About Us & Our History

Our Foundation

Founded in January 2014 and publicly launched in November of that year, the Boehly Center for Excellence in Finance was established by a generous multi-year gift from Todd (BBA ’96) and Katie (BA ’95) Boehly.

Julie R. Agnew ’91, Associate Professor of Economics and Finance, served as the inaugural faculty Director of the Center from its inception through June 2016. Under her leadership, the Center established its reputation for innovation through several successful initiatives, including the first finance-focused summer study abroad program in Singapore, the inaugural Women’s Leadership Summit and Stock Pitch Competition, the annual Invictus Challenge Case Competition, and the creation of a new practitioner-led course on Risk Management. James Haltiner, Chancellor Professor of Economics and Finance, and Carl Tack ’78, Visiting Lecturer in Finance, served as Co-Directors of the Center from July 2016 through 2019. In addition to expanding the practitioner-led course offerings and growing the annual Women’s Stock Pitch event, they launched the Financial Literacy Program. Professors Haltiner and Tack also oversaw the expansion of the Center team, adding a second Associate Director position focused on Strategic Engagement to complement the original Associate Director for Academic Engagement, as well as an Administrative Coordinator.

Katie and Todd Boehly

Our Story

The Boehly Center offers students a vastly enriched experience as they prepare for careers of principled achievement in finance. The Center provides opportunities for advanced financial training, career exploration, networking, and experiential learning through financial firm-sponsored competitions as well as through industry-leader and dedicated faculty-taught courses. The Center capitalizes on William & Mary’s ideal size by offering uniquely personalized programs, including alumni mentor matching and advising.

The Center also offers leadership opportunities for members in our student-run clubs: the Howard J. Busbee Finance Academy, the Mason Investment Club, Women in Business, and Smart Woman Securities.


Students and faculty discuss the launch of the Boehly Center and its impact on the education and future careers of W&M undergraduates.