On Wednesday, October 30, 2024, the ECO hosted an insightful presentation on Private Wealth Management featuring seasoned financial professional Geoffrey Close. The event attracted students eager to learn about careers in wealth management and philanthropic planning. Following the event, students were invited to attend an informal luncheon with Geof at the Garden Room.
Geof, who has over 40 years of experience in the industry, shared his journey from starting as an Account Executive at Merrill Lynch to becoming a Wealth Advisor at Morgan Stanley, and now operating his own firm, IMPACT Philanthropic Partners. His deep expertise in helping clients grow and manage their wealth, with a strong emphasis on philanthropy, resonated with attendees.
During the presentation, Geof discussed key aspects of private wealth management, including investment strategies, client communication, and the importance of aligning financial decisions with personal goals. He highlighted the significance of philanthropic planning in creating meaningful legacies and maximizing the impact of charitable contributions.
Following the panel, attendees enjoyed an informal lunch in the Garden Room, providing a relaxed atmosphere for networking and further discussion with Geof and peers. Students took advantage of this opportunity to ask questions and gain insights into the industry.
The event was a great success, fostering interest in private wealth management and encouraging students to explore potential career paths in this rewarding field. Many thanks to Geoffrey Close for sharing his expertise and to all who attended!
For those who missed it, keep an eye out for future events organized by the ECO!