Meet our two newest wealth management interns, Kate and Emily! We are happy to have them join our Harbor Wealth Management team.
Our interns work through training modules developed by Harbor to train and further their education of the financial planning and investment management business. Kate and Emily will be assisting with market research and analysis, portfolio management tasks, investment/financial planning related projects, business strategy, economic impact and operations analysis projects, client requests and communication, and various other tasks.
Katharine Annis is pursuing a Bachelor’s degree in Finance from the Leeds School of Business at the University of Colorado and plans to graduate in December 2020.
Emily Troeltzsch is pursuing a Bachelor’s Degree in both Finance and Business Economics at the University of San Diego with an expected graduation date of May 2021.