Leads philanthropic and impact advisory engagements for ultra-high-net-worth clients and institutions. Advises on philanthropic strategy, governance, grantmaking, impact investing, family dynamics, and legacy planning while integrating these priorities with broader financial objectives. Builds client trust, manages complex initiatives, develops external partnerships, trains colleagues, and helps scale the firm’s Impact Advisory practice.

Nine-week summer program supporting investment, portfolio, and financial analysis within a wealth management advisory team. Responsibilities include asset allocation research, scenario modeling, wealth projections, client reporting, portfolio activities, financial tool development, presentations, and strategic projects. Analysts collaborate across the firm, use Excel and emerging AI technologies, participate in training and coaching, and present a capstone recommendation. The role is designed for rising college seniors graduating in 2028.