Events
October 2024
Mastering the Journey: Insights from Current Wealth Management Students
October
9
Mastering the Journey: Insights from Current Wealth Management Students
View Event Details
When12:00 pm EDT
WhatOnline Info Session
Where
Online
Who
Garret Dearden
Financial Advisor, Dearden Financial Services
Leah Naish
Former Tech Employee
Brian Saroken
Managing Director, Merrill Lynch
Erica Zimmer
Principal, Senior Client Advisor, Bessemer Trust
Tracy Schwartz
Senior Program Director, Wealth Management
Joel Gorveatte
Admissions Counselor
Wealth Management Speaker Series: The Power of the Niche
October
22
Wealth Management Speaker Series: The Power of the Niche
View Event Details
When1:00 pm EDT
WhatPublic Event
Where
Online
Who
Ann Garcia
Financial Advisor at Independent Progressive Advisors
Mary McDirmid
Chief Operating Officer and Special Needs Financial Planner at All Needs Planning
Kate Redden
Regional Director and Partner at Merit Financial Advisors
Adam Cox
Chief Wealth Management Officer at The First National Bank in Sioux Falls
Philipp Hecker
Advisor, Wealth Management; CEO of Bento Engine
How Columbia's Student Financial Services Can Support Your Educational Goals
October
23
How Columbia's Student Financial Services Can Support Your Educational Goals
View Event Details
When9:00 am EDT
WhatAdmissions Event
Where
Online
Who
Suzanne Wolfinger
Director of Recruitment, Master's Degree Programs
Learn How Columbia's Career Design Lab Can Support Your Professional Goals
October
24
Learn How Columbia's Career Design Lab Can Support Your Professional Goals
View Event Details
When9:00 am EDT
WhatAdmissions Event
Where
Online
Who
Kelly Ahn
Associate Dean of Industry Relations & Career Strategies, Career Design Lab, Columbia SPS
Kristen Caggiano
Assistant Director, Recruitment and Admissions
November 2024
SPS Fall Open House
November
12
SPS Fall Open House
View Event Details
When12:00 pm EST
WhatAdmissions Event
Where
New York City
Lerner Hall Arledge Auditorium
The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program
November
14
The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program
View Event Details
When12:00 pm EST
WhatOnline Info Session
Where
Online
Who
Frances Suarez
VP, Client Specialist, Edge Capital Group
Rebecca Beck
Financial Advisor, Morgan Stanley
Tim Hamilton
Managing Director, Compound Planning
Madison Georgi
Financial Consultant, Fidelity Investments
Tracy Schwartz
Senior Program Director, Wealth Management
Joel Gorveatte
Admissions Counselor
December 2024
Meet the Faculty: Virtual Q&A Session with Current Faculty of Columbia University's Master's in Wealth Management
December
4
Meet the Faculty: Virtual Q&A Session with Current Faculty of Columbia University's Master's in Wealth Management
View Event Details
When12:00 pm EST
WhatOnline Info Session
Where
Online
Who
Michael Kothakota
Lecturer, CEO, WolfBridge Wealth
Stephen G. Bodurtha
Lecturer, Executive and Innovator in Investments, Markets and Wealth Management
Meghaan Lurtz
Lecturer, Partner, Shaping Wealth
Lyman Craig
Lecturer, Wealth Advisor, Lyman Wealth Advisors
Tracy Schwartz
Senior Program Director, Wealth Management
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