Artwork

Content provided by David Olivencia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Olivencia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Building Wealth, Creating Legacy: A Conversation with Lupe Rodríguez

47:25
 
Share
 

Manage episode 502934264 series 3638670
Content provided by David Olivencia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Olivencia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we sit down with Lupe Rodríguez, Chief Investment Officer for a distinguished family office, seasoned businesswoman, person of faith, and author. With decades of experience at the highest levels of business and finance, Lupe shares her insights on wealth generation, leadership, and making values-driven decisions in a complex world.

Beyond her role as CIO, Lupe is deeply committed to philanthropy, supporting initiatives that strengthen democracy, empower the next generation, and uplift communities through the arts and animal welfare. Her journey embodies a unique blend of business acumen, faith, and service, offering a masterclass in leading with both purpose and impact.

Whether you’re an investor, a leader, or someone seeking inspiration to align your career with your values, this conversation will leave you with powerful lessons on building wealth, shaping legacy, and leading with conviction.

  continue reading

31 episodes

Artwork
iconShare
 
Manage episode 502934264 series 3638670
Content provided by David Olivencia. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Olivencia or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, we sit down with Lupe Rodríguez, Chief Investment Officer for a distinguished family office, seasoned businesswoman, person of faith, and author. With decades of experience at the highest levels of business and finance, Lupe shares her insights on wealth generation, leadership, and making values-driven decisions in a complex world.

Beyond her role as CIO, Lupe is deeply committed to philanthropy, supporting initiatives that strengthen democracy, empower the next generation, and uplift communities through the arts and animal welfare. Her journey embodies a unique blend of business acumen, faith, and service, offering a masterclass in leading with both purpose and impact.

Whether you’re an investor, a leader, or someone seeking inspiration to align your career with your values, this conversation will leave you with powerful lessons on building wealth, shaping legacy, and leading with conviction.

  continue reading

31 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play