Careers in Wealth Management & Private Banking

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Alumni from different areas of the Wealth Management Industry will speak about thier careers. This is an opportunity to learn about the differences between main street investors, high net worth investors, and those who need to operate as a private bank. Our Alumni hosts are: Kelly Henning '09 Modera Wealth Management , Bobby Waldele '09 Merrill Lynch, Mark Suffredini' 93 Morgan Stanley, Paulo Coelho '03 Evercore, and Era Fuchik '06 Aragain Capital Management. Registrants will be emailed a ZOOM meeting link, day of the event.

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