Meet Our Summer 2020 Interns!
Help Us Welcome Our Interns
We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays.
Bailey Schwab
Education
Bailey is a rising junior at Johns Hopkins University majoring in Applied Mathematics & Statistics and Economics with a minor in Financial Economics. She is a member of the varsity field hockey team at Johns Hopkins, participates in Nest Strategies, and is a member of Phi Mu Fraternity.
Personal Interests
In her free time, Bailey enjoys competing in field hockey in addition to other outdoor activities such as hiking, camping, and snowboarding.
Professional Interests
Bailey said that she would like to explore wealth management as well as other realms of finance. Finance offers her the opportunity to apply her studies and challenge herself in quantitative analysis and real–world applications.
Why Bailey applied for this Internship
“I applied for this internship because it allows me to gain hands-on experience and provides a fantastic learning opportunity. I am excited that my experience this summer will help me further develop my interests and guide my future career path. I’m looking forward to learning from and working with Woody and Debbie this summer.”
Luke Ingersoll
Education
Luke is currently a rising junior majoring in Economics and Political Science at Swarthmore College, right outside of Philadelphia. At Swarthmore, he is a member of the men’s lacrosse team, a council member for the Student Budget Committee, and a member of a student–run investment fund.
Personal Interests
Being active and playing sports has always been a large part of Luke’s life. Outside of school and sports, Luke enjoys cooking, playing video games with his friends, and watching movies.
Why Luke applied for this Internship
“Ever since high school, I have been very interested in the world of finance but never knew the various career paths across the industry. After learning more about wealth management, particularly in the Baltimore area, I came across Partnership Wealth Management. I was immediately drawn in by the warm environment coupled with the vast industry experience at the firm. Applying to Partnership presented a great opportunity for me to further explore my interest into wealth management and gain valuable experience in the industry. I am very excited to develop my technical skills and be part of the team this summer.”
We look forward to having both work with us this summer. Please help us welcome them!
Questions and Consultations
If you have questions or if you’d like to schedule an appointment to discuss your finances, contact us today.
Check out more information about our investment strategy and make sure to sign up to receive our monthly e-newsletter here.
The opinions voiced in this material are for informational purposes only and are not intended to provide specific advice to any individual. Consult your legal, tax, and/or financial advisor to determine what is appropriate for your situation.
As a Registered Investment Advisor (RIA), Partnership Wealth Management is committed to providing our clients with financial planning and wealth management services to help them work towards their financial goals. At Partnership Wealth Management, we have a long history of working with the LGBT community. Among the many services we offer are financial planning and estate planning strategies for gay and lesbian couples. Financial planning is an important part of preparing for the future; contact us today to get started: www.partnershipwm.com.
