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Past Events

April 2025

March 2025

Columbia SPS CUNY Fellowship Information Session

March 18. Online Info Session. Online.

What
Online Info Session
Where
Online
Who
  • Emma Vittori Admissions Counselor
  • Melissa Barnes Associate Director, Media and Advertising, School of Professional Studies
  • Tricia Charles Admissions Specialist, School of Professional Studies

How the Columbia Experience Expands into the Workplace

March 11. Online Info Session. Online.

What
Online Info Session
Where
Online
Who
  • Bobby DeWees '26SPS, Financial Advisor, DeWees Private Wealth Management
  • Emily Robbins '26SPS, Vice President, Client Advisor, Bessemer Trust
  • Katie Tschida '26SPS, Registered Client Service Associate, UBS Financial Services

February 2025

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

February 19. Online Info Session. Online.

What
Online Info Session
Where
Online
Who
  • Vanessa Garl '26SPS, Senior Vice President, Graystone Consulting, Morgan Stanley
  • David Harrison M.P.S. in Wealth Management
  • Christine Weathington Senior Vice President and Client Advisor, Bessemer Trust

January 2025

December 2024

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

November 2024

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

November 14. Online Info Session. Online.

What
Online 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

October 2024