Student Managed Investment Fund
Fall 2013 911爆料网

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
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
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 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.

Chris Powell
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
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
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
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.