Secondary Breadcrumbs Wealth Management Wealth Management News Category - Any -AlumniFacultyImpacts and InsightsIn the CommunityIn the MediaKnowledge BaseOffice of the DeanPress ReleaseResearch & PublicationsSchoolStaffStudent Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients. Student All in the Family Q&A: Wealth Management students on how their classwork impacts their work in family offices. Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released. Faculty Bill Woodson Featured In Q&A With Crain Currency Lecturer Bill Woodson discussed his book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students. Faculty How Family Offices Can Prepare For Next-Level Cyber Threats Wealth Management lecturer Bill Woodson chimes in on how family offices can best prepare against cyber threats. Student Current Student and Retired EY Partner Charles Swanson Shares Thoughts on "Going Back to School" “I want to create a service to do just that, monitoring investment results for professionals like doctors, attorneys and CPAs,” he says. Student For This Wealth Management Student, People Come Before Metrics M.P.S. in Wealth Management student Symbat Khalel emphasizes the importance of people and culture in wealth management. Student Incoming Student Armani Miller Jackson Awarded First Wealth Management Advancing Diversity Fellowship The JP Morgan Chase VP will receive the full-tuition fellowship funded by the Wealth Management program's first student cohort. Student Wealth Management Student Is Ranked as Forbes Best-in-State Wealth Advisor—And Thinks Columbia Will Help Him to Become Even Better Wealth Management student and UBS SVP Andrew Ling Tse was recently named Forbes Best-in-State Wealth Advisor for 2022. Student Former Citigroup Resident VP and Wealth Management Student Pivots to Capture Industry Growth in Bangladesh Mehreen Mahiuddin aims to take her family business to the next level with the skills and connections she’s gaining at Columbia. Faculty Insurance 101: Wealth Management Lecturer Aaron Abrahms Hosts Weekly Show on SiriusXM’s Business Radio Aaron Abrahms, a lecturer in Columbia’s Master’s in Wealth Management program, hosts Insurance 101, a weekly radio show. Faculty Disruption in Wealth Management with Matthias Kuhlmey "Disruption occurs when the underdog firms challenge the industry." Load More
Faculty How Much Personal Disclosure Is Too Much Disclosure? Columbia Wealth Management Lecturer Meghaan Lurtz, Ph.D., shares her advice for authentically connecting with clients.
Student All in the Family Q&A: Wealth Management students on how their classwork impacts their work in family offices.
Faculty Salto Mortale Those must have been some juicy details the Federal Reserve and U.S. banks fought for more than two years from being released.
Faculty Bill Woodson Featured In Q&A With Crain Currency Lecturer Bill Woodson discussed his book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.
Faculty How Family Offices Can Prepare For Next-Level Cyber Threats Wealth Management lecturer Bill Woodson chimes in on how family offices can best prepare against cyber threats.
Student Current Student and Retired EY Partner Charles Swanson Shares Thoughts on "Going Back to School" “I want to create a service to do just that, monitoring investment results for professionals like doctors, attorneys and CPAs,” he says.
Student For This Wealth Management Student, People Come Before Metrics M.P.S. in Wealth Management student Symbat Khalel emphasizes the importance of people and culture in wealth management.
Student Incoming Student Armani Miller Jackson Awarded First Wealth Management Advancing Diversity Fellowship The JP Morgan Chase VP will receive the full-tuition fellowship funded by the Wealth Management program's first student cohort.
Student Wealth Management Student Is Ranked as Forbes Best-in-State Wealth Advisor—And Thinks Columbia Will Help Him to Become Even Better Wealth Management student and UBS SVP Andrew Ling Tse was recently named Forbes Best-in-State Wealth Advisor for 2022.
Student Former Citigroup Resident VP and Wealth Management Student Pivots to Capture Industry Growth in Bangladesh Mehreen Mahiuddin aims to take her family business to the next level with the skills and connections she’s gaining at Columbia.
Faculty Insurance 101: Wealth Management Lecturer Aaron Abrahms Hosts Weekly Show on SiriusXM’s Business Radio Aaron Abrahms, a lecturer in Columbia’s Master’s in Wealth Management program, hosts Insurance 101, a weekly radio show.
Faculty Disruption in Wealth Management with Matthias Kuhlmey "Disruption occurs when the underdog firms challenge the industry."
