Tag Archives: CFA

Finance Career Trip 2019

by: Patrick Fernandez ’20

Last January 25, IPED students went on a career trip focused on finance in Manhattan, New York.

The students first went to the US Trust, Bank of America, to meet with Joseph Quinlan ’84 , Managing Director and Chief Market Strategist, U.S. Trust, Bank of America Private Wealth Management. Mr. Quinlan talked about how the inter-disciplinary nature of his IPED education helped him in his work with international trade, foreign direct investment, and global economic trends. The students also had a discussion with him regarding impact investment, US-China trade war, and emerging markets. An advice that he gave to students in order for them to become excellent analysts, is that they must be able to recognize how things are interconnected, identify the information missing from current analyses, and learn history.

IPED students together with Mr. Quinlan ’84

The students then went to CFA Society of New York to meet with Mario Carias, CFA, Managing Director of Content and Member Services at CFA. Mr. Carias shared about the details of obtaining a CFA, and his experience on the financial sector. He also shared how different CFAs are on different fields including development.

IPED students with Mr. Carias

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Career Trip: Finance

By: Sarah Garwood ’19

On Friday, January 26th, Fordham IPED students participated in a Finance focused career trip in Manhattan, New York. They first met with Mario Carias, CFA, Managing Director of Content and Member Services at CFA Society New York. He spoke about his experience on Wall Street and in the financial sector. He also shared advice on the three part exam process required to become a Chartered Financial Analyst (CFA).

Later in the morning, we walked to Bank of America to meet with alumnus Joe Quinlan ’84, Managing Director and Chief Market Strategist, U.S. Trust, Bank of America Private Wealth Management. He shared about how he has applied his IPED education in his work with international trade, foreign direct investment, and global economic trends. He offered advice and emphatically recommended continuous learning and reading strong authors.

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2017 Finance Career Trip

On Friday, Februrary 24, students from the IPED Class of 2018 attended the annual Finance Career Trip in New York City.

IPEDers Moses Cam, Robyn Emory, Carlos Baeta, Jessica Way, and Owen Fitzgerald at U.S. Trust

The students began their day at U.S. Trust and spoke with Joseph Quinlan (IPED Class of ’84) from Bank of America. Mr. Quinlan works in the research division as a Chief Market Strategist and shared his thoughts on the current global outlook, his experiences, and his advice (“READ!). He said of the IPED program, “IPED taught me how to think on multiple dimensions.”

IPED students listen as Mr. Quinlan speaks about his work with Bank of America

IPED Class of 2018 with Joseph Quinlan (Center) and Dr. Schwalbenberg.

After speaking with Mr. Quinlan, IPED visited the New York Society of Security Analysts (NYSSA), one of many societies around the world that comprise the CFA Institute. Once there, the students were greeted by Mario Carias, who serves on the Board of Directors. The students were educated in what NYSSA does, how to become a certified charted financial analyst (CFA), and ways to become involved with NYSSA.

Mario Carias speaks to the IPEDers concerning NYSSA

Mr. Carias pictured with IPED ’18

Next, after a quick lunch, IPED ended their day with a visit to Ernst and Young (EY) where they met with Christina Innocentzi to discuss EY’s mission, the work they do, and job opportunities.

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2016 Private Sector Career Trip

U.S. Trust - group shot

On Friday, March 11, Fordham IPED students traveled to Midtown Manhattan for the annual Private Sector Career trip. Although many IPED students pursue careers in the nonprofit and public sectors, IPED is also well represented in the private sector.

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The first meeting was with alumnus Joseph Quinlan (’84) at U.S. Trust. Many of the students had read Joseph’s book, The Last Economic Superpower, in advance of the meeting, and the group discussed that, as well as Joseph’s career path and current work in wealth management.

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Over a delicious a lunch at Antalia Turkish restaurant, alumnus Santiago Mejia (’07) discussed his experience as a commodity trader, and demystified the coffee market.

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The day wrapped up at the New York Society of Security Analysts (NYSSA), where Mario Carias discussed the process of becoming Certified Financial Analysts (CFA), and the test prep scholarships available to students at NYSSA.

 

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