Throughout the course, you will be working on a Wealth
Management Analyst Project 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
forfamily structure and retirement income. • All… INCOME and
BENEFITS…” columns are individual income. Instructions: In Unit 4,
write a summary report that documents the following step: Explore
the data. Because of the large number of variables, it may be
helpful to filter out unnecessary and redundant variables (data
column). Student should: • Add any missing data • Eliminate
unnecessary columns Your submission should be at least 2 pages in
length.
Throughout the course, you will be working on a Wealth Management Analyst Project For this project, imagine you are a ne
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