Students & Alumni

A Navy Veteran's Pivot to Financial Advising Led Him to Columbia's M.P.S. in Wealth Management

Alum Drew Hanessian shares insights he has learned and what makes Columbia's Wealth Management program unique.

Beyond the Price Tag: 5 Insights for Business Owners

Wealth Management alum and Morgan Stanley financial advisor Ameen Amin shares tips he wishes "every business owner knew."

Wealth Management Unplugged: The Napster Effect

It's crucial for the wealth management industry to recognize that we can't "hit the pause button on generational change," writes Wealth Management lecturer Matthias Kuhlmey.

“I Needed to Gain More Knowledge”

Q&A: Student Frances Suarez on formalizing her education in wealth management after five years of on-the-job training.

All in the Family

Q&A: Wealth Management students on how their classwork impacts their work in family offices.

For This Wealth Management Student, People Come Before Metrics

M.P.S. in Wealth Management student Symbat Khalel emphasizes the importance of people and culture in wealth management.

Wealth Management Student Is Ranked as Forbes Best-in-State Wealth Advisor—And Thinks Columbia Will Help Him to Become Even Better

Wealth Management student and UBS SVP Andrew Ling Tse was recently named Forbes Best-in-State Wealth Advisor for 2022.

Former Citigroup Resident VP and Wealth Management Student Pivots to Capture Industry Growth in Bangladesh

Mehreen Mahiuddin aims to take her family business to the next level with the skills and connections she’s gaining at Columbia.

Wealth Management Alumni Lisa Patton and Shinaola Atoro Foster Deep Connections to Achieve Tangible Career Outcomes

Patton and Atoro became client advisors at Mission Wealth after graduation as a result of their strong cohort connections.

A Day in the Life of Michael McMahon, Asset Manager Wholesaler and Columbia Wealth Management Student

Michael McMahon gives us a sneak peek into his daily life as a full-time professional and Columbia student.

A Day in the Life of Wealth Manager and Columbia Master’s in Wealth Management Student Vinícius Arold

Vinícius Arold invites us to take a look at his daily life as a wealth manager and international student at Columbia SPS.

Kara Fransted: A COO Developing a Client-Focused Mindset

Fransted is a graduate of Villanova, a Navy veteran, and COO at the financial guidance firm KMH Financial Services.