Student Managed Investment Fund
Fall 2013 Students
Lorena de Almeida
Lorena de Almeida is a senior majoring in finance. Having spent most of her life in
Brazil, she worked hard to pursue her dream of getting a college degree abroad. She
is fluent in Portuguese, Spanish, and English. Lorena has concentrated her studies
on emerging markets after working with Brazilian investors. In her spare time, she
volunteers coaching a handball team for a non-profit children's organization in Brazil,
and she participates in Red Cross events in third-world countries. After graduation
in the spring of 2013, she plans to pursue an MBA and the CFA designation.
Josh Goldberg
Josh Goldberg, a senior double majoring in finance and accounting, demonstrates competency,
leadership, and a strong work ethic in his professional and collegiate endeavors.
He recently completed an internship at BlackRock, an investment management company
in New York City. He is currently interning at Raymond James Financial in St. Petersburg,
Fla., in risk management. In addition to his professional track-record, Josh maintains
a 4.0 finance GPA and a 3.9 accounting GPA while leading student organizations in
officer roles, including senior recorder for Beta Alpha Psi and treasurer for the
National Association of Black Accountants.
Glenn Gutierrez
Glenn Gutierrez is a double major in accounting and finance. He is a member of the
Student Finance Association and a tax intern at Quality Distribution Inc. Also fluent
in Spanish, Gutierrez plans to earn the CFA designation and eventually an MBA. He
aspires to be a portfolio manager and eventually start and manage his own fund.
Eric McNew
A United States Air Force reservist, Eric McNew has five years of experience as a
munitions systems craftsman. During his time in the military, he has gained valuable
experience in leadership that enables him to work in team settings to accomplish the
mission at hand. A finance major, McNew hopes to become a first-generation college
graduate and establish a career in the finance industry.
Julio Novo
Julio Novo is a junior majoring in finance. He has traveled widely, having studied
in the capital of Slovakia and backpacked through eleven countries. During the summer
of 2012 he interned at JPMorgan Chase as a business banking analyst, creating business
profiles and assisting in company analyses. He is currently an intern at Ballast Point
Ventures, a growth equity investment firm, where he sources investments and conducts
initial company analysis and viability research.
Klenton Perry
Klenton Perry is pursuing a double major in finance and economics with a minor in
mathematics. He has held positions as a public finance intern at Tindale-Oliver &
Associates, an actuarial intern at Transamerica, and a compliance analyst for Busch
Gardens. Perry possesses numerous technical skills, such as knowledge in the VBA,
C, and Java programming languages, proficiency in statistical and financial modeling
software, and advanced technical writing skills. Perry also is dedicated to improving
his local community through participation in student organizations, such as the Student
Finance Association and Economic Scholars Society, and volunteering activities.
Chris Powell
Chris Powell is a senior with a double major in mechanical engineering and finance.
He has made the dean's list while maintaining a near-perfect GPA in finance. His plans
include using the quantitative skills and mechanical background from his engineering
education to provide him with additional perspective for assessing potential investment
opportunities. Powell's goal is to manage an active portfolio as a private investor,
as well as assist charity organizations with their investment portfolios.
Brian Rohl
Brian Rohl, a senior finance major, belongs to numerous academic honor societies including
Beta Alpha Psi, Golden Key International, Phi Kappa Phi, and Delta Epsilon Iota. His
desire to help others succeed has led him to pursue employment tutoring finance, accounting
and economics courses at the USF Library. In addition, Rohl interned in the finance
department of a LexisNexis subsidiary this past summer. He plans to pursue a position
in investment banking after graduation.
Cassandra Sanchez
Cassandra Sanchez is a first-generation college student earning degrees in finance,
accounting, and Spanish. She has been recognized by the Muma College of Business with
a recurring position on the dean's list and as a 2013 honoree of the 25 Under 25 program. Sanchez also prides herself on her
extensive volunteer efforts and professional experiences. She has studied abroad in
six countries, has held two internship positions, and will graduate in May with more than 180 credit
hours, a cum laude designation, and an honors diploma.
Michael Schopler
Michael Schopler is a senior double majoring in finance and accounting. Schopler has
achieved a 3.8 GPA in his finance core courses while simultaneously working at internships
with JPMorgan Chase, Scottrade, and Lambeth Co. CPA. Having made his first investment
at the age of 12, Schopler passionately advocates the benefits of investing at an
early age. After he graduates in the fall of 2014, Michael aims to pursue a career
in the wealth management field and earn the CFA designation.
James Steger
Finance major James Steger passed the June 2013 CFA Level I Exam and is a 2014 Level
II candidate. He is currently interning at Morgan Stanley, where he reviews and sends
equity and fixed income research and specific bond offerings to institutional clients.
Before returning to school, Steger was a professional swim coach at various locations
around the country assisting elite athletes in setting new world and American records
and helping beginners increase their confidence in the water. He expects to graduate
in May.