January 2017 Collegiate Wealth Management Career Symposium

As you may already know, Treasury Partners is a Barron’s top ranked advisory firm of 21 investment professionals, managing over $10 billion in assets. Located in New York City, we serve a variety of high-net worth and corporate clients.

 We believe the financial advisory space represents an excellent career option that many college students may not have considered. The population of current financial advisors is aging rapidly while younger clients are inheriting and amassing significant new wealth. This “generation gap” has created an opportunity for motivated and talented young people to learn how to serve as fiduciaries and establish their own long-term client relationships.

 Twice a year, we host a free Wealth Management Symposium that introduces the industry and this career opportunity to current college juniors and seniors. Our next Symposium will take place on Monday, January 9th.

Student feedback from past Symposiums suggests they were highly informative. Once again, we’d like to invite your students, who possess the proper qualifications, to join our program.

Interested students should complete our on-line Symposium Application (links included below) as soon as possible, as we have been well oversubscribed for each program and limit attendance to 25 students.

Please click on these links for the relevant details, and contact Helane Thumen at917.286.2770 or via email at hthumen@treasurypartners.com in the event you have any questions. The deadline for this application is Friday, December 16, 2016. 

We thank you for your continued support of this initiative.

Symposium Overview

Symposium Application


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