Analysts

Description: http://www.xavier.edu/williams/equity-fund/images/Bezold.jpgDaniel Wolff

IT & Telecomm

Daniel Wolff is a Junior Finance major from Dayton, OH and an analyst of the IT/Telecom sector. Daniel has interned at Merrill Lynch the previous two summers and is currently a Social Research Analyst at Legg Mason Investment Counsel. He is also currently the Vice President of the Xavier Club Golf team.

 

 

 

Description: http://www.xavier.edu/williams/equity-fund/images/Coop.JPGMaximillian Poe

Energy & Utilities Sector

Max Poe is a Junior Finance major from Findlay, Ohio.  He is an analyst in the Energy and Utilities Sector.  He is the Treasurer of two years for the Xavier Club Ice Hockey Team. In his free time he spends a lot of time with friends, playing hockey, and watching sports.

 

 

 

 

Description: http://www.xavier.edu/williams/equity-fund/images/Coughlin.JPGDustin Isop

Financials Sector

Dustin Isop is a senior Finance major from Pound Ridge, New York. He is an analyst for the Financials sector, as well as an intern at the Fifth Third Trading Center. Through these two venues he hopes to gain knowledge and experience in firm valuation and portfolio management. Outside of the Fund Dustin enjoys reading, cycling, and golf.

 

 

 

 

 

 

 

 

 

 

 

Description: http://www.xavier.edu/williams/equity-fund/images/Domjen.JPGEric Osswald

Consumer Staples Sector

Eric is a senior Finance major that will graduate in December of 2014. He is an analyst in the Consumer Staples Sector of the D’Artagnan Capital Fund. Eric is from Columbus, Ohio and attended Olentangy Liberty High School. Eric is a goalkeeper on the Xavier University Soccer Team and was recognized as an Academic All-American by the NSCAA in High School. He was also named by the NSCAA to the 2012 All Region Academic team for the Southeast region while he was studying at the University of South Florida.

 

 

 

 

 

 

 

 


Description: http://www.xavier.edu/williams/equity-fund/images/GerbusGreg.JPGJose Alonso

Energy and Utilities Sector

Jose Alonso is a Senior International Studies major, concentrating in International Business, and an Art minor from Los Angeles, CA.  Jose is an analyst in the energy and utlilities 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.

 

 

 

 

 Description: http://www.xavier.edu/williams/equity-fund/images/Hemphill.JPGNate O'Brien

Consumer Discretionary Sector

Nate O’Brien is a junior finance major from Saint Charles, Illinois.  He will graduate in the spring of 2015.  This semester he will be an analyst for the consumer discretionary sector.  Nate currently holds two internships.   He works on campus at the Fifth Third Trading Center and also off campus at OJM Group, a small wealth management firm.  In his free time, Nate loves to run, lift, and play ultimate Frisbee.

 

 

 

Description: http://www.xavier.edu/williams/equity-fund/images/Huber_Jeff.JPG Ian Kerr

Industrials and Materials Sector

Ian Kerr is a senior finance major set to graduate in December 2014.  Ian is the Industrials and Materials sector analyst.  Besides partaking in the fund at Xavier University, he also plays for the men's club soccer team.  After graduation, Ian would ideally like to obtain his Series 7 as well as his Series 66 and begin a career in the field of financial advising. 

 

 

Description: http://www.xavier.edu/williams/equity-fund/images/Huber_Wade.JPGStefan Modic

Healthcare Sector

Stefan is a junior Finance major with minors in Information Systems and Computer Science that is set to graduate in the spring of 2015.  Currently, Stefan is an analyst in the Healthcare Sector of the D'Artagnan Capital Fund.  Stefan is from Cleveland, Ohio and attended Saint Ignatius High School.  He is an intern at the Fifth Third Trading Center as well as Cintrifuse, a company that assists entrepreneurs in getting funding and making connections in the greater Cincinnati region.