Cole Schaefer

Finance @ CMU Tepper ’27

Role
Wealth Management Intern at 瑞銀環球資產管理
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Cole Schaefer

I am a Junior in Business Administration at Carnegie Mellon University with experience in Wealth Management at UBS and a strong interest in pursuing a career in Asset Management.Please feel free to contact me at m•••••••@andrew.cmu.edu

Experience

  1. Wealth Management Intern

    瑞銀環球資產管理

    Jul 2025 — Present · Pittsburgh, PA, US

    Managed 600 clients with AUM of +$1.1B.• Assisted in developing financial plans for high-net-worth clients, covering investments, equity research, retirement planning, and tax strategies.

Education

  • Pittsburgh Allderdice High School

    High School Diploma

  • Carnegie Mellon University - Tepper School of Business

    Bachelor of Business Administration - BBA

    2023 — 2027

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Cole Schaefer — Wealth Management Intern at 瑞銀環球資產管理 in Pittsburgh, PA, US | Unifers