Fund Positions and Managers

Daniel Wolff

Chief Executive Officer & IT/Telecom Sector Co-manager

Daniel Wolff is the current Chief Executive Officer of the D'Artagnan Capital Fund and co-manager of the IT/Telecom sector. He is a Senior Finance major from Dayton, OH and is set to graduate in Spring of 2015. Daniel is currently the Social Research Analyst Intern at Legg Mason Investment Counsel and has prior internship experience at Bank of America Merrill Lynch. He is also active as the President of Club Golf at Xavier and the assistant golf coach at Sacred Heart Elementary School in Cincinnati. Upon graduation, Daniel hopes to pursue a career in investments as either a portfolio manager or equity research analyst.

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Dustin Isop

Chief Financial Officer & Finanials Sector Manger

Dustin is currently the Chief Financial Officer of the D’Artagnan Capital Fund and Financials Sector manger. He is a finance major, from Westchester County, New York, set to graduate in December 2014. He has had two financial internships, one with Merrill Lynch, and another with The Fifth Third Trading Center. He plans on pursuing a career in equity analysis or investment strategy.  

 

Nathan O'Brien

Chief Investment Officer & IT/Telecom Sector Co-manager

Nate is a senior Finance major with a focus in investments, managing over $2.25 Million of Xavier’s endowment fund through his role as chief investment officer of the D’Artagnan Capital Fund.  From Chicago, he enjoys being outside and volunteering his time to lead orientations and retreats, as well as regularly teaching finance skills to underprivileged youth in the Cincinnati area.  Nate also has experience in the wealth management industry and is well versed in financial software like Bloomberg and Capital IQ.

 

 

Eric Osswald

Chief Risk Officer & Consumer Staples Manager

Eric is a Senior Finance Major Graduating in December of 2014. He is the Consumer Staples Manager and Risk Manager for the Fund. Eric is from Columbus, Ohio and attended Olentangy Liberty High School. Eric is the goalkeeper and captain of the Xavier University Soccer Team and was recognized as an Academic All-American by the NSCAA in High School. He was also named to the 2013 All-Big East Academic Team.

 

Jose Alonso

Chief Economist & Energy/Utilities Sector Manager

Jose Alonso is a Senior International Studies major, concentrating in International Business, and an Art minor from Los Angeles, CA.  Jose is the chief economist and manager of the energy and utilities sector, and he is currently the publicity photographer for Xavier University.  Upon graduation, he hopes to pursue a career in journalism or as a foreign affairs analyst.


 

Ian Kerr

Controller & Industrials/Materials Sector Manager

Ian Kerr is a senior Finance major from Cincinnati, Ohio. He is currently the D’Artagnan Capital Fund’s Controller and Industrials and Materials Sector manager. Ian recently passed the Series 7 exam and will be looking to begin his career as a personal financial advisor upon graduation in December. Outside the world of finance, Ian coaches soccer at his alma mater, St. Xavier High School.

 

 

Maximillian Poe

Chief Compliane Officer & Consumer Discretionary Sector Manager

Max is a senior Finance major from Findlay, Ohio.  He is currently the Chief Compliance Officer and the Consumer Discretionary Sector Manager. This past summer he interned at Edward Jones investments as a Financial Advisor Intern.  Max is also the Treasurer of the Xavier Ice Hockey Team, managing an operating budget of $80,000+.  In his free time he enjoys playing hockey and spending time with family and friends.

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Stefan Modic

Director of Public Relations & Healthcare Sector Manager

Stefan Modic is a senior Finance and Information Systems major from Cleveland, Ohio. He is currently the Director of Public Relations and Healthcare Sector manager. Stefan is currently working as an intern for the Fifth Third Trading Center teaching classes in financial software to students and faculty. In his free time Stefan enjoys running, spending time with friends and family, and volunteering. Upon graduation, he hopes to pursue a career in equity research or healthcare consulting.