Mentor Match is an initiative for our Foundational Members, designed to connect emerging talent with seasoned executives from across the financial industry. The program aims to bridge knowledge gaps, spark meaningful career insights, and foster confident investing habits.
Each Foundational Member is thoughtfully matched with a mentor based on aligned interests, goals, and personality fit. They’ll connect regularly and explore topics about everything from building a solid financial foundation and setting career goals to keeping up with the latest industry insights and trends.
Why Mentor Match?
PRACTICAL INSIGHT
Learn from high-level executives who offer genuine perspective on key challenges, from acing interviews to making confident investment decisions.
TARGETED GROWTH
Whether aiming to land a competitive internship, understand the nuances of portfolio diversification, or plan a long-term career path, mentors help clarify next steps.
MEANINGFUL CONNECTIONS
Mentorship fosters deeper bonds—extending each member’s network and supporting an intergenerational transfer of knowledge that strengthens the entire community.
PAIRING ALIGNMENT
The Mentor Match survey covers personal interests, career aims, and investing or professional topics, ensuring the best possible executive recommendation.