We welcomed children and friends of clients and employees for our first-ever Rising Gen Bootcamp.

For a firm built on multigenerational relationships, the Rising Gen Bootcamp felt like a natural new initiative. From May 18-21, we welcomed college students for an inside look at how an independent investment office works, the people behind it and the thinking that drives it.

“We were so happy to bring this group into our offices and show them what we do and how we think. Their questions sparked real discussion and reminded us why we love this work. Knowing them matters,” remarked Susan McEvoy, Managing Director and Investment Officer.

The curriculum covered a lot of ground. Students started with an introduction to the firm and fundamentals of finance and investing before moving into markets, risk and portfolio construction. They got hands-on time with AI in finance, worked through a live Stock Trak market simulation and sat down for Lunch and Learn sessions with senior leaders across the firm. By the final day, the conversation shifted to life after graduation: networking, career paths and what it actually takes to build a career in this industry.

What made the week work was access. Every session was led by the people who do this work, from a Lunch and Learn with General Counsel Jamie Eisner on the legal side of wealth management, to an AI in Finance session with Director of Technology Kris Kennedy and Investment Team member Matt Fieger, and culminating in a candid conversation about building a career in the industry with Director of Business Development Garry Duncan.

We look forward to doing it again next year.