Marquette students had an opportunity to hear from a recent
graduate about the trends in the asset management industry and the career
opportunities from Dan Leibforth, VP/Associate Banker with Citi Private Bank.
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| Dan Leibforth and Dr. David Krause in the AIM Room |
During an FMA meeting he talked about his role in assisting in the strategic
planning and development of client relationships. He discussed his experiences
with assisting clients with their banking, investments, lending and
custody/trust service needs.
During the class meeting with the AIM seniors he talked about how his
team approaches the asset allocation decision. He spent time to address some of
the newest innovations in the investment industry including behavioral finance,
smart/strategic beta, and the challenges and opportunities that technology
presents.
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| Dan Leibforth |
Dan graduated from Marquette in 2012 with a Bachelor
of Science (BS) degree with Finance/AIM and Economics majors. He graduated Cum
Laude with Honors and was active in the Financial Management Association, Marquette
Economics Association, Alpha Sigma Nu (Jesuit Honor Society), and Club Baseball.
Dr. David Krause, AIM program director
commented, “It was wonderful that Dan was able to address the AIM students and
the FMA club. Bringing young alumni back into the classroom confirms the importance
of many of the topics that are included within the curriculum. Dan – and the
other AIM alumni – are doing their part to continue to support the Marquette
network and help the current students. They support our mission and are great
examples of the quality of the Marquette alumni network."
