Save the Date

October 2, 2026, 1:00 pm to 4:00 pm

Ready to join our presenters next time? Contact

Free Registration 

Financial Literacy, Careers, and the Impact of AI 

Beach Fin Rising is a joint effort of the Finance Department and the Finance Department Advisory Board. This symposium offers the following sessions:

I. Financial Literacy: Building Wealth for Life

Wade Perry, Managing Principal, Stonemark Wealth Management and Member, Finance Department Advisory Board

Tentative Agenda:

  • Develop a practical framework for managing personal finances
  • Understand how investing builds long-term wealth
  • Learn fundamentals of credit, debt, budgeting, and emergency savings

II. Breaking into Finance - Sector Spotlight: Wealth Management

Melda Mergen, Co-Founder & Managing Partner, Credo Investment Partners, and Member, Finance Department Advisory Board

 

Panelists:

  • Richard Garcia-Guerrero, Vice President, Community Manager, JPMorgan Chase, and ºÚÁÏÍø Alum ‘17
  • Rhett Litavsky, Vice President, First Trust Buffer ETFs and Structured Investments
  • Matthew V. Pixa, President, My Portfolio Guide, Registered Investment Advisor and ºÚÁÏÍø Alum ’94

 

Tentative Agenda:

  • Introduction to wealth management
  • Career journeys of panelists
  • Panel discussion
  • Q&A with audience

 

 

 

Are you Interested in more information or speaking, please contact the Department of Finance

  • Spring 2025 Beach Fin Summary
    •  - Principal of Napean Capital Group  Topic: Smart Money Moves: Investing Tips
    •  - Commercial Portfolio Manager (former Alumnus of ºÚÁÏÍø Topic: Growth in Commercial Real Estate Markets
    • - Portfolio Compliance Associate &  - Portfolio Compliance Analyst (both are former Alumni of ºÚÁÏÍø) Topic: From Graduation to Career Success
  • Fall 2024 Beach Fin Summary October