Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent School, Student Columbia University School of Professional Studies Announces the 2023-2024 Wealth Management Advancing Diversity Fellowship Recipient Jenai Patrick, associate banker at JP Morgan Private Bank, has been awarded the Wealth Management Advancing Diversity Fellowship Faculty What Steps Financial Advisors Can Take During Crisis Situations A lecturer from the Wealth Management program explains why asking probing questions to clients is essential for financial advisors during crises. Faculty Trustee Considerations in Owning a 529 Plan In a recent article in Trust & Estates, lecturer Gail Cohen explains the details of a trust-owned 529 plans. School Wealth Management Firm Hightower Advisors Funds Full Tuition for the 2023–2024 Advancing Diversity Fellowship “I’m deeply grateful to Hightower for joining Columbia in shaping an exciting future in wealth management,” said Tracy Schwartz. Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read. Faculty For Women's History Month, SPS Faculty Share Advice for Women in their Fields Lecturers in Enterprise Risk Management, Sports Management, and Construction Administration were among those who weighed in. Alumni Alumnus Ameen Amin Promoted to First Vice President at Morgan Stanley “I am such a fan of the experience,” says Amin, who earned an M.P.S. in Wealth Management from Columbia University in December. Faculty Beautiful, Famous, and Impossible to Live With What Architect Frank Lloyd Wright’s Fallingwater Can Teach Us about the Design and Construction of Investment Portfolios School What exactly is an M.P.S. in Wealth Management? Here’s a look into an online, part-time Master of Professional Studies at Columbia University. Faculty “Hope & Cope” Whether or not financial professionals realize it or like it, their job requires client conversations that cannot be solved with only a time-value-of-money calculation. Student “I Needed to Gain More Knowledge” Q&A: Student Frances Suarez on formalizing her education in wealth management after five years of on-the-job training. Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning As recommended by Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and Dr. Meghaan Lurtz. Load More
School, Student Columbia University School of Professional Studies Announces the 2023-2024 Wealth Management Advancing Diversity Fellowship Recipient Jenai Patrick, associate banker at JP Morgan Private Bank, has been awarded the Wealth Management Advancing Diversity Fellowship
Faculty What Steps Financial Advisors Can Take During Crisis Situations A lecturer from the Wealth Management program explains why asking probing questions to clients is essential for financial advisors during crises.
Faculty Trustee Considerations in Owning a 529 Plan In a recent article in Trust & Estates, lecturer Gail Cohen explains the details of a trust-owned 529 plans.
School Wealth Management Firm Hightower Advisors Funds Full Tuition for the 2023–2024 Advancing Diversity Fellowship “I’m deeply grateful to Hightower for joining Columbia in shaping an exciting future in wealth management,” said Tracy Schwartz.
Recommended Books from New Client Acquisition - Lessons Learned, Best Practices, and a Look Ahead Panelists Bill Cates, Randy Dippell, Samantha Russell, Adrianna Stasiuk, and moderator Philipp Hecker recommended a great list of books to read.
Faculty For Women's History Month, SPS Faculty Share Advice for Women in their Fields Lecturers in Enterprise Risk Management, Sports Management, and Construction Administration were among those who weighed in.
Alumni Alumnus Ameen Amin Promoted to First Vice President at Morgan Stanley “I am such a fan of the experience,” says Amin, who earned an M.P.S. in Wealth Management from Columbia University in December.
Faculty Beautiful, Famous, and Impossible to Live With What Architect Frank Lloyd Wright’s Fallingwater Can Teach Us about the Design and Construction of Investment Portfolios
School What exactly is an M.P.S. in Wealth Management? Here’s a look into an online, part-time Master of Professional Studies at Columbia University.
Faculty “Hope & Cope” Whether or not financial professionals realize it or like it, their job requires client conversations that cannot be solved with only a time-value-of-money calculation.
Student “I Needed to Gain More Knowledge” Q&A: Student Frances Suarez on formalizing her education in wealth management after five years of on-the-job training.
Recommended Books from Leading Experts in the Fields of Financial Psychology and the Psychology of Financial Planning As recommended by Dr. Jim Grubman, Dr. Sonya Lutter, Dr. Brian Portnoy, CFA, and Dr. Meghaan Lurtz.
