An Inside Look: How Financial Advisors Can Work Best with Family Offices
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What
SPS Event
Where
Online
WhoStephen G. BodurthaLecturer; Executive and Innovator in Investments, Markets and Wealth ManagementSid Malhotra Chief Investment Officer, Kactus Capital ManagementMichael MontgomeryAdvisor; CEO and Chief Investment Officer at Marshall Street CapitalBill WoodsonLecturer; Managing Director, Co-Head, Cynosure Wealth Advisors
New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead
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What
Online Info Session
Where
Online
WhoBill CatesBestselling Author and Client Acquisition CoachRandy DippellAdvisor at Milestone MoneyPhilipp HeckerAdvisor; CEO of Bento EngineSamantha RussellChief Evangelist at FMG Suite and Twenty Over TenAdrianna StasiukAdvisor at Aaron Wealth Advisors
Master of Professional Studies - An Accelerated Degree Designed for Experienced Professionals
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What
In-Person Info Session
Where
New York City
WhoTeresa ChanDirector, Master of Professional Studies in Insurance ManagementTracy SchwartzSenior Program Director, M.P.S. in Wealth ManagementKristen CaggianoAssistant Director, Recruitment and AdmissionsMariela TorresAssistant Director of Industry Relations, Career Design Lab, Columbia SPS
Meet the Faculty: Virtual Q&A Session with Current Faculty of Columbia University's Master's in Wealth Management
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What
Online Info Session
Where
Online
WhoTracy SchwartzSenior Program Director, M.P.S. in Wealth ManagementMeghaan LurtzLecturer; Writer and Senior Research Associate, Kitces.comBill WoodsonLecturer; Managing Director, Co-Head, Cynosure Wealth AdvisorsAaron AlleyLecturer; Vice President, Dimensional Fund AdvisorsMatthias Paul KuhlmeyLecturer; Chief Development Officer, Hightower AdvisorsKristen CaggianoAssistant Director, Recruitment and Admissions
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