In this episode of In The Suite, I’m joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she’s honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention.

We talk about:

Why rebranding matters more than most firms admit
How to lead boldly without abandoning legacy
Why Carina believes AI is “here now” (not “coming”)
The importance of shaking things up—personally and professionally
The underestimated power of awards, speaking, and visibility

Resources Mentioned

GFP Private Wealth: https://gfpprivatewealth.com
Broadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-training
Coursera Google AI Certification: Link
Diversitas at The University of Akron: https://www.diversitasfp.org

⏱ Chapter Markers

00:00 – Welcome & why this conversation was years in the making
01:30 – The legacy of Sally Gries and GFP’s rebrand
07:00 – From Chief Growth Officer to CEO in five months
11:20 – Why AI isn’t the future—it’s the present
16:20 – Building young, innovative teams
22:00 – Confidence, certifications, and the power of visibility
26:30 – Founding Stella Segunda Partners & career reinvention
29:50 – Flourish Women & Wealth: pioneering women’s financial education
31:50 – The influence of Carina’s mother and her legacy
34:30 – Upcoming events & what’s next for GFP
37:40 – Health and wellness tip: the power of changing things up

👉 Ready to be inspired? Listen now and take notes. This conversation may just spark the change you’ve been putting off.

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