Experience

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  Kudla Dynamic Allocation Fund

  • Dayton, Ohio, United States

  • Investment Analyst

    • Feb 2022 - May 2024
    • Dayton, Ohio, United States

    -Operate alongside 20 other undergraduate students managing ~$2.1M investment fund with assets allocated across U.S. equity, international equity, fixed income, and alternative assets-Present investment proposals in an attempt to generate alpha against a custom benchmark (60% SPX, 20% ACWX, & 20% AGG)

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  Davis Center for Portfolio Management - University of Dayton

  • Associate Manager - Head of Economic Analysis Team

    • Feb 2021 - May 2024

    -Associate Manager for the largest undergraduate student-run portfolio consisting of 50 members that actively manages approximately $72 million in AUM.-Develop the fund’s macroeconomic outlook in an effort to identify the optimal portfolio allocation amongst the S&P 500 sectors-Energy, Materials, and Industrials sector analyst comprised of 12 analysts that present investment opportunities by creating DCF and Comps models, research reports, and pitchbooks that display trends, catalysts, risks, and other key investment findings

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  KeyBanc Capital Markets

  • Investment Banking Summer Analyst

    • Jun 2023 - Aug 2023

    Industrials

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  Red Cedar Investment Management, LLC

  • Cincinnati, Ohio, United States

  • Investment Analyst Intern

    • Jun 2022 - Aug 2022
    • Cincinnati, Ohio, United States

    -Assisted the equity and alternative portfolio strategy teams by providing fundamental equity research and analyses

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  White Birch Lodge

  • Elk Rapids, Michigan, United States

  • Staffer

    • Jun 2021 - Aug 2021
    • Elk Rapids, Michigan, United States

    -Involved in a variety of roles including: Watersport instruction, preparation and serving of food, and childhood day care services.