Secondary Breadcrumbs Wealth Management Faculty & Advisors Tracy Schwartz Senior Program Director, Wealth Management Ameen Amin Lecturer, Senior Vice President and Alternative Investments Director, Wealth Management, Morgan Stanley Stephen Bodurtha Lecturer, Executive and Innovator in Investments, Markets and Wealth Management Darren Cohen Lecturer, Regional President of the Tri-State region, Hilb Group Michael Kothakota Lecturer, CEO, WolfBridge Wealth Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors Adam Ludman Lecturer, Head of Tax Advisory, J.P. Morgan Private Bank Meghaan R. Lurtz Lecturer, Partner, Shaping Wealth Craig Lyman Lecturer, Wealth Advisor, Lyman Wealth Advisors David Oh Lecturer, VP, Wealth Strategy, Mercer Advisors Jason Papier Lecturer, Managing Partner, Werba Rubin Papier Wealth Management LLC Bill Woodson Lecturer, Managing Director, Co-Head, Cynosure Wealth Advisors Advisors Neesha Hathi Advisory Board Member, Wealth Management; Managing Director, Head of Wealth Advisory, Banking and Trust Services, Charles Schwab Mike LaMena Advisory Board Member, Wealth Management; Chief Executive Officer, Wealthspire Advisors Debbie Schwartz Advisory Board Member, Wealth Management; Financial Advisor, Morgan Stanley Catherine Williams Advisory Board Member, Wealth Management; Chief Operating Officer, The Ensemble Practice
Ameen Amin Lecturer, Senior Vice President and Alternative Investments Director, Wealth Management, Morgan Stanley
Neesha Hathi Advisory Board Member, Wealth Management; Managing Director, Head of Wealth Advisory, Banking and Trust Services, Charles Schwab
Catherine Williams Advisory Board Member, Wealth Management; Chief Operating Officer, The Ensemble Practice
