Wealth Management Center Team
Building Capacity and Careers
Our operating team is dedicated to strengthening the Wealth Management industry through knowledge generation, practical education, and networking power. Join us in this vision.

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Dr. Ramesh K.S. Rao
Dr. Ramesh K.S. Rao
Director, Wealth Management Center & Professor of Finance
Sara Lundqvist, Ph.D.
Sara Lundqvist, Ph.D.
Assistant Director, Wealth Management Center
Ian Ishak
Ian Ishak
Assistant Director, Wealth Management Center
William Wegner
William Wegner
Student Program Coordinator, Wealth Management Center
Lorna Henry
Lorna Henry
Senior Program Coordinator, Wealth Management Center
We invite industry professionals to join our Advisory Board.