What do you currently do?
I serve as an advisor within the Private Wealth Management group at Morgan Stanley, providing a full suite of wealth management services to approximately 25 individuals, families, foundations & endowments. The clients my team work with are successful entrepreneurs, executives and venture capitalists based mainly in Boston, New York, California, Europe & Israel. As a team, we act as a single point of contact and leverage Morgan Stanley’s expertise & global resources for all of our clients’ diverse and complex investment management needs. We adhere to a disciplined, client-focused investment process to develop and maintain our clients’ investment objectives, risk tolerance, liquidity needs and unique circumstances. What was your first position out of Colgate and what did you do in that role?
I began my career in financial services as an Investment Analyst at BNY Mellon. In this role, I directly supported a senior portfolio manager which included responsibilities in investment management & asset allocation support, performance reporting and client relationship management. How can students prepare themselves while at Colgate to work in your field?
Outside of the internship process, I encourage students to learn more about working in financial services and specifically within private wealth management while still on campus. Students should reach out to alumni in the industry and conduct informational interviews and/or participate in the Day in the Life
program to learn more; get a better understanding of the day-to-day, the skills set required and personality types that are attracted to this role, etc. Students can also enhance and build on their education at Colgate by reading the Wall Street Journal on a daily basis, taking an accounting and/or computer science class and utilizing the resources available within the Career Services office to learn more about the industry. What extracurricular activities, associated with your profession or not, were you involved with while at Colgate?
- Studied abroad in Freiburg, Germany through Colgate’s German department
- Worked at Career Services including an intern position as the Assistant to the Director
- Volunteered at the Madison After-School Art Program
- Member and new member educator at Kappa Kappa Gamma