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Wealth Management Advancing Opportunity Fellowship

Wealth Management Advancing Opportunity Fellowship

This fellowship is designed to support and accelerate the careers of outstanding professionals committed to excellence in the wealth management industry, particularly those who have navigated significant challenges in their lives. Fellowships will be awarded to individuals who are passionate about driving positive change in the industry and contributing to the future of wealth management.

To discuss significant gifts or corporate sponsorships for this program, please contact spsgiving [[at]] columbia [[dot]] edu

Wealth Management Residency with Bob Oros

Learn More

View the Wealth Management Advancing Opportunity Fellowship brochure.

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Fellowship Recipients Tina Grant and Allyson Bakos

Meet the Fellows

Allyson Bakos and Tina Grant have been awarded the 2025–2026 Columbia University Wealth Management Advancing Opportunity Fellowship.

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Support the Wealth Management Advancing Opportunity Fellowship

Make a gift to support emerging leaders in the wealth management industry as they further their careers at SPS. 

Give Now

For application information, view the application website.