Dowling & Yahnke Wealth Advisors (D&Y Wealth Advisors or D&Y), currently managing over $4.5 billion of assets for more than 1,200 clients, is proud to announce a partnership with Georgetown University’s McDonough School of Business Master of Science in Finance (MSF) Summer Clinic. The eight-week Summer Clinic is intended to be an immersive, internship-like experience providing students the opportunity to apply their knowledge gained in the classroom and obtain real-world experience through corporate partnerships. In addition to the mentorship they receive from their corporate sponsor, the students complete a project and present their findings to the host firm at the completion of the clinic.
D&Y Wealth Advisors hosted a group of six MSF students interested in pursuing careers in private wealth management. The final presentation, delivered to D&Y’s senior leadership, focused on the student’s research and findings related to the field of Environmental, Social, and Governance (ESG) investments.
“We are grateful to the D&Y leadership team for sponsoring a project this summer. These experiences help our students to utilize the skills and experience they gain in our program on real issues of importance to our partners. The time, effort, and resources that D&Y dedicated to this project – from mentoring and guiding students to providing feedback after the final presentation – made this a successful experience that we look forward to continuing well into the future,” said Thomas Stowell, Associate Dean for Career Management and Strategic Initiatives in the Master of Science in Finance Program.
“D&Y’s investment approach has always been guided by sound academic research. Our partnership with Georgetown is another example of our commitment to deep, rigorous thought in the field of finance,” stated Will Beamer, President and Chief Investment Officer at Dowling & Yahnke Wealth Advisors. “D&Y was also excited to support and mentor the next generation of industry leaders in financial services and wealth management. The knowledge and enthusiasm the students brought to the project resulted in an outstanding and thought-provoking presentation. We look forward to partnering with MSF Summer Clinics again in the future.”
About Dowling & Yahnke Wealth Advisors
Since 1991, Dowling & Yahnke has offered time-tested, objective ﬁnancial planning advice and investment management services designed for the ﬁnancial health of its clients. Dowling & Yahnke is one of the largest independent wealth management firms in San Diego as measured by discretionary assets under management.