Building Wealth, Creating Legacy: A Conversation with Lupe Rodríguez

In this episode, we sit down with Lupe Rodríguez, Chief Investment Officer for a distinguished family office, seasoned businesswoman, person of faith, and author. With decades of experience at the highest levels of business and finance, Lupe shares her insights on wealth generation, leadership, and making values-driven decisions in a complex world.

Beyond her role as CIO, Lupe is deeply committed to philanthropy, supporting initiatives that strengthen democracy, empower the next generation, and uplift communities through the arts and animal welfare. Her journey embodies a unique blend of business acumen, faith, and service, offering a masterclass in leading with both purpose and impact.

Whether you’re an investor, a leader, or someone seeking inspiration to align your career with your values, this conversation will leave you with powerful lessons on building wealth, shaping legacy, and leading with conviction.