In this episode, I have the privilege of interviewing Paul Hatch (see his bio below), a distinguished leader with an extraordinary career spanning the US Navy, Morgan Stanley, UBS, and beyond. From his early days as a Naval officer (and advising two US presidents on Middle East policy) to becoming Vice Chairman of Morgan Stanley Wealth Management, Paul’s journey is marked by innovation, leadership, and resilience. We focus on Paul’s inspiring work with Stage3 Tribe, a groundbreaking initiative to combat ageism in the workplace and empower professionals in the later stages of their careers. Paul shares how Stage3 Tribe fosters a supportive community for seasoned individuals seeking new opportunities and purpose in their professional lives.

Join us for an insightful conversation as Paul reflects on his career, how Wall Street has changed over the last 40 years, the impact of moving over 60 times, the challenges of navigating ageism, and how Stage3 Tribe is transforming the narrative for experienced professionals. Whether you’re an industry veteran or just beginning to consider your next chapter, this episode offers wisdom and encouragement for all.

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Paul's bio: Paul Hatch (LinkedIn) began his career as an officer in the US Navy, after graduation from the US Naval Academy. Following his service, Paul joined EF Hutton as a financial advisor and began a 30-year career at the firm that would become Morgan Stanley Wealth Management. Paul continued to rise through the organization, holding and mastering virtually every field management role, becoming Head of all Global Products and eventually Vice Chairman. Following his time at Morgan Stanley, Paul was appointed to the Board of Focus Financial, the leading provider of capital to the Independent Advisory business. Paul moved to UBS in 2014 where he was Group Managing Director, and Head of Investment Products and Services for the Americas, including all products, programs, services, research, and technology that Financial Advisors use with their clients, along with Wealth Management Capital Markets. Paul was also a founder of Convergency Partners prior to the creation of Vestria Capital. Paul is also the founder of Stage3 Tribe (LinkedIn). It is a community for professionals in the later stages of their careers that offers a supportive and informative space to explore new opportunities. It is a virtual hub for experienced individuals seeking to make a career change and find fulfillment. Members of this community are typically close to retirement or have significant experience in their field. They can connect with like-minded individuals, share knowledge, ask for advice, and network for potential opportunities. Overall, this community focuses on supporting and empowering individuals in the latter stages of their career journey and fighting ageism in the workplace.

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