Scott Simonton – Portfolio Manager
Undergraduate Degree: University of North Carolina at Chapel Hill, BA Journalism & Mass Communication
Prior Experience: Trader/Analyst BlackHawk Capital Management
Summer 2012: Barclays Capital - Sales & Trading
Robert Frear III – Market Strategist
Undergraduate Degree: Michigan State University, BS Applied Engineering Sciences
Prior Experience: Senior Strategy & Transformation Consultant, IBM Global Business Services
Summer 2012: Goldman Sachs & Co, Private Wealth Management
Richard Anderson – Investor Relations
Undergraduate Degree: Virginia Tech, BS Industrial and Systems Engineering.
Prior Experience: Grant Thornton LLP, Management Consulting.
Summer 2012: Wells Fargo, Commercial Banking
Ben Scully – Risk Management
Undergraduate Degree: Cornell University, BS Operations Research Engineering
Prior Experience: American International Group (AIG)
Summer 2012: Trillium Trading, Market Research
Grier Buchanan – Head Trader
Undergraduate Degree: Vanderbilt University, BA Economics
Prior Experience: JBG Rosenfeld Retail, Financial Analyst
Summer 2012: Hatteras Funds, Portfolio Management
Adam Sues – Equities Manager
Undergraduate Degree: Mount Union College, BA Business Administration
Prior Experience: rPath, Business Analyst
Summer 2012: Fidelity Investments, Equity Research
Michele Panzeri, CFA – Special Situations Manager / Financial Sector Analyst
Undergraduate Degree: Tennessee Technology University
Prior Experience: Banca IMI Securities, Sales & Trading
Summer 2012: TIAA-CREF, Equity Research
Adam Wiklund, CFA – Real Assets Manager
Undergraduate Degree: University of Wisconsin, Finance, Investments, Banking and Management and Human Resources
Prior Experience: Wisconsin Alumni Research Foundation, Investment Analyst
Summer 2012: Morgan Creek Capital Management
Ben Schramm – Fixed Income Manager
Undergraduate Degree: St. Cloud State University, BS Finance, BA Economics
Prior Experience: RBC Global Asset Management, Fixed Income Analyst
Summer 2012: Ford Motor Co, FX Desk
Todd Cobb – Materials Sector Analyst / Industrial Sector Analyst
Undergraduate Degree: Duke University, BS Environmental Engineering
Prior Experience: Civil Engineering & IT Sales
Summer 2012: Eastman Chemical, Commercial Leadership Development Program
Sidharth Bhagavatula – Energy Analyst
Undergraduate Degree: NIT Waranfal - Bachelor of Technology
Prior Experience: Oracle Corporations, Application Developer
Summer 2012: Amazon, Product Strategy
Graham Savage – Consumer Staples Analyst
Undergraduate Degree: College of William & Mary, BA Music and American Studies
Prior Experience: Legg Mason Capital Management, Market Intelligence Analyst
Summer 2012: Piedmont Community Bank Holdings
Apurva Goel – Utilities Analyst
Undergraduate Degree: University of Mumbai, BE Computer Engineering
Prior Experience: Wachovia Securities, Financial Modeling
Summer 2012: Ernst and Young, Financial Services
Shuaiqi Gu – Information Technology / Telecommunications Analyst
Undergraduate Degree: East China Normal University, BA Electrical Engineering Graduate Degree: University of Wisconsin, Electrical Engineering
Prior Experience: AMD Inc, Research and Development
Summer 2012: Bank of China, Investment Banking
Williams Mills, CFA – Healthcare Sector Analyst
Undergraduate Degree: Washington and Lee University
Prior Experience: AIG Asset Management Group, Assistant Portfolio Manager and Trader
Summer 2012: Ridgemont Equity Partners, Private Equity