#73 - Building Relationships and Integrity in Finance: Miguel Guadalupe (Vice President of Development @ Scholars of Finance)

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Miguel Guadalupe, Vice President of Development at Scholars of Finance. 

Miguel shares his journey from the South Bronx to finance, highlighting the pivotal roles of integrity and relationship-building throughout his career. He discusses his career beginnings at Morgan Stanley and Merrill Lynch, his transition to nonprofit work after Hurricane Maria, and his mission to inspire character and integrity in the next generation of financial leaders through Scholars of Finance. Miguel advocates for fostering genuine connections and prioritizing team growth, highlighting the importance of character in leadership and the financial industry.

Miguel shares his views on leadership, highlighting the importance of caring for team members and investing in their growth. He believes that successful leaders prioritize the development of their staff and foster an environment of collaboration and support. He contrasts this with the transactional mindset that can sometimes permeate the finance industry, advocating for a more human-centered approach.

Meet Miguel Guadalupe

Miguel Guadalupe is a seasoned business leader with deep expertise in strategic development, fundraising, and organizational leadership. A proud graduate of Wesleyan University, Miguel has held key roles in the financial services, technology, and nonprofit sectors, including positions at Merrill Lynch, FirstRain, Gartner, and BRC.

At Merrill Lynch, he gained significant experience in Marketing, Research Operations, and Middle Market International Sales. He then moved into the tech startup space at FirstRain, where he further honed his leadership and strategic skills. At Gartner, Miguel focused on strategic advisory services and market research. While at BRC, he served as VP of Development, leading fundraising initiatives that drove organizational growth and impact.

He currently serves on the National Puerto Rican Day Parade's board of directors, promoting cultural awareness and educational initiatives. As part of Scholars of Finance, Miguel focuses on guiding supporters of our programs in empowering the next generation of ethical leaders championing financial literacy and leadership development for young professionals.