About

Who We Are

We are a student-run investment organization based in St. Mark's School in MA. aimed at bridging the gap between student interest in investment and lack of related resources in school, we have since evolved into an organization that popularizes investment among the entire school community and in communities beyond with our weekly meetings, open workshops, speaker series, and outreach program.

Our Story

2018 Organization established to fill the need for an investment club at St. Mark's School with weekly workshops and speaker series.

2019 Outreach program created to spread financial literacy to local communities and students.

Transition from a simple club to a structured investment organization.

Launching of weekly news letter to inform out members and community about updates in investment world.

2020 First interscholastic student investment meeting for NE independent schools planned.

Once in a lifetime Pandemic.

All workshops and activities transitioned online and opened up to students globally.

Launching of virtual company visit program.

2021 Dedication and progress continues...