Secondary Breadcrumbs Wealth Management Faculty & Advisors Tracy Schwartz Interim Program Director, M.P.S. in Wealth Management Aaron Alley Lecturer; Vice President, Dimensional Fund Advisors Stephen Bodurtha Lecturer; Executive and Innovator in Investments, Markets and Wealth Management Darren Cohen Lecturer; SVP Carrier Relations and Insurance Strategy, Hilb Group Gail E. Cohen, J.D. Lecturer; Chair, Fiduciary Trust Board of Directors and General Trust Counsel Matthias Paul Kuhlmey Lecturer; Chief Development Officer, Hightower Advisors Meghaan R. Lurtz, Ph.D. Lecturer; Writer and Senior Research Associate, Kitces.com Christina Lynn Lecturer; Wealth Management Consultant Marc Richman Lecturer; Managing Director & Private Wealth Advisor, Morgan Stanley Private Wealth Management Jordan Sprechman Lecturer; Managing Director, Team Leader of the U.S. Wealth Advisory Group, J.P. Morgan Private Bank Bill Woodson Lecturer; Head of Strategic Wealth Advisory and Family Enterprise Services, Silicon Valley Bank (SVB) Advisors Gregg Fisher Advisor; Founder and Portfolio Manager, Quent Capital Philipp Hecker Advisor; CEO of Bento Engine James McLaughlin Advisor; Founder and CEO, J. H. McLaughlin & Co., LLC Michael Montgomery Advisor; President & CEO, Ford Estates, LLC and Brush Street Investments, LLC Debbie Schwartz Advisor; Financial Advisor, Morgan Stanley Apply We encourage you to apply as soon as possible. Request Information Stay in the know with updates sent straight to your inbox.