Gina Petrelli Aldaz | Wealth Managment Advisor

Gina Petrelli Aldaz | Wealth Managment Advisor



As a wealth manager and marketing and project manager, Gina Petrelli Aldaz works on strategic initiatives that help Talis Advisors better serve our clients. Gina has always had a passion for working with people. The origins of this passion stem from her 17 years in media. In addition to meeting interesting people via interviews, she led diverse teams of hard-working and driven people. In her current role, Gina continues to work with a great team as well as a wonderful client base.

As a wealth manager and insurance specialist, Gina focuses on client objectives and works with the Talis team to create a strategy to meet the client's goals.

As director of marketing and digital strategy, Gina leads the firm's marketing and communication initiatives and is point for Portfolio.Expert, the firm's online investment tool. (To learn more about Portfolio.Expert, click here.) Her digital and marketing background, coupled with her recent experience in finance, serves as a great foundation for her responsibilities at Talis.

Gina comes to Talis with a background in marketing and communications through her employment with 1013Communications, E.W. Scripps, Cox Communications, American City Business Journals, Emmis Communications and Texas Monthly. She has a Master’s of Science in Journalism from Northwestern University’s Medill School of Journalism and a B.A. in English and Linguistics from the University of Texas at Austin.

Gina lives with her husband, Alex, and two children Alex Jr. and Lucia.

Get to know Gina

What do you do when you’re not working? Running around to activities with my children, reading, eating, and subsequently, running

Who is your inspiration? My parents

Where would you like to visit? Paris, France

What is the most interesting place you’ve visited? Barcelona, Spain

Who is the most interesting person you’ve met? Jane Goodall

Do you speak languages other than English? Spanish, but poorly

What causes do you support? I volunteer for organizations that support the causes of women and children.

What is your favorite quote? "Spread love everywhere you go. Let no one come to you without leaving happier." —Mother Teresa

How did you end up working in finance? I collaborated with Talis Advisors on a series of columns for a newspaper group where I was executive editor. As I edited the columns, I became fascinated by evidence-based investing and Talis Advisors' investment strategy. I really enjoyed working with the Talis team as well. I transitioned to the firm a year later and haven't looked back.

What do you love about what you do? I love working with people to help them develop and, most importantly, stick to a strategy that puts them on a path to meet their goals. So many investment firms lack a sound investment strategy.


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