This event is part of the Wealth Management Speaker Series. Join us!
Join Columbia University’s Master of Professional Studies in Wealth Management program for an interactive discussion with wealth management industry expert Mark Tibergien and moderator Philipp Hecker, CEO of Bento Engine. Mark, formerly the CEO of Pershing, is a recognized global consultant, a book author, and the recipient of WealthManagement.com’s first Lifetime Achievement Award.
Following the conversation, attendees will have the opportunity to participate in an open Q&A session.
Topics of discussion include:
- The evolution of the wealth management industry in the U.S.
- Current key trends around business models, technology, and client expectations
- Implications for current and aspiring financial professionals
The Wealth Management Speaker Series is brought to you by Columbia’s Wealth Management master’s program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for CFP certification.
Registered guests will receive a Zoom link prior to the event.
