Sapere Aude Consortium, Inc.

Grateful to some of the wonderful students of Sapere Aude Consortium, Inc. for including the mission of 401 Financial in their ‘Twentysomething’s guide to financial wellbeing’ presentation. The 401 way.👇🏽

Today, our student interns at the Sapere Aude Consortium shined as they presented their final research projects during Capstone Day! 🌟 The event featured five compelling presentations from our research teams, each exploring important topics in wealth and investment management: - The Twentysomething's Guide to Financial Wellbeing - Gen Z Women and Wealth - Fintech & Weathtech: The Road to Easy - ESG Essentials: A Fresh Perspective - Investing in AI: How to Capitalize on the Future of Technology Our interns, all of whom are either first-generation college students or children of public servants, delivered insightful and well-researched presentations, showcasing their expertise and fresh perspectives on these crucial issues. We couldn’t be prouder of the dedication and hard work they put into each project. We look forward to seeing the impact these future leaders will have in the world of wealth and investment management. Congratulations to all our interns on an outstanding Capstone Day! #CapstoneDay #StudentSuccess #WealthManagement #InvestmentManagement #FinTech #ESGInvesting #AI #SapereAudeConsortium Brandon Niola, Anaga Hettiarachchige, Meaghan Day, Nana Hayrumyan, Peter Bitalvo, Roseline Tavarez, Bryant Guaman, Eileen Duong, Marcos Moya, Mariam Djaballah, Nourra Toure, Alex Vasiliu, Erik Morita, Kate Truong, Matt Zgurskyy, Sunny Baek, Andres Morales-Gomez, Andrew Murray, Claudia Gomez, Conner Fitzpatrick, Jelissa Jonas, Lucas George, Madison Keka, Michael Wangerman, Frank Mondrone III

We are thrilled to share highlights from our recent alumni panel discussion, featuring the inspiring journeys of Avery Walker, Liam Clark, CFA, Samuel Ntim-Addae and Brendan Gorman.🌟 These recent alumni shared their career paths and the invaluable lessons they've learned along the way. Their stories are a testament to the power of education, mentorship, and hard work. Key takeaways from the discussion include: - The impact of the Sapere Aude program on their professional development - The importance of mentorship and networking in building successful careers - Balancing career aspirations with personal well-being We are incredibly proud of their achievements and grateful for their continued support and engagement with the Sapere Aude community. Their experiences not only motivate our current students but also reinforce the strength and value of our alumni network. A huge thank you to Avery, Liam, Sam, and Brendan for sharing their insights and making this event a success. Your contributions help pave the way for the next generation of leaders! Are you a Sapere alum? Join our private LinkedIn Sapere Aude Alumni group! #AlumniSuccess #Mentorship #CareerGrowth #SapereAudeConsortium #FirstGenerationCollegeStudents

🤝 Teamwork Insights with the McChrystal Group! 🤝 Sapere Aude Consortium was delighted to host an insightful session on teamwork led by Ryan Flynn, Rachel Meyer and Yuzhe (Liz) Pang from the McChrystal Group. Liz, a proud alum of the Sapere summer program, joined her colleagues to share their expertise. The McChrystal Group is renowned for its innovative approaches to leadership and team dynamics. This session was particularly relevant for our students, who work in research teams, providing them with valuable strategies to enhance collaboration and effectiveness. We are grateful to Ryan, Rachel, and Liz for their time and for imparting such meaningful lessons to our cohort, many of whom are first-generation college students. #SapereAudeConsortium #GuestSpeakers #Teamwork #Leadership #ProfessionalDevelopment #FirstGenCollegeStudent #McChrystalGroup #TeamDynamics

🌟 Empowering Leadership with Mike Lewers! 🌟 Sapere Aude Consortium was delighted to host Michael H Lewers Mike Lewers of Wayfinder Coaching for an enlightening session on servant leadership, self-care, and focus. Mike’s insights on leading with a service mindset, maintaining personal well-being, and staying focused were incredibly valuable for our students, many of whom are first-generation college students. We are grateful to Mike for his time and for imparting such meaningful lessons to our cohort. #SapereAudeConsortium #GuestSpeakers #ServantLeadership #SelfCare #Focus #ProfessionalDevelopment #FirstGenCollegeStudent #WayfinderCoaching

💡 Inclusive Financial Planning with Tyrone Ross! 💡 Sapere Aude Consortium was excited to welcome Tyrone Ross Jr., CEO of 401 Financial, for a inspiring talk about turning back and helping the next one in line. He offered an insightful and motivational session on financial planning and education for everyone. Tyrone delved into the innovative model he’s building at 401 Financial, which provides access to financial planning for a broader group, making it accessible to the underserved and underrepresented. Tyrone challenged the students to become changemakers, to be purpose-driven and to "Choose positive." Counseling the students to "seek connections with people who know what you don't know," Tyrone emphasized that individuals should not always aim to be the smartest person in the room but rather surround themselves with people they can learn from. In addition to this, Tyrone shared his inspiring career journey, offering valuable lessons and experiences to our students, most of whom are first-generation college students. We are deeply grateful for the engaging and uplifting session with Tyrone! #SapereAudeConsortium #FinancialPlanning #InclusiveFinance #ProfessionalDevelopment #FirstGenCollegeStudent #401Financial

💡 Inclusive Financial Planning with Tyrone Ross! 💡 Sapere Aude Consortium was excited to welcome Tyrone Ross Jr., CEO of 401 Financial, for a inspiring talk about turning back and helping the next one in line. He offered an insightful and motivational session on financial planning and education for everyone. Tyrone delved into the innovative model he’s building at 401 Financial, which provides access to financial planning for a broader group, making it accessible to the underserved and underrepresented. Tyrone challenged the students to become changemakers, to be purpose-driven and to "Choose positive." Counseling the students to "seek connections with people who know what you don't know," Tyrone emphasized that individuals should not always aim to be the smartest person in the room but rather surround themselves with people they can learn from. In addition to this, Tyrone shared his inspiring career journey, offering valuable lessons and experiences to our students, most of whom are first-generation college students. We are deeply grateful for the engaging and uplifting session with Tyrone! #SapereAudeConsortium #GuestSpeakers #FinancialPlanning #InclusiveFinance #ProfessionalDevelopment #FirstGenCollegeStudent #401Financial

💼 Career Insights with Steve Witthuhn! 💼 Sapere Aude Consortium was thrilled to welcome Stephen Witthuhn, COO for Finance and Strategy at BlackRock, for an inspiring session. Steve shared invaluable insights into career paths and provided abundant advice. He encouraged interns to consider the story they tell, recognizing that what everyone brings to the table is shaped by their unique experiences and valued well beyond their content expertise. In addition to valuable industry knowledge, Steve also reached the students on a personal level. Recanting his history as a nationally ranked crossword puzzle solver with a lifelong love of math and analytics, Steve emphasized the importance of learning from every experience. We are grateful to Steve for sharing his wisdom and inspiring our students, most of whom are first-generation college students. #SapereAudeConsortium #GuestSpeakers #CareerAdvice #ProfessionalDevelopment #FirstGenCollegeStudent #BlackRock

We are thrilled to have even a bit of the light that Anne Lester projects shine onto our program, all to the benefit of our 2024 summer cohort of college students. The research team she spoke with are conducting research on how to achieve financial security in your 20's. Thank you Anne!

📈 Understanding the Basics of Investing with Ballentine Partners! 📈 We were thrilled to welcome Julie Pulda, CFA, Austen Clark, Tim Kobler and David Hanson, CFA, CAIA, CFP® from Ballentine Partners for an enlightening session on the "Basics of Investing." 🌟 Their presentation covered essential topics, including investment goals, interest and compounding, and an introduction to asset classes and asset allocation. The insights provided were invaluable for our students, many of whom are first-generation college students, as they navigate the world of wealth and investment management. We are incredibly grateful to Ballentine Partners, LLC for their continued support and dedication to our students' financial education. #SapereAudeConsortium #GuestSpeakers #InvestingBasics #FinancialEducation #ProfessionalDevelopment #FirstGenCollegeStudent