Join us for a wealth management panel featuring three advisors from across the Street:
Tommy Morgan, Executive Director, J.P. Morgan
Sophia Bicks, Senior Wealth Strategist, UBS
Evan Wilkinson, Vice President, Goldman Sachs
The conversation will focus on what wealth management actually looks like day-to-day — building a book, working with clients, how teams are structured, and how the big platforms differ. Expect a candid, ground-level view of the business, with plenty of room for questions. Lunch will be provided.
Open to all students interested in wealth management, private banking, and client-facing roles in financial services. Please note this is not a recruiting event.
Dress Casual (jeans ok)
Food Provided