For decades, wealth conversations have largely overlooked women — but that’s changing. Women are not only earning and inheriting more wealth than ever before, but they’re also shaping how wealth is built, invested, and used. From entrepreneurs and investors to mothers and philanthropists, women are driving a new financial narrative — one rooted in values, long-term security, and community impact.

In this episode, we get real about how women approach financial decision-making differently, and why traditional wealth management models and financial institutions need to adapt to better serve and engage this growing and influential client base. We will also spotlight the rise of female financial leaders, and how they are shaping a more inclusive, resilient, and forward-thinking wealth landscape.

So, tune in to discover one of the most powerful shifts reshaping the global economy – why women’s wealth is the next big economic story. The numbers are truly astounding!

Dan Cavanaugh

Dan Cavanaugh

Head of Wealth Management & Financial Advisory
As the Head of Wealth Management and Financial Advisory, Dan leads strategic growth and guides client engagement across all facets of this key vertical for Aidentified. Dan brings over 25 years of experience at the intersection of software and financial services, providing data and technology solutions for some of the world’s largest wealth and asset management firms.

Prior to joining aidentified, Dan served as Global Head of Products and Services for BNY Data & Analytics, including Eagle Investment Systems. Prior to BNY, Dan was a manager in the Investment Management Business Advisory Services division at Deloitte.

Dan earned a Bachelor of Science in Accounting from Binghamton University and is a Certified Public Accountant.

Dan currently resides in Shrewsbury MA.

Andrew Silverman

Andrew Silverman

Lead Transactional & Tax Policy Strategist at Bloomberg Intelligence

Senior tax policy and transactional analyst at Bloomberg Intelligence, a platform within Bloomberg Professional Services on the Bloomberg Terminal.

I have a broad tax, policy and transactional focus. I write about international and US federal and state tax change, the OECD BEPS initiative, tax controversy, transfer pricing and tax issues related to M&A and capital markets. I also cover M&A, IPOs and other corporate transitions.

I appear on Bloomberg Radio and TV to discuss tax issues, corporate actions and policy prognostication.

Lynn Gargano

Lynn Gargano

Editor of the Financial Executives Journal and a strategic advisor to The Financial Executives Networking Group (FENG), where she contributes to thought leadership, business strategy, and the continued expansion of the organization’s digital and content platforms.

Lynn is an accomplished, business-savvy, senior financial executive and thought leader with an entrepreneurial mindset, focused on driving value creation. She has a strong financial acumen and deep understanding of financial levers with extensive experience in Financial Services, Asset and Wealth Management subsectors. Lynn is a collaborative leader, who bridges finance and strategic growth, turning insight into a growth engine, that drives P&L performance, unlocks revenue opportunities, guides strategic decision-making, and cultivates strategic partnerships.

Her background includes Big 4 public accounting, shaping her perspective on financial reporting, planning, and finance transformation.

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