The Wealth Management Initiative has established an Advisory Board of Wharton faculty and community members from a diversity of disciplines and industry experts of the highest caliber and reputation. The Advisory Board meets to provide ongoing advice on all activities of the Initiative.
- Raffi Amit, Robert B. Goergen Professor of Entrepreneurship; Professor of Management; Academic Director, The Goergen Entrepreneurial Management Programs; Academic Director, The Wharton Global Family Alliance
- Christopher Geczy, Adjunct Associate Professor of Finance; Director, Wharton Wealth Management Initiative
- Jeffrey Jaffe, Associate Professor of Finance
- Craig MacKinlay, Joseph P. Wargrove Professor of Finance
- Jeremy Siegel, Russell E. Palmer Professor of Finance
- Nick Souleles, Michael L. Tarnopol Professor; Professor of Finance
- Patricia Williams, Associate Professor of Marketing
