Countdown to College: College Dollars and Sense

Monday, Nov 20, 2017 7:00 PM - 8:30 PM

Two Staples alumnae, Abby Siegel, a college entrance consultant, and Karl Mergenthaler, CFA and financial advisor at the Westport Morgan Stanley office, provide advice on how to find, get accepted to and pay for the right college for you and your child. Do you have a strategy for college success? Does your child want to go to a small liberal arts college, a large public university, or somewhere in between? Will you be able to get financial aid, merit scholarships, or other financial assistance? Should you save money in a 529 Plan or other investments? 

The Westport Library strives to help students meet their goals as they prepare for college. This series, Countdown to College, aims to provide resources for students and parents to help students to prepare academically, socially and emotionally for college.
Link to resource guide on these topics.

Karl Mergenthaler has more than 20 years of experience in various finance and accounting roles. Most recently, Karl was an Executive Director and U.S. Leader of the Investment Information Services group at J.P. Morgan. In this role, Karl provided subject matter expertise related to institutional portfolio management, asset allocation, and risk management to some of the world’s most sophisticated pension plans and other investors. Previously, Karl was an equity analyst and portfolio manager at Avatar Associates, where he was actively involved in the management of portfolios of Exchange Traded Funds (ETFs). Finally, Karl began his career at Arthur Andersen, where he was an auditor and forensic accountant. Karl is actively involved in teaching at the graduate level. He has been an Adjunct Associate Professor at Columbia Business School since 2013. Karl teaches a course called “Pension, Sovereign and Institutional Investing.” Previously, Karl was an Adjunct Professor at Pace University and a mentor and guest speaker at Fairfield University. Karl is a Chartered Financial Analyst (CFA) and a member of the New York Society of Security Analysts. Karl earned a B.A. in economics from Wesleyan University and an M.B.A. from Columbia Business School. 

Abby Siegel has worked for more than 20 years as a college guidance counselor, preparing high school students for success in college. After graduating from Vanderbilt University in Nashville, Tennessee, Abby attended graduate school at Loyola University Chicago where she obtained a Master of Education degree in College Student Personnel and a Type 73 certificate in School Counseling. During her time at Loyola, Abby completed a graduate externship in the Office of Undergraduate Admissions where she counseled incoming freshmen. She also completed a practicum in the Office of Greek Affairs at Northwestern University. In addition, Abby received a Type 03 certificate in Elementary Education from DePaul University in Chicago. After several years as a Guidance Counselor at Homewood-Flossmoor High School in Flossmoor, Illinois, Abby moved east to New York City. She worked at New Canaan High School in New Canaan, Connecticut for four years as a college guidance counselor before transferring to Stuyvesant High School in New York City. In her position as a college counselor Abby was able to focus solely on the college admissions process with her students and to form relationships with several college admissions offices. Among Abby’s achievements include being a recipient of the University of Miami’s Excellence in Counseling Award in 2004, an honor she received after being nominated by one of her former students from NCHS. She is a member of the Higher Education Consultants Association (HECA), and the Southern Association of College Admissions Counselors (SACAC).
 

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