Our Mission 

 

Historically, the wealthy have invested in stocks and grown wealthier, while others have missed out. Wealthy households are 6 times more likely to invest in stocks, and when they do, they earn 8 times as much as savings accounts pay. 

Source: Dr.  Keith Weigelt,  University of Pennsylvania

Our mission is to provide all young adults the knowledge and skills not only to participate in the investment economy, but to thrive in it. 

 

Our Story

The Idea: FGI was created at the University of Pennsylvania in 2018 by Alex Ingerman, Dylan Ingerman, and Cole Mattox. We felt fortunate to have learned about investing as teens, and were eager to share our experiences with others.

 

Spring 2019 Pilot: We worked with Wharton professors Dr. Keith Weigelt and Dr. Jill Bazelon, who had experience leading financial literacy programs, to identify three local Philadelphia high school students for the FGI pilot program. We met with the students in The Wharton School building every Saturday throughout the Spring of 2019 to discuss the basic concepts of stock ownership through real-world examples. After every lesson, the students were given real money to invest in a limited set of mutual funds.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Initial pilot program at Unibersity of Pennsylvania 2018

Initial Pilot at U Penn, 2019

Cole Mattox,  U Penn, 2019

Fall 2019 at UPenn: Following a successful pilot, we decided to expand the program, enrolling 30 more high school students and additional volunteers. As our program grew at Penn, college students from numerous schools inquired about starting FGI chapters at their respective colleges. We developed a comprehensive “playbook” with lesson plans, materials, and everything else that college students would need to operate FGI at their universities. 

Spring 2020 Expansion: We put the playbook to the test, by sharing it with eager students at Harvard and Fordham, who successfully built and launched FGI on their campuses.

Fall 2020 Expansion: We launched 7 more FGI chapters, totaling 10 universities hosting via zoom due to Covid restrictions.

Spring 2021 Expansion: FGI expanded to a total of 24 college campuses, impacting 494 total students with the help of 187 volunteers across the country.

 

As the FGI community continues to expand, we look forward to seeing our graduates bring the joy of investing to future generations.

Our Team

 

Executive Team

Alex Ingerman

Director

Blake Kernen Director; Corporate Strategy

Dylan Ingerman

Director; President

Cole Mattox

Director; Vice President

Joseph Kakkis Treasurer

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FGI UPenn, 2020 Spring

First Generation Investors Harvard

FGI Harvard, 2020 Spring

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FGI Fordham U, 2020 Spring

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FGI Middlebury, 2020 Fall

FGI Syracuse, 2020 Fall

FGI Columbia, 2020 Fall

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FGI UPenn, 2020 Spring

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FGI Columbia, 2020 Fall

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FGI Vanderbilt, 2020 Fall

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FGI NYU, 2020 Fall

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FGI Duke, 2020 Fall

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FGI Indiana University

2021 Spring

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FGI Harvard, 2020 Spring

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FGI Middlebury, 2020 Fall

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FGI Georgia Tech, 2020 Fall

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FGI Morehouse, 2020 Fall

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FGI Wash U

2021 Spring

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FGI MIT

2021 Spring

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FGI Fordham, 2020 Spring

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FGI Syracuse, 2020 Fall

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FGI Georgetown, 2020 Fall

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FGI Ohio Wesleyan, 2020 Fall

FGI Bucknell, 2020 Fall

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FGI Boston College

2021 Spring

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FGI Colby College

2021 Spring

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FGI Tulane University

2021 Spring

Our Advisors

We’ve been incredibly fortunate to have connected with a team of role models who have been successful in a wide range of careers, and are all eager to help enable the next generation to succeed. 

 

Our Advisory Board includes the President of the National Urban League, The Director of Commerce for the City of Philadelphia, a CNBC co-host, prominent Wharton alumni and professors (one of whom is also a linebacker for the New England Patriots).

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Dr. Jill Bazelon 

Director, Bridges to Wealth, U of Pennsylvania

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Ken Beck 

Co-Founder, CEO, CEO Connection & Chairman, Wharton Club of NY 

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Brandon Copeland

NFL Player; Financial Literacy Instructor, Wharton School 

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Harold Epps

Former Director of Commerce, City of Philadelphia 

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Joe Kernen 

Co-Host

CNBC Squawk Box

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Marc Morial

President, National Urban League;

Former Mayor of New Orleans

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Dr. Keith Weigelt

Professor of Management The Wharton School

 
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