


What does it take to navigate success, setbacks, and career transitions at the highest level? Jamie Hopkins and Kate Duffy sit down with former Phillies General Manager Rubén Amaro Jr. for a conversation about family, leadership, resilience, and the lessons that shape a lasting legacy.
Amaro reflects on his family’s remarkable baseball journey, from his father’s path from Cuba to the Major Leagues to the values of perseverance, education, and hard work that have guided multiple generations. He discusses the realities of leadership, learning to manage former teammates, developing new skills, and the mentors who helped shape his approach to leading people and organizations.
Along the way, Amaro offers insights on handling adversity, building confidence through setbacks, and creating opportunities for the next generation. Whether you’re leading a team, navigating a career change, or thinking about the legacy you want to leave behind, this episode delivers timeless lessons on growth, leadership, and purpose.
Rubén discusses:

Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.
Speak with an financial expert.

Strong growth is important, but how companies fund that growth matters, too. Here’s what investors are watching now.

The headlines say stocks are soaring. The full story may be more complicated. Watch the latest Two the Point.

A strong economy doesn’t guarantee strong investment opportunities. Watch for key insights on navigating today’s market.
Tax Planning Moves to Consider Before Year-End
Tax planning starts long before filing season. Discover key year-end tax strategies, retirement contribution opportunities, charitable giving tips, and other financial moves before December 31.
Planning Beyond Benefits (Ep. 28)
In this episode, Kate Duffy sits down with Sheila Gibson, Senior Wealth Advisor at Bryn Mawr Trust, to discuss the role of special needs trusts and guardianships in…
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