Wealth Management News

Alumni, Student

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.

Faculty

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

School, Student

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.

Alumni

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.

Student

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.

Faculty, Student

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.

Faculty

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.

Alumni, Faculty

Why a Master’s in Wealth Management from Columbia Is More than Graduate Education

M.P.S. in Wealth Management alumnus and course associate Miles Sharpe explores the evolving wealth management landscape and highlights how graduate education and inspiring teaching foster lifelong learning and strong alumni connections.

Alumni

Gaining Career Confidence and Leveling Up Through Columbia’s M.P.S. in Wealth Management Program

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex financial topics and helped her become a Certified Financial Planner.

Student

Investing in Yourself: Leveraging Education to Drive Wealth Management Success

Wealth management industry veteran Todd Cassler shares insights on the value of targeted education and balancing work and personal growth.

Faculty

Professional Dispositions: Connecting Your Academic Experience to Success in Professional Practice

M.P.S. in Wealth Management Lecturer Michael Kothakota shares advice on how to become a successful financial planner.

Student

How One Columbia SPS Student Hopes to Offer Real Change to Individuals and Communities Through Financial Literacy

Wealth Management Advancing Diversity Fellow Brandon Arnold is paving the way for future advisors from underrepresented backgrounds