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Wealth Management Managing Directors

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Some of the easiest ways to learn more about the wealth management industry are to read books and journals about the field. Here are a few suggestions:

  • InvestmentNews: https://www.investmentnews.com
  • Chief Investment Officer: https://www.ai-cio.com
  • The Financial Times Guide to Wealth Management: How to Plan, Invest, and Protect Your Financial Assets (FT Press, 2015)
  • Financial Independence: An Advisor's Guide to Comprehensive Wealth Management (John Wiley & Sons, 2013)
  • Worth: https://worth.com

Consider joining Future Business Leaders of America (FBLA, https://www.fbla.org), a membership organization for middle school and high school students. Its sister organization, Phi Beta Lambda, is available for college students. FBLA offers co-curricular educational programs, networking events with accomplished business professionals, community service projects, and academic events that cover public speaking, business, finance, technology, management, and more.

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