Wealth Management News

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.

School

Columbia University’s Wealth Management Advancing Diversity Fellowship Announces Its 2024–2025 Recipients

Brandon Arnold and Luis Felipe Jarrin are this year's 2024-2025 Wealth Management Advancing Diversity Fellows.

Student

Wealth Management Students Get Industry Insights at BNY Pershing INSITE Conference

High-profile speakers and expert industry analysis make the annual conference an essential event for financial professionals.

Student

This Wealth Management Student Used Her Instagram Account to Launch a Successful Financial Coaching Business

Maria Jose Dassum Narino shares how her childhood love of Disney princesses helped inspire an entrepreneurial pivot.

Alumni

Wealth Management Insights from Financial Advisor and SPS Alum Nick Colombo

Nick joined the program to enhance his expertise and broaden his professional network.

Faculty

AI Is Poised to Have a “Profound Effect” on the Wealth Management Business

The Wealth Management program recently hosted a conversation with three leading experts in the fields of financial psychology and the psychology of financial planning.