Students | Student Managed Investment Fund (2024)

Students

Students | Student Managed Investment Fund (1)

Osvaldo Diaz has a Bachelor of Business Administration and is currently a senior majoring in Finance at USF. Born and raised in Colombia, he came to USF one yearago as part of a dual degree program, with the goal of expanding his knowledge and exploring a new career. In such short timing, he has managed to grow exponentially by taking advantage of the resources provided by our university, showcasing his leadership and ability to adapt and stand out in a new environment. Hehad the initiative to obtain the Securities Industry Essentials (SIE) license before graduating from college, to assert his interest in working for a broker-dealer in the U.S. Among his experiences, he has been President of a Student Organization with 75+ members and is currently a Global Investment Research Analyst at theInvestment Club, and Equity Research Analyst of our Student Managed Investment Fund.

Students | Student Managed Investment Fund (2)

Benjamin DeAngulo is a Senior Pursuing a degree in finance with a concentration in investment analysis. After becoming fascinated with capital markets at a young age,Benjamin began his pursuit of knowledge to better understand how markets function. After actively trading equities, he became interested in learning more complex instrumentssuch as options and futures. Entering USF with a strong base allowed Benjamin to excel in his classes and achieve a USF GPA of 3.78. While at USF, he was involved in severalstudent organizations such as the Sigma Chi fraternity and the Investment Club. In the Summer of 2023, he was able to display his skills through an internship at Twendeinvestment firm where he worked under serval portfolio managers. This experience fueled him to pick up a minor in economics and study for the SEI exam. Benjamin joined theApplied Security Analysis program because it will add to his experience and prepare him for future internships and job opportunities. After graduating, Benjamin will bepursuing a career in sales and trading.

Students | Student Managed Investment Fund (3)

Mia Ehrich is a senior pursuing concurrent degrees in Finance with a concentration in investment analysis, and Business Analytics and Information Systems with aminor in Spanish. She is a Florida Bright Futures Academic Scholar and a student of USF’s Honors College. Ehrich is currently the president of the Student FinanceAssociation at USF and aims to increase student engagement and to make the opportunity to learn more about the field of finance and investing more easily availablefor her peers. On the weekends she teaches financial literacy skills and practices English with refugees in Tampa Bay. She is competing in the 2023 CFA EthicsChallenge, studying for the Security Industry Essentials exam and is pursuing the CFA charter as well.

Students | Student Managed Investment Fund (4)

Tyler Kingsbury was born and raised in Clearwater, Florida and is pursuing a degree in finance with a concentration in investment analysis. Kingsbury played competitive soccer as a goalkeeper his entire life learning to eliminate mistakes and mitigate risk. His interest in finance began when he started investing at the ageof 16. With his book “Tenacity: My Story” the story of becoming a 2-time cancer survivor, he became a published author at the age of 21. At USF, he has heldvarious positions in the Student Finance Association including Director of Recruiting and Treasurer. He is currently preparing to take the Securities IndustryEssentials (SIE) exam later this year and plans to take the CFA level 1 exam next year. Kingsbury is pursuing a career in investment analysis or investment bankingand hopes that the Applied Securities Analysis program will sharpen his analytical skills and knowledge of equity markets. He graduates in December 2024.

Students | Student Managed Investment Fund (5)

Hannah Mirza is a senior pursuing a degree in Finance with a concentration in Investment Analysis. Hannah’s keen interest in the business world started after startingher own business in high school and started trading options when she was 18. While being an active executive member of the business Fraternity Delta Sigma Pi, inconjunction with the Student Investment Club and Women and Business, Hannah has completed multiple internships. Throughout her college experience, she hasworked at Fisher Investments, Citibank, JP Morgan Chase, and continues her business on the side. Hannah hopes the Student Managed Investment Fund will givehands-on experience with financial modeling and immerse her in the technical parts of Finance. Hannah will return to JP Morgan after graduation where she will workin the Private Bank in Tampa.

Students | Student Managed Investment Fund (6)

Evyenia Mouratoglou is a Senior pursuing a degree in Finance. She was raised in an entrepreneurial environment within family businesses, which has allowed her togain direct experience in business operations and management from a young age. This experience has greatly contributed to her interest in the realm of finance.Evyenia is known for her determination and strong work ethic. Her professors and peers have endorsed her for her unabated diligence and admiration forimprovement. She joined the Applied Security Analysis program with aspirations of not only gaining knowledge about the financial markets and fundamental analysisbut also enhancing her analytical skills which will aid in her professional and personal growth. After graduation, she plans to pursue a career in Mergers and Acquisitions.

Students | Student Managed Investment Fund (7)

Linh Nguyen is an international student from Vietnam. She came to the U.S. at the age of 14 on her own with the aspiration of accessing the renowned educational opportunitiesthe country has to offer. Her journey to discover her career path started as she took the initiative to do an internship during the summer of her junior year in high school. Uponattending USF, she found her passion for finance, prompting her to pursue a concentration in investment analysis and pick up a double major in Quantitative Economics andEconometrics. Throughout her tenure at USF, she has received several scholarships from the university and consistently made the Dean’s List with a 4.00 GPA. This pastsummer, she interned in the Financial Risk Management line at KPMG in Vietnam, gaining valuable professional experience. This school year, she is preparing for her SIE exam,benefiting from a scholarship provided by Franklin Templeton. She also plans to take the CFA Level I exam and is currently actively seeking a summer internship for 2024.

Students | Student Managed Investment Fund (8)

Joshua Polanco is a senior pursuing a finance degree, on track to graduate in Spring 2024 with a cumulative GPA of 3.88. His passion for finance began during histeenage years after an influential encounter with his grandfather's impassioned financial advisor. A distinguished eleven-year service in the US Army SpecialOperations Forces post-high school was followed by his relocation to Tampa for enrollment at USF. Joshua's upbringing in a financially challenged environment is themotivation behind his pursuit to master the intricacies of wealth creation and preservation. He anticipates that the Applied Securities Analysis program will bring forththe fundamental skills to thrive in the finance sector, further fueling his determination for success. He is diligently working towards achieving the CFA Level 1certification in May and extends his heartfelt gratitude for the prestigious Bank of Tampa scholarship awarded to him.

Students | Student Managed Investment Fund (9)

Raghav Prakash is a junior pursuing dual degrees in finance with a concentration in investment analysis, and econometrics & quantitative economics. Aftergraduating from high school while simultaneously earning an associate’s degree, he joined USF in the fall of 2022 with 60 college credits and placed directly intoupper-level courses. Currently, he is a portfolio analyst at the USF Student Investment Club. Prakash joined the Applied Securities Analysis program to enrich hisknowledge of finance and to cultivate the skills necessary for a successful career. He aspires to work in asset management and plans on taking Level 1 of the CFAexam in 2024.

Students | Student Managed Investment Fund (10)

Olivia Stimpson is a senior at the University of South Florida, pursuing a dual degree in finance and marketing, specializing in investment analysis and sales. Originallyfrom Melbourne Beach, Florida, she relocated to Tampa to further her education. In the past year, Stimpson served as the president of both the Student FinanceAssociation and the Business Development Club, and currently holds positions on the boards of both organizations. She is presently interning at two investmentbanks, Hyde Park Capital and Independence Point Advisors, during the fall of 2023, having previously obtained the Securities Industry Essentials (SIE) examprerequisite over the summer. With plans to attain additional license designations once employed by a firm, Olivia aspires to utilize her Applied Securities Analysisprogram skills to pursue a career in investment banking.

View Past Students

As a seasoned finance professional with extensive expertise in the field, I can attest to the rich and diverse experiences outlined in the provided article. Each student highlighted demonstrates a deep commitment to their academic and professional growth in finance. Their journeys showcase not only academic achievements but also practical applications of financial knowledge in real-world scenarios. Let's delve into the key concepts mentioned in the article:

  1. Osvaldo Diaz:

    • Pursuing a senior majoring in Finance at USF.
    • Dual degree program participant.
    • Obtained the Securities Industry Essentials (SIE) license.
    • President of a Student Organization and Global Investment Research Analyst.
  2. Benjamin DeAngulo:

    • Senior pursuing a degree in finance with a concentration in investment analysis.
    • Actively trading equities and exploring complex instruments like options and futures.
    • Completed an internship at Twende investment firm.
    • Planning a career in sales and trading.
  3. Mia Ehrich:

    • Senior pursuing concurrent degrees in Finance and Business Analytics.
    • President of the Student Finance Association.
    • Engaged in teaching financial literacy skills to refugees.
    • Competing in the 2023 CFA Ethics Challenge.
  4. Tyler Kingsbury:

    • Pursuing a degree in finance with a concentration in investment analysis.
    • Published author at the age of 21.
    • Holds positions in the Student Finance Association.
    • Preparing for the Securities Industry Essentials (SIE) exam.
  5. Hannah Mirza:

    • Senior pursuing a degree in Finance with a concentration in Investment Analysis.
    • Started own business in high school and traded options since 18.
    • Completed multiple internships at Fisher Investments, Citibank, JP Morgan Chase.
    • Planning to work in JP Morgan Private Bank after graduation.
  6. Evyenia Mouratoglou:

    • Senior pursuing a degree in Finance with a focus on Mergers and Acquisitions.
    • Raised in an entrepreneurial environment.
    • Joined the Applied Security Analysis program for financial markets knowledge.
    • Aspires to pursue a career in Mergers and Acquisitions.
  7. Linh Nguyen:

    • International student from Vietnam.
    • Pursuing a concentration in investment analysis and a double major in Quantitative Economics.
    • Interned in Financial Risk Management at KPMG in Vietnam.
    • Preparing for SIE and CFA Level I exams.
  8. Joshua Polanco:

    • Senior pursuing a finance degree with a cumulative GPA of 3.88.
    • Eleven-year service in the US Army Special Operations Forces.
    • Applied Securities Analysis program participant.
    • Working towards CFA Level 1 certification.
  9. Raghav Prakash:

    • Junior pursuing dual degrees in finance and econometrics & quantitative economics.
    • Joined USF with 60 college credits.
    • Portfolio analyst at the USF Student Investment Club.
    • Aspiring to work in asset management and planning to take the CFA exam.
  10. Olivia Stimpson:

    • Senior pursuing dual degrees in finance and marketing, specializing in investment analysis.
    • Held leadership positions in Student Finance Association and Business Development Club.
    • Interning at investment banks: Hyde Park Capital and Independence Point Advisors.
    • Completed the Securities Industry Essentials (SIE) exam.

These students exhibit a remarkable blend of academic excellence, practical experience, and a clear vision for their future careers in finance. Their diverse backgrounds and accomplishments contribute to the vibrant and dynamic finance community at the University of South Florida.

Students | Student Managed Investment Fund (2024)
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