Wealth Management Intern
Current- Worked with the Wagner-Abrams Group (1.7 billion AUM) to develop and provide wealth management solutions to clients.- Researched long-term care options and consolidated in-depth info on a variety of retirement homes in the tristate area to develop a presentation for a top client.- Analyzed and discussed a variety of products with wholesalers from various asset management providers such as BlackRock, Vanguard, Blue Owl, and Apollo.- Independently utilized UBS resources to access various presentations and phone calls from firms like Goldman Sachs and JP Morgan Chase regarding the current state of private credit, real estate, and the equity markets in order to record key takeaways and distribute to my team.- Developed a mock equity portfolio and tracked performance throughout the internship; I presented performance metrics as well as my rationale on individual choices to the team at the end of the summer.