"Leadership and learning are indispensable to each other." John F. Kennedy
In a recent Forbes survey, 92% of employers hiring college graduates state that “leadership experience” is one of their top five skills sought. Shockingly, these same employers state that nearly 60% of recent graduates interviewed lack actual leadership experience.
As always, we are looking for qualified individuals to become the next UTIG Officers. To apply for an officer's position, please click on the button below to fill out the application form.
As always, we are looking for qualified individuals to become the next UTIG Officers. To apply for an officer's position, please click on the button below to fill out the application form.
Founding Members
Greg Curtin + Dilshod Jumaniyazov
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Greg Curtin and Dilshod Jumaniyazov founded the UT Investment Group (UTIG) in Fall 2010 as seniors at the University of Tennessee. They devised the mission, name, monthly meeting format, and even led break-out sessions on non-speaker meeting dates. Greg and Dilshod would meet with students every two weeks and lead discussions on topics such as currency trading, swaps, options and futures trading. The founders would also meet with students studying to take the CFA Level I exam, forming study groups to assist with the difficult material. Since their first semester, which began with approximately 20 students, UTIG has grown to between 300 and 400+ students annually, and now is an officially recognized nonprofit in the state of Tennessee, and hosts a trading competition that garners press coverage from the Knoxville News Sentinel.
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Faculty Advisor
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Dr. Laura Seery Cole
Director of Masters Investment Learning Center (MILC) Dr. Cole earned multiple degrees from Auburn University before pursuing her Ph.D. in finance from the University of Tennessee. Dr. Cole joined the faculty of the UT Department of Finance in 2009 as director of the Masters Investment Learning Center. Currently, she teaches courses in research and database methodology (SAS & Stata), introductory finance, and investments in the undergraduate program, the honors Global Leadership Scholars (GLS) program, the Physicians Executive MBA (PEMBA) program, and the finance doctoral program. Her research interests include corporate finance and governance and has been cited in the Wall Street Journal and on Bloomberg. She has been a contributor for wsj.com, Bloomberg, CSPAN, and CNN, as well as local television and news programs. Dr. Cole has served as a panelist for the East Tennessee Women’s Leadership Summit, and been a featured guest on WUOT Radio (NPR Affiliate) for “Women in Business and Leadership Roles,” amongst other segments. Additionally, she lectures to professional investment organizations, clubs, and groups across the Southeast on topics including ethical investing, fundamental valuation techniques, statistical backtesting for portfolios, and options valuation strategies. She serves as the internship coordinator for the Knoxville chapter of Finance Executives International, is on the luncheon committee of the East TN Women's Fund, and speaks pro bono to women's investment groups across the country. In 2014, Dr. Cole was selected as one of the Greater Knoxville Business Journal’s "40 under Forty: The Regions Rising Stars," and in 2017 was the recipient of the ATA's "Humanitarian of the Year" award. |
2017 - 2018 Officers
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Madison Hamilton
President (Fall 2017) Madison Hamilton is a senior majoring in Finance with a collateral in International Business. She is a part of the Business’s Global Leadership Scholars program which allowed her to pursue her passion for travel by working in London for a semester. She is currently serving as President of the UT Investment Group as well as VP of Membership for the Tennessee Capital Markets Society. Madison works at the Masters Investment Learning Center and is also a Fund Manager for the McClain Fund. She is passionate about empowering young women, being involved in her community, and, in her spare time, searching for the world’s best donut. Madison is hoping to pursue a career in management consulting after graduation. |
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Kendall Bard
Director of Trade Like A Girl (Fall 2017) Kendall Bard is a senior majoring in Finance with a collateral in International Business. She is a student in the university-wide Chancellor’s Honors Program as well as a Global Leadership Scholar in the Haslam College of Business. She also serves on the Chancellor’s Honors Council as a Senior Representative, and is a member of Alpha Kappa Psi Professional Business Fraternity. Additionally, Kendall works in the Masters Investment Learning Center as a Senior Bloomberg Analyst and Co-Director of Operations, helping other students through their Bloomberg training, giving tours of the MILC, and supporting faculty and student research endeavors using Bloomberg. Kendall is excited to serve as a UTIG officer and can’t wait to see what great things come out of this year! |
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Katie Fowlkes
Vice President (Fall 2017) Katie is a sophomore undergraduate student majoring in finance with a collateral in international business. She is a member of the honors college and was recently selected to be a member of the Global Leadership Scholars program. Katie works in the Masters Investment Learning Center as a Senior Bloomberg Analyst, where she assists students with Bloomberg training. Upon graduation, Katie plans to pursue a career as a financial advisor and improve financial literacy. |
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Greg Gilbert
Director of Trading (Fall 2017) Greg is a senior from Nashville, TN. He’s a double major in Finance and Accounting with a collateral in international business. He was selected as a member of the Global Leadership Scholar’s program, which allowed him to study abroad in London and work for the consulting firm Mercer. Currently, Greg is working within the Finance department at the Master’s Investment Learning Center, where he assists students with their Bloomberg Training. In addition, he is a McClain Torch Fund manager and President of the Honor’s finance organization, Tennessee Capital Market Society. After graduation, Greg hopes to pursue a career in investment banking. |
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Matthew Guinn
Vice President (Fall 2017) Matthew is a Senior Supply Chain Management major also studying business analytics, international business, and environmental sustainability. On campus he is involved with Global Leadership Scholars, Council of Supply Chain Management Professionals, and SCM Scholars of Distinction. He is a Senior Bloomberg Analyst at the Masters Investment Center. He also served on the Executive Board of UTIG his Junior year. |
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Tony Hale
Vice President (Fall 2017) Tony Hale was born and raised in Memphis, TN, he is currently a sophomore, majoring in Accounting with a collateral in international business and a minor in entrepreneurship. Tony wants to one day pursue a career in auditing and earn his CPA. He loves to read, interact with new people and play fancy sports. During freshmen year Tony was a member in the Venture LLC were he had the opportunity to volunteer with Junior Achievement of East Tennessee on educating elementary students on business so that they will grow up to be productive adults in society. Tony Managed to complete a total of 33 volunteer hours his freshmen year. “I’ve always loved being a big influence on young people and teaching them how life really is. You’re only a child for a short amount of time, but you’re an adult forever.” |
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Brad Hill
Vice President (Fall 2017) Brad is a senior in the Haslam College of Business at The University of Tennessee, Knoxville. He is majoring in both Finance and Business Analytics with a collateral in Economics. During his time at the university, he has held several other officer roles in various organizations, including: Operating Editor for The Tangerine, Treasurer for The Management Society at The University of Tennessee, and Vice President of Membership for the Tennessee Capital Market Society. During the summer of 2016, Brad worked as an intern with Alcoa Inc. in which he did Financial Analysis for the global casting division. In the fall of 2017, he will work as a teaching assistant for Finance 440 Fixed Income Analysis, as Director of Research for Bloomberg Basics Training, and has served as a portfolio manager for the McClain Torch Fund. |
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Chrisse Lam
Director of Trade Like A Girl (Fall 2017) Chrisse is a senior from Greeneville, Tennessee, who is majoring in Accounting with a collateral in International Business. She is a member of Global Leadership Scholars, the business undergraduate honors program, which allowed her to study abroad in London and work as an accounts intern for Edspace, a co-working space for education technology innovators. She serves as a Peer Mentor for the Haslam College of Business and an advocate for the Office of Diversity and Community Relations’ Diversity Advancement Program. Upon graduation, Chrisse will pursue a Master of Accountancy degree and intends to start her career in public accounting. |
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Sophie Lange
Director of Trade Like A Girl (Fall 2017) Sophie is a senior undergraduate student at the University of Tennessee who is pursuing a major in economics with a dual concentration in international business and a minor in English. She is a member of the Global Leadership Scholars Program and the Chancellor's Honors Program. Sophie currently works in the in Masters Investment Learning Center and is a fund manager for the TVA Investment Challenge. She has completed internships with the UK House of Commons and International Paper. Additionally, Sophie is a Lead Haslam Ambassador and a brother of Alpha Kappa Psi, Professional Business Fraternity. Besides her passion for being involved on campus and within the community, Sophie loves books, coffee, fitness, traveling, and attending sporting events. |
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James Mainland
Vice President (Fall 2017) Born in Hendersonville, Tennessee, James is a Junior undergraduate student at the University of Tennessee, majoring in Finance and Accounting with a collateral in Business Analytics. He recently spent his previous summer interning for, a Berkshire Hathaway company, Vanderbilt Mortgage and Finance. James plans on testing for his CPA upon graduation and continuing his studies to pursue an MBA in Finance as well as to obtain his CFA designation. |
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Reid Parker
Vice President (Fall 2017) A junior at the University of Tennessee majoring in Accounting with a collateral in Finance. In addition to UTIG, he participates in several other organizations across campus. He is a student ambassador for the Haslam College of Business, and an Honors Mentor for freshman students beginning their careers in the Chancellor's Honors Program. Reid also participates in All Campus Events and Greek life. During the summer of 2017, he studied International Marketing in Florence, Italy. Upon graduating in the spring of 2019, he hopes to intern at a "Big 4" accounting firm and then come back to Knoxville to pursue a Masters of Accountancy. Outside of school, Reid enjoys traveling, volunteering at Thrive Lonsdale in Knoxville, relaxing with friends, and playing golf. |
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Zach Rebels
Vice President (Fall 2017) Born and raised in Dover, NJ, Zachary entered the University of Tennessee (UT) in the Spring of 2016. He is currently a Junior majoring in Finance with a collateral in Supply Chain Management. Zachary is a member of the Tennessee Capital Markets Society, University of Tennessee Investment Group, and works as a Bloomberg Analyst at the Masters Investment Learning Center. Zachary would like to pursue a career as a financial consultant or investment banker in New York City. Prior to being enrolled at UT, Zachary served in the U.S. Marines Corps for 5 years and 10 months where he worked as an Embassy Guard for the Department of State. As an Embassy Guard, Zachary was able to learn about different cultures and customs from traveling to numerous countries and interacting with locals in those countries. |
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Sebastian Soldner
Vice President (Fall 2017) Born in Forchheim, Germany, Sebastian is a junior majoring Finance with a collateral in International Business at the University of Tennessee - Knoxville. Sebastian participates as part of the Haslam College of Business Student Leadership Council, which helps evolve the relationship between organizations and faculty. Sebastian participated in the First Year Cuba Business Trip program, which brought students to Havana to learn in a constantly changing business culture. Sebastian was selected as a member of the Haslam College of Business honors program, Global Leadership Scholars, which afforded him the opportunity to spend a semester in London. Sebastian is a Bloomberg Analyst at the Masters Investment Learning Center, a co-founder of the Tennessee Capital Markets Society, and prior team captain in the CME Trading Challenge. He hopes to pursue a career in management consulting. Outside of academia, Sebastian enjoys rock climbing, audio engineering, and reading. |
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Henry Trotter
Vice President (Fall 2017) Henry Trotter is a sophomore who came to the University of Tennessee from Atlanta, GA to major in Finance. He interned with Goldman Partners Realty in Knoxville over the Summer where he specialized in property analytics. Alongside his UTIG position, he is a Junior Financial Analyst at the Master's Investment Learning Center in the Haslam College of Business. |
2016 - 2017 Officers
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Mariah Reliford
President (Spring 2017) Vice President (Fall 2016) Born in Strawberry Plains, Tennessee, Mariah is a senior undergraduate student at the University of Tennessee, majoring in Finance with a collateral in Economics. She spent her summer in Atlanta as a finance intern with Delta Air Lines. She serves as the Vice President of the Campus Events Board's Arts and Culture committee and will be working in the Masters Investment Learning Center this year as a Bloomberg Financial Analyst. After graduation, Mariah plans to pursue a career in corporate finance. |
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Benjamin Davis
President (Fall 2016) Vice President of Trading (Spring 2016) Benjamin was born and raised in Harriman, TN, he is currently a senior majoring in Finance with a collateral in International Business. Ben was selected as a member of the Haslam College of Business honors program, Global Leadership Scholars, which afforded him the opportunity to spend a semester in London, working for Citi Bank. Upon returning to the US, he took an internship with UBS Financial at which time he decided to change his major from accounting to finance to pursue a career in investments. He served two terms as a fund manager in the TVA Investment Challenge and will be participating in the CME Trading Challenge during the spring of 2016. |
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Tucker McLain
Treasurer (Fall 2016)(Spring 2017) Vice President (Spring 2016) Born and raised in Hendersonville, TN, Tucker entered the University of Tennessee in the Fall of 2013. He is majoring in Accounting with a dual concentration in International Business. After graduating in May 2017, he plans to pursue his Masters of Accountancy at UT. Currently, Tucker is a member of Alpha Kappa Psi, Professional Business Fraternity where he serves as a chairman of the Membership Development and Retreat teams. He is also a member of the Global Leadership Scholars Honors Program in the Haslam College of Business. In the past, he has worked as a BA100 Peer Mentor in the Venture Living Learning Community, tutoring freshman business students as they transition to college life. After graduation, Tucker hopes to obtain his CPA designation and go on to work for one of the Big 4 accounting firms. Joseph Winstead
Vice President (Fall 2016) Vice President of Creative Engagement (Spring 2016) Joseph is a senior at the University of Tennessee studying Finance and Accounting with a collateral in supply chain management. Joseph is a Bloomberg Master with Acknowledgements in Equities, Fixed Income, Foreign Exchange and Commodities. During his time at the University of Tennessee, he has interned with Bankruptcy Attorneys at a law firm located in downtown Savannah, GA, as well as the Tennessee Department of Treasury in Nashville, TN. After Graduation in December, he will be joining PYA’s audit staff in Knoxville, TN. This will be Joseph's second semester as a UTIG officer. Outside of school, he enjoys basketball, playing music and cooking. Grayson Niehaus
Vice President (Fall 2016) Vice President of Speaker Liaison (Spring 2016) Grayson Niehaus is a senior with a dual major in Finance and Business Analytics along with a collateral in Accounting and dual concentration in Supply Chain Management. Besides working as a Student Ambassador for the Masters Investment Learning Center within the Finance Department, he also worked for Morgan Stanley in their Wealth Management division and Canaccord Genuity in their Investment Banking practice. In addition to his leadership position in UTIG, Grayson is the founding president of the Tennessee Capital Markets Society, captain on the CME Commodity Trading Team, founding director for the Health & Wellness group in Alpha Kappa Psi Professional Business Fraternity, and was an Executive Treasurer on For the Kids at UTK. He also serves as a manager on the McClain fund as well as a participant on the Haslam College of Business Leadership Council. After graduating, he wants to pursue a career in capital markets. Outside of school and work he enjoys fitness, sports, and all things vols. Thomas Gauthier
Vice President (Fall 2016) I’m a senior accounting student here at UT. I’m involved in several other organizations on campus including the Student Alumni Associates and Greek life. Once I graduate in the Spring of 2017, I will intern with Ernst & Young in Nashville, and then I will return to UT to pursue my Masters in Accountancy. I have some experience in finance from working on a wealth management team at Merrill Lynch downtown. I’ve always been curious about the markets and learning more about the economy as a whole. If I’m not in the library or class, chances are I’m out with friends or at a football game. Go Vols! Sebastian Soldner
Vice President (Fall 2016) Born in Forchheim, Germany, Sebastian is a sophomore majoring Finance with a collateral in International Business at the University of Tennessee - Knoxville. Sebastian participates as part of the Haslam College of Business Student Leadership Council, which helps evolve the relationship between organizations and faculty. Sebastian participated in the First Year Cuba Business Trip program, which brought students to Havana to learn in a constantly changing business culture. Sebastian was selected as a member of the Haslam College of Business honors program, Global Leadership Scholars, which affords him the opportunity to spend a semester in London. Sebastian is an Ambassador at the Masters Investment Learning Center, a co-founder of the Tennessee Capital Markets Society, and prior team captain in the CME Trading Challenge. He hopes to pursue a career in management consulting. Outside of academia, Sebastian enjoys rock climbing, audio engineering, and reading. Samantha Keiser
Vice President (Fall 2016) Samantha is a senior undergraduate at the University of Tennessee majoring in Finance with a collateral in Economics. She completed a six-month internship last fall with a local non-profit before accepting an internship position with First Advantage Bank in their Specialized Lending division. Samantha is currently a TVA Fund Manager and is a Bloomberg Master with acknowledgements in Equities, Fixed Income, Foreign Exchange, and Commodities. Upon graduation, Samantha intends on moving into a full-time position with First Advantage Bank before continuing on to get a Master’s degree. Logan Jackson
Vice President (Fall 2016) Logan, born and raised in Chattanooga, TN, is a senior at the University of Tennessee majoring in finance with a collateral in international business. He chose to begin studying investments after doing a few short externships in New York his freshman year and was fortunate enough to spend a summer interning for BDO in Barcelona, which was the deciding factor for his collateral. Logan is a current member of the Financial Management Association, Sigma Phi Epsilon Fraternity, and a portfolio manager of the TVA Investment Challenge. He plans to pursue a career in government securities or derivative trading upon graduation. Outside of academics, Logan enjoys exercise, travel, and hiking. Katie Fowlkes
Vice President (Fall 2016) Katie is a sophomore undergraduate student majoring in finance with a collateral in international business. She is a member of the honors college and was recently selected to be a member of the Global Leadership Scholars program. She also works in the Masters Investment Learning Center, where she assists students with their Bloomberg training. Upon graduation, Katie plans to pursue a career as a financial advisor and improve financial literacy. Evan Darty
Vice President (Fall 2016) Evan is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in Economics. He is a Bloomberg™ Master, with acknowledgments in Equities, Fixed Income, Foreign Exchange and Commodities. His passion for finance stems from an internship he completed after his freshman year with the Israel Opportunity fund, a New York City-based venture capital fund. Evan has also interned with First Tennessee Bank’s corporate banking division and U.S. Senator Bob Corker’s Knoxville office. He spent this past summer in Washington D.C. interning for the U.S. Senate Foreign Relations Committee and was able to work alongside staff members to analyze the potential global economic consequences of the Brexit. After graduation, he plans to pursue a master’s degree in finance and a career in international finance. Collin Pounders
Vice President (Fall 2016) Born in Killen, Alabama, Collin is currently a senior majoring in Finance with a collateral in International Business. He spent the last summer participating in the UT Management and Finance Practices Study Abroad program in London, England and working as an intern at the Nalls Sherbakoff Group, LLC in Knoxville, Tennessee. Collin is also a portfolio manager of the TVA Fund, member of Sigma Nu Fraternity, and a Peer Mentor for the Haslam Venture Living and Learning Community. After graduation, Collin plans to pursue an MBA in Finance and obtain his CFA designation. Chris Pilone
Vice President (Fall 2016) From Cincinnati, Ohio, Chris is a current senior undergraduate student at The University of Tennessee majoring in Finance with a collateral in Accounting. Currently serving as a UTIG Officer, Chris has also held leadership positions on campus including Treasurer for Lambda Chi Alpha Fraternity, as well as a being a Campus Representative for State Traditions. During his time at Tennessee he has gained experience at Prudential Financial, working closely with Financial Advisors as well as Managers of Financial Services. Chris is a Bloomberg Master with acknowledgements in Equities, Fixed Income, Foreign Exchange, and Commodities. Aside from coursework, Chris enjoys video production with online hits surpassing 500,000. After graduation in May of 2017, he plans to move out of state and continue to work in the financial industry. Brad Hill
Vice President (Fall 2016) Brad is a senior in the Haslam College of Business at The University of Tennessee, Knoxville. He is majoring in both Finance and Business Analytics with a collateral in Economics. During his time at the university, he has held several other officer roles in various organizations, including: Operating Editor for The Tangerine, Treasurer for The Management Society at The University of Tennessee, and Vice President of Membership for the Tennessee Capital Market Society. During the summer of 2016, Brad worked as an intern with Alcoa Inc. in which he did Financial Analysis for the global casting division. In the fall of 2016, he will work as a teaching assistant for Finance 301, as well as a portfolio manager for the McClain Endowment Fund. Sam McCullough
Vice President (Fall 2016) Raised in Music City, Sam is a senior undergraduate student at The University of Tennessee majoring in Accounting with a collateral in Finance and a minor in Music Business. He is a member of Beta Alpha Psi, and a Bloomberg™ Master with Acknowledgments in Equities, Fixed Income, Foreign Exchange and Commodities. While at UT, Sam has interned as a financial and marketing advisor at Band Posters, a local Knoxville startup. He has balanced touring and managing his band Boy Named Banjo with school work since 2012. Upon graduation, Sam plans to pursue a career as a professional musician and independently prepare for the CPA Exam. Tony Hale
Junior Vice President (Fall 2016) Tony Hale was born and raised in Memphis, TN, he is currently a sophomore, majoring in Accounting with a collateral in international business and a minor in entrepreneurship. Tony wants to one day pursue a career in auditing and earn his CPA. He loves to read, interact with new people and play fancy sports. During freshmen year Tony was a member in the Venture LLC were he had the opportunity to volunteer with Junior Achievement of East Tennessee on educating elementary students on business so that they will grow up to be productive adults in society. Tony Managed to complete a total of 33 volunteer hours his freshmen year. “I’ve always loved being a big influence on young people and teaching them how life really is. You’re only a child for a short amount of time, but you’re an adult forever.” |
William Taylor
President (Spring 2016)
Born in Memphis, Tennessee, Will is a senior in Finance and prior Journalism student at the University of Tennessee. He chose to pursue his interest in finance after applying systematic probability and risk management approaches to win poker tournaments in the Knoxville area. Will is an Ambassador at the Masters Investment Learning Center, a portfolio manager of the TVA fund and prior finalist in the CME Trading Challenge. He hopes to pursue a career in alternative investment strategies and writing. Outside of academia, Will enjoys hunting, rock climbing, drumming and reading.
President (Spring 2016)
Born in Memphis, Tennessee, Will is a senior in Finance and prior Journalism student at the University of Tennessee. He chose to pursue his interest in finance after applying systematic probability and risk management approaches to win poker tournaments in the Knoxville area. Will is an Ambassador at the Masters Investment Learning Center, a portfolio manager of the TVA fund and prior finalist in the CME Trading Challenge. He hopes to pursue a career in alternative investment strategies and writing. Outside of academia, Will enjoys hunting, rock climbing, drumming and reading.
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Piper Davis
Vice President of Membership Liaison (Spring 2016) Piper is a senior undergraduate student at the University of Tennessee majoring in Finance with a concentration in International Business. She is a member of the Global Leadership Scholars and Chancellors Honors programs. Piper is currently a TVA fund manager and an intern for the local Financial Executives International chapter. Upon graduation, Piper plans on moving to New York and pursuing a career in the finance sector. Inspired by her sophomore study abroad experience in London, she hopes to work internationally one day. Piper’s hobbies include playing soccer and tennis, horseback riding, and painting. |
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Kolby Kurgan
Vice President of Operations (Spring 2016) Kolby is a senior undergraduate student at the University of Tennessee double majoring in Accounting and Finance with a collateral in Supply Chain Management. He has been an active member in his fraternity, Phi Sigma Kappa, since fall of 2011. He is the President of the Financial Management Association, Vice President of UT Investment Group, and a portfolio manager for the TVA Investment Fund on behalf of the Tennessee Valley Authority (TVA). He is also a Bloomberg™Master, with Acknowledgements in Equities, Fixed Income, Foreign Exchange, and Commodities. After graduation, Kolby plans to move out of state and work in the financial field. |
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Zach Spires
Vice President (Spring 2016) Zach is a senior at the University of Tennessee studying Finance with a collateral in Entrepreneurship. Zach is a Bloomberg Master with acknowledgements in Equities, Fixed Income, Foreign Exchange, and Commodities. He recently interned at Shoemaker Financial in Brentwood, Tennessee where he was responsible for client portfolio analysis. Upon graduation, Zach plans to pursue a career in financial analysis or consulting for healthcare in the Nashville area. He hopes to one day go back to school for a Masters degree. |
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Van Burgess
Vice President (Spring 2016) Born in Nashville, TN, Van is a senior undergraduate at The University of Tennessee majoring in Finance with a collateral in Supply Chain Management and a minor in Economics. Van spent the last summer studying at the London School of Economics, studying Alternative Assets and Financial Markets. He currently is interning for Knox Wealth Partners where he is learning to back test investment strategies. Upon graduation, Van intends to pursue a career in financial analysis. |
2015 Officers
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Shelbi Bias
President A native of Knoxville, Tennessee, Shelbi is a senior in Finance. She is a majorette in the Pride of the Southland Marching Band, and an active member of Delta Gamma, where she has held two positions: Vice President of Foundation and Director of Rituals. Furthermore, she serves as Co-Vice President of Recruitment for Mortar Board. This past summer, Shelbi interned at Marathon Petroleum Corporation, and loved every minute of it! For fun, she is an avid reader and is pursuing her Scuba Diver Certification. After Shelbi graduates in May, she is moving with her fiancé to St. Louis, where she is currently looking for jobs in the finance industry. Just as important, Shelbi looks forward to returning to football games as an alumnus and cheering the Vols on to victory! |
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Piper Davis
Vice President of Membership Liaison Piper is a senior undergraduate student at the University of Tennessee majoring in Finance with a concentration in International Business. She is a member of the Global Leadership Scholars and Chancellors Honors programs. Piper is currently a TVA fund manager and an intern for the local Financial Executives International chapter. Upon graduation, Piper plans on moving to New York and pursuing a career in the finance sector. Inspired by her sophomore study abroad experience in London, she hopes to work internationally one day. Piper’s hobbies include playing soccer and tennis, horseback riding, and painting. |
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Benjamin Davis
Vice President of Trading Elect Benjamin was born and raised in Harriman, TN, he is currently a senior majoring in Finance with a collateral in International Business. Ben was selected as a member of the Haslam College of Business honors program, Global Leadership Scholars, which afforded him the opportunity to spend a semester in London, working for Citi Bank. Upon returning to the US, he took an internship with UBS Financial at which time he decided to change his major from accounting to finance to pursue a career in investments. He served two terms as a fund manager in the TVA Investment Challenge and will be participating in the CME Trading Challenge during the spring of 2016. He also enjoys fishing, hiking, and snowboarding. |
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William Taylor
Vice President of Trading II Born in Memphis, Tennessee, Will is a senior in Finance and prior Journalism student at the University of Tennessee. He chose to pursue his interest in finance after applying systematic probability and risk management approaches to win poker tournaments in the Knoxville area. Will is an Ambassador at the Masters Investment Learning Center, a portfolio manager of the TVA fund and prior finalist in the CME Trading Challenge. He hopes to pursue a career in alternative investment strategies and writing. Outside of academia, Will enjoys hunting, rock climbing, drumming and reading. |
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Taylor Carver
Vice President of Event Coordination Taylor is a senior undergraduate student at the University of Tennessee majoring in Accounting with a collateral in Finance. He is also a member of the Financial Management Association, and a Bloomberg™ Master, with Acknowledgments in Equities, Fixed Income, Foreign Exchange and Commodities. Upon graduation in May 2015, Taylor plans to pursue his Masters of Accountancy at the University of Tennessee, and afterwards will transition to a Certified Public Accountant (CPA), specializing in the audits of major financial institutions. After obtaining his CPA, Taylor hopes to one day pursue a career in the financial industry while working towards a Chartered Financial Analyst (CFA) certification. Taylor has been an active member in his fraternity, Lambda Chi Alpha, since fall of 2011. In his spare time Taylor enjoys playing golf, ice hockey, wake-boarding, and skiing. |
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Michael Cermak
Vice President of Speaker Liaison Michael is a senior undergraduate student at the University of Tennessee majoring in Economics with a collateral in Finance. Prior to attending UT, Michael was a varsity letterman at West Point where he earned a football scholarship. He is a Bloomberg™ Master with Acknowledgments in Equities, Fixed Income, Foreign Exchange and Commodities. Michael is currently a portfolio manager for the TVA Investment fund, managing nearly $400,000 on behalf of Tennessee Valley Authority (TVA), specializing in the industrial sector. After graduation, Michael hopes to pursue a career in investment banking and derivative trading, while obtaining an MBA with a concentration in Finance, and earning his CFA designation. |
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Season Guffey
Vice President of Membership Liaison Season is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in International Business. This is her first year as an officer for UTIG. In addition to UTIG, Season is the Fundraising Officer for the Financial Management Association, which provided her the opportunity to meet with Warren Buffett in Omaha, Nebraska. This past summer after visiting London Metals Exchange while participating in the UT Management and Finance Practices Study Abroad program in London, England, Season confirmed her passion for the financial system. Season was a Peer Mentor for the UTK Class of 2017. She has held multiple leadership positions within her sorority, Delta Zeta. She is a Timette for the UT Swim and Dive Team and holds an office on the Executive Board as Purchasing Chair. Upon graduation, Season plans to move to the west coast and pursue a career in Finance or International Business. Other aspirations after graduation include furthering her education with a Master of Science in Finance. |
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Keenan Ibrahimbacha
Vice President of Speaker Liaison Keenan is a fifth-year senior majoring in Finance with a minor in Economics and a collateral in Entrepreneurship. Although this is his first year as an officer for UTIG, he has held multiple leadership positions in other organizations, including his fraternity Beta Chi Theta, and the Middle Eastern Student Association. He is also a Student Assistant for the International House. Likewise Keenan has earned full acknowledgments as a Bloomberg™ Master through the Masters Investment Learning Center (MILC). After graduation, Keenan hopes to pursue a career with a private equity firm, while obtaining an MBA and earning his CFA designation. |
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Matt Seaver
Vice President Matt is a senior majoring in Finance with an Accounting Collateral. He is a Bloomberg™ Master with Acknowledgments in Equities, Fixed Income, Foreign Exchange and Commodities. In addition to UTIG, Matt is a member of the University of Tennessee baseball team as a team manager and has been working as a sales representative for general contractors in Kentucky, Georgia, Indiana, and Tennessee since 2012, totaling over $680,000 in sales. Graduating in May 2015, he is currently evaluating options in the financial industry, commercial insurance, and sales. |
2014 Officers
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Nate Massey
President (Fall 2014) Vice President of Event Coordination (Spring 2015) Nate is a fifth-year senior undergraduate student at the University of Tennessee double majoring in Finance with an Accounting collateral and Economics with an International Business dual concentration; he is also pursuing a minor in Mathematics. He is currently the Director of Undergraduate Training for the Masters Investment Learning Center, a member of Global Leadership Scholars and the Chancellor’s Honors Program, and an intern for the Knoxville chapter of Financial Executives International. In addition to UTIG, Nate was the Vice President of Accounts Receivable for Alpha Kappa Psi, a portfolio manager for the TVA investment fund, and a team captain for the CME Commodities challenge. His experiences include working for Zurich Financial Services, Procter & Gamble, and Quintium Advisors. Nate will graduate in May of 2015. He will begin his career as a consultant for Oliver Wyman in the Fall of 2015. |
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Nam Le
Vice President of Membership Liaison (Spring 2015) Vice President of Event Coordination (Fall 2014) Nam is a senior undergraduate student at the University of Tennessee double majoring in Accounting and Finance. He is a certified Microsoft Office Specialist in Excel and Access and is also a Bloomberg™ Master with Acknowledgements in Equities, Fixed Income, Foreign Exchange and Commodities. Nam worked as a Wealth Management Intern for First Tennessee Bank in Summer 2014 in Memphis, TN. Since January 2015 he is working as an intern for Merrill Lynch’s Private Banking and Investment Group in Downtown Knoxville. Upon graduation, Nam seeks to pursue a career in investment banking in New York. |
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Chelsea LeRoy
Secretary (Spring 2015) Vice President of Operations (Fall 2014) Chelsea is a fifth-year senior at UT majoring in Finance with a collateral in Accounting. She is the President of the Financial Management Association, Secretary of the UT Investment Group, an Ambassador in the Masters Investment Learning Center with her Bloomberg™ Master certification, and an Intern for the Knoxville Chapter of Financial Executives International (FEI). In the Fall of 2014 she was a portfolio manager for the TVA fund and is currently a part of UT's first all-female trading team for the CME Group Trading Challenge. As the first woman in her family to attend (and soon graduate) college, she is eager to get the most out of every opportunity presented to her. She has a passion for helping people and hopes to continue to encourage people to reach their full potential throughout her career. Upon graduation, she will be in Caterpillar Financial's Finance Foundation Program at their global headquarters in Nashville. |
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David "Dee" McGaw
Vice President of Marketing (Fall 2014) Dee is in a senior undergraduate student at The University of Tennessee majoring in Accounting with a collateral in Finance. Dee is a certified Bloomberg™ Master with acknowledgements in Equities, Fixed Income, Foreign Exchange and Commodities. After becoming washed up in recreational sports Dee took on investments during his down time and has found a particular interest in options trading. Upon graduation, Dee plans to attend the University of Tennessee Masters of Accountancy program and become a Certified Public Accountant (CPA). Dee hopes to one day make above minimum wage so he can finally use his knowledge of investments instead of making fake money on stock market simulation games. |
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Ali Meshkat
Vice President (Fall 2014) President Elect (Spring 2015) |
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Tyler Michalove
Vice President of Trading (Fall 2014, Spring 2015) Tyler is a senior at the University of Tennessee studying Finance with a collateral in Business Analytics. Along with his studies, he is an active options trader specializing in volatility products such as the VIX. Tyler is also an Ambassador for the Masters Investment Learning Center, a CME Commodity Trading Challenge team captain, a former TVA fund manager, and has served as a UTIG officer for the past three semesters. He has worked with Quintium Advisors and is currently working with Blackpier Capital, a local trading house. After graduation, he hopes to start his career trading options for Blackpier Capital. |
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Lee Olswanger
Vice President of Social Networking (Fall 2014) |
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Garrett Talmadge
Treasurer (Fall 2014) Garrett is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in Entrepreneurship. This is his first year as an officer for UTIG but has held multiple positions within his fraternity, Alpha Tau Omega. In addition to UTIG, Garrett is also a member of the Financial Management Association. Garrett has also earned full acknowledgements as a Bloomberg Master through the MILC program here at Tennessee. Graduating in December, Garrett is still undecided as to whether he will pursue a Master’s degree or enter the work force. |
2013 Officers
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Thomas Meador
President (Spring 2014) Secretary (Fall 2013) Tom is a senior undergraduate student at The University of Tennessee double majoring in Finance with a collateral in Accounting and Logistics with a dual concentration in International Business. Thomas was selected as a member of the Business College’s honors program, the Global Leadership Scholars where he spent a semester in London, working for DLA Piper, a global law firm. Thomas serves as an Ambassador at the Masters Investment Learning Center as well the Secretary of the UT Investments Group. Thomas also spent 6 months working for Monsanto Company in New Orleans, working in their Distribution department as a co-op during his time here at the University of Tennessee. Thomas is currently pursuing Law School, to study financial law, as well as jobs in valuation, derivatives, and fixed income upon graduation in May 2014. |
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TJ Wiberley
President (Fall 2013) TJ is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in Accounting. He is currently an Ambassador in the Masters Investment Learning Center, and President of the UT Investment Group where he believes his interpersonal leadership style will spark interest in others to pursue a career in investments. He has also been an active member in the Financial Management Association where he found his interest for finance. He has developed a true passion for investing and portfolio management in which he takes a fundamental valuation approach as a manager for the TVA Investment Fund. Post graduation this fall, TJ plans to seek the coveted Chartered Financial Analyst Level 1 certification in June 2014 to further his foundation in investment knowledge. He is interested in pursuing a career in banking, relationship management, or wealth management. |
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Andrew Anderson
Vice President (Fall 2013, Spring 2014) Andrew is a senior undergraduate at the University of Tennessee majoring in Finance with a concentration in international business and a Spanish minor. He is currently an Ambassador for the Masters Investment Learning Center and has been actively involved on UT’s campus. He has been a member of University of Tennessee Investment Group for three years and serves as vice president for the financial management association. Andrew was selected to become a member of the class of 2014 Global Leadership Scholars Program. Andrew is currently one of the portfolio managers for the TVA investment fund. Along with Andrew’s academic experience, his internships at Citigroup and UBS wealth management have inspired him to pursue a career in equity research after graduation. |
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Nate Massey
Treasurer (Spring 2014) Nate is a senior undergraduate student at the University of Tennessee double majoring in Finance with an Accounting collateral and Economics with an International Business dual concentration; he is also pursuing a minor in Mathematics. He is currently an Ambassador for the Masters Investment Learning Center, a member of Global Leadership Scholars and the Chancellor’s Honors Program. In addition to UTIG, Nate is the Vice President of Accounts Receivable for Alpha Kappa Psi, a portfolio manager for the TVA investment fund, and was a team captain for the CME Commodities Trading Challenge. His experiences include working for Zurich Financial Services and Procter & Gamble. Nate will graduate in May of 2015 where he will be pursuing jobs in managerial consulting, banking and derivatives trading. |
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Tyler Michalove
Secretary (Spring 2014) Tyler is a senior at the University of Tennessee studying Finance with a collateral in Business Analytics. Along with his studies, he is an active options trader specializing in volatility products such as the VIX. Tyler is also an Ambassador for the Masters Investment Learning Center, a CME Commodity Trading Challenge team captain, and a current TVA fund manager. He has worked with Quintium Advisors and is currently working with Blackpier Capital, a local trading house. After graduation, he hopes to start his career trading options for Blackpier Capital. |
Victoria Kozier
VP of Event Coordination (Spring 2014)
VP of Event Coordination (Spring 2014)
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Sam Berklacich
Director of Battle of the Traders (Fall 2013) Sam is an undergraduate senior at the University of Tennessee. He is majoring in Finance with a collateral in Accounting. This is Sam’s first year as an officer for the University of Tennessee Investment Group as Director of the Battle of Traders. This past summer, Sam completed an internship with a boutique investment bank in Atlanta, Ga. After graduation, Sam is keeping his options open by either pursuing a Master’s degree or entering the work force. |
Jeff Nutkis
Treasurer (Fall 2013)
Treasurer (Fall 2013)
Jeff Logston
VP Event Coordination (Fall 2013)
VP Event Coordination (Fall 2013)
2012 Officers
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Christina Mosser
President Christina Mosser is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in Accounting. She is currently serving as an Ambassador in the Masters Investment Learning Center where she enjoys training students to use the Bloomberg software. After given the opportunity to stand on the floor of the New York Stock Exchange and to meet Warren Buffett, Christina knew that she wanted to be in investments. Christina wants to work in the field of wealth management or research analysis and is planning on pursuing the Chartered Financial Analyst designation upon her graduation in May. |
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Michael Fromke
VP Event Coordination Michael is an undergraduate senior at the University of Tennessee double majoring in Finance and Accounting with a collateral in Logistics. This is Michael’s third semester as a member of UTIG. His experience includes treasurer of his fraternity, where he oversees an annual budget of $200,000. He is also a member of the TVA Investment Fund, where he helps manage a $500,000 portfolio. Additionally, he has completed an internship with Raymond James | Morgan Keegan in their Fixed Income department in Memphis, TN. He is also a level 1 candidate for the CFA examination this upcoming December. After graduation he plans on keeping his options open by either pursuing a sales & trading position in a Fixed Income department, an analyst position at an investment bank, or pursuing his Masters in Accounting. |
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Nicholas Kurdziel
VP Battle of the Traders Nick is an undergraduate senior at the University of Tennessee double majoring in Economics and Finance with a collateral in Accounting. He has participated as a member of UTIG for two years, being actively involved in the Battle of the Traders and as of last semester, participated in the CME Commodities Trading Challenge. Nick is also a member of the Financial Management Association, which provided the opportunity to meet with Warren Buffett. After graduation in May, Nick intends to pursue a career in security analysis, investment banking, or economic research. His other aspirations after graduation include becoming certified as a Chartered Financial Analyst or furthering his education with a Master of Science in Finance degree. |
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James Beard
VP Secretary After speaking with Managing Directors in both the Fixed Income department and in the Private Client Group at Morgan Keegan, James decided that investment banking is what he wanted to do. James interest led to an internship with Raymond James/Morgan Keegan where he was involved in a number of projects. His duties included completing individualized portfolio analysis for clients and working closely with fixed income salesmen and traders to develop a municipal bond pitchbook. His future plan is to be a Fixed Income Salesman. After graduation, he plans on pursuing a Masters of Science in Finance or doing sales for a few years before applying for a "rookie program" in Fixed Income Sales. |
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Michael Knapp
President Emeritus / VP Catering and Gift Coordination Michael is an graduate of The University of Tennessee. He majored in Finance with a double major in Economics and a collateral in Supply Chain Management. Michael has participated in the CME Commodities Trading Challenge, the NYMEX open outcry competition in New York City, and served two semesters on the TVA Investment Fund. Michael is a Finance 301 and 425 tutor. His work experience includes an internship at a Registered Investment Advisor Firm, Visionary Horizons, the Masters Investment Learning Center, Vanderbilt Mortgage and Finance, and Morgan Stanley Smith Barney. Michael is a Non-Commissioned Officer in the United States Marine Corps Reserve and will be joining BNSF as a Management Trainee for Operations in June 2013. |
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Brian Martindale
VP Web Master Brian is an undergraduate senior dual majoring in Finance and International Business. He just returned from studying a year abroad at the Duale Hochschule Baden-Württemberg in Mannheim, Germany, and completed there a three month fundamental and technical analysis competition with students from around the world. In the summer of 2011, Brian interned at Vanderbilt Mortgage and Finance as an account representative. This will be his fourth semester serving as UTIG’s webmaster. He is a Level I candidate for the Chartered Financial Analyst exam this fall and will graduate this December. |
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Hunter Alley
Assistant VP Hunter is an undergraduate senior who is double majoring in Finance and Accounting with a collateral in Logistics. He has participated in UTIG for the past year and is currently the VP of the Financial Management Association. Hunter is also a member of the TVA investment Fund and will be serving his second term this fall. He has also completed a internship at Moon Capital Management, where he was responsible for updating portfolios and tracking company events. After graduation, Hunter plans to pursue a career in security analysis and investment banking. |
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Battle Beasley
Assistant VP Battle is an undergraduate senior at the University of Tennessee majoring in Finance with collateral in Economics. Battle has been a member of UTIG for the past year and is currently the President of the Financial Managers Association. The highlight of UTIG has been participating in the CME Commodities Trading Challenge using the CQG trading platform and learning the intricacies of the spot oil market. Battle interned at BB&T audit services this summer on the Market Risk and Liquidity team specializing in corporate funding, bank secrecy act laws, and BB&T’s FDIC assisted acquisition of Colonial Bank. Other work experience includes Round Table Investment Management, a hedge fund in Charlotte and AnyBill an accounts payable service in Washington D.C. After graduation Battle plans on following a career in corporate finance or work for a venture capital firm. |
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John Haysom
Treasurer John Haysom is a senior undergraduate student at the University of Tennessee majoring in Finance with a collateral in Accounting. His previous work experience includes working with local businesses improving their bookkeeping systems and introducing new operational software. John is certified Bloomberg™ Master with acknowledgements in Equities, Fixed Income, Foreign Exchange and Commodities. After graduation in May, John hopes to work in performance improvement, IT risk and assurance, or financial services fields. |
2011 Officers
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Michael Knapp
President / Event Coordinator Michael is an graduate of The University of Tennessee. He majored in Finance with a double major in Economics and a collateral in Supply Chain Management. Michael has participated in the CME Commodities Trading Challenge, the NYMEX open outcry competition in New York City, and served two semesters on the TVA Investment Fund. Michael is a Finance 301 and 425 tutor. His work experience includes an internship at a Registered Investment Advisor Firm, Visionary Horizons, the Masters Investment Learning Center, Vanderbilt Mortgage and Finance, and Morgan Stanley Smith Barney. Michael is a Non-Commissioned Officer in the United States Marine Corps Reserve and will be joining BNSF as a Management Trainee for Operations in June 2013. |
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Heather Duensing
Secretary Heather Duensing is a senior undergraduate student at the University of Tennessee majoring in Finance with collateral in Entrepreneurship. She currently serves as an Ambassador in the Masters Investment Learning Center. After spending time interning in the Corporate and Private event planning field for two years, she fell in love with investments after participating in the UTIG Battle of the Traders competition last semester. Aspiring to work in corporate finance or commercial banking upon graduating in May, she hopes to gain more experience working one on one with students to improve and polish investing skills and techniques through her position in the UT Investment Group. |
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Brian Martindale
Web Master Brian is a senior undergraduate student dual majoring in Finance and International Business. He is currently studying a year abroad at the Duale Hochschule Baden-Württemberg in Mannheim, Germany, and just completed a three month fundamental and technical analysis competition with students from around the world. This past summer, Brian interned at Vanderbilt Mortgage and Finance as an account representative. This will be his third semester serving as UTIG’s webmaster. He plans to complete the Level I certification of the Chartered Financial Analyst exam this fall and will graduate this December. |
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Brennan H. N. McMurry
Assistant VP Brennan is an undergraduate senior at the University of Tennessee majoring in Finance with a collateral in International Business and a minor in Economics. He currently is an intern at Liberty Mutual, where he is the coordinator of community development and corporate partnerships. Through this avenue, he will be able to bring a lot of knowledge and networks from the insurance spectrum. He was featured by PBS on the financial show, “What’s Up In Finance,” while in New York City at Youth About Business SBC. After completion of his degree, Brennan intends on furthering his education with a Master of Science in Finance at a top tier business school. |
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Charles "Zan" Young
Battle of the Traders Zan is an undergraduate senior at the University of Tennessee majoring in finance, with a collateral in accounting. His interest in investing and portfolio management has grown over the years into a strong passion, which he seeks to develop through his involvement with the UT Investment Group. Zan is serving his second tenure as a UTIG Vice President, providing him with the necessary leadership experience to help others cultivate their passions for investing and further their careers in finance. Zan is also a portfolio manager in the TVA Investment Fund, which helps him develop sound investing principles which he can pass on and share with others within the UTIG family. His internship experiences include a summer in wealth management at UBS. This experience brings a professional perspective and knowledge about portfolio management to the club. Zan aspires to be a research analyst, maybe even filling a research role at a buy-side firm one day. He is considering pursuing a Masters of Finance after graduation or an MBA as an alternative to an equity research position upon graduation. |
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Tyler Sherrill
Assistant VP Tyler Sherrill is a senior undergraduate student at the University of Tennessee majoring in finance with collateral in accounting. He is currently an Ambassador in the Masters Investment Learning Center. In the summer of 2011, Tyler completed a sales internship with Enterprise. He is excited to develop his financial and interpersonal skills with the Investment Learning Center and University of Tennessee investment Group as he prepares himself for graduation and looks forward to the opportunities that await him. |
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Diego del-Castillo-Negrete
Assistant VP / Gift Coordinator Diego is an undergraduate senior at the University of Tennessee majoring in Finance. His experience this past summer as an Investment Banking Summer Analyst within the Global Debt Capital Markets Healthcare Team at Barclays Capital will bring a valuable understanding of the markets to the Investment Group. He also brings valuable leadership experience as the current Southeast Region Leader for Latino’s on Fast Track, a premier organization for high achieving Latinos. This semester he will begin his second tenure as a portfolio manager for the TVA Investment Challenge Fund. Upon graduation, Diego plans to join Barclays Capital as a full-time investment banking analyst. |
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Elbek Shofayziyev
Treasurer Elbek is a senior undergraduate student at the University of Tennessee majoring in Finance with collateral in Accounting. Inspired by Benjamin Graham and legendary Warren Buffett, he finds Value Investing approach of investing to be very fascinating. Thus, gaining realized and unrealized returns of over 400%, Elbek has been utilizing this approach as his investing strategy in trading securities for over three years. Moreover, he’s been chosen to participate in a highly competitive TVA Investment Challenge (TVAIC) Program at the university for a second semester. TVAIC exposes Elbek to corporate valuation, where he is one of the few Portfolio Managers to manage over $250,000 of real funds. By being an officer of UTIG, Elbek is looking forward to further developing his intellectual capacity in the field of Finance and expanding intimate knowledge necessary for his future career as a shrewd Financial Analyst and Portfolio Manager. |
2010 Officers
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Greg Curtin
Co-President Greg is a senior at the University of Tennessee pursuing his BS in Finance with an International Business collateral. He studied derivatives and options at the London School of Economics and plans to continue working with securities as the president of the currencies & commodities division of the University of Tennessee Investment Group which he co-founded. He hopes his experience of traveling to over 40 countries will prepare him for a career in financial analysis at a global bank. |
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Dilshod Jumaniyazov
Co-President Dilshod is an undergraduate senior at the University of Tennessee majoring in Finance and Accounting with an International Business collateral and minoring in Communication Studies. His passion for investing led him to co-found the University of Tennessee Investment Group (UTIG). His two years of experience in the banking industry has prepared him for his role as president of the equity and fixed income division of the UTIG. After graduation he plans to pursue a career as a portfolio manager. |