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Sonya Dreizler's zeal is turning 2022 RIA events into a giant coming-out for talented women, with Choir algorithms and a larger halo effect

Long a Twitter force, the San Francisco entrepreneur caught a women's wave with a judicious admixture of money, meaning and exquisite timing.

Tuesday, September 13, 2022 – 10:58 PM by Lisa Shidler
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​ ​​Sonya Dreizler [with Liv Gagnon] is betting she can make societal advancements into good business.

Michael Kitces


Related Moves

August 9, 2022 – 1:57 AM

Five RIA Doubletakes: An RIA-only law firm breaks away • Kitces launches picker of 'best of breed' RIA software bundles • Vanguard targets 2070 just as media targets TDFs • SEC fishing for RegBI Scofflaws, including RIAs • CFP appoints first African-American chair

RIA Lawyers will reject RIA custodians• Kitces Nascar montage is now interactive and helpful • Vanguard's super long TDF draws critics• SEC supply lines are stretched with new battle front • Kamila Elliot is ex-DFA, diverse and calling CFP shots

January 12, 2022 – 3:13 AM

Vanguard Group shows up as 'alpha' disciple with two new fixed-income fund launches as it surpasses PIMCO's $2 trillion with ex-Goldman Sachs partner now calling the shots

The $8 trillion Malvern, Pa. manager owns beta investing, but RIAs are demanding higher income -- hence market timing and cherry picking -- from their fixed-income allocation.

August 10, 2021 – 11:46 PM

March 12, 2020 – 1:45 PM


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Kitces.com
Consulting Firm
Top Executive: Michael Kitces




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