Ever wanted to learn more about the world of wealth management?

If so, you’re in luck this week as two executives from the San Francisco-based wealth management firm Jordan Park Group will visit the David Eccles School of Business to help give students an insider’s view of the industry.

On Wednesday, Jan. 24, Jon Fults, VP Investment Advisory, and Julia Mastudaira, VP Philanthropic Advisory, will show students how their firm “seek[s] to simplify and enhance the lives of [their] clients.”

Jordan Park Group, founded in 2017 by Frank Ghali, is an independent multi-family office built to empower a distinct community to impact the world. Ghali has been an advisor to founders, entrepreneurs, executives, and their families on all aspects of wealth management. Prior to founding the firm, Ghali was with Goldman Sachs from 2000 to 2017, serving as Managing Director from 2011 to 2017.

Before joining Jordan Park as Vice President, Investment Advisory, Fults was an associate in the Private Wealth Management Division of Goldman Sachs from 2013 to 2017. Previously, he was an associate with Finance Scholars Group and an Analyst with Cornerstone Research. He graduated with a BS in Management from Brigham Young University and is a CFA charterholder.

Matsudaira joined Jordan Park as Vice President, Philanthropic Advisory in 2017. Prior to joining Jordan Park, Matsudaira was a Vice President at Goldman Sachs. She also spent 10 years in the nonprofit sector where she developed expertise in strategic planning, program evaluation, human capital management and fundraising at several leading nonprofit organizations. Matsudaira received her BA with High Honors from Wesleyan University and her MBA from Cornell University, where she was a Roy H. Park Leadership Fellow and an Environmental Finance and Impact Investing Fellow.

Come learn more about this exciting industry from the people who help build it. The informative session hosted by Business Career Services is open to all students who are interested in attending, and will be in SFEBB 5180 from 4 to 5 p.m. on Wednesday, Jan. 24.