Wealth Management Analyst - Determine where accredited

Wealth Management Analyst

For this project, imagine you are a new hire at a wealth management firm and tasked with determining the location of a brick-and-mortar office within Connecticut. As the analyst, you must suggest what type of financial products the office should offer and suggest an office location. Please use the data set attached in the Unit to complete this assignment.    

 Your analysis must include:  

1. Determine where accredited investors are located.  

2. Analyze the structure of the investor household. 

3. Analyze the retirement income mix of the investor.  

4. Suggestion of an office location (zip code not county). 

5. Suggestion of wealth management offerings. 

Case Problem- Investment Banking:  • Play the role of Wealth Management Analyst and construct a regression model of Connecticut counties (through zip code) that are likely to have accredited investors.  

Project Assumptions: • Accredited investor sample statistics are the same as zip code (population) statistics for family structure and retirement income. • All… INCOME and BENEFITS…” columns are individual income.