Fund Positions and Managers
Chief Executive Officer
Paul is a senior Finance and Accounting double major from Cleveland, Ohio. Last summer, Paul had an internship with Longbow Research as a Sell-Side Equity Research Intern. Also, he works as a Fifth Third Trading Center Intern on campus to promote the usefulness of the Bloomberg and Capital IQ technologies. In his free time, Paul enjoys golfing and spending time with his family and friends.
Chief Operating Officer
Adam is a senior Finance major from Milwaukee, WI. Last summer, he interned with Standard & Poors in New York City in their Custom Index Development Group. Also, he is a Finance & Accounting tutor through the Learning Assistance Center here at Xavier and Vice President of the Financial Management Association. In his free time he enjoys music, sports and spending time with his family and friends.
Chief Investment Officer
David is a Senior Finance major from Detroit, MI. Last summer, he interned with J.P. Morgan’s Private Bank. He also interned at Fund Evaluation Group and Merrill Lynch Global Wealth Management. After graduation he will begin working at J.P. Morgan’s Private Bank as an Analyst. In his free time he enjoys playing Lacrosse and Golf and traveling.
Chief Financial Officer
Michael is a senior Finance major from Chicago, IL. Last summer, he interned with Rosenthal Collins Group in Chicago as a proprietary risk intern for their options and futures trading. One of his passions outside the classroom is boxing, where he was the captain and president of Xavier's Boxing Club this past year. Michael hopes to work in investments and ultimately working in international business and living in another country.
Chief Compliance Officer & Co-IT/Telecom Manager
Chief Economist & Co-IT/Telecom Manager
Ben Sullivan born and raised in Cincinnati Ohio. He is a senior Finance major with an Economics minor. Currently working for Financial Management Group, and wishing to pursue a career in investment banking or wealth management. Outside of school I enjoy spending time with family and friends, as well as going on vacations.
Brian is a senior Finance major who grew up in Knoxville, Tennessee and currently lives in Charleston, South Carolina. Last summer, he interned at Northwestern Mutual. After graduation, he will be attending the University of North Carolina to obtain a Master of Accounting degree. Brian is currently a member of the Men’s Tennis Team here at Xavier and enjoys playing golf in his free time away from the court and classroom.
Director of Financial Literacy & Industrials & Materials Manager
Lauren is a senior Finance major who grew up in Charlotte, NC and currently resides in Cincinnati, OH. She is set to graduate in Fall of 2015 and upon graduation she would like to pursue a career in commercial real estate or investment banking. In her spare time she likes to play the guitar, exercise, and spend time with her family.
Andrew is a senior graduating in December 2015. He is from Cincinnati, Ohio and attended Archbishop McNicholas High School. Over the summer, he interned with GM Financial Company as a credit underwriting analyst. Andrew is a mentor to a group of junior high school students in the Xavier neighborhood and a volunteer with People Working Cooperatively.
Controller & Financials Manager
Joseph is a senior finance major graduating in December 2015. He has interned for H.J. Umbaugh & Associates and LHD Retirement in the Summers of 2014 and 2015, respectively. He is pursuing a career in private equity, investment banking or asset management. Outside of school, Joseph enjoys boating, jet skiing, volunteering and playing tennis.
Consumer Discretionary Manager
Max is a senior Finance major from Fort Lauderdale, Florida. He will graduate in May 2016. This summer he worked at Raymond James in West Palm Beach, Florida. Maximilian is on the board for Habitat for Humanity as well as also volunteers at the Boyz 2 Men club at Evanston Academy. Outside of school Maximilian enjoys deep sea fishing and golfing.
Energy & Utilities Manager
Rick is a senior in finance and has much to offer the business world after graduation. He loves to be active and that includes tennis, basketball and running. He is a very trustworthy and passionate individual and enjoys excelling in everything he does. The DCF has pushed him to new heights as he can now value stocks fairly accurately and can speak in front of an audience with ease. He looks forward to great beginnings in the future.