Student Managed Investment Fund

Students

Mohammed Al Zaben is a senior pursuing a degree in Finance at the University of South Florida. Born and raised in Saudi Arabia, Mohammed relocated to Tampa to further his education. While at USF, he was involved in several student organizations including the Phi Chi Theta Business Fraternity, the Business Development Club, and the Investment Club. Throughout his time at USF, Mohammed’s keen interest in finance has driven him to excel academically and gain hands-on experience. In the Summer of 2024, he interned at Deloitte on the Finance and Performance Consulting team gaining valuable professional experience. Mohammed anticipates that the Applied Securities Analysis program at USF will advance his knowledge of finance and cultivate the skills necessary to succeed in the field.

Brady Albright is a junior pursuing degrees in both Finance and Business Management. Originally from Connecticut, Brady spent much of his upbringing in Rochester, New York, with a formative period in the United Kingdom, eventually returning to New York where he honed his leadership skills as the captain and MVP of his high school varsity soccer team. When he landed in Florida, he immediately immersed himself in the many opportunities the Bay has to offer, joining the Business Honors Program and beginning a work shadow program with the finance and accounting team at the Tampa Bay Rays. Also in his first semester, he earned a position at Quilty Space, a firm that specializes in financial research, advising, and investment banking services for the Satellite & Space sector, where he continues to contribute. He has also enriched his learning experience through being a member of the Judy Genshaft Honors College, broadening his perspective beyond business. Albright looks to contribute his skills and unique insights as a select analyst of our Student Managed Investment Fund, before graduating and pursuing a career in high finance.

Parv Arora is a junior at the University of South Florida, double majoring in Artificial Intelligence & Business Analytics and Finance with a concentration in Investment Analysis. Recognized in USF’s 25 Under 25 program, he has maintained a 4.0 Finance GPA and earned Dean’s List honors for five consecutive semesters. As an Equity Research Associate in the Investment Club, Parv analyzes energy sector equities and delivers bi-weekly reports, developing insights that drive informed investment decisions. He is also interested in data visualization, predictive modeling, database design, and business intelligence, applying these skills to enhance financial analysis. Previously, he served as the Chief Financial Officer of USF Student Government, managing a $19 million budget and leading financial planning initiatives. He passed the SIE exam in October 2024 and plans to take the CFA Level 1 before graduation. Now, as an Equity Research Analyst in the Applied Securities Analysis Program, he is sharpening his investment research and presentation skills, preparing for a career in asset management or wealth management.

Patrick Callahan, a senior from Tampa, Florida, pursuing a degree in Finance, has a diverse background in athletics, entrepreneurship, and financial analysis. A former collegiate soccer player, Patrick was scouted to play soccer in England at 15 before continuing his career at the University of North Georgia, where he helped the team achieve its first undefeated home season in program history. At UNG, he co-founded Smart Snack Solutions, a subscription-based healthy snack delivery service, winning the university's innovateUNG Pitch Challenge. He developed his passion for investments and financial markets as a member of UNG’s Student Managed Investment Fund. Patrick has completed internships in tax and audit, business financing, and will intern at Raymond James this summer in the PCG Finance division. At USF, Patrick is a member of the Investment Club, Golf club, and Rugby Club. As a member of the Student Managed Investment Fund, Patrick hopes to gain the modeling and valuation skills needed to excel in investment banking after graduation.

Kaitlyn Christiano is a senior pursuing a degree in Finance and a concentration in Real Estate. She maintained a cumulative GPA of 3.98 while working two jobs and traveling across the country for sports competitions. During Fall 2023, she obtained her 2-15 License and interned with Northwestern Mutual. Apart from her class commitments at USF, she’s now interning with a commercial real estate valuation firm, coaching her own cheerleading team, and working intermittently as an administrative assistant for a civil engineering company. Kaitlyn has enjoyed the real estate classes offered at USF and leveraged her knowledge of the industry to land a Junior Analyst role with her current internship. Her main interests lie in investment sales and financing. Upon graduating in Spring 2025, Kaitlyn plans on pursuing an MBA at the Muma College of Business then beginning a career in commercial real estate.

Aleksandar Dosan is a senior studying marketing and finance with a concentration in investment analysis. He has had two internships at Morean Arts Center as a finance & marketing intern and as a Financial Advisor intern at Kingsbury Financial Advisors. Currently, He is interning at Raymond James Financial as a seasonal associate in PCG Investment Central. Aside from that, he is involved in student organizations Delta Sigma Pi, serving as the VP of Finance, and the Investment Club as an Equity Research associate. Aleks received his SIE in March 2024 to foster a foundation of his knowledge of investments. He plans to go after the CFA charter in hopes of helping him develop a career in Equity Research. He is taking CFA level 1 in February 2025.

Dennis Iglesias is a senior at the University of South Florida pursuing dual majors with Bachelor of Science in Business Analytics & Information Systems and Corporate Finance, with a minor in Risk Management. He has completed coursework in investment financial modeling, business intelligence, alongside studying enterprise risk management abroad during multiple international education experiences. With multiple internships he enhanced sales operations by streamlining processes client relations process and analytic reporting. Having a passion in understanding how individual markets affect each other he focuses on academics and work. Dennis leads as Chairman of the Business Development Club and is an active member of multiple student organization in finance and core business functions, where he explores strategies for managing risk across industries. With strong skills in financial modeling, data analysis, and revenue generation. Dennis looks forward to furthering his expertise in finance through USF’s Applied Securities Analysis program.

Caleb Ivey is a Senior pursuing a degree in Finance with a concentration in investment analysis. Originally from Tallahassee FL he relocated to the Tampa Bay region nearly a decade ago when his father accepted a position at Citigroup. With his father and uncle, an executive at Bank of America, Caleb grew up surrounded by a passion for the financial industry. Actively trading stocks since the age of 18, he became obsessed with the intricacies of how and why securities rise and fall. These experiences have fueled his interest in finance and his desire to learn more about securities analysis. Outside of his educational endeavors, Caleb is a lifelong outdoorsman and is actively involved in the non-profit organization Captains for Clean Water. After graduation, he aspires to pursue a career in fixed-income or mergers and acquisitions.

Aaisha Jamal is a driven and accomplished senior at the University of South Florida, pursuing dual degrees in Finance and Entrepreneurship, along with a minor in Nutrition. Anticipating her graduation in Spring 2025, Aaisha has consistently demonstrated academic excellence, maintaining four scholarships and a 4.0 GPA throughout her studies. Her summers are a testament to her dedication and versatility, balancing advanced coursework, internships, and global travel. Aaisha's passion for empowering others in their pursuits fuels her ambition to build a career in consulting, with a focus on helping businesses and individuals achieve their full potential. Following the completion of the Applied Securities Analysis program, she is eager to leverage her knowledge and experiences in the consulting field, where she can continue to make a meaningful impact.

Khoi Le is an ambitious senior who is pursuing a degree in Finance with a concentration in Investment Analysis. Being the first in his family to pursue higher education, Khoi's passion for finance was sparked by his high school lacrosse coach, who also worked as a financial advisor. During practices, the coach would talk to them about personal finance from time to time. Over the past year, Khoi has been actively involved in the USF Student Investment Club, where he serves as a Fixed Income & Committee Associate, as well as the Business Development Club, where he holds the position of Vice President. Additionally, Khoi recently completed an internship at Raymond James Financial as a Supervision Summer Associate. He aims to utilize the skills acquired from the ASA program to pursue a career in equity research.

Jonathan Martin is a junior pursuing a degree in Finance. His interest in finance began in high school when he started building a portfolio of his own and reading books about investing. Jonathan has participated in both the Student Finance Association and the Investment Club. He has joined the Applied Securities Analysis program to increase his knowledge about financial markets and to improve his analytical skills. Outside of USF, he works as an M&A research analyst intern at BowPoint and serves as a part-time Head Chess Coach at several elementary school chess clubs.

Olivia Samson, from Jupiter, FL, is a USF Senior pursing dual degrees in Finance, with a concentration in investment analytics, and Entrepreneurship. Olivia has had a keen interest in the mechanics of financial markets from a young age, sparked by her father’s past career as an investment banker. Olivia gained an advanced analytical foundation from her three years experience as a data analyst for a prominent advertising agency. Olivia is SIE licensed and is currently studying for her series 66 certification. Olivia has completed multiple internships; one with Giraffe Media Group, where she developed an interactive KPI analytics system, and this past summer with J.P. Morgan Private Bank, where she assisted in the management of ultra-high net worth individuals. Olivia is now working a year long position on the Business Development team with specialized asset management firm, Star Mountain Capital, alongside her studies and SMIF participation. Olivia looks forward to starting her career as she is amidst deciding between a couple of offers to join investment firms post graduation.

Chau Tran is a junior pursuing dual degrees in Finance and Quantitative Economics & Econometrics. Born and raised in Vietnam, she developed her passion for business and finance after watching her parents’ construction business from a young age. With her strong desire to learn and grow, Chau decided to pursue higher education in America, the largest financial hub in the world, to broaden her perspective and enhance her knowledge of global finance to expand her family business. After joining USF in 2022, she has received multiple scholarships and made the Dean’s List every semester with a GPA of 3.95. By joining the Applied Securities Analysis program, she aims to develop her technical skills and enhance her knowledge of finance and equity research. After graduating, she plans to pursue a career in equity research and is actively seeking an internship for an equity research analyst role for the summer of 2025.

Ngoc Tran is an international student coming from Vietnam. Her passion for finance comes from her parent’s experience in banking and trading securities. Upon attending USF, she decides to pursue a dual degree in Finance and Quantitative Economics & Econometrics. With her current internship, she works closely with the CFO to raise capital, gaining real-world experience in financial operations, fundraising, and investor relations. She is currently competing in the Bloomberg Trading Challenge and plans to take the Securities Industry Essential exam by the end of this year. Ngoc joined Applied Security Analysis to gain more hands-on experience in financial modeling and equity research, which will support her in her future career. Upon graduation, she plans to pursue a career in investment analysis.

Niklas Túgvustein is an international student from the Faroe Islands, currently a senior pursuing a Bachelor’s degree in Finance with a concentration in Investment Analysis and a minor in Economics. His passion for the financial industry was ignited by Warren Buffett in 2017, and has only deepened since then. In 2021, Niklas made the pivotal decision to move to the U.S. to advance his goal of becoming an asset management expert. He currently serves as a Global Investment Research Analyst at the USF Investment Club, and as an Equity Research Analyst at the Student Managed Investment Fund. Following graduation, Niklas plans to pursue a Master’s in Finance and obtain the CFA certification to further his career in finance.