Steve Wilson


Stamford Finance Students Wow Judges, Take Home Trophy in Regional CFA Competition

UConn Today – A tenacious team of finance majors, who sacrificed most of their winter break to prepare for the CFA Institute Research Challenge, took first place in that regional competition last week.

Students Hunter Baillargeon, Dylan Fischetto, Richard Opper, Philip Ochocinski and Rushit Chauhan were tasked with researching and analyzing a major utility company, and then producing a 10-page report about whether to buy, hold, or sell its stock. They chose to sell.

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Mom Would Be So Proud

UConn Magazine – Working as the head of an investment management firm for 19 years, Steve Wilson found himself frustrated by the gender disparity he saw in the field. He wanted to hire women as investment professionals but struggled to find enough who were trained and qualified.

“I realized that colleges weren’t preparing enough women to enter the field,” Wilson explains. “I think it was a combination of a lack of awareness of career opportunities and perhaps, to some degree, self-selection — with too many fully qualified women thinking ‘I’m not good enough, so I’m not going to try’ or ‘It’s a hostile space, so why would I put myself out there?’”

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