Past Events

Columbia SPS CUNY Fellowship Information Session February 25

Columbia SPS CUNY Fellowship Information Session

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Balancing Life, Career, and Study - Wealth Management Information Session February 19

Balancing Life, Career, and Study - Wealth Management Information Session

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Learn About Columbia University's M.P.S. in Wealth Management January 22

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

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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

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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Past Events

February 2025

Columbia SPS CUNY Fellowship Information Session

Balancing Life, Career, and Study - Wealth Management Information Session

January 2025

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

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

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

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