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