Past Events
November 2024
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
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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
Assistant Director, Recruitment
SPS Fall Open House
November
12
SPS Fall Open House
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WhatAdmissions Event
Where
New York City
October 2024
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
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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
How Columbia's Student Financial Services Can Support Your Educational Goals
October
23
How Columbia's Student Financial Services Can Support Your Educational Goals
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WhatAdmissions Event
Where
Online
Who
Suzanne Wolfinger
Director of Recruitment, Master's Degree Programs
Wealth Management Speaker Series: The Power of the Niche
October
22
Wealth Management Speaker Series: The Power of the Niche
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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
Mastering the Journey: Insights from Current Wealth Management Students
October
9
Mastering the Journey: Insights from Current Wealth Management Students
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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
Assistant Director, Recruitment
September 2024
Learn About Columbia University's M.P.S. in Wealth Management
September
19
Learn About Columbia University's M.P.S. in Wealth Management
View Event Details
WhatOnline Info Session
Where
Online
Who
Tracy Schwartz
Senior Program Director, Wealth Management
Joel Gorveatte
Assistant Director, Recruitment
August 2024
Join Us for SPS Application Week!
August
19
to
23
Join Us for SPS Application Week!
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WhatAdmissions Event
Where
Online
May 2024
M.P.S. in Wealth Management - Join Us to Have Your Program and Admissions Questions Answered
May
16
M.P.S. in Wealth Management - Join Us to Have Your Program and Admissions Questions Answered
View Event Details
WhatOnline Info Session
Where
Online
Who
Tracy Schwartz
Senior Program Director, Wealth Management
Joel Gorveatte
Assistant Director, Recruitment
April 2024
Virtual Q&A Session with Columbia University Master's in Wealth Management Alumni
April
18
Virtual Q&A Session with Columbia University Master's in Wealth Management Alumni
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WhatOnline Info Session
Where
Online
Who
Thomas Boyer
Senior Wealth Advisor, Mariner Wealth Advisors
Rafael Castillo
Vice President, Associate Wealth Advisor
Madison Georgi
Financial Consultant, Fidelity Investments
Julia Maxfield
Partner, Barton LLP
Joel Gorveatte
Assistant Director, Recruitment
Tracy Schwartz
Senior Program Director, Wealth Management
Future-Proof: Em(bracing) the Generational Wave
April
17
Future-Proof: Em(bracing) the Generational Wave
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WhatSPS Event
Where
Online
Who
Beth Fisher-Yoshida, Ph.D.
Program Director, M.S. in Negotiation and Conflict Resolution; Professor of Practice
Matthias Paul Kuhlmey
Lecturer, Chief Development Officer, Hightower Advisors
Steve Safier
Program Director and Lecturer, Human Capital Management
Philipp Hecker
Advisor, Wealth Management; CEO of Bento Engine
FOR EMPLOYERS ONLY: Exclusive Online Event to Learn About Columbia University's MPS in Wealth Management
April
3
FOR EMPLOYERS ONLY: Exclusive Online Event to Learn About Columbia University's MPS in Wealth Management
View Event Details
WhatOnline Info Session
Where
Online
Who
Tracy Schwartz
Senior Program Director, Wealth Management
Mariela Torres
Assistant Director of Employer Relations, Career Design Lab, Columbia SPS
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