Wealth Management News

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

School

Celebrating Five Years Since the Launch of Columbia University’s Master of Professional Studies (M.P.S.) Programs

These first-of-their-kind Ivy League programs were built on a vision for accelerating the advancement of working professionals in their respective fields.

Student

From U.S. Air Force Intelligence Analyst to Financial Advisor

Wealth Management student and U.S. Air Force veteran Joseph Olive shares his unconventional career path.

Student

How One Columbia SPS Student Is Redefining Wealth Management for Latin American Families

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.

Alumni

How the Wealth Management Program Helped Bring a Portfolio Manager Out of His Shell

Brian Wang, recent graduate of the M.P.S. in Wealth Management program, reflects on his time at Columbia SPS.

Faculty

The LEGOnization of Everything

"We are witnessing the emergence of a more vibrant, interconnected financial system," writes M.P.S. in Wealth Management lecturer Matthias Kuhlmey.

Alumni, Student

Wealth Management Residency Welcomes Students from Across the Globe

The residency orients students to the online format, fosters team-building, and introduces Columbia’s extensive resources.

Alumni

Hidden Triumph: A Wealth Management Student’s Secret Journey through Columbia SPS

Sirus Turkzadeh shares what he gained from his time at the Wealth Management program—and how he kept his enrollment a surprise from his family.