Wealth Management Advancing Opportunity Fellow Khionne Awer brings more than 16 years of advisory experience and a commitment to financial literacy, trust and multigenerational impact.
Wealth Management Advancing Opportunity Fellow Jimmy Fairfield-Sonn reflects on continuous learning, the importance of relationships and his commitment to supporting the next generation of advisors.
Jimmy Fairfield-Sonn and Khionne Awer have been selected for the fellowship, bringing distinct perspectives on client service, professional growth, and leadership to Columbia SPS’s M.P.S. in Wealth Management program.
After navigating his own family's complex inheritance, Carl E. Findley III left academia to help others manage wealth across generations — a career pivot that led him to Columbia’s Wealth Management program.
Columbia University’s M.P.S. in Wealth Management program gives students direct access to the leaders, ideas, and conversations shaping the future of finance.
The wealth management industry has warned of a looming advisor succession crisis. But changing retirement patterns, AI-driven scale, and a broader talent pool may be rewriting the equation.
Health care is one of retirement’s biggest and most unpredictable costs. Advisors who plan for it early can help safeguard both portfolios and confidence, writes M.P.S. in Wealth Management alum Kara Fransted.
