Past Events

October 2024

Wealth Management Speaker Series: The Power of the Niche

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What
Public 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 Member of the Advisory Council, Wealth Management; CEO of Bento Engine

Mastering the Journey: Insights from Current Wealth Management Students

What
Online 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

August 2024

May 2024

April 2024

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

What
Online 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

What
SPS Event
Where
Online
Who
  • Beth Fisher-Yoshida, Ph.D. Professor of Practice, M.S. in Negotiation and Conflict Resolution
  • Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors
  • Steve Safier Program Director and Lecturer, Human Capital Management
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine

March 2024

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

What
Online Info Session
Where
Online
Who
  • Joseph Aron EDS Analyst, Citibank
  • Michelle Minshall Senior Vice President and Client Advisor, Bessemer Trust
  • Joe Olive Financial Advisor, Sather Financial Group, Inc
  • Lindsay Radisek Manager, Family Enterprise Advisory Solutions, PwC
  • Joel Gorveatte Assistant Director, Recruitment
  • Tracy Schwartz Senior Program Director, Wealth Management

Columbia SPS CUNY Fellowship Information Session

What
Online Info Session
Where
Online
Who
  • Steven Hernandez Senior Admissions Specialist
  • Ali Speede, MBA Senior Admissions Counselor