Climb Pause Lift Foundation

Thrilled to share my latest article published by Kiplinger: "Five Steps to a Mindfully Fearless Career." Success in your career, like in sports, requires a fearless mindset. Athletes thrive by staying present, overcoming challenges, and embracing resilience—principles we can apply to build bold, mindful careers. In this piece, I explore actionable strategies to help you overcome fear, embrace mindfulness, and thrive in your professional journey. Read more here: #ClimbPauseLift #AthleteMindset

Huge thanks to Sierra Tonnesen for her incredible partnership and advocacy, helping us bring talented female athletes into rewarding careers in wealth management. Your uplifting spirit truly embodies what CPL stands for! #ClimbPauseLift #WomeninWealth

We’re thrilled to announce our inaugural Climb Pause Lift Scholars: Avery Wissmar and Noelle DeMarinis! Earlier this month, our founder, Lisa Cregan, joined CPL Board Member Melanie Schnoll Begun to present scholarships to these exceptional athletes. Avery Wissmar, Captain and pitcher for Georgetown University’s Softball Team, discovered her passion for Wealth Management after hearing Lisa speak at the Women's Sports Foundation’s Athlete Leadership Connection, hosted by Morgan Stanley in 2023. Since then, she’s secured an internship with The Capital Wealth Management Group in Washington, D.C., led by Marvin McIntyre and A.J. Fechter, who have been steadfast partners in empowering the next generation of female wealth managers. Noelle DeMarinis, Captain of the Columbia University Lacrosse Team, completed Morgan Stanley Wealth Management’s Analyst Summer Internship and has already secured a full-time Wealth Management Analyst role post-graduation. Congratulations, Avery and Noelle! We’re excited to welcome you as our first CPL Scholars and partner with you to shape the future of wealth management. #ClimbPauseLift #WealthManagement #WomeninWealth #FemaleAthletes #MorganStanley

As we celebrate Hispanic Heritage Month, check out my conversation with fellow Hoya Bea Luna Vida who has an incredible story to share. Her message of determination and resilience to her fellow Latinas considering Wealth Management is simple: "Don't give up! You may be one of the few in the room, but…the more of us that are out there, the more that we see each other reflected. If you want to be in finance and be at a company like Morgan Stanley , you can do it! And, you will have people that will help you along the way." Please watch as Bea and I discuss her journey from athlete to advisor. #ClimbPauseLift #AthletesMindset #HispanicHeritageMonth https://lnkd.in/e7KTEFbT

I'm excited to share an article I co-authored with my long-time friend, coach, and mentor Frank Lehner. When I first met Frank almost 20 years ago, I was trying to find ways to broaden my impact on the world. It was his storytelling process that Frank and I worked through that helped me hone in on my passion for helping women, specifically women in the Financial Services industry, and for changing the face of Wealth Management. This work led to the creation of my Climb-Pause-Lift mantra and, recently, the Climb Pause Lift Foundation . Storytelling helps you Climb, and it helps you Lift. The impact is exponential.

As the 2024 Olympics roll into their final week, we’re thrilled to see Financial Planning share our Founder, Lisa Cregan’s thoughts on how?uniquely prepared female athletes are for a career in wealth management. #WealthManagement #FemaleAthletes?#ClimbPauseLift

Carolina Silva is a fierce competitor, both in water polo and in her career as a Financial Advisor at Morgan Stanley. Her resolute commitment to learning and growing in Wealth Management, striving to meet her career goals while serving her clients at the highest level has leveraged the skills and mindset of an athlete that she spent so many years building in her sport. As a Latina and member of the LGBTQ+ community, Carolina has found that clients enjoy working with her as someone who looks like them and understands what it is like to be them. "I started realizing that there's a really big gap in terms of the clients that are actually served by the Wealth Management industry…and it evolved into embracing my identity as a member of the LGBTQ+ community and realizing that there are needs that were underserved there." #ClimbPauseLift #AthletesMindset #PrideMonth https://lnkd.in/eJGDpdMW

Scott Pioli 's post points out the main reason behind the pay inequity between NBA and the WNBA players.?This is an important interview to read.?Given its age, the WNBA is the same size the NBA was at this point in it’s history.?And yet, the NBA shared 50% of revenue with the players compared to the WNBA sharing only 10%.?Both claiming they were unprofitable – yet the NBA somehow managed to pay out 50%.?“There is no point in NBA history that the men were ever paid this badly. Even when the NBA was a very tiny league back in the 1950s, when it was about 10% the size of the WNBA, they were not paying that little to their players. They were paying about 40% of their revenue to their players at that point.” ? Once again, institutional barriers that we don’t know exist create inequities for women.?#PayEquity #ClimbPauseLift

I'm honored to share Billie Jean King's support of the Climb Pause Lift Foundation. Billie has spent a lifetime paving the way for girls and women to have greater access to sports and physical activity, to protect the sports provisions of Title IX, and to ensure they can become champions in business and in life after their sports career ends. Her courageous journey continues to this day in advocating for gender equality. The Climb Pause Lift Foundation builds on Billie's work by creating a pathway for driven female collegiate athletes into the Wealth Management industry. My success in Wealth Management is in large part due to the athlete's mindset I developed through my sport. My "why" is to change the face of wealth management and therefore the world, by helping these athletes find the same fulfillment I have by creating the lives they envision, making a difference in their communities and empowering their clients to as well. #ClimbPauseLift #TheWomensSportsFoundation #TitleIX

Our Founder, Lisa Cregan, appeared on IN the Nasdaq with Gregg Greenberg last week to discuss how female athletes are well-suited for a career in Wealth Management and why the rise of the SHEconomy makes it a business imperative for Financial Advisors to grow their practices by adding these talented women to their teams. #MorganStanley #WealthManagement #ClimbPauseLift #InvestmentNews