Students connect with wealth management firms

The Department of Finance and the Porter Family Professional Development Center hosted this career event aimed at educating students on opportunities within the wealth management industry.

Forty Martha and Spencer Love School of Business students interested in pursuing wealth management careers learned about and networked with various organizations during the inaugural Wealth Management Meet the Firms on Sept. 26.

The career event, which was organized by the Department of Finance and the Porter Family Professional Development Center, included informative presentations about the participating firms followed by a networking reception.

Ryan Kasakove ’22 remarked: “Meet the Firms was an invaluable experience. Having the opportunity to network with financial professionals helped me learn what it takes to succeed in the world of wealth management.”

After the event he feels, “more confident, prepared, and well-informed to discuss and work in this industry.”

Firms present at the event were:

  • Fidelity
  • Merrill Lynch
  • Envestnet
  • Barnum Financial Group

“Our students were prepared, professional and interested in learning about the high-quality firms in attendance,” Chris Harris, associate professor of finance and chair of the Department of Finance, said. “My personal opinion is that this will be an interesting field over the next 10-15 years because the industry is getting older and really needs to recruit good people. For example, there are more Certified Financial Planners over the age of 70 than there are under the age of 30. This means there will be a lot of opportunities for young people getting into the industry, and that they may be able to progress more quickly, than has been normal in the past.”

Harris hopes this event will continue to grow and be successful in years to come.