The New Demographics

United Capital Partners with Girls Who Invest to Mentor Next Generation of Women in Finance

Internships look to provide hands-on experience in essential financial concepts

July 10, 2019 — NEWPORT BEACH, Calif.–(BUSINESS WIRE)–United Capital Financial Advisers LLC (“United Capital”), the country’s first and largest financial life management firm, is partnering with Girls Who Invest (“GWI”), a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry.

As part of the partnership, United Capital welcomed two college students for a six-week paid internship with its Atlanta and Dallas offices as part of GWI’s Summer Intensive Program. Through a four-week, on-campus program, the internship strives to give students hands-on experience in essential financial concepts including the time value of money, risk and return, capital asset pricing model, financial statement analysis and valuation.

More Voices

The Summer Intensive Program aligns with United Capital’s long-standing goals of bringing more voices into financial life management, whether by engaging all members of client households with gamified tools like MoneyMind® and HonestConversations®, or empowering female career leadership and mentorship at all levels within the United Capital team.

“When I was in school, I hadn’t even considered a career in investing. I found a job in investment very much by accident and I feel so fortunate that I did,” said Kara Murphy, CFA®, Chief Investment Officer at United Capital. “Our partnership with Girls Who Invest fulfills a personal mission of mine to make sure that women know how exciting and rewarding a career in investing can be. And, as a result, I believe the financial world will benefit from a wider pool of talent and perspectives.”

“Girls Who Invest is on a timely and critical mission to expand gender diversity in the investment management industry,” said Janet Cowell, CEO of Girls Who Invest. “The internship opportunities provided by United Capital will go a long way to introducing potential new career paths to young women who otherwise may not have had a chance to explore this exciting and rewarding field.”

Girls Who Invest is on a timely and critical mission to expand gender diversity in the investment management industry...

Owen Malcolm, CFA®, Managing Director at United Capital adds, “This partnership is important to us in providing young women the exposure they need to thrive in asset management. Exposing them to real-world scenarios here at United Capital gives them a more holistic perspective to pursue opportunities after graduation.”

About United Capital Financial Partners
United Capital Financial Partners, Inc., the parent company of United Capital Financial Advisers, LLC (“United Capital”) and its consulting affiliate, is an independent financial life management firm, ranked #2 in the Barron’s 2018 list of Top 40 Independent Financial Advisors. United Capital is a registered investment advisor (RIA) offering clients objective advice and an open architecture platform that enables a wide array of investment management solutions tailored specifically to client needs. Today, United Capital has approximately $25 billion in assets under management and 98 offices nationwide. For more information, please visit www.unitedcp.com.

About Girls Who Invest
Founded in 2015 by Seema Hingorani, Girls Who Invest (“GWI”) is a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. Since 2016, GWI has served more than 500 women through on-campus and online programs. For more information, visit www.girlswhoinvest.org.