Alli McCartney has spent her career climbing the corporate ladder in the male-dominated field of financial advising. She has held positions at both Lehman Brothers and JP Morgan Private Bank. Today, she’s the managing director at UBS. She devotes herself largely to destroying the taboo around talking about money, particularly the power dynamics it creates.
Alli joins us today to give a female perspective on finance. She speaks about her past experiences, talks about the need for a safe space to discuss investing, and discusses the gender discrepancy in financial education. She calls for open talk about money and lists the changes she’d like to see in the education system that would help bring this about. She gives her take on work-life balance and talks about being a self-taught extrovert. She gives her take on financial feminism and explains the need for diversity in the financial field.
“If you got hit by a bus tomorrow, what would you want to happen to your money?”
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Guests
Alli McCartney
Hosts
Stephanie Cartin
Stephanie Cartin is a serial entrepreneur, investor, podcast host, community builder, and a champion for women founders. She created the Entreprenista League, a community for women founders, to provide resources and support necessary at all business stages. She’s also the Co-founder of Socialfly, one of the first social media marketing agencies, as well as Entreprenista Media and Pearl Influential Capital which was recently acquired by Cherub. Stephanie has shared her journey managing her health challenges with Multiple Sclerosis, Infertility, and a complicated pregnancy and is an advocate for women going through similar challenges. Her story and businesses have been featured on the Today Show, Bloomberg and Forbes. Consider Stephanie your biggest business cheerleader.
Courtney Spritzer
Courtney Spritzer is a serial entrepreneur, angel investor, author, and community builder with a passion for creating brands and platforms that empower women to lead, grow, and thrive.
In 2012, she co-founded Socialfly, a leading social-first digital and influencer marketing agency. Over the course of a decade, she helped scale the business into an award-winning agency working with Fortune 500 brands and emerging startups, building a powerhouse team and culture along the way. In 2024, Socialfly was acquired.
In 2018, Courtney launched the Entreprenista Podcast to spotlight the stories of inspiring women founders. That passion evolved into Entreprenista Media in 2021, a media platform and community supporting women entrepreneurs at every stage of growth. She now co-leads the continued expansion of The Entreprenista League, a membership-driven community and ecosystem for founders.
As an angel investor, Courtney supports female-led and mission-driven startups aligned with her vision for a more inclusive and equitable business landscape.
She is the co-author of Like, Love, Follow: The Entreprenista’s Guide to Using Social Media to Grow Your Business (2015), a strategic guide for leveraging social platforms to drive business success.
Her work and ventures have been featured in Bloomberg, Forbes, Inc., Entrepreneur, and The New York Times. She is committed to championing visionary founders and helping build the next generation of impactful, community-driven businesses.
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