DiscoverWealth Unwrapped: The CISIAndrea Montague, CEO of Brooks Macdonald - Part 2
Andrea Montague, CEO of Brooks Macdonald - Part 2

Andrea Montague, CEO of Brooks Macdonald - Part 2

Update: 2025-06-11
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In Part 2 of Wealth Unwrapped’s conversation with Andrea Montague, CEO of Brooks Macdonald, host Glenn Murphy continues the engaging dialogue, diving deeper into Andrea’s perspectives on leadership, innovation, and the evolving role of financial services. Building on the foundations laid in Part 1, this episode explores how Andrea applies her values in practice—shaping strategy, empowering teams, and driving meaningful change. With a mix of insight and authenticity, she shares lessons learned from critical decisions, moments of challenge, and the importance of staying grounded in a dynamic industry. A compelling continuation of her story, this episode offers a closer look at the mindset and motivations behind her leadership.

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Andrea Montague, CEO of Brooks Macdonald - Part 2

Andrea Montague, CEO of Brooks Macdonald - Part 2