Exploring Careers in Wealth Management

Working as a financial advisor offers women great upside opportunities regarding flexibility, advancement, ownership, and compensation. However, according to the CFP Board, from a 2023 survey, only 23 percent of certified financial planner professionals are women, and that statistic has been flat for the past decade.

Join the Cutler Center to discover the dynamic world of wealth management designed for students interested in a lucrative and rewarding career in finance. Join industry experts for an interactive and informative session that delves into the essentials of wealth management, offering a comprehensive overview of career pathways, required skills, and potential opportunities within this ever-evolving field.

Guest speakers will include:

Kathleen Kenealy '03, CFP®, CPWA®, Founder, Katapult Financial Planning
Nancy Marchand MBA'20, Private Wealth Advisor, Goldman Sachs
Kerri McKeever ’02, MBA’09, CFA, Assistant Professor of Practice, Babson College
Leticia D. Stallworth ’99, MBA‘13, CRPCTM, Financial Advisor, Ameriprise Financial Services, LLC
Ruzanna Queenan MBA'13, CFA, President, Queenvest LLC

This event is open to all undergraduate and graduate students. The one-hour panel discussion will conclude with a networking reception featuring light refreshments. Alumni and wealth management industry professionals are encouraged to attend.

Stephen D. Cutler Center for Investments and Finance | Website | View More Events

Contact the organizers