Investment Masterminds

– Episode 26  –

“An Advisor’s Journey with JaQ Campbell, CEO of Alexander Legacy Private Wealth”

Guests: JaQ Campbell, President & CEO Alexander Legacy Private Wealth

Join this bonus “Podcastinar” session of Investment Masterminds with Special Guest Speaker, CEO JaQ Campbell, as she shares Her story of becoming a successful entrepreneur, philanthropist, and advocate for Investment Literacy.  

 

About Jacqueline Cambell

 

Jacqueline “JaQ” Campbell leads Alexander Legacy Private Wealth as President, CEO and Senior Wealth Advisor.

 

Jacqueline’s professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management.

 

Jacqueline also served as head of the diverse advisor engagement program for Chase Wealth Management. Her assignment included engaging senior leadership support for gender and ethnically diverse advisors, creating leadership forums, developing feedback channels between the field and management, and providing opportunities for mentoring advisors. She was also responsible for cross functional programmatic relief to ensure sourcing, hiring, development, growth and retention of diverse advisors.

 

Jaq’s passion for the community extends to her service on multiple boards and organizations that focus on driving impact around diversity and inclusion and financial independence. She has worked closely with organizations and business resource groups, such as Year Up, Financial Services Pipeline, LoveJoy Special Needs Center, amongst many other volunteer efforts targeting churches, sororities, and other community organizations.

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