Banking and Private Wealth Management

Do you want to:

  • Learn about private wealth management and/or more traditional banking roles — including roles as a financial planner, a personal investment manager, or service industry positions such as a loan and/or personal banking officer?
  • Visit the FDIC to meet with the vice-chair and chief economist in Washington, DC?
  • Work with finance professionals in a wealth management firm, designing financial plans that meet the client's needs?
  • Meet with industry experts in commercial banks, savings and loans, credit unions, insurance companies, private wealth managers, and financial planning firms?
  • Attend the annual finance fellows networking night for one-on-one networking with dozens of industry professionals and potential mentors?

"BMGT 445F is one of the best courses I have taken thus far at the Smith School, and I feel that I have learned a lot from the content and teaching style. I also really enjoyed the opportunities to attend the NABE conference and visit the Fed and FDIC." - former Banking Fellow

Read about Banking and Private Wealth Management fellows trip to the Federal Reserve.

Elinda Kiss is the faculty champion for this program.

Curriculum: One-Year Program

  • BMGT340 — Before the course begins in the fall. Acceptance will be provisional if taking the course at the time of application or during summer.
  • BMGT341 Financial Markets or ECON330 Money & Banking — By fall, if not completed already. It could be taken concurrently with BMGT445F, but not preferred.
  • BMGT 445F Banking & Financial Institutions (dedicated fellows section) — Fall semester.
  • BMGT 313F Financial Statement Analysis (dedicated fellows section) — Spring semester.

Career Connection

Banking fellows have interned or received full-time offers from top firms such as:

  • JP Morgan Chase
  • BNY Mellon
  • RSM
  • PwC
  • Enterprise

Eligibility Requirements

  • Be a finance major. You may apply if you are in the process of applying to Smith as an internal transfer student, but fellows admission would be contingent upon admission to the Smith School, College Park.
  • Minimum 3.0 GPA.
  • Minimum 45 credit hours at the time of application.
  • A grade of B- or better in BMGT340. You may complete either spring semester at the time of application or fall semester. Admission is provisional contingent upon satisfactory completion of BMGT340.


Applications are now closed and will reopen in Fall 2021.

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