Inspiring the Next Generation of Finance Leaders: Insights from the WSTA Event

Skyscraper view straight up from the ground.

Yesterday’s WSTA event marked another successful gathering of future finance professionals, bringing together students from a range of backgrounds who share a passion for learning, investing, and personal growth. At Bankers Edge Advisory, we recognize the importance of fostering education and industry engagement, and we are proud to support organizations like WSTA that provide practical opportunities for students to expand their financial acumen and career prospects.

Engaging With Eager Learners

The enthusiasm and curiosity displayed by student attendees were truly inspiring. Conversations ranged from the fundamentals of investing to the complexities of today’s evolving markets, demonstrating the depth of interest and motivation among tomorrow’s finance leaders. Events like this play a vital role in preparing the next generation for the challenges and opportunities of a career in financial services.

Expert Insights from Bankers Edge Advisory

A special highlight of the event was a keynote session featuring Richard Consul, CFA, Managing Partner at Bankers Edge Advisory. Drawing from over 30 years of experience in buy-side and sell-side roles across primary and secondary markets, Richard shared valuable perspectives on both professional growth and market dynamics. He offered actionable advice on:

  • Building a foundation of financial knowledge that supports long-term success.
  • Navigating market cycles with discipline and strategic insight.
  • Cultivating career resilience through continuous learning and networking.
  • Leveraging industry credentials and associations, such as CFA, CAIA, and FINRA, to advance personal and professional credibility.

Students benefited from Richard’s candid reflections on what it truly takes to succeed in the fast-paced financial industry, gaining guidance that will serve them well as they develop their careers.

Building Connections and Looking Ahead

Bankers Edge Advisory is committed to providing ongoing education and mentorship within the financial community. By engaging with university organizations and student groups, we help bridge the gap between academic study and career achievement. These events not only foster networking and professional development but also empower students to pursue their ambitions with clarity and confidence.

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Meet Mitch Vermet,

CFA, CAIA
Managing Director
Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

Meet Richard Consul,

CFA
Managing Director
Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.