Lucy Markow

⭐️⭐️⭐️ — Wealth Management Prospect

Columbia University · Track & Field · Class of 2028

MAP Prospect Grade

Round 3-4

Watchlist Recommendation

Prospect Info

SchoolColumbia University
MajorFinancial Economics
MinorBusiness Management
Year2028
GPA3.5
SportTrack & Field (Pole Vault)
HometownSeattle, WA

MAP Profile

Fellowship Rank15 / 65
Interview #190.00%
Interview #298.10%
Interview #385.50%
PersonalityGoal Keeper (Disciplined, Structured)
LeadershipDemocratic Leader (Collaborative, Shared Decision-Making)
TeamworkSupportive (Steady, Reliable)

Overview

Lucy brings a strong relationship-facing foundation with hands-on exposure to financial advising work through Markow Financial Group. Her resume signals early traction in client interaction, portfolio tracking, and basic market research — a promising starting point for wealth pathways. With a 3.5 GPA in Financial Economics at Columbia and Bloomberg certifications, she shows initiative toward the finance skill stack, complemented by meaningful leadership and community involvement. A disciplined pole vaulter in Division I Track & Field, Lucy demonstrates resilience and execution under pressure — traits that translate well into advisory and client-service environments. As she continues maturing her technical finance toolkit, she has the potential to evolve into a compelling WM fit long-term.

Strengths

Early wealth advisory exposure through Markow Financial Group.
Experience supporting client planning & portfolio tracking.
Strong interpersonal and communication foundation.
Division I athlete → disciplined, competitive, execution-driven.
Leadership and mentorship experience across coaching programs.
Bloomberg BMC & BFF certified — shows initiative toward finance.
Comfortable working with youth & client-facing engagement settings.

Areas for Development

Continue building technical finance depth (valuation, Excel, markets).
More structured exposure to investment frameworks & product knowledge.
Opportunity to sharpen analytical storytelling in deliverables.
Strengthen proficiency translating research into WM recommendations.

Projection

Round 3-4 watchlist profile today with upward potential as technical skill-building compounds. Lucy has an emerging wealth toolkit and a client-facing foundation that fits PWM naturally. With continued development in analytical modeling, investment vocabulary, and deliverable structuring, she could grow into a future WM candidate as experience deepens.