WMA Club Meeting FS22 - Meeting XIV: Wiss & Co ft. Marc Peterson and Stephanie Hughes

Hello and Welcome to the FDU Wealth Management Advisory Club Meeting. This meeting is presented by our sponsors: Wiley, Surgent Review, Popl, FLIT Invest, NJCPA, AICPA, IMA, Wise & Metricool.

In this meeting, we have Relationship Advocate at Wiss LLP, Marc Peterson & CEO of Wiss Family Office, Stephanie Hughes. Marc Peterson is a Manager within Recruiting Practice. Marc provides direct hire recruiting services to a wide variety of Wiss & Company clients, covering areas such as Finance, Accounting, Human Resources, Marketing, Construction, and IT.

Stephanie spent the first decade of her career working at some of the most innovative and prestigious global investment houses through turbulent investment cycles, including the near- market collapse of 2008. After working through wealth transition issues for her own family Stephanie saw a need for a more holistic, sophisticated and comprehensive approach to planning and managing both sides of the balance sheet as well as cash flows for individuals and their families. Stephanie began her career as an Economist for Deloitte & Touche in Paris, specializing in Transfer Pricing. Over the next decade, she was recruited by BNP Paribas in Paris and then Goldman Sachs and Prudential-Bache in London to work with their institutional clients, global hedge funds and asset management firms. Stephanie’s clients were among the largest firms that were responsible for investing trillions in assets for pensioners and high net worth individuals around the globe. Leveraging her knowledge of capital markets, she developed a total financial concierge approach to wealth management that she built out and perfected during her tenures at UBS International and Merrill Lynch. Her goal: serve as a “Chief Financial Officer and Chief Investment Officer” for families with complex needs. She graduated from The American University of Paris with a double major in international economics and international business administration. Fun Fact, she enjoys spending time with her family as well as volunteering, traveling, and swimming.

If this is your first time watching our videos, here is a cliff notes version of what our club is. Wealth Management Advisory Club aims to provide a space where students can develop an understanding of Wealth Management, learn the importance of setting goals to achieve financial success, enable students to discover their career passions, and create a sense of community for those interested in Wealth Management Advisory.

This club is open to not just all FDU Silberman Business Majors, but all majors at FDU, FDU Silberman Professors, Staff, and Alumni are invited to come and join the club.

Reminders for our members:

1. We have purchased our very own Zoom License for the WMA Club. Zoom Meeting Links have changed. Please look at our emails and linktr.ee for the Zoom Meeting Link each week.
2. We are excited to announce that we have launched our Facebook Channel
Go and follow all of our social media accounts on our linktr.ee.
3. We have a new corporate sponsor, Metricool. Click on our linktr.ee to sign up for a Premium Account!
4. If you have any ideas for future meetings like which speakers should come in or any topics that you would like to talk about, please let us know.
5. If you want to be added to our emailing list, please fill out the Emailing List Sign-Up Sheet on our Linktr.ee.
6. If you have not joined our GroupMe Group Chat, ask one of the members or e-board members so that we can add you in.
7. If you want discounts on Wiley Products, please see our Club President, Jack Mitchell.
8. Download FLIT Invest to get 60% off your subscription by using your .edu email. Link is on our linktr.ee.
9. If you want discounts on Popl Products, use Promo Code: JACKMITCHELL20 at checkout to get 20% off your order.
10. If you are interested in learning about stocks and want to invest money, come to Markets Update with Jon Budish and Rich Brenner every Tuesday from 3-4 PM on both campuses in the Bloomberg Labs and via Zoom.
11. DOWNLOAD SUITABLE TO EARN PDP POINTS AT OUR MEETINGS!!!

FDU WMA Club Meeting Schedule: (FOR FALL SEMESTER 2022)

Location:
Florham Campus - Mansion Room 12
Metro Campus - TBA
YouTube LIVE, Instagram LIVE, LinkedIn LIVE, Twitter LIVE, Twitch Channel, Rumble, Zoom (Optional)

Time: 5-6 PM

11/10/22: Marcum Wealth ft. Todd Healy
11/17/22: Blue Ocean Global Wealth ft. Marguerita Cheng, CFP®
11/21/22: Internship Roundtable ft. FDU WMA Club E-Board (NOTE: Meeting will be held on Monday. Time and Location will remain the same.)
11/30/22: Rich Brenner (NOTE: Meeting will be held on Wednesday at 6 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/1/22: Peacock Private ft. Mike Flynn
12/7/22: Ameriprise Financial ft. Karl Campbell (NOTE: Meeting will be held on Wednesday at 7 PM in Mansion Room 11 on the Florham Campus and TBA/Zoom for Metro Members)
12/8/22: Wiley ft. Jack Mitchell