Home | The Wealth Managemen at Penn

Welcome to WMC!
Wealth Management Club Awaits

Empowering Students Interested in WM

At WMC, our mission is to provide learning opportunity for students at the University of Pennsylvania who are interested to explore the field of Wealth Management. We are here to help you dive deeper into WM, connect you with students who have similar interest and help you pursue your career further.

It is worth to apply! Care to know why?

Explore the Committees

Here is the overview of what WMC Committees are and do

Education Committee

Join to get the basic understanding about the field of wealth management, recent trends and what you can do to stay up-to-date

Wealth Review Committee

Join to practice your publishing skills as well as enhance your knowledge of wealth management

Case Committeee

Join to walk through real-life cases get a lot of practice and technical understanding of wealth management

External Events Committee

Join to plan the most exciting and useful events for the WMC club

Internal Events Committee

Join to contribute to the team bonding within WMC - any fun idea you provide we will love to execute

External Outreach Committee

Join to practice your communication skills and be the primary contact person for speakers, companies and representatives we connect with

Marketing Committee

Join to practice you marketing skills by transforming the WMC aesthetic as well as be in charge of the club social media & campaign tasks

Upcoming Events

Meet the Exec Team

Mariam Natroshvili - Founder & President Mariam is a senior student at Wharton from Tbilisi, Georgia. She is concentrating in Finance and Entrepreneurship & Innovation. Mariam is a President and Founder of WMC - she realized that there is lack of pre-professional clubs guiding students interested in wealth management and so decided to create a club and a community dedicated to this. Mari loves skiing, writing and taking night walks.	VP of External - Mario Baluta Mario is a junior in the College of Arts and Sciences from Bucharest, Romania. He is majoring in Philosophy, Politics, and Economics (PPE) with a concentration in Behavioral Economics and pursuing a minor in Consumer Psychology. Mario currently serves as the Vice President of the External Events Committee, where he helps lead initiatives to connect students with industry professionals and create meaningful opportunities for academic and career exploration.	VP of External Events - Gabriella Khaskelis Gabriella is a senior at Penn from Cincinnati, Ohio, studying Political Economy and Sustainability & Environmental Management. She is the Vice President of External Events at WMC, where she helps facilitate events that connect students with leaders in the wealth management space. In her free time, she enjoys playing tennis, practicing piano, and going for runs.
VP of Wealth Review - Alexandra Kanan McPhee Alexandra is a Rising Senior from Ohio. She is studying Political Science with a concentration in Political Economy and a minor in Sustainability and Environmental Management. Alexandra is on the Wealth Management Review Committee and is particularly interested in creating investments that can withstand changing economic and environmental conditions, such as renewable energy and AI. Being involved in the writing/publishing community at Penn, she is excited to help shape WMC!	VP of Wealth Review - Andi Sycip Andi is a Senior in the College of Arts & Sciences from Manila, Philippines. She is majoring in Biology with a minor in Urban Real Estate and Development. Andi is the Vice President of the Wealth Review Committee, where she oversees the publication of the club’s magazine, covering wealth management news and macroeconomic trends. Having served as editor-in-chief of a newsletter and written for a national newspaper in the Philippines, she was drawn to this role at WMC	VP of External Outreach - Joseph Holahan Joey is a Junior at the Wharton School from Philadelphia. He is concentrating in real estate and finance. Joey is the co-head of external outreach in WMC. Joey took over the role because he has a passion for growing financial education and building relationships with industry professionals.
VP of External Outreach - Maxim Rubin Maxim is a senior at Wharton from Moscow, Russia, concentrating in Finance and Real Estate. He serves as the Vice President of External Outreach at WMC, building relationships with professionals and firms in the industry to open doors for students. In his free time, he loves to travel, ski, and read.	VP of Marketing - Veronica Burchielli Veronica is a junior from Bethlehem, Pennsylvania studying Economics and minoring in Math and Fine Arts. Next summer, she will be interning at Goldman Sachs in their Asset and Wealth Management division. She is WCM’s Vice President of Marketing, a role that combines her two interests: wealth management and creative communication. Outside of WCM, Veronica is a board editor for the Undergrad Econ Society and is involved in Wharton Women and WPTP. In spare time she loves traveling.	Sierra Mar Elia Sierra is a senior at Penn from Huntingdon Valley, Pennsylvania, studying Communication, Psychology, and Consumer Psychology. She is the Vice President of Marketing at WMC, where she brings creativity and strategic thinking to promote the club’s events and initiatives. In her spare time, she enjoys fashion design, traveling, and ballet.
VP of Cases - Omar Felix Omar is a senior at Penn from Philadelphia, PA, majoring in Philosophy, Politics, and Economics. As Vice President of Cases at WMC, he helps develop and run interactive case studies that reflect the real-world challenges of managing wealth. Outside of class, Omar enjoys music and snowboarding.	VP of Cases - Kaloyan Bozhilov Kaloyan is a senior at Wharton from Sofia, Bulgaria, concentrating in Finance and Real Estate. As Vice President of Cases at WMC, Kaloyan works on designing and leading real-world investment cases to prepare members for careers in wealth and asset management. Outside of academics, Kaloyan enjoys golfing, reading about startups, and traveling.	VP of Internal Events - Anisha Thoom Anisha is a sophomore at Wharton from Michigan. She is concentrating in Finance and Business Analytics. Anisha is the VP of Internal Events at WMC. She is excited to contribute to this community and learn more about Wealth Management.
VP of Internal Events - Aaron Kruse Aaron is a sophomore at the Wharton School of Business from Atlanta, Georgia, concentrating in Finance and Accounting. As the VP of Internal Events for the Wealth Management Club, he is passionate about fostering both educational and social engagement within the organization. Inspired by his decision to pursue a career in wealth management, Aaron is committed to helping the club become a hub where students can deepen their industry knowledge while building meaningful connections.