Past Events

May 2023

An Inside Look: How Financial Advisors Can Work Best with Family Offices

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What
SPS Event
Where
Online
Who
  • Stephen G. Bodurtha Lecturer, Executive and Innovator in Investments, Markets and Wealth Management
  • Sid Malhotra Speaker; Chief Investment Officer, Kactus Capital Management
  • Michael Montgomery Advisor, Wealth Management; CEO and Chief Investment Officer at Marshall Street Capital
  • Bill Woodson Lecturer, Managing Director, Co-Head, Cynosure Wealth Advisors

March 2023

New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead

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What
Online Info Session
Where
Online
Who
  • Bill Cates Bestselling Author and Client Acquisition Coach
  • Randy Dippell Advisor at Milestone Money
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine
  • Samantha Russell Speaker; Chief Evangelist at FMG Suite and Twenty Over Ten
  • Adrianna Stasiuk Speaker; Advisor at Aaron Wealth Advisors

Master of Professional Studies - An Accelerated Degree Designed for Experienced Professionals

What
In-Person Info Session
Where
New York City
Who
  • Teresa Chan Director, Master of Professional Studies in Insurance Management
  • Tracy Schwartz Senior Program Director, Wealth Management
  • Kristen Caggiano Assistant Director, Recruitment and Admissions
  • Mariela Torres Assistant Director of Employer Relations, Career Design Lab, Columbia SPS

February 2023

January 2023

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

What
Online Info Session
Where
Online
Who
  • Tracy Schwartz Senior Program Director, Wealth Management
  • Meghaan Lurtz Lecturer, Partner, Shaping Wealth
  • Bill Woodson Lecturer, Managing Director, Co-Head, Cynosure Wealth Advisors
  • Aaron Alley Lecturer, Relationship Manager, DoubleLine
  • Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors
  • Kristen Caggiano Assistant Director, Recruitment and Admissions

December 2022

November 2022