Experience

• 

  Kudla Dynamic Allocation Fund

  • United States
  • Financial Services
  • 1 - 100 Employee

  • Fixed Income and Alternative Assets Analyst

    • Apr 2022 - Present

    •Collaborate with 20+ students to manage a $2 million dollar multi-asset tactical allocation portfolio on behalf of Mainstay Capital Management •Analyze current fixed income ETFs and alternative asset holdings, valued at approximately $300K, and evaluate performance to ensure that portfolio is tactically positioned within the asset allocation strategy •Assemble and present professional investment pitches in an attempt to generate alpha •Measure portfolio performance against a custom benchmark of 60% SPX, 20% ACWX, and 20% AGG

  • Intern

    • Feb 2022 - Apr 2022

• 

  Davis Center for Portfolio Management - University of Dayton

  • United States
  • Investment Management
  • 1 - 100 Employee

  • Equity Research Analyst

    • Feb 2021 - Present

    •Collaborate with 50+ students to manage the more than $60 million dollar Flyer Fund, which is the largest undergraduate student-managed portfolio in the U.S., and $1.8 million dollars of funds for an outside client, The Dayton Foundation •Develop thoroughly researched stock pitches that include macroeconomic, industry, and equity research for companies within the technology sector •Create discounted cash flow financial models on Microsoft Excel for companies within the technology sector•Utilize professional investment-analysis software such as: FactSet, Bloomberg, and Morningstar•Contribute to the Davis Center’s economic analysis team’s annual Equity Outlook report, and weekly 10-point market news report

  • Intern

    • Feb 2021 - May 2021

    •Selected as one of twelve Freshman from a competitive pool of over 70 students, and participated in a twelve-week training program that taught the fundamentals behind investment research and financial modeling, culminating in a stock pitch

• 

  Dimensional Fund Advisors

  • Charlotte, North Carolina, United States

  • Global Client Group Intern

    • Jun 2023 - Aug 2023
    • Charlotte, North Carolina, United States

• 

  Consumers Credit Union

  • Gurnee, Illinois, United States

  • Fraud Intern

    • May 2022 - Aug 2022
    • Gurnee, Illinois, United States