Our vision, mission, and values are at the center of everything we do and build.

We believe that there are already so many principled leaders that uphold the values of integrity and stewardship in finance. John Taft, one of our Advisory Board executives wrote a book, “Stewardship”, about principled financial leadership.

Our vision and mission are oriented towards all future finance executives being principled leaders.


A future where all finance leaders are stewarding the world’s capital for the purpose of serving the greater good; where there are Scholars of Finance sitting in every boardroom upholding shared principles of integrity and stewardship.


Scholars of Finance partners with universities and financial institutions to provide educational and mentorship opportunities that inspire leadership, integrity, and an ethos of capital stewardship among students aspiring to be leaders in finance.


At Scholars of Finance our values are incredibly important to us. When the founding team developed them, it was through a process of weeks of introspection, discussion, and dozens of hours of debate. We arrived at a set of values and behaviors that we can all strive to uphold. We have ongoing discussions about our values and even offer each other 360° feedback with our values as a touchstone.

Since our primary focus is to espouse ethics, integrity, and stewardship among the finance leaders of tomorrow, we orient conversations around how to uphold these values at home, at work, and while making investment decisions. While these discussions are held within the context of our organization, we believe the truths we uncover apply universally to all aspects of a leader’s life. Below are the team values that make us effective as an organization.


  • Steward the things entrusted to your care diligently and responsibly
  • Do the right thing when no one is looking
  • Speak the truth at all times
  • Foster partnerships through respect and compassion


  • Be a trailblazer
  • Take risks that make our vision a reality
  • Stand up for what you believe in
  • Embrace change and help others do the same


  • Put your stakeholders first, yourself second
  • Treat feedback as a gift
  • Do your part, even when the work isn’t glamorous
  • Remember it takes a village


  • Seek to understand 
  • Be quick to listen, slow to speak
  • Pursue diverse perspectives  
  • Dig deeper


  • Serve the students above all else
  • Examine decisions through a long-term lens
  • Prioritize the work that creates the most value
  • Do it bigger, better, faster

Whether you’re a student interested in learning about becoming a leader, or a leader interested in teaching these values, we’d love to have you join us.

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