ECON 19
Wall Street to Main Street: A Liberal Arts Approach to Wealth and Financial Management Winter 2019

This is not the current course catalog

Class Details

The term “Wealth Management” may already have STEM majors, history majors, performing artists and for that fact most liberal art students skipping to another course title. But why is this relatively new field being populated by the very people most likely to skip this offering? The challenges and issues involved in the field of Wealth Management touch everyone, not just the perceived elite on Wall Street. Early life decisions about such matters such as paying back student debt, getting married, buying a house are just the beginning of a life entangled with the issues of allocating and managing one’s resources. At its root, wealth management is a multidisciplinary field, so whether as a consumer (which everyone will be) or a potential practitioner, this course will hopefully provide and introduction to the major issues, terminology, and theories that make up the field. This includes gaining an understanding of basic tenets including: Risk/Reward, Time Value of Money, Borrowing principles, gifting, gifting to Williams College, and other areas of market theory. Through simulations, group projects and an individual paper, students will gain a solid overview of the field, demystifying its language and becoming better lifetime consumers with the potential result of creating one or two eventual practitioners. Adjunct Instructor Bio: Kate Kennedy ’88 is an Attorney and CPA who is a co-leader of the Executive Financial Planning practice at a growing Registered Investment Advisor. She has practiced law, done taxes, survived the 2008 financial crisis. She has worked as an attorney in a law firm as well as at Arthur Andersen LLP, The Ayco Company (A Goldman Sachs Company); Lehman Brothers; Barclays and now is a Partner at HPM Partners (which is to be renamed by 7/1/18).
The Class: Format: mornings
Limit: 20
Grading: pass/fail only
Requirements/Evaluation: one short paper and class participation
Prerequisites: none
Enrollment Preferences: random selection; preference to non-economics majors
Materials/Lab Fee: none

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