Wealth Management Speaker Series

The Columbia University Wealth Management Speaker Series features timely and dynamic conversations with some of the most accomplished and leading thinkers in the field of wealth management. These intimate and thought-provoking discussions explore changing industry dynamics and provide insights into the innovative strategies and skills necessary for wealth management professionals to succeed in today's environment. All conversations will be held virtually and will feature questions and answers with the guest speaker. RSVPs are required.  

Speaker Series Recordings

Revisit our dynamic conversations by viewing recordings of previous events below.

November 2022

June 2022

February 2022

January 2022

November 2021

Website Design Best Practices for Wealth Managers

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What
Public Event
Where
Online
Who
  • Samantha Russell Speaker; Chief Evangelist at FMG Suite and Twenty Over Ten
  • Aaron Alley Lecturer, Relationship Manager, DoubleLine

October 2021

September 2021

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management

Virtual Fireside Chat: 3 CEOs, 3 Bird's-Eye Views on Wealth Management
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What
SPS Event
Where
Online
Who
  • Haig Ariyan Head of Raymond James Global Wealth Solutions; President of Alex. Brown
  • Melinda Davis Founder and CEO, Davis Wealth Advisors
  • Jeff Whitaker Speaker; President and CEO, Chevy Chase Trust
  • Philipp Hecker Member of the Advisory Council, Wealth Management; CEO of Bento Engine

February 2021

October 2020