Connell, CFA“I would rather have less and do more with it.” – Michelle Connell, CFA“Trust your gut. If it’s off, it’s off.” – Michelle Connell, CFA“Money can be boring to people, but it’s going to give you the freedom and the control over your life.” – Michelle Connell, CFA“When you see what the money does, that’s when you go, this is kind of cool. I like this.” – Michelle Connell, CFA“Built for this means grit and empathy.” – Michelle Connell, CFA“Your money is your money, so ask questions from the beginning and throughout your relationship.” – Michelle Connell, CFA Key Timestamps: 00:00:00 - Introduction to Michelle Connell, CFA and her approach to wealth 00:02:13 - Michelle’s early life and path into finance 00:05:37 - Building experience in banking and institutional investing 00:08:12 - Challenges of being a woman in finance 00:10:13 - The decision to build Portia Capital Management 00:13:00 - Finding the opportunity that launched her firm 00:14:30 - Creating an investment approach focused on protecting clients 00:17:30 - Building a business through persistence and resilience 00:21:20 - Women, risk, and confidence in investing 00:24:26 - Common misconceptions about investing 00:27:11 - Choosing the right financial advisor 00:31:00 - Developing a stronger leadership approach 00:33:00 - Helping clients navigate uncertainty and market changes 00:37:49 - Understanding investor mindset and risk tolerance 00:39:35 - Writing The Wall Street Cowgirl and sharing her story 00:43:03 - The challenges of becoming an author 00:45:37 - Recognising achievements and celebrating progress 00:49:42 - The future of wealth management and women in finance 00:52:43 - Why people need to understand their finances 00:57:33 - Using wealth to create meaningful impact 00:58:21 - Rapid-fire questions on leadership and personal growth 01:02:12 - Connecting with Michelle Connell, CFA Disclosure: Portions of this episode (such as the introduction or promotional segments) use AI-generated voice narration produced under human editorial review. FOLLOW OUR GUEST, MICHELLE CONNELL, CFA, ON: Michelle Connell, CFA LinkedIn: https://www.linkedin.com/in/michellepconnell/The University of Texas at Dallas LinkedIn: https://www.linkedin.com/school/university-of-texas-at-dallas/Portia Capital Management, LLC LinkedIn: https://www.linkedin.com/company/portiacapitalmanagement/Portia Capital Management Website: https://www.portia-capital-management.com/ FOLLOW OUR HOST, JENNA BAYUK, ON: LinkedIn: https://www.linkedin.com/in/jennabayuk/Website: https://kinshipkollective.com/Instagram: https://www.instagram.com/jenna_bayuk/Email: info@kinshipkollective.com FOLLOW BUILT FOR THIS: STORIES OF MAVERICK PODCAST ON: Website: https://kinshipkollective.com/LinkedIn: https://www.linkedin.com/company/kinshipconsulting/X: https://x.com/JBayukTiktok: https://www.tiktok.com/@builtforthispodcast?Instagram: https://www.instagram.com/kinship.consultFacebook: https://www.facebook.com/kinshipconsult