Purpose, Access, and the Modern Investor’s Journey with Anna Paglia

Join Jonathan Treussard for a powerful conversation with Anna Paglia, Chief Business Officer at State Street Global Advisors, as they delve into the future of investing, leadership with purpose, and breaking down barriers to wealth creation. Anna’s inspiring story traces her journey from waiting tables in Rome while attending law school to her current executive leadership at a firm managing $4.7 trillion in assets.

On this episode, I sit down with Anna Paglia, Chief Business Officer at State Street Global Advisors, for a candid conversation about democratizing investing, purpose‑driven leadership, and how ETFs opened market access—even with small starting amounts.

You’ll hear us cover:

  • Breaking down barriers — From a working‑class start to expanding access to sophisticated wealth tools. Why democratization matters for real‑world outcomes.

  • Non‑linear careers, real leadership — How moving from law in Italy to asset management shaped purpose‑driven leadership and resilience.

  • The ETF revolution — Institutional‑quality diversification, tax efficiency, and market access with small starting amounts.

  • Mentors and crisis wisdom — Culture, decision‑making under pressure, and building teams that actually perform.

  • Career vs. job — Purpose, sacrifice, and the mindset that compounds.

  • Investment psychology — Behavioral finance you can use: during volatility, “don’t just do something, sit there” often wins.

  • Family wisdom — Two grandmothers, two paths to authentic success.

Why it matters for sophisticated investors: If you’re managing significant wealth and want a fiduciary partner and clarity on fees and decisions, this episode connects strategy, behavior, and long‑term outcomes for families and business owners.

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DISCLAIMER: The content of ”Treussard Talks” is for informational purposes only and should not be considered as financial advice. The views expressed are those of Jonathan Treussard and his guests and do not necessarily reflect the opinions of Treussard Capital Management or its affiliates. Listeners should consult with their own financial advisors before making any investment decisions. Go to treussard.com for additional disclaimers.

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