Student Managed Investment Fund
Students
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Mohammed Al Zaben is a senior pursuing a degree in Finance at the ÎÞÂëרÇø. Born
and raised in Saudi Arabia, Mohammed relocated to Tampa to further his education.
While at ÎÞÂëרÇø, 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 ÎÞÂëרÇø, 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 ÎÞÂëרÇø
will advance his knowledge of finance and cultivate the skills necessary to succeed
in the field.
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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.
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Parv Arora is a junior at the ÎÞÂëרÇø, double majoring in Artificial Intelligence
& Business Analytics and Finance with a concentration in Investment Analysis. Recognized
in ÎÞÂëרÇø’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 ÎÞÂëרÇø 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.
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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 ÎÞÂëרÇø, 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.
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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 ÎÞÂëרÇø, 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 ÎÞÂëרÇø 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.
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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.
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Dennis Iglesias is a senior at the ÎÞÂëרÇø 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 ÎÞÂëרÇø’s Applied Securities
Analysis program.
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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.
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Aaisha Jamal is a driven and accomplished senior at the ÎÞÂëרÇø, 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.
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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 ÎÞÂëרÇø 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.
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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 ÎÞÂëרÇø, 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.
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Olivia Samson, from Jupiter, FL, is a ÎÞÂëרÇø 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.
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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 ÎÞÂëרÇø 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.
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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 ÎÞÂëרÇø, 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.
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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 ÎÞÂëרÇø 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.