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About Us

Merage Courtyard

Our Vision

The Todd and Lisa Halbrook Center for Investment and Wealth Management is a resource for everyone to increase financial literacy, lessen monetary instability for the benefit of society, and cultivate the next generation of financial industry leaders.

Our Mission

We aim to motivate and empower individuals of all socioeconomic backgrounds to make informed financial choices while giving them access to professional networking and mentorship opportunities.

For over a decade, we have positively impacted over 50,000 individuals through our innovative and accessible financial literacy education.

Community Programs

UCI Programs 

UCI Programs

Personal FinANTs

Put yourself in control for the rest of your life by learning the fundamentals of managing your finances.

To increase financial literacy within the UCI community, our center provides a free resource that focuses on the essential skills needed to succeed financially.

With Personal FinANTs, you can take charge of your financial future by:

  • Learning how to set up a budget, managing credit and debt, and investing
  • Finding solutions to your real-life financial questions
  • Creating a plan of action based on your goals using interactive budgeting technologies

Get started today and learn at your own pace! Add the Personal FinAnts course to your Canvas account.

 

Bloomberg Terminal Training

The industry’s most powerful platform for financial professionals who need real-time data, news and analytics.

Located in the Schwab Trading and Technology Lab, UCI’s Bloomberg terminals are the industry’s most powerful and flexible global, multi-asset portfolio and risk analysis tools.

Bloomberg Basics Workshops

Attend our workshops taught by Bloomberg specialists to place the power of the terminal in your hands.

Bloomberg Market Concepts (BMC) is an eight-hour, self-paced, e-learning course that takes you into the world of financial markets. BMC can be completed within a week, and participants receive a certificate of completion at the end of the course.

Packed in four modules – economics, currencies, fixed income and equities – BMC weaves data, news, analytics and television together to impart knowledge and market essentials.

For UCI students who register for BMC, the $249 USD course fee is waived in full.

The Internship Experience

Working at the center offers a wide variety of benefits and opportunities for personal growth and professional development:

  • Professional Development
    Through exposure to project and operations management, communication with academic and advisory board personnel and assembling business emails and financial literacy articles, interns quickly learn essential professional development skills.
  • Supporting Our Orange County Community
    Our interns have the unique opportunity to give back to the Orange County community by helping educate students on important topics in budgeting, investing and career planning. Highly qualified interns have the opportunity to mentor high school students from underserved communities to be the first in their families to attend and succeed college.
  • Business and Project Management
    Interns gain experience managing several center programs and develop valuable professional skills and leadership qualities essential for careers in business.

2022-23 Internship application have been closed. Thank you for your interest.

Scholarship Opportunities 

Scholarship Opportunities

MERCER SCHOLARSHIP

Mercer Advisors provides scholarships for undergraduate students in The Paul Merage School of Business (Business Administration & Business Information Management only) at any level based on the criteria below. Recipients are known as Mercer Advisors Scholars.

The Merage School will select two undergraduate students (BA or BIM) to receive $2,500 scholarships during the Spring quarter of the 2023-2024 academic school year, based on merit.

These scholarships are awarded through the Todd and Lisa Halbrook Center for Investment and Wealth Management.

Recipients

  • Should be in good academic standing – demonstrating a 3.0 GPA (overall) or higher and have full-time enrollment status (12 units or more).
  • Will have participated in diversity, inclusion, or leadership student programs such as Women in Leadership, MUSA, or ASUCI.
  • Have completed the Center for Investment and Wealth Management's Personal FinANTs course and/or participated in the Financial Literacy Association’s undergraduate stock market competition.

Check UCI's ScholarshipUniverse in January 2024 to apply to this scholarship!

 

Mercer Scholarship Logo

THE TODD AND LISA HALBROOK SCHOLARSHIP

Alumni from The UCI Paul Merage School of Business Todd (FEMBA '05) and Lisa (BA '08, FEMBA '14) Halbrook have established an endowed scholarship fund at the School and donated a legacy gift to the Center.

This gift will fund a scholarship in support of a first-generation undergraduate student committed to the study and practice of wealth management.

 

 

...COMING SOON! Check back in Spring Quarter for more details!

Halbrook Endowed Fund UCI

Student Involvements 

For students, by students – a campus organization educating UCI on all things finance and investment.

Offered to all majors. No club fees. Learn how to use and manage your money, and be in control for life. The Financial Literacy Association (FLA) was founded to improve lives through financial education. 

FLA’s most exciting program is the Stock Market Competition, which runs under the Center and The Paul Merage School of Business. Students are provided a virtual amount of money to trade, using the stock trading platform StockTrak.com. All levels of experience are welcome, and FLA will host multiple workshops and office hours to sharpen stock market knowledge and trading skills.

LEARN MORE

Take action on our country’s fiscal future.

At Up to Us, we believe in the power of harnessing the ideas, creativity and energy of students nationwide to act on a major issue in our country: the rising national debt.

Up to Us is a group of students of all majors and political affiliations committed to educating our peers about the impacts of the national debt and the importance of a sustainable fiscal foundation. As young Americans, we have the most at stake in our fiscal future, and we are determined to keep our families, job opportunities and the future in our hands.

The Up to Us goals include raising awareness about the national debt and how it impacts our future, inspiring students to take action on the national debt and sign the pledge (remember to choose “University of California, Irvine” as your university), and amplifying young voices on this issue by using both social media and traditional media.

SIGN THE PLEDGE

UC Investments Academy is a program built to expose students interested in finance and investments to the world of portfolio management, all while offering hands-on experience in the practice. Not only will students gain exposure to wealth management, but they will learn valuable skills that will help them generate their own wealth in the future.

This program will enable students to network with investment professionals, learn about internship experiences and opportunities, and so much more.

Our professionals involved in the UC Investments Academy come from some of the most successful financial institutions in the world such as J.P. Morgan, Goldman Sachs, Bank of America, and more!

LEARN MORE

Empowering students to break into the fields of Finance and Investment Banking.

Irvine Investment and Trading Group provides members the resources they need to be successful in their careers. ITG aims to create a community of prosperous professionals in the finance business through development programs and professional workshops.

ITG's hosts a bi-annual stock pitch competition where students gain in-depth practical knowledge on particular coverage groups. A variety of teams engage, each investigating and evaluating a business within its sector in preparation for a presentation to the Executive Board and Portfolio Managers. 

LEARN MORE

For students, by students – a campus organization educating UCI on all things finance and investment.

Offered to all majors. No club fees. Learn how to use and manage your money, and be in control for life. The Financial Literacy Association (FLA) was founded to improve lives through financial education. 

FLA’s most exciting program is the Stock Market Competition, which runs under the Center and The Paul Merage School of Business. Students are provided a virtual amount of money to trade, using the stock trading platform StockTrak.com. All levels of experience are welcome, and FLA will host multiple workshops and office hours to sharpen stock market knowledge and trading skills.

LEARN MORE

Take action on our country’s fiscal future.

At Up to Us, we believe in the power of harnessing the ideas, creativity and energy of students nationwide to act on a major issue in our country: the rising national debt.

Up to Us is a group of students of all majors and political affiliations committed to educating our peers about the impacts of the national debt and the importance of a sustainable fiscal foundation. As young Americans, we have the most at stake in our fiscal future, and we are determined to keep our families, job opportunities and the future in our hands.

The Up to Us goals include raising awareness about the national debt and how it impacts our future, inspiring students to take action on the national debt and sign the pledge (remember to choose “University of California, Irvine” as your university), and amplifying young voices on this issue by using both social media and traditional media.

SIGN THE PLEDGE

UC Investments Academy is a program built to expose students interested in finance and investments to the world of portfolio management, all while offering hands-on experience in the practice. Not only will students gain exposure to wealth management, but they will learn valuable skills that will help them generate their own wealth in the future.

This program will enable students to network with investment professionals, learn about internship experiences and opportunities, and so much more.

Our professionals involved in the UC Investments Academy come from some of the most successful financial institutions in the world such as J.P. Morgan, Goldman Sachs, Bank of America, and more!

LEARN MORE

Empowering students to break into the fields of Finance and Investment Banking.

Irvine Investment and Trading Group provides members the resources they need to be successful in their careers. ITG aims to create a community of prosperous professionals in the finance business through development programs and professional workshops.

ITG's hosts a bi-annual stock pitch competition where students gain in-depth practical knowledge on particular coverage groups. A variety of teams engage, each investigating and evaluating a business within its sector in preparation for a presentation to the Executive Board and Portfolio Managers. 

LEARN MORE

Advisory Board

We gratefully recognize the following individuals who have generously given their time and resources in support of the center and our programs. Our board members serve on a number of committees that focus on everything from student engagement and membership to center initiatives and professional development.

Faculty Director

Faculty Director

Christopher Schwarz

Christopher Schwarz

Professor of Finance

Christopher Schwarz, PhD is the faculty director at the Todd and Lisa Halbrook Center for Investment and Wealth Management and professor of finance at The Paul Merage School of Business. His research interests include the management, disclosure and operational risk of the investment fund industry as well as the impact of manager incentives and structure on investment fund performance. His research has been published in leading academic journals such as the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the Journal of Financial and Quantitative Analysis, and includes testimony before the U.S. Congress House Financial Services Committee.

News
Contact Us

 

Todd and Lisa Halbrook Center for Investment and Wealth Management
UCI Paul Merage School of Business
4293 Pereira Drive, Suite 3402
Irvine, CA 92697-3125
949.824.2675
ciwm@merage.uci.edu

 

                                  

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For general questions, contact us via email at ciwm@uci.edu

 

Chris Schwarz
Faculty Director       

cschwarz@uci.edu 
Office: 949.824.0936

Adriana Lucas
Associate Director  

aglucas@uci.edu
Office: 949.824.2675
Cell: 949.797.6251

Daisy Sanchez
Program Manager     

sanched4@uci.edu
Office: 949.824.2613
Cell: 949.797.6235

Evelyn Batz
Program Specialist  
batze@uci.edu
Office: 949.824.7330
Cell: 949.797.6232