Past Events

August 2024

May 2024

April 2024

Virtual Q&A Session with Columbia University Master's in Wealth Management Alumni

What
Online Info Session
Where
Online
Who
  • Thomas Boyer Senior Wealth Advisor, Mariner Wealth Advisors
  • Rafael Castillo Vice President, Associate Wealth Advisor
  • Madison Georgi Financial Consultant, Fidelity Investments
  • Julia Maxfield Partner, Barton LLP
  • Joel Gorveatte Assistant Director, Recruitment
  • Tracy Schwartz Senior Program Director, Wealth Management

Future-Proof: Em(bracing) the Generational Wave

What
SPS Event
Where
Online
Who
  • Beth Fisher-Yoshida, Ph.D. Professor of Practice, M.S. in Negotiation and Conflict Resolution
  • Matthias Paul Kuhlmey Lecturer, Chief Development Officer, Hightower Advisors
  • Steve Safier Program Director and Lecturer, Human Capital Management
  • Philipp Hecker CEO, Bento Engine

March 2024

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

What
Online Info Session
Where
Online
Who
  • Joseph Aron EDS Analyst, Citibank
  • Michelle Minshall Senior Vice President and Client Advisor, Bessemer Trust
  • Joe Olive Financial Advisor, Sather Financial Group, Inc
  • Lindsay Radisek Manager, Family Enterprise Advisory Solutions, PwC
  • Joel Gorveatte Assistant Director, Recruitment
  • Tracy Schwartz Senior Program Director, Wealth Management

Columbia SPS CUNY Fellowship Information Session

What
Online Info Session
Where
Online
Who
  • Steven Hernandez Senior Admissions Specialist
  • Ali Speede, MBA Senior Admissions Counselor

February 2024

January 2024