Student Managed Investment Fund
Spring 2014 Students
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 city 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.
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.
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.