Partnered with Gator Wealth and Asset Management

The Wealth Management sector prepares students for careers in wealth management and financial planning through a program of required courses and professional development activities. In terms of courses, the Wealth Management sector focus creates opportunities for students through a CFP Board approved Minor or Specialization program towards the Certified Financial Planner (CFP) professional designation.

• Get Started
• Gator Wealth and Asset Management

Leadership

Student Leaders

• 
  Maxwell Weston

  Sector Contact
  President
  LinkedIn | Email Max

• 
  Kim Teitelbaum

  VP of Marketing
  LinkedIn

• 
  Noah Gilman

  Vice President
  LinkedIn

• 
  Reeya Patel

  VP of Professional Development
  LinkedIn

• 
  Gillen Manos

  VP of Events
  LinkedIn

• 
  Ethan Hayes

  Treasurer
  LinkedIn

• 
  Ben Murrell

  VP of Tech
  LinkedIn

Faculty Advisor

Industry Advisors

• 
  Angie Sabel

  Managing Director at Abbot Downing
  LinkedIn

• 
  Charlie Fitzgerald, III, CFP

  Founder, Principal & Senior Financial Advisor at Moisand Fitzgerald Tamayo, LLC
  LinkedIn

• 
  Kevin Caldwell, CFP

  Principal, Golden Road Advisors
  LinkedIn

• 
  Dominic Wermuth

  Analyst, J.P. Morgan Private Bank
  LinkedIn

• 
  Anna Rauh

  Analyst, J.P. Morgan Private Bank
  LinkedIn

• 
  Matthew Foxhall, CFP

  Managing Partner, 49 Financial
  LinkedIn

Activities

Academic Curriculum (Wealth Management Minor):

The Wealth Management Minor is a CFP board approved program towards professional designation as a Certified Financial Planner (CFP).

Weekly Workshops & Training:

Conferences & Corporate Visits: