Student Managed Investment Fund
Fall 2013 Students
Lorena de Almeida
Lorena de Almeida is a senior majoring in finance. Having spent most of her life in Brazil, she worked hard to pursue her dream of getting a college degree abroad. She is fluent in Portuguese, Spanish, and English. Lorena has concentrated her studies on emerging markets after working with Brazilian investors. In her spare time, she volunteers coaching a handball team for a non-profit children's organization in Brazil, and she participates in Red Cross events in third-world countries. After graduation in the spring of 2013, she plans to pursue an MBA and the CFA designation.
Josh Goldberg, a senior double majoring in finance and accounting, demonstrates competency, leadership, and a strong work ethic in his professional and collegiate endeavors. He recently completed an internship at BlackRock, an investment management company in New York City. He is currently interning at Raymond James Financial in St. Petersburg, Fla., in risk management. In addition to his professional track-record, Josh maintains a 4.0 finance GPA and a 3.9 accounting GPA while leading student organizations in officer roles, including senior recorder for Beta Alpha Psi and treasurer for the National Association of Black Accountants.
Glenn Gutierrez is a double major in accounting and finance. He is a member of the Student Finance Association and a tax intern at Quality Distribution Inc. Also fluent in Spanish, Gutierrez plans to earn the CFA designation and eventually an MBA. He aspires to be a portfolio manager and eventually start and manage his own fund.
A United States Air Force reservist, Eric McNew has five years of experience as a munitions systems craftsman. During his time in the military, he has gained valuable experience in leadership that enables him to work in team settings to accomplish the mission at hand. A finance major, McNew hopes to become a first-generation college graduate and establish a career in the finance industry.
Julio Novo is a junior majoring in finance. He has traveled widely, having studied in the capital of Slovakia and backpacked through eleven countries. During the summer of 2012 he interned at JPMorgan Chase as a business banking analyst, creating business profiles and assisting in company analyses. He is currently an intern at Ballast Point Ventures, a growth equity investment firm, where he sources investments and conducts initial company analysis and viability research.
Klenton Perry is pursuing a double major in finance and economics with a minor in mathematics. He has held positions as a public finance intern at Tindale-Oliver & Associates, an actuarial intern at Transamerica, and a compliance analyst for Busch Gardens. Perry possesses numerous technical skills, such as knowledge in the VBA, C, and Java programming languages, proficiency in statistical and financial modeling software, and advanced technical writing skills. Perry also is dedicated to improving his local community through participation in student organizations, such as the Student Finance Association and Economic Scholars Society, and volunteering activities.
Chris Powell is a senior with a double major in mechanical engineering and finance. He has made the dean's list while maintaining a near-perfect GPA in finance. His plans include using the quantitative skills and mechanical background from his engineering education to provide him with additional perspective for assessing potential investment opportunities. Powell's goal is to manage an active portfolio as a private investor, as well as assist charity organizations with their investment portfolios.
Brian Rohl, a senior finance major, belongs to numerous academic honor societies including Beta Alpha Psi, Golden Key International, Phi Kappa Phi, and Delta Epsilon Iota. His desire to help others succeed has led him to pursue employment tutoring finance, accounting and economics courses at the USF Library. In addition, Rohl interned in the finance department of a LexisNexis subsidiary this past summer. He plans to pursue a position in investment banking after graduation.
Cassandra Sanchez is a first-generation college student earning degrees in finance, accounting, and Spanish. She has been recognized by the Muma College of Business with a recurring position on the dean's list and as a 2013 honoree of the 25 Under 25 program. Sanchez also prides herself on her extensive volunteer efforts and professional experiences. She has studied abroad in six countries, has held two internship positions, and will graduate in May with more than 180 credit hours, a cum laude designation, and an honors diploma.
Michael Schopler is a senior double majoring in finance and accounting. Schopler has achieved a 3.8 GPA in his finance core courses while simultaneously working at internships with JPMorgan Chase, Scottrade, and Lambeth Co. CPA. Having made his first investment at the age of 12, Schopler passionately advocates the benefits of investing at an early age. After he graduates in the fall of 2014, Michael aims to pursue a career in the wealth management field and earn the CFA designation.
Finance major James Steger passed the June 2013 CFA Level I Exam and is a 2014 Level II candidate. He is currently interning at Morgan Stanley, where he reviews and sends equity and fixed income research and specific bond offerings to institutional clients. Before returning to school, Steger was a professional swim coach at various locations around the country assisting elite athletes in setting new world and American records and helping beginners increase their confidence in the water. He expects to graduate in May.