Greenwood experts strengthen financial trading skills

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Greenwood Scholars at William Blair’s Cradles to Crayons event this summer are, from left, Brenda Gonzalez, Jennifer Reyes, Jalen Harrison, Briam Alvarez, Annabelle Diaz, Alex Moreno, Carl Soriano. Not pictured with the group: Marvin Howell, Annie Delaney, Brian Reyes.

Ten college students from The Greenwood Project’s Financial Mentoring Program completed a two-month program with William Blair in August to improve their financial and business skills.

“This year’s cohort of Greenwood interns was an amazing group of sought-after financial services leaders and undoubtedly represented the best and brightest financial advisors, portfolio managers, equity analysts, technology developers, communications specialists and more,” said Teresa Devreux of William Blair Private Wealth, who has worked with Greenwood interns since 2020. Managing Director with Management.

“The Greenwood Project has been an excellent community partner over the years, providing an opportunity for William Blair and the financial industry to engage with students and increase diversity in the financial sector,” she added.

The Greenwood Project is a Chicago non-profit organization founded in 2016 by Bevon and Eloise Joseph. A husband and wife team who worked in the financial services industry, they recognized the importance of skill building and networking for Black and Latinx students who were unaware of career opportunities in the financial sector. Under their leadership and funding partners, the program has grown to serve hundreds of scholars, many from Chicago’s South and West Sides.

It commemorates the affluent Greenwood community of Tulsa, Oklahoma, known as “Black Wall Street,” which was devastated by the Tulsa Race Massacre for two days in the summer of 1921.

William Blair began working with Greenwood in 2019 when it was selected as a Global Community Partner and received a multi-year grant to grow its programs.

“There is no doubt that the support of William Blair and his staff has been instrumental in helping The Greenwood Project achieve its mission and vision,” said Bevan Joseph. “Several of our scholars have attended William Blair, and some have been offered full-time positions. It is exciting to have a partner that fully supports our model and understands the importance of focusing on students.

This year’s interns were among 96 Greenwood Scholars recruited from across the country working remotely and in person at leading financial firms in Denver, New York, Wisconsin and Chicago.

At William Blair, students gain hands-on experience in data analysis, career networking, ESG assessments, communications strategies, company research and office operations. They also took on a community engagement project, collecting backpacks for children supported by the non-profit Cradles for Crayons.

Among their most rewarding experiences are the opportunity to interact with financial professionals on a daily basis, volunteer at a non-profit to help low-income families, increase their financial literacy and investment knowledge, and meet other interns with similar career dreams. In the financial services industry.

“To me, Greenwood represents a transformational initiative in the financial industry, but it’s also an organization that opens doors for students to pursue careers they never thought possible,” said Briam Alvarez, the university’s senior vice president. Illinois major in economics, who joined William Blair’s wealth management team this summer.

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