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.
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.
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.
These first-of-their-kind Ivy League programs were built on a vision for accelerating the advancement of working professionals in their respective fields.
Luis Felipe Jarrin, a Columbia University Wealth Management Advancing Diversity Fellow, believes that wealth management isn’t just about being good with numbers—it’s about empathy.
