Analysts

Anthony Rossi-Berg

Anthony Rossi-Berg is a Junior Accounting Major. He plays Club Baseball at Xavier and is a Student Tutor. He also boxes outside of Xavier with the unfortunate record of 0-1. He enjoys working out, tanning, and watching Family Guy.




Matt Bremer

Matt is a Junior Finance major, from Toledo, OH, and on track to graduate in May of 2014. He is currently an analyst for the consumer staples sector. This summer he will be interning at Merrill Lynch for the Snell Group. He is a member of the club Ultimate Frisbee team and is training for his first triathlon. After graduation Matt would like to go into financial advising or wealth management.


Chris Caroll

Chris is a Finance and Accounting double major from San Diego, California. Chris is an analyst for the Consumer Discretionary sector. He completed a busy season internship with Pricewaterhouse Coopers, LLP last Spring and a financial audit internship with Fifth-Third Bancorp last Summer. Along with his involvement in the D’Artagnan Capital Fund, he is the President of Xavier’s Chapter of Beta Alpha Psi, an honorary society for Accounting, Finance, and IS majors. In his free time, Chris enjoys cycling, running, and doing his Options & Futures homework. After graduation, Chris plans on sitting for the CPA exam battery and attending Law School.

Larry Chapman

Larry Chapman is a Junior Finance major from Pittsburgh, Pennsylvania. Larry is currently an analyst in the Financial Sector. He has worked as a Summer Treasury Management Intern for two years for PNC Bank. The summer of 2013, he will either be an intern for JPMorgan & Chase or Alliance Bernstein Mutual Fund. In his free time, Larry enjoys skiing, boating and traveling around the world.


Matt Demuth

Matt is a senior finance major and economics minor from Louisville, KY. He will graduate from Xavier University in May 2013. Matt is currently an analyst in the energy sector. After graduation Matt hopes to continue working as an investments analyst.




Mark Gore

Mark is a junior Finance and Management double major with a minor in Psychology. He is an analyst in the IT/Telecom sector. Mark is very involved in both Entrepreneurship Club and TEDxXavierUniversity. He currently works at the Greater Cincinnati Energy Alliance in the Finance department and will intern with Goldman Sachs over the summer.


Nick Gerbus

Nick is a junior finance major from Cincinnati, OH. He will graduate from Xavier University in December of 2013. Matt is currently an analyst in the consumer discretionary sector. Last summer, Nick had a data analyst internship at Luxottica Retail.




Greg Hagerty

Greg is currently an analyst in the Financial sector. He is a senior set to graduate in December 2013, majoring in Accounting and Finance. He currently interns at UBS Financial Services with the Hyzdu team, and will intern at Grant Thornton LLP as a corporate tax intern this summer. It will be his second summer with the firm. After graduation, Greg hopes to pursue a career in investment valuation.


Chris Harris

Chris is a junior accounting and finance major from Cleveland, Ohio. He is an analyst and is working in the Healthcare sector. He is currently interning at Northwestern Mutual, as a financial representative. On campus Chris is a part of the club baseball team, NABA, intramural sports, and is a Manresa leader. Chris also enjoys playing basketball, hanging out with friends and traveling. After graduating Chris wants to pursue a career in either investment banking or public accounting.

Garrett Keirns

Garrett is a senior Economics major. He is the current president of the Xavier Univ. Economics Association (https://orgsync.com/33218/chapter) as well as a member and officer of the XU Club Water Polo team. Garrett’s area of expertise is large-cap healthcare equities.




Nick Kobunski

Nick is a finance and management information systems double major set to graduate in May 2014. He is currently an analyst in the Materials & Industrials sectors. Nick worked as a Corporate Accounting Intern with Cliffs Natural Resources this past summer and will be interning with Fifth Third Bank this coming summer. Nick plans to work for an equity research firm or as a portfolio manager after graduation. Nick is also a member of the Xavier University Cross Country and Track teams.

Hoang Le

Hoang (Brian) Le is a Junior Finance major with an International Business minor from Hanoi, Vietnam. He is an analyst for the Energy sector in the fund. Over the summer, Hoang worked for Trimble Navigation Ltd as an accounting and finance intern. His strength is his cross-cultural background, global thinking, great communication skill and strong analytical skill in finance. In his free time, he enjoys going out to meet new friends, working out in the gym. An interesting fact is that he knows Kung Fu.

Ron Liebau

Ron is a junior Finance Major from Cincinnati, Ohio. He is currently an analyst in the information technology/telecommunications sector. For summer 2013, Ron plans on interning at a local wealth management firm. His career goal is to work as a wealth management advisor or portfolio manager.



Dan McCarthy

Dan is a Junior Finance and Accounting major from Saint Louis, Missouri. He is an analyst for the Information Technology sector. He is currently an intern at Shoemaker and Company, CPA. He is also the current Vice President of Beta Alpha Psi - Mu Rho Chapter. Outside of school, Dan enjoys golfing and playing soccer. After graduation he hopes to go into public accounting.


Paul Neumann

Paul is a senior Finance Major and is serving as an industrials and materials analyst on the D’Artagnan Capital Fund. He interned, during the summer of 2012, with Berkeley Square Partners: a long/short value hedge fund. Paul is set to graduate in December of 2013 and will be working on The Fund, as a manager, during his last semester. After acquiring his undergraduate degree, Paul plans to move to Boulder, Colorado to work on a hedge fund and obtain his MBA from Colorado University, Boulder.

Mark Shepley

Mark is a finance major set to graduate in the spring of 2013.He is currently and analyst in the Industrials/Materials sector. Mark works at technical support for Xavier. He would like to become a financial analyst for a medium size corporation. Mark is currently a member of the Finance Club, Business Leaders of Tomorrow, and a couple other clubs/extra-curricular.


Ryan Thompson

Ryan is a Finance major from West Hartford, CT, and is set to graduate in May, 2014. He is currently an analyst in the Consumer Discretionary sector. Last summer, Ryan worked as a Research and Consulting Intern for Conning & Co. Outside of the classroom, Ryan is involved in the Financial Management Association, Club Swimming, Intramural Sports, and is also a Freshman Orientation Group Leader. Ryan is an avid sports fan, and enjoys taking part in anything competitive.