Fall 2026

Wednesdays are where the industry gets closer.

A semester of firm visits, client case studies, recruiting preparation, and community—designed to turn curiosity into practical experience.

A wealth management professional presenting to WMSO members.

The event mix

Professional first. Community throughout.

The calendar gives members industry context, practical reps, and enough informal time to build real relationships.

Company nights

Firm culture, career paths, client work, and optional networking with professionals.

Case studies

Client scenarios guided by practitioners with CFP, CFA, CRPC, AEP, and related experience.

Workshops and panels

Recruiting preparation, internships, technical practice, and candid advice from peers and firms.

Socials

Lower-pressure time to meet members, bring a friend, and build relationships outside formal meetings.

Opening three

Begin with an introduction, a panel, and a firm conversation.

The first three programs introduce WMSO, share peer recruiting perspective, and bring members into direct conversation with the industry.

Complete schedule

Fall 2026, week by week.

Professional programming, applied case work, recruiting preparation, and community moments across one semester.

Information

Fall information session

6:15–7:30 p.m.
Professional

Senior internship panel

6:15–7:30 p.m.
Professional

Company visit: Goldman Sachs

6:15–7:30 p.m.
Professional

Company visit: Corient

6:15–7:30 p.m.
Community

Member social

6:15–7:30 p.m.
Case Study

Case study: Venturi Private Wealth

6:15–7:30 p.m.
Community

Member social

6:15–7:30 p.m.
Professional

Company visit: Dimensional Fund Advisors

6:15–7:30 p.m.
Case Study

Case study: Quotient

6:15–7:30 p.m.
Professional

Company night: Teacher Retirement System of Texas

6:15–7:30 p.m.
Community

Member social

6:15–7:30 p.m.
Professional

Company night: The Fox Alliance

6:15–7:30 p.m.
Case Study

Case study: Collective Advisors

6:15–7:30 p.m.
Break

Thanksgiving break

No meeting
Preparation

Distinguished member and internship preparation

6:15–7:30 p.m.
A professional presenting a market update to WMSO members.

More than a meeting

Build skills, industry perspective, and a community on campus.

WMSO brings together company conversations, client case work, investment practice, mentorship, and genuine friendships. Members learn how the profession works while finding people to grow alongside.

Explore membership