Billion Dollar Backstory

Imagine, you’re a woman – one of very few women even in hedge funds. And you’ve got your dream job, a high powered hedge fund manager for a double-digit billion specialist hedge fund.

Now, imagine what it would take to give that up. 

Guts. That’s what. Today’s guest, Shannon Spotswood had the guts to make a major career change when she was at the top of her game. She did something unheard of and it paid off. 

Shannon is one of the only people I know to go from one side of the table in the investment world to the other and do so with style, grace, and massive success. That’s why I can’t wait for you to hear from her as we discuss: 

  • Her backstory – from a 14-year old girl already dreaming of working on Wall Street to making her place in this male-dominated industry 
  • The breaking point that led her to step away from her dream job and finance altogether 
  • How that break reenergized her and redirected her back to the investment world where she found true passion and purpose at RFG

More about Shannon:

Shannon is President of RFG Advisory, a $4.5B wealth management platform who just took on an equity partner with a vision of revolutionizing the game. RFG was built by entrepreneurs for entrepreneurs – advisors who have a touch of rebel in their DNA.

Resources mentioned in this episode:
Books: The Hard Thing About Hard Things, Ben Horowitz |Powerful, Patti McCord|Atomic Habits, James Clear |The Power of Now, Eckhart Tolle

Song: Coolio — Fantastic Voyage





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Ops shouldn’t be.
Meet the team that makes it easier. | billiondollarbackstory.com/ultimus

What is Billion Dollar Backstory?

Host Stacy Havener brings you the storytelling tips, sales strategies, behavioral secrets, and inspirational stories that help YOU turn your words into dollars. Learn from sales and marketing experts. Meet finance and investment leaders, founders and fund managers who have made it, and the ones on the rise. Because there are people behind the portfolios. Their stories matter. So does yours.

Presented by:
Ultimus Fund Solutions // www.ultimusfundsolutions.com
GemCap // www.geminicapital.ie

@stacyhavener // www.billiondollarbackstory.com