Work Ethic

Ethic
  • 5.0 (10)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

Episodes

  1. Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

    2D AGO

    Kelly Coffey (Verita Strategic Wealth Partners): The Secret to Building a Firm’s Legacy from former CEO at City National Bank

    Today, we're going in depth with Kelly Coffey, the co-founder and executive chairman of Verita Strategic Wealth Partners. Kelly has spent the past three decades leading at the highest levels of finance, including CEO of City National Bank and CEO of J.P Morgan's U.S. Private Bank. In this episode you’ll learn: How Kelly expanded the legacy of City National Bank as a trusted partner to the entertainment, sports, and creative industriesWhat she looks for when she’s hiring new talentHow Kelly thinks about legacy, A.I, and technology when building a new firm from scratch Timestamps:  00:00 - Introduction 01:28 - Fun special skills, including one that Kelly and Doug share 04:33 - Kelly’s journey into wealth management, from studying international affairs to doing M&A in Latin America 06:46 - Working for J.P. Morgan – from being only one of two women in Argentina to running J.P Morgan's U.S. Private Bank 13:14 - Becoming the CEO of City National Bank and strategies around serving the entertainment world 16:25 - Launching Verita Strategic Wealth Partners and how to think about legacy from the beginning 19:00 - How she thinks about hiring, culture, and leadership 23:02 - Considering A.I. and technology when building a new firm from scratch 28:10 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter http://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Kelly and Verita (https://www.veritawealth.com/#kelly) Connect with Kelly on LinkedIn (https://www.linkedin.com/in/kelly-coffey/)

    31 min
  2. Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

    MAR 5

    Adam Katz (Corient): Leader at $200 Billion Firm Reveals how to Create a Long-term Mindset

    Today, we're going in depth with Adam Katz, partner and head of the founder and entrepreneur group at Corient. Adam has more than 25 years of experience in ultra-high-net-worth wealth management, and working with founders and entrepreneurs. In this episode you’ll learn: How Adam’s journey as a founder and entrepreneur informs his work with other founders todayThe mindset shifts that can determine founder successWhat arm wrestling and wealth management have in common Timestamps:  00:00 - Introduction 01:18 - How the special skills section of Adam’s resume, including competitive arm wrestling, became an interview tool 03:40 - Adam’s journey into wealth management, getting his first job at Merrill Lynch 09:12 - How Adam defines critical thinking 13:04 - How frustration led Adam to “jump off the ladder,” become an advisor, and then start his own company 22:23 - How Adam’s experience starting a company helps him work with founders 24:09 - How to have a winning founder psychology: Adam’s concept of lily pads and having a long-term mindset 28:46 - AI and wealth-tech innovations 31:53 - Work Ethic Rapid Fire Questions — Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://ethic.com/work Connect with Ethic on LinkedIn (https://www.linkedin.com/company/ethic) Find out more about Adam and Corient (https://corient.com/us/en/who-we-serve/entrepreneurs-and-founders) Connect with Adam on LinkedIn (https://www.linkedin.com/in/adam-katz-721b639/)

    39 min

  3. FEB 19

    Introducing: Work Ethic hosted by Doug Scott

    Welcome to Work Ethic, a new interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success — from scaling billion-dollar startups to future-proofing century-old firms — but also the personal stories, leadership lessons, and pivotal decisions that defined their journeys. In just under a decade, the industry has doubled in size to be worth more than $145 Trillion, all while a Great Wealth Transfer looms and new technology promises to disrupt the traditional landscape. Even established leaders have been forced to pivot and evolve, and for the first time, they’re publicly sharing those strategies. Join host and Ethic CEO and Co-founder Doug Scott for an inside look at what it truly takes to build and lead in today’s wealth management industry. New episodes every Thursday. Subscribe to make sure you never miss an episode. Just a heads up: this podcast is for information purposes only. Read more about Work Ethic and subscribe to our newsletter https://www.ethic.com/work

    2 min

Trailer

Ratings & Reviews

5
out of 5
10 Ratings

About

Work Ethic is an interview series that features candid, in-depth conversations with leaders shaping the future of wealth. Guests share not only the strategies behind their success, but the personal stories, leadership lessons, and hard decisions that shaped their paths. Join our host, Ethic CEO and Co-founder Doug Scott, and take an inside look at what it really takes to build and lead in today’s wealth management industry.

Information

  • Creator
    Ethic
  • Years Active
    2K
  • Episodes
    3
  • Rating
    Clean
  • Copyright
    © 2026 Ethic Inc.
  • Show Website
    Work Ethic