Wealth Management News

From Defusing Bombs to Diffusing Financial Advice: One SPS Alum’s Winding Journey to Wealth Management

M.P.S. in Wealth Management alumnus Steve Callaghan shares his story of pivoting from the NYPD to the U.S. Navy to financial advising.

A Second Movement for the Symphony of Life

A midcareer educator reflects on returning to graduate study at Columbia SPS and discovering how wealth management, teaching, and creative practice can inform one another.

From Football to Finance: An Athlete’s Journey to Wealth Management

Athlete, coach, and recent M.P.S. in Wealth Management alum Skyler Fulton offers insight from both the sports and the finance worlds.

ROARing Lions: How Seven Columbia Wealth Management Students Turned a Marathon Into a Movement

“Running the Marine Corps Marathon in honor of those who have served in our Columbia community made it all the more special,” shares Wealth Management student Katie Tschida (’26SPS).

Never Too Late: What My 80-Year-Old Grandma Taught Me About Trust and Money

A family lesson in late-in-life investing inspired M.P.S. in Wealth Management student Emily Brown-Baker to explore how empathy and ethics shape lasting client relationships.

Wealth Management Program Welcomes Its Fall 2025 Cohort to Columbia University

From team-building activities to industry insights, the in-person residency gave incoming students a first look at the professional collaboration and industry focus that define the program.

Discovery Meetings: Asking the Right Questions to Uncover Client Goals

Understanding client motivations is key to a successful client-financial advisor relationship, explains Meghaan Lurtz, a lecturer in the Wealth Management program

Wealth Management Students Deepen Industry Knowledge at BNY Mellon’s INSITE 2025 Conference

Students from the M.P.S. in Wealth Management program joined Senior Program Director Tracy Schwartz at BNY Mellon’s premier industry conference for hands-on experience in innovation, networking, and professional growth.

5 Essential Tips for Success on the CFP® Exam

Wealth Management alum and executive financial planner Frances Schmidt shares advice for acing the Certified Financial Planner (CFP®) exam.

Wealth Management Student Recognized by Forbes as Top Wealth Advisor

Vanessa Garl was recently honored twice by the magazine for her achievements in the field.

Wealth Management Mentor Helps Army Veteran Forge New Career Path

The M.P.S. in Wealth Management program ignited U.S. Army veteran Leah Naish’s passion for service, leading to a role at her SPS lecturer’s firm.

Disruptive Trends: A Conversation with Matthias Kuhlmey on the Future of Wealth Management

Wealth Management senior program director Tracy Schwartz speaks with the Wealth Management lecturer about the generational wealth transfer as a major catalyst for change, the integral role of digital assets and blockchain technology, and how succession is a relevance crisis.