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Main St. to Wall St. Financial Services Trip 2024

posted on January 23, 2024

Main St. to Wall St. Financial Services Trip 2024

The application deadline is Monday, Feb 5 at 11:59PM, 2024, or until the trip fills.

This Experiential learning trip is curated exclusively for first-year and sophomore students and designed to broaden horizons and specifically illuminate wealth management opportunities in the financial services industry.

Through the day-and-a-half trip, students will:
-Immerse in a journey through the financial firms in NJ, NY, and NYC
-Witness how wealth management as a practice and opportunity fits into the financial services industry
-Explore potential paths that align with their aspirations

A tentative schedule is:

Tuesday, Feb 20
1:30 PM Leave campus
5-6:30 PM Visit with Main Street Wealth Management, Bedminster, NJ
6:30-8:30 PM Dinner with alumni, Bernardsville, NJ
Overnight:  SpringHill Suites, Danbury, CT

Wednesday, Feb 21
8-9:45 AM Visit with Hollow Brook Wealth Management,  Katonah, NY
11:30-1:30 Visit with Morgan Stanley, NY, NY
2:30-4 Visit with Goldman Sachs Private Wealth Management, NY, NY

4-6 Downtime, obtain dinner for the bus ride home

6-9PM Return drive to campus

Apply via this Google Form: https://forms.gle/TMumeTdecRq9eHLd8

Students will be notified of acceptance by February 7 or before if they are selected to participate.

No cost to attend. This trip is possible due to generous funding from Robert ’85, P’17, and Sherry ’84, P’17 through the Scott Family Fund for Experiential Learning.

Contact trip leader, Missy Gutkowski, Assistant Dean of Experiential Learning, Freeman College of Management at mmg019@bucknell.edu with questions.

Filed Under: Posts, Professional Development, Student Trips

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