Past Events

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

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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 Craig Lyman Lecturer, Wealth Advisor, Lyman Wealth Advisors Tracy Schwartz Senior Program Director, Wealth Management

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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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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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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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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Wealth Management Speaker Series: The Power of the Niche October 22

Wealth Management Speaker Series: The Power of the Niche

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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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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

Learn About Columbia University's M.P.S. in Wealth Management September 19

Learn About Columbia University's M.P.S. in Wealth Management

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Join Us for SPS Application Week! August 19

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23

Join Us for SPS Application Week!

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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

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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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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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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

Past Events

December 2024

Meet the Faculty: Virtual Q&A Session with Current Faculty of Columbia University's Master's in Wealth Management

November 2024

The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program

SPS Fall Open House

October 2024

Learn How Columbia's Career Design Lab Can Support Your Professional Goals

How Columbia's Student Financial Services Can Support Your Educational Goals

Wealth Management Speaker Series: The Power of the Niche

Mastering the Journey: Insights from Current Wealth Management Students

September 2024

Learn About Columbia University's M.P.S. in Wealth Management

August 2024

Join Us for SPS Application Week!

May 2024

M.P.S. in Wealth Management - Join Us to Have Your Program and Admissions Questions Answered

April 2024

Virtual Q&A Session with Columbia University Master's in Wealth Management Alumni

Future-Proof: Em(bracing) the Generational Wave

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