Columbia Undergraduate Wealth Management Club is the leading student organization at Columbia University dedicated to wealth advisory. Established in 2023, we stand at the forefront of financial education, guiding the next generation of leaders through the multifaceted landscape of wealth management.

Our Mission
Our mission is to demystify the complexities of private wealth management for our peers, offering a comprehensive understanding of key aspects such as portfolio management, estate planning, philanthropy, impact investing, and the emerging realm of digital currencies.

What We Do
Our signature initiative, the ‘PWM Masterclass,’ is a testament to our commitment to financial education. This two-hour seminar is meticulously designed to introduce students to the intricacies of financial planning and wealth management.

Our Impact
Since our inception, we have welcomed 200+ undergraduates into our community, each leaving with a deeper understanding of private wealth management and a clearer vision of their professional paths. Our alumni have gone on to secure prestigious internships and positions within the finance industry, a testament to the effectiveness of our programs and the quality of our education.

Instagram @cuwmc
YouTube @cuwmc

Columbia Undergraduate Wealth Management Club

Org chart

Teams

Offices

Similar companies