JOYN is on a mission to change the way America thinks about money – for this and future generations. Last week, JOYN leadership met with the future of the financial services industry at Georgia Tech to do just that.
And for two JOYNers, it was a collegiate homecoming celebration.
On September 25th, CEO David Geller joined Financial Advisor Tiffany Rosetti, Director of Marketing Jarrett Oakley, and Director of Investments John Steele for an engaging panel conversation on Behavioral Wealth Management.
The presentation was hosted by Georgia Tech’s Student Investment Committee of the Scheller School of Business.
The Student Investment Committee, a part of the Georgia Tech Student Foundation, is responsible for educating its members and providing an outlet for them to develop financial and managerial leadership within the group. Equally impressive, the investment committee manages the endowment fund for the Georgia Tech Student Foundation – currently valued at $1.2 million.
For alumni Mrs. Rosetti (BBA 2009) and Mr. Oakley (INTA 2009), it was especially meaningful.
“It was inspiring sharing my journey and passion with Georgia Tech students while sitting in the very same Scheller College of Business classroom I had attended classes in just 11 years earlier,” said Tiffany.
“Our financial services industry is rapidly changing, and the trend we’re noticing is that the client’s well-being is being lost. This should be every firm’s top priority,” said David.
“That’s why Behavioral Wealth Management – the synergy of exemplary wealth and investment management with the wisdom of behavioral science — is so important to share with the next generation of wealth managers at Georgia Tech,” continued Geller.
“It was a joy to see students in the Investment Committee reflected on their own values and money messages and asked insightful questions throughout the event,” said Tiffany.
“The future is bright for our Financial Services industry,” said David.