Student Managed Investment Fund
Spring 2014 Students
Glenn Gutierrez
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.
Eric McNew
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
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
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
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
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.
James Steger
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.