EP 2: Headway Capital Partner’s Katherine Relle: Relationship Building Strategies & Career Path

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Episode summary

Katherine Relle discusses her education, career path and relationship-building strategies.

Key takeaways

  • Relle traces her path through education, banking and private equity.
  • Professional relationships played a role in her career journey.
  • The discussion introduces coffee chat opportunities for university students.

About this episode

In this episode of Rocking Finance, Rock The Street, Wall Street CEO Ashley Leftwich speaks with Katherine Relle as she breaks down exactly how she navigated her path from Georgetown → Columbia → LSE → JPMorgan → Private Equity—and the relationship-building strategies that made all the difference.

RTSWS’s Emily Holm joins the conversation bringing her expertise on student learning and engagement and inviting university students to request Coffee Chats through the Rock The Street, Wall Street Career Center.

Learn more about Rock The Street, Wall Street and our mission to bring the M in STEM to life: rockthestreetwallstreet.com

Disclaimer: All financial and investment information contained in this podcast is merely for educational and informational purposes. It is not intended as a substitute for professional advice. Should you decide to act upon any information in this podcast, you do so at your own risk.

A transcript is not yet available for this episode.

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EP 1: Morningstar’s Jelena Sokolova: Analyzing Market Trends, Invest Landscape & Mentorship

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Episode summary

Jelena Sokolova discusses equity analysis, market trends and mentorship.

Key takeaways

  • The conversation explores analyzing global market trends.
  • Mentorship supports emerging analysts.
  • Curiosity and resilience can help students exploring finance careers.

About this episode

In this episode of Rocking Finance, Rock The Street, Wall Street CEO Ashley Leftwich speaks with Jelena Sokolova, Senior Equity Analyst, Consumer Sector at Morningstar, based in London.

Jelena shares insights into how she analyzes global market trends, mentors emerging analysts, and navigates complex investment landscapes with a long-term perspective. She also offers advice for students and young professionals looking to build meaningful careers in finance, from cultivating curiosity to developing emotional resilience.

Learn more about Rock The Street, Wall Street and our mission to bring the M in STEM to life: rockthestreetwallstreet.com

Disclaimer: All financial and investment information contained in this podcast is merely for educational and informational purposes. It is not intended as a substitute for professional advice. Should you decide to act upon any information in this podcast, you do so at your own risk.

A transcript is not yet available for this episode.

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Trailer: Rocking Finance A Podcast from Rock The Street, Wall Street

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Episode summary

The Rocking Finance trailer introduces conversations with financial professionals for students and early-career listeners.

Key takeaways

  • The series shares professional experiences and career journeys.
  • Guests discuss paths into the financial industry.
  • The podcast supports RTSWS's mission to expand access to finance careers.

About this episode

Rocking Finance: A Rock the Street Wall Street Podcast

Real stories. Real access. Real paths into finance.

Leaders of Rock The Street, Wall Street, a US nonprofit, are joined by financial professionals for candid, high-impact conversations sharing the insights, experiences, career pivots and journeys that can help young women advance through the financial industry with great confidence.

Follow and Subscribe to Rocking Finance: A Rock The Street, Wall Street Podcast.

A transcript is not yet available for this episode.

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