MEET THE TEAM
ADVISORY BOARD
ED O'REILLY
Citadel
CARL STICKEL
Citigroup
LUKE BOLAND
Yolo Partners
JEFF DOUTHIT
Goldman Sachs
GERALD BEESON
Citadel
BETH MIKES
Keybanc Capital Markets
JUDY GREFFIN
Miami University
LISA TROLSON
Ares Credit Group
SURAJ MARABOYINA
Creative Wealth Media
ADVISORY BOARD EXPECTATIONS
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Senior Investment Management and Banking Executives
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Members act as class speakers both on-campus and during Wall Street Week in NYC
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MU Foundation Board Investment Committee Chair is always a member
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Talent pool for MU Foundation Board Investment Committee
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Members recruit their replacement
INVESTMENT ADVISORY GROUP
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Vince Ciepiel, Senior Research Analyst, Cleveland Research Company, Cleveland OH
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Avery James, Senior MD, Tavistock Group, Cleveland, OH
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Paul Galat, Managing Partner, PDG Capital, Chicago, IL
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Dan Mazur, Equity PM, Citadel, New York, NY
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Chris Avery, MD, Investment Banking Tech M&A, New York, NY
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Matt Bringardner, Senior PM, Millennium, New York, NY
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Tim Sardinia, Investment Analyst, Ares Capital, New York, NY
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Ian Sheffield, Investment Analyst, Citadel, New York, NY
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Charlie Wagner, Investment Analyst, GIC, New York, NY
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Christopher King, MD, Renewables, Reactivate, New York, NY
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Greg Shearer, Investment Analyst, JP Morgan Commodities, New York, NY
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Lilly Bloomberg, Private Banking Analyst, JP Morgan, New York, NY
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Jared Daly, Risk Advisory Associate, KPMG, Columbus, OH
INVESTMENT ADVISOR EXPECTATIONS
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Actively managing capital in an institutional format as a portfolio manager or an analyst
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Participate in the investment ideas (currently stock pitching) contests: 2x’s per year
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Members act as class speakers both on-campus and during Wall Street Week in NYC
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Members give input into Wall Street Week content
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Investment Advisors in this context refers to institutional money managers and not wealth management advisors
HISTORICAL STUDENT ANAYLSTS
2024 Spring
Bernens, Gus
Blazer, Owen
Brown, Francesca
Civella, Spano
Diamond, Ian
Erlandson, George
Fickle, Kaylee
Higgins, Connor
Jones, Sean
Kapcheck, Jack
Klinge, Will
Quinn, Luke
Reese-Wirpsa, Eli
Rosenberg, David
Sieklucki, Rafal
Thorstenson, Ian
Zogby, Drew
Arnold, Ian
Crowley, Daniel
Fanella, Mickey
Mack, Nick
Nahigian, Robert
Schell, Evan
Shockey, Trent
Zigmond, Stephen
2023 Fall
Arnold, Ian
Crowley, Daniel
Draginoff, Nick
Fanella, Mickey
Jeong, Yu Chan
Johnson, Taylor
Mack, Nick
Maskalunas, Jack
McGregor, Matthew
Michael, Dylan
Nahigian, Robert
Nelson, Jack
Paskali, Denny
Plantner, Joe
Schell, Evan
Schenk, Charlie
Shockey, Trent
Zigmond, Stephen
Carlson, Anthony
Grossman, Ava
Lavine, Spencer
Meibers, Maddie
Murphy, Connor
Nguyen, Toan
2023 Spring
Ankrom, Tyler
Baughman, Travis
Carabell, Jack
Carlson, Anthony
Grossman, Ava
Hild, Anthony
Karpenkov, Keith
Lavine, Spencer
Michael, Kayla
Midgley, Drake
Murphy, Connor
Nguyen, Toan
Sikorovsky, Jimmy
Sullivan, Tim
Weaver, Dan
Wei, Zheyuan
Ziegler, Logan
Ziegler, Ross
Corcoran, Nick
Cotman, Clay
Forche, Dylan
Frostino, Nick
Hammett, Robert
Harris, Alex
Misconish, Alexis
Moeslein, Alex
Ovnic, Claire
Robinson, Leah
Rockman, John
Semenyuk, Solomia
Staub, David
2022 Fall
Bronson, Augie
Cacchillo, Rachel
Corcoran, Nick
Cotman, Clay
DeVilbiss, Justin
Forche, Dylan
Hammett, Robert
Hoppenjans, Andrew
Johnson, Freddy
Keifer, John
Meibers, Maddie
Peiffer, Phoebe
Ribeiro, Matthew
Rockman, John
Scott, Hunter
Sfeir, Dan
Sowarby, Brendan
Staub, David
Thompson, Brett
2022 Spring
Anaya, Edward
Frostino, Nick
Gamm, Brad
Hale, Max
Hancock, Lauren
Husslein, Brett
Kearns, Drew
Kimbrell, Jordan
Lamport, Robby
Liang, Xuan
Liu, Micheli
Misconish, Alexis
Nguyen, Bich Ha
Patel, Deep
Putrich, Josiah
Sawyer, Chase
Semenyuk, Solomia
Spahr, Ryan
Stepek, Hayley
Wang, Xingyao
Young, Amanda
2021 Fall
Amann, Grant
Boulos, Seif
Breaugh, David
Carnot, Demetre
Cavanaugh, Ryan
Crawford, Matt
Davison, Gavin
Gray, Elise
Henize, Brandon
Landis, Rob
Lewis, Zach
Lui, Benjamin
Mazza, Charlie
Murray, Alec
Musial, Michael
Pace, Cameron
Pisacrita, Alex
Plaster, Jack
Schroeder, Samuel
Sego, Ryan
Seibert, Cameron
Selent, Samuel
Van Flandern, Claire
Ward, Kyle
2021 Spring
Berner, Robert
Blackburn, Ben
Boehringer, Michael
Casey, Tess
Chen, Guangda
Chenkus, Ian
Davenport, Michael
Earls, Brendan
Gerlach, J.J.
Guo, Guangnan
Hardin, Sam
Herdic, Kov
Klass, Michael
Kopan, Katie
Lown, Benjamin
Nolan, Pat
Roman, Alejandro
Teow, Kina
Vasapolli, Alex
Wang, Jinghan
Yuan, Zeming
Zhao, Jingjing
2020 Fall
Alme, Claire
Bonelli, Eric
Cai, Leyi
Chen, Lin
Cheng, Yiran
Connell, Liam
Cummings, Jake
Daman, Josh
Deer, Charlie
Deng, Hang
Guo, Yaorui
Kritz, Anthony
LaDriere, Andrew
Lawson, Maxwell
Liu, Hong
McGeever, Daniel
McGuire, James
Mershad, Anthony
Narahari, Rishi
Norberg, Reid
O'Reilly, Payton
Pham, Nhat
Rossi, Maxwell
Smith, Allison
Tull, Ryan
Vandeveer, Will
Wagner, Andrew
Wang, Yanhao
Wilcox, Brian