The Wall Street 50 Book

About the Book

The Wall Street 50
50 Conscious Financiers Living Lives of Wealth & Meaning

The Wall Street Coach believes that consciously lived capitalism informs the fabric of a successful global economy.

Kim Ann Curtin, Founder and CEO of the Wall Street Coach, has been working since 1999 with CEOs who face challenging expectations and has come to appreciate the value and benefits of maintaining a consciously lived life. She is interviewing The Wall Street 50 in an effort to uncover how the well-known and respected global financiers achieve and enjoy lives that align wealth and meaning.

The emerging attributes, characteristics, thought patterns and behaviors provide incredible insight into balancing capitalism and conscious living that can be emulated by leaders working in every industry. Their secrets have the power to help re-invent the world of finance.

The Wall Street 50 provides the framework necessary to learn from these conscious financiers that profits AND integrity are not only possible but that they are the way out and the way forward. The Wall Street 50 weaves Kim’s findings into her unique application of Joseph Campbell’s Hero’s Journey model in creating a road map that ensures an individualized and authentic pathway to a life of wealth and meaning.

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About the Interviewees

 

 

 

 

 

 

 

 

 

 

 

 

The following is a partial list of those who have already been interviewed for
The Wall Street 50.

Robert A. G. Monks
Founding Trustee & Shareholder Activist,
The Federal Employees’ Retirement System

Amy Domini
Founder & CEO,
Domini Social Investments

Sky Lance
Managing Principal,
SustainVC

Eric A. Greschner
Registered Investment Advisor & Founding Partner,
Your Financial Coaches and Regatta Research & Money Management, LLC

Susan Davis
Co-founder,
KINS (Key Initiator Network Strategy)

Oswald J. Grubel
Former CEO,
UBS

John Allison
Former CEO,
BB&T Bank

Eric Carangelo
VP in the Portfolio Solutions Group,
State Street Global Markets

Brady Dougan
CEO,
Credit Suisse

Rob Davis     
Founder and Chairman,
Hedge Funds Care Charity

Ziad Abdelnour
President & CEO,
Blackhawk Partners

Henry Kaufman
President, Henry Kaufman & Company Inc
Former Managing Director and Member of the Executive Committee
Salomon Brothers Inc.

Joseph Perella
Partner,
Perella Weinberg & Partners

Morihiko Goto
Chairman & CEO,
Goto Capital Markets, Inc.

Andrew Kuper           
President and Founder,
Leapfrog Investment

Connie Duckworth
Founder & President, Arzu
Former First Woman Sales & Trading Partner, Goldman Sachs

Peter Leeds
Financial Analyst,
Owner and CEO, Pennystocks.net

Aaron Smyle
Principal,
Smyle and Associates, LLC

Justin Mahy
CEO,
DialedIn

Mark Thompson
Senior Executive Coach, Co-founder & CEO, Richard Branson’s Business Innovation & Entrepreneurship Hub for Virgin Unite
Former CCO, Charles Schwab

John C. Whitehead
Former Chairman, The Federal Reserve Bank
Co Chairman & Co Senior Partner, Goldman Sachs Foundation

Rasanath Das
Ex-Investment Banker at Bank of America,
Hindu Monk

Roland Rojas  
EVP,
Maybank Kim Eng Securities USA, Inc

Joshua Brown
Vice President, Investments at Fusion Analytics in NYC
Financial Blogger

John Bogle
Founder and Retired CEO,
The Vanguard Group

Fred Wilson   
Co-founder and Managing Partner, Union Square Ventures
Blogger

Alfonso E. Montiel
Co-Founder and Chief Culture Officer,
Manchester Place Homes

James B. Rogers
Chairman, Rogers Holdings and Beeland Interests, Inc.
Co-Founder, Quantum Fund

Dmitry Koltunov       
Founder,
Collective Catalyst

George G. Schwartz
Chief Operating Officer & Treasurer,
Boston Private Bank & Trust Co.

Janet Hanson 
Founder & CEO,
85 Broads

Deepak Parekh
Chairman,
Housing Development Finance Corporation Ltd. (HDFC) Ltd.

Raymond Joseph
Former Acting Special Trustee, US Department of Interior
Former Acting Chief Investment Officer for State of New Jersey

Michael H. Stuart
Co-founder and Principal Research Analyst and Portfolio Manager,
Clark & Stuart

Jason Apollo Voss
Author of The Intuitive Investor
Retired Investment Manager,
CFA Institute Content Director

Ann F. Kaplan
Partner, Circle Wealth Management
Chair, Circle Financial Group

Frank R. Casey
Principal, Vintage Investment Partners
Special Advisor to the CEO, Regulatory Fundamentals Group (RFG)
Principal, FoxHounds LLC (core team that attempted to move the SEC to action on Bernard Madoff’s Ponzi Scheme)

David Houle
Futurist
Entrepreneur and Writer

James A. McNair
Senior Managing Director,
Corinthian Capital

Michael Krieger
Writer and Blogger,
Liberty Blitzkrieg

Jack D. Schwager
Co-Portfolio Manager,
ADM Investor Services Diversified Strategies Fund
Author

Makoto Ozawa         
Trader,
Fountainhead Capital LLC

Andrew Scheffer      
Investment Communications and Strategy,
ANZ

Alexander Green      
Chief Investment Strategist,
The Oxford Club

Glen Dailey    
Managing Director,
Jefferies & Company

Ofir Hirsh
Chief Investment Officer, Hirsch Capital Management Ltd. (HCML)
Head of Fundacion Marlee-jo (A charitable organization for kids in Dominican Republic)

Andrew H. Pritchard
Broker-Dealer Agent,
Saratoga Capital Markets

Sol Waksman
Founder & President,
BarclayHedge, Ltd

Christian Ramsey     
Seasoned Investment Professional, Safe Money Metrics
Published Author

Jonah S. Ford
Co-founder,
Private Consultant and Proprietary Commodities Trader, Ceres Hedge Funds, Inc.

Joseph J. Grano         
Jr., CEO & Chairman,
Centurion Holdings LLC

Mayra Hernandez    
Head of Corporate Responsibility,
Banorte

Barry L. Ritholtz        
Chief Market Strategist, Ritholtz Research
CEO & Director of Equity Research, Fusion IQ
Blogger, The Big Picture

Michael Martin        
Trader & Trading Coach, NYSSA
Author, Inner Voice of Trading
Developer / Owner, 140 Characters Inc.

Marlee-Jo Jacobson 
Founder,
Safe Money Metrics

R. Paul Herman        
Founder & CEO,
HIP Investor Inc.

Dara Albright
Founder,
NowStreetJournal.com

Cynthia Denise DiBartolo    
Founder, CEO and General Counsel,
Tigress Financial Partners

Marcy Murningham
Member, Advisory Council, Sustainability Accounting Standards Board (SASB)
Senior Research Fellow, AccountAbility
Co-Founder, Editor in Chief, The Murninghan Post
Founder & President, The Lighthouse Investment Group

David Houle
Futurist
Entrepreneur and Writer

Charles Lawrence   
Shaman Working
Former Psychologist and Businessman

Patricia Aburdene   
Author, Conscious Money
Social Forecaster and Champion of Conscious Capitalism

Cindy Wigglesworth
President & Founder, Deep Change, Inc
Coach and Consultant
Creator of The Spiritual Intelligence Assessment Instrument, SQ21

Raphael Cushnir
Expert in Emotional Connection and Present Moment Awareness
Creator of The Emotional Connection
Author, The One Thing Holding Your Back

Chip Conley 
NYT Best Selling Author, Emotional Equations
Peak: How Great Companies Get their Mojo from Maslow

Peter Block
Business Consultant
Author, The Empowered Manager, Flawless Consulting, and Stewardship

Dr. Dan Siegel          
Clinical Professor of Psychiatry, UCLA School of Medicine
Co-Director, The Mindful Awareness Research Center

H.H. Sri Sri Ravi Shankar    
Founder,
The Art of Living and The International Association of Human Values

Neale Donald Walsch          
Author,
Conversations with God

Peter Koestenbaum
Philosopher and Author
Founder and Chairman, PiB and the Koestenbaum Institute

Royce Froehlich
Jungian Analyst
The CG Jung Foundation for Analytical Psychology
Private Practice in Psychotherapy

A complete list is coming soon. Stay tuned…

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Follow the Wall Street 50 Blog for updates on added interviewees, sneak peak reviews, relevant articles, publication dates, talks, book signings & more…