Overview

At First Generation Investors, we believe that financial education is key to unlocking a brighter future. We understand that many high school students may not have access to the educational resources they need to learn about long-term investing — and that’s where we come in.

Our program is designed to be accessible, engaging, and effective. Through our network of college tutors, we provide students with a near-peer approach to learning that makes the material more relatable and easier to understand.

The 8-session course covers a range of investing topics, including compound interest, diversification, stocks, bonds, mutual funds, ETFs, as well as personal finance topics like budgeting and credit. We emphasize the importance of delayed gratification — a crucial skill for anyone looking to build long-term wealth.

All students who successfully complete the program receive $100 to invest in a select set of ETFs or mutual funds. This serves as an opportunity for students to put their newfound knowledge into practice and begin their investing journey.

Our Mission

FGI is a national leader in investment education. Our mission is to empower young people with the knowledge and confidence to build long-term financial security and prosperity.

Belief Statements

Vibrant Community

We believe in the compounding effect of bringing together high school students, college tutors, young professionals, corporate partners, educators, and families.

Engaging Curriculum

We believe in the value of a curriculum jointly developed by finance professionals, educators, and students to teach long-term investing and personal finance in a fun, relevant, and interactive way.

Broadly Accessible

We believe all young people should have access to informed and practical financial education so they can responsibly participate in the investment economy.

Real Money and Real Life

We believe in using real money as a tool to bring lessons to life.

Team Members

Brian Cabanban

Head of Development

Elisabeth Renikoff

Head of Programming

Latasha Buxton

Program Associate

Dylan Ingerman

Co-founder & Director

Cole Mattox

Co-founder & Director

Alex Ingerman

Co-founder & Director

Paul Germain

Director

Charlie Ewig

Head of Partnerships

Blake Kernen

Director Emeritus

Board of Advisors

Marc Morial

President

National Urban League; Former Mayor of New Orleans

Jill Louis

Managing Partner

Perkins Coie

Joe Kernen

Co-host

Squawk Box

John Hope Bryant

Founder & CEO

Operation Hope

Jeffrey Smith

Founder & CEO

Starboard Value

Ken Beck

Co-Founder & CEO

CEO Connection

David Magerman

Co-founder & Managing Partner

Differential Ventures

Harold T. Epps

Former Director of Commerce

City of Philadelphia

Our Founders

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

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