Past Events

March 2025

How the Columbia Experience Expands into the Workplace

What
Online Info Session
Where
Online
Who
  • Bobby DeWees '26SPS, Financial Advisor, DeWees Private Wealth Management
  • Emily Robbins '26SPS, Vice President, Client Advisor, Bessemer Trust
  • Katie Tschida Senior Wealth Strategy Associate, UBS Financial Services, ('26SPS)

February 2025

Balancing Life, Career, and Study - Wealth Management Information Session

What
Online Info Session
Where
Online
Who
  • Vanessa Garl '26SPS, Senior Vice President, Graystone Consulting, Morgan Stanley
  • David Harrison M.P.S. in Wealth Management
  • Christine Weathington Senior Vice President and Client Advisor, Bessemer Trust

January 2025

December 2024

Meet the Faculty: Virtual Q&A Session with Current Faculty of Columbia University's Master's in Wealth Management

What
Online Info Session
Where
Online
Who
  • Michael Kothakota Lecturer, CEO, WolfBridge Wealth
  • Stephen G. Bodurtha Lecturer, Executive and Innovator in Investments, Markets and Wealth Management
  • Meghaan Lurtz Lecturer, Partner, Shaping Wealth
  • Craig Lyman Lecturer, Wealth Advisor, Lyman Wealth Advisors
  • Tracy Schwartz Senior Program Director, Wealth Management

November 2024

The Intersection Between the CFP® and Columbia’s Master’s in Wealth Management Program

What
Online Info Session
Where
Online
Who
  • Frances Suarez VP, Client Specialist, Edge Capital Group
  • Rebecca Beck Financial Advisor, Morgan Stanley
  • Tim Hamilton Managing Director, Compound Planning
  • Madison Georgi Financial Consultant, Fidelity Investments
  • Tracy Schwartz Senior Program Director, Wealth Management
  • Joel Gorveatte Assistant Director, Recruitment

October 2024

Wealth Management Speaker Series: The Power of the Niche

Wealth Management Speaker Series: The Power of the Niche Play
What
Public Event
Where
Online
Who
  • Ann Garcia Financial Advisor at Independent Progressive Advisors
  • Mary McDirmid Chief Operating Officer and Special Needs Financial Planner at All Needs Planning
  • Kate Redden Regional Director and Partner at Merit Financial Advisors
  • Adam Cox Chief Wealth Management Officer at The First National Bank in Sioux Falls
  • Philipp Hecker CEO, Bento Engine

Mastering the Journey: Insights from Current Wealth Management Students

What
Online Info Session
Where
Online
Who
  • Garret Dearden Financial Advisor, Dearden Financial Services
  • Leah Naish Former Tech Employee
  • Brian Saroken Managing Director, Merrill Lynch
  • Erica Zimmer Principal, Senior Client Advisor, Bessemer Trust
  • Tracy Schwartz Senior Program Director, Wealth Management
  • Joel Gorveatte Assistant Director, Recruitment

September 2024