The Suffolk / Merrill Lynch Wealth Management Case Competition is an opportunity for undergraduate students in the Sawyer Business School, as well as undergraduates in other local schools, to utilize their wealth management skills in a real-life setting. Students will be given a case generated by the Merrill Lynch Wealth Management division [PDF], which is meant to represent the kind of wealth management done on a daily basis in industry. Students will initially submit a written proposal of approximately five (5) pages to meet the requirements of the case. The proposal should include details about how to achieve the goals in the case.

A committee composed of Suffolk faculty will judge each case and select 3-5 finalist teams to proceed on to present their cases to Merrill Lynch.

Students will then make a presentation of approximately 12 minutes to a panel of faculty and representatives from Merrill Lynch.

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Case Awards

The top three teams will receive awards of $1000 (1st prize), $500 (2nd prize), and $250 (3rd prize).