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Finance Mentoring and Coaching

The FMC Experience

APM students participate in Finance Mentoring & Coaching (FMC), an initiative of the Department of Finance that connects students with some of the top finance professionals from the St. Louis area’s robust finance industry. Through one-to-one mentoring, these professionals offer students guidance and insights into current best practices in the field, helping students connect what they learn in the classroom with professional practice.

As part of FMC, students maintain an FMC Reflection Journal (FMC-RJ) to reflect on their mentoring conversations, key takeaways, and next steps. The journal is shared with Finance faculty and the student’s industry mentor, encouraging ongoing reflection and helping students make the most of the mentoring experience.

View the FMC-RJ Template

The annual APM Mentor-Student Happy Hour, typically held on the first Thursday in December, brings students and mentors together to connect and celebrate their mentoring experience. 

Meet Our Industry Mentors

Edward Jones

Although trends change, Edward Jones remains steadfast in its values and strategy. The firm focuses on building trusted personal relationships with serious individual investors. Edward Jones serves 7+ million clients through a tailored solutions-based approach toward meeting their long-term financial goals.

  • Jim Shanahan
  • Kyle Sanders
  • Logan Purk
  • John Boylan
  • Ian Zorumski

Asset Consulting Group

Asset Consulting Group, LLC provides investment advisory services. The company offers investment and portfolio management services to trusts, endowments, foundations, insurance company reserves, employee benefit plans, high-net-worth individuals, and estates. Asset Consulting Group serves clients in the United States. '

  • Mike Hotz
  • Joseph Nugent

Wells Fargo

Wells Fargo Wealth and Investment Management provides a full range of personalized wealth management, investment and retirement products and services to clients across U.S.-based businesses including Wells Fargo Investment Institute, Wells Fargo Advisors, and Private Wealth Management. Wells Fargo delivers financial planning, private banking, credit, investment management, and fiduciary services to high-net-worth and ultra-high-net-worth individuals and families.

  • Larry Pfeffer  
  • Ian Mikkelsen
  • Jeff Lee

Kennedy Capital 

Founded in 1980, St. Louis-based Kennedy Capital Management, Inc. delivers investment strategies to corporate and public pension funds, endowments, foundations, multiemployer plans and high net-worth individuals. The privately held, employee-owned boutique investment firm specializes in managing micro-to-mid cap strategies across the growth-to-value spectrum focused on generating attractive returns for its clients. 

  • Anna Damato
  • Wilson Lin

NISA Investments

NISA offers customized investment solutions for tax-exempt and taxable institutional clients. As of Sept. 30, 2021, NISA manages $317 billion in fixed-income and equity securities and over $174 billion in derivative notional value. NISA manages assets for some of the largest institutional investors in the world. Client portfolios include investment-grade fixed income, derivative overlay, and index-like equity investments. NISA is 100% employee-owned and based in St. Louis.

  • Jordan Peasel

Confluence

Confluence Investment Management LLC is an independent, Registered Investment Advisor located in St. Louis. The firm provides professional portfolio management and advisory services to institutional and individual clients. The Confluence team continues their mission which began at their predecessor firms, Gallatin Asset Management and A.G. Edwards & Sons, serving the needs of investors.

  • John Koenig

Argent Capital

We are driven by one goal at Argent Capital® — building wealth for our clients over the long term. Helping investors realize their investment goals inspires us now as much as it did when we started the firm in 1998. With a focus on active management in U.S. equities, Argent Capital has successfully grown into a 25-person boutique investment management firm that is 100% employee owned.

  • Steve Smith

Enterprise Bank

Since our founding, Enterprise Bank & Trust has focused on serving the lifetime financial needs of our clients. We empower privately held businesses to succeed, helping families to secure their financial futures, and invest to advance the quality of life in the communities we serve. We know that every business — and every person — is unique. We’re built on personal relationships, so we get to know you in a way the large financial institutions don’t. That’s why the relationship we develop, together, fuels our ability to tailor services to your unique needs.

  • Corey Johnson 

ButcherJoseph & Co. 

ButcherJoseph & Co. is a boutique investment bank focused on advising founder, family and employee-owned businesses. We offer a comprehensive range of advisory solutions, including sale transactions, buy-side transactions, employee ownership transactions, consulting, and capital markets and corporate finance advisory. We are committed to delivering high-quality outcomes for its clients through a hands-on approach built upon decades of experience.

  • Chris Ayala 

Past Mentors

  • Kevin Moore -- Asset Consulting Group
  • Craig Coleman -- Asset Consulting Group
  • Ryan Dunnegan -- Kennedy Capital
  • Alex Mosman -- Kennedy Capital
  • Quinn Nolan -- Kennedy Capital
  • Andrew Shinn -- Kennedy Capital
  • Shane Legatzke -- NISA Investments
  • Craig Robbins -- NISA Investments
  • Aaron Goeckner -- Semper Augustus
  • Mike Ruesy -- Wells Fargo
  • Jake Norrison -- Kennedy Capital
  • Alex Sagal -- Wells Fargo
  • Joe Buffa --Wells Fargo
  • John Randall -- NISA Investments
  • Graham Hubbert -- NISA Investments
  • Quinn Nolan -- Kennedy Capital
  • Chao Ma -- Wells Fargo
  • Veronica Willis --Wells Fargo
  • Thomas Janisch -- Asset Consulting Group
  • Roger Willis -- Asset Consulting Group