Private Wealth Management

                           About The Division                           

In the Private Wealth Management Division, members will learn about portfolio construction, asset allocation, and client advisory strategies used by wealth management professionals across global financial markets. Students will work with investment professionals to better understand careers in private wealth management, financial advisory, and portfolio management within the broader asset and wealth management industry. Members will complete hands-on projects such as portfolio allocation exercises, client case studies, and investment recommendation presentations that challenge their understanding of risk tolerance, diversification, and long-term wealth preservation. The goal of the Private Wealth Management Division is to help members strengthen their investment knowledge, client communication skills, and professional network to prepare for successful careers in private wealth management after graduating from Indiana University.

Division Leadership


Sophie Morales

IMW ‘28
Goldman Sachs - Private Wealth Management

Pranav Pedavalli

IMW ‘28
Wells Fargo - Equities

2026 - 2027 Division Members


Addison McNeil

Angelina Lukose

Aarushi Katyal

Arjun Menon

Ben Becksvoort

Cael Viesselman

Dhruv Setty

Elena Lin

Hala Morsi

Ian Hsu

Isaac Grogg

Ishan Choudhary

Jessica Xing

JP Mears

Lizzie Ruebush

Mackenzie Woods

Misha Anand

Niharika Chandra

Nikhil Chaudhari

Reva Kumar

Shane Benaroya

Ted Nitka

Victor Martinot Soler