Wealth Management

Securities knowledge, communication fundamentals, and the discipline behind a book of business.

Directors: Matt Walker & Michael Prosser

Matt WalkerPresident | Wealth Management Co-Director

Wealth ManagementClass of 2029

Michael ProsserWealth Management Co-Director

Wealth ManagementClass of 2029

The BAI Difference

The only finance club at UCLA emphasizing the wealth advisory career path with hands-on practice.

What You'll Learn

•Rejection-resistance and emotional intelligence

•Relationship building and long-term client management

•Wealth advisor career path fundamentals

•SIE/Series exam awareness and preparation

Signature Projects

Wealth Advisory Mock Engagement

Simulated client engagements requiring analysts to construct diversified portfolios based on specific risk profiles, tax considerations, and long-term financial objectives.

SIE Study Pod

Collaborative curriculum preparing members for the core Securities Industry Essentials exam.

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