Investment Advisors

At Investing Week, help high school students discover finance and investing fundamentals through hands-on learning... Investment Advisors are experienced investors, bankers and financial advisors who enjoy sharing their passion with young people. Part lecturer, part practitioner, Advisors educate and empower students through an interactive stock portfolio competition.

YEBW's Investing Week is available at two campuses:

University of Portland: July 9-15, 2017
Oregon State University: Aug. 6-12, 2017

 

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curriculum

What spurs your passion? Under your guidance, students get a once-in-a-lifetime introduction to what may become their future career... In groups of three, students spend a week learning about investing and competing in a stock portfolio competition; at the end of the week, they present recommendations to buy, sell or hold a stock to a panel of judges. 

Most students enrolled in Investing Week have a baseline understanding of business and completed Business Week.

 
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Credentials

The ideal Investing Advisor has:

  • Finance and investing experience
  • A background as a banker, investor or financial advisor—lecturer or practitioner
  • Experience as a teacher or professor (preferred, not required)
  • Served as a Company Advisor at YEBW’s Business Week (preferred, not required)
  • Strong communication and presentation skills
  • Excitement and enthusiasm for investing
 
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commitment

Your time with YEBW will change lives... While a part-time role may be considered, YEBW recommends the week-long commitment to get the most out of the experience.

University of Portland: July 8-15, 2017
Oregon State University: Aug. 5-12, 2017

Stay in campus dorms at the university of your choice; room and board is covered by YEBW. Training (before the program) includes an intro to the role and curriculum.


Lead Advisors

Investing Week is run by Nick Fisher, Portfolio Manager at Pilot Wealth Management, and Denise Sunseri, Private Investor.

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LEARN MORE

In this highly selective role, instruct and guide students through finance and investing fundamentals... YEBW's Investing Week takes place at University of Portland, July 9-15, 2017, and Oregon State University, Aug. 6-12, 2017. Contact YEBW to learn more about the Investment Advisor opportunity.

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