Student Managed Investment Fund

Students

Mohammed Al Zaben

Mohammed Al Zaben is a senior pursuing a degree in Finance at the ¹ú²ú¶ÌÊÓƵ. Born and raised in Saudi Arabia, Mohammed relocated to Tampa to further his education. While at USF, he was involved in several student organizations including the Phi Chi Theta Business Fraternity, the Business Development Club, and the Investment Club. Throughout his time at USF, Mohammed’s keen interest in finance has driven him to excel academically and gain hands-on experience. In the Summer of 2024, he interned at Deloitte on the Finance and Performance Consulting team gaining valuable professional experience. Mohammed anticipates that the Applied Securities Analysis program at USF will advance his knowledge of finance and cultivate the skills necessary to succeed in the field.

Brady Albright

Brady Albright is a junior pursuing degrees in both Finance and Business Management. Originally from Connecticut, Brady spent much of his upbringing in Rochester, New York, with a formative period in the United Kingdom, eventually returning to New York where he honed his leadership skills as the captain and MVP of his high school varsity soccer team. When he landed in Florida, he immediately immersed himself in the many opportunities the Bay has to offer, joining the Business Honors Program and beginning a work shadow program with the finance and accounting team at the Tampa Bay Rays. Also in his first semester, he earned a position at Quilty Space, a firm that specializes in financial research, advising, and investment banking services for the Satellite & Space sector, where he continues to contribute. He has also enriched his learning experience through being a member of the Judy Genshaft Honors College, broadening his perspective beyond business. Albright looks to contribute his skills and unique insights as a select analyst of our Student Managed Investment Fund, before graduating and pursuing a career in high finance.

Maximus Alexander-Nino

Maximus Alexander-Nino is a senior finance student at the ¹ú²ú¶ÌÊÓƵ and a first generation college student. He joined the Student Managed Investment Fund to deepen his understanding of investments, gain practical real-world experience, and build confidence in pitching. Maximus has gained valuable experience through internships at Kiewit and Raymond James Financial, where he developed key financial and analytical skills. In addition to his academic pursuits, Maximus serves in the Florida Army National Guard and works as a mixologist in Tampa Bay, demonstrating his ability to balance multiple responsibilities while excelling in both leadership and service.

Nicolas Castillo

Nicolas Castillo is a senior pursuing a degree in finance. Born and raised in Colombia, he has been fascinated by how money and markets work since he was little and came to the US to pursue his passion for financial markets. Outside of being an analyst in the Student Managed Investment Fund, Castillo is involved in the professional business fraternity, Phi Chi Theta, and the student investment club as a global investment research analyst on the FICC team. He also serves as the treasurer of one of the largest organizations on campus. During the summer of 2024, he interned at S&P Global Ratings as a credit analyst in the corporate ratings group for the transportation, auto, and aerospace & defense team. Prior to S&P Global, he interned at Banco de Bogotá, one of the largest financial institutions in Colombia, as a financial analyst. After graduation in the fall of 2024, Castillo plans to obtain a CFA designation while pursuing a career in finance.

Alexander Dimitrov

Alexander Dimitrov is a senior pursuing a finance degree with a concentration in investment analysis. Growing up in Clearwater, Florida, he has always had an interest in the stock market and finance. He is a member of Student Investment Club and enjoys partaking in intramural basketball and soccer to build connections and friendships. Throughout his tenure at USF, Alexander has received the ¹ú²ú¶ÌÊÓƵGold and Bulgarian American Police Association scholarships. After graduation, Alexander plans to utilize the skills from Applied Securities Analysis to pursue a master’s degree in financial analytics and a career in investment banking. He plans to take the Securities Industry Essentials exam with the knowledge gained from the program.

Aleksandar Dosan

Aleksandar Dosan is a senior studying marketing and finance with a concentration in investment analysis. He has had two internships at Morean Arts Center as a finance & marketing intern and as a Financial Advisor intern at Kingsbury Financial Advisors. Currently, He is interning at Raymond James Financial as a seasonal associate in PCG Investment Central. Aside from that, he is involved in student organizations Delta Sigma Pi, serving as the VP of Finance, and the Investment Club as an Equity Research associate. Aleks received his SIE in March 2024 to foster a foundation of his knowledge of investments. He plans to go after the CFA charter in hopes of helping him develop a career in Equity Research. He is taking CFA level 1 in February 2025.

Daniel Duran

Daniel Duran was born and raised in Colombia, holds a Bachelor of Business Administration, and is currently a senior majoring in Finance at USF. He moved to the USA to seek new learning opportunities through the Finance career at USF. Throughout his time at USF, he has experienced professional and personal growth through the classes and the involvements of student organizations in which he has served as a Global Investment Research Analyst with the Investment Club, an Investment Banking and Private Equity Analyst at the Private Equity and Venture Capital Club, a Finance Consultant with Hexa Consulting at USF, and an Equity Research Analyst for the Student Managed Investment Fund. Likewise, He has had experiences through internships and externships in Financial Planning, Corporate Finance, and Venture Capital.

Claudio Fratini

Claudio Fratini is currently a senior majoring in Finance. Born and raised in Caracas, Venezuela, he came to ¹ú²ú¶ÌÊÓƵthree years ago to pursue higher education, with the goal of succeeding as a professional in the financial field. During his first three years at the university, Claudio achieved a 3.95 GPA, making the Dean’s List in 6 consecutive semesters. Over the last two summers, Claudio has gained experience in different areas of Business and Finance, with internships at Ernst & Young and Venezuela Investment Partners Capital (a boutique investment bank based in Caracas). His internships and his independent investing experience have helped him deepen his understanding of financial markets and important concepts of corporate finance. This year, Claudio will be a part of the Student Managed Investment Fund, continuing to expand his knowledge of equity markets.

Caleb Ivey

Caleb Ivey is a Senior pursuing a degree in Finance with a concentration in investment analysis. Originally from Tallahassee FL he relocated to the Tampa Bay region nearly a decade ago when his father accepted a position at Citigroup. With his father and uncle, an executive at Bank of America, Caleb grew up surrounded by a passion for the financial industry. Actively trading stocks since the age of 18, he became obsessed with the intricacies of how and why securities rise and fall. These experiences have fueled his interest in finance and his desire to learn more about securities analysis. Outside of his educational endeavors, Caleb is a lifelong outdoorsman and is actively involved in the non-profit organization Captains for Clean Water. After graduation, he aspires to pursue a career in fixed-income or mergers and acquisitions.

Aaisha Jamal

Aaisha Jamal is a driven and accomplished senior at the ¹ú²ú¶ÌÊÓƵ, pursuing dual degrees in Finance and Entrepreneurship, along with a minor in Nutrition. Anticipating her graduation in Spring 2025, Aaisha has consistently demonstrated academic excellence, maintaining four scholarships and a 4.0 GPA throughout her studies. Her summers are a testament to her dedication and versatility, balancing advanced coursework, internships, and global travel. Aaisha's passion for empowering others in their pursuits fuels her ambition to build a career in consulting, with a focus on helping businesses and individuals achieve their full potential. Following the completion of the Applied Securities Analysis program, she is eager to leverage her knowledge and experiences in the consulting field, where she can continue to make a meaningful impact.

Jasmeen Kaur

Jasmeen Kaur is a senior at the ¹ú²ú¶ÌÊÓƵ, pursuing dual degrees in Finance and Accounting. Her passion for business was ignited early, counting cash and managing inventory at her grandmother’s store and later setting pricing strategies at her father’s restaurant. As a first-generation college student, Jasmeen is committed to breaking barriers for women in finance. Over the past nine years, she has been actively involved in a non-profit military-based leadership program, where her passion for inspiring and empowering others has flourished. She has professional experience in construction project management and private credit. She believes that joining the Applied Securities Analysis program would further solidify her technical and fundamental financial expertise. With plans to take the Securities Industry Essentials (SIE) exam this year and the CFA Level I exam, Series 86 and Series 87 next year, Jasmeen is on track to graduate in December 2024.

Khoi Le

Khoi Le is an ambitious senior who is pursuing a degree in Finance with a concentration in Investment Analysis. Being the first in his family to pursue higher education, Khoi's passion for finance was sparked by his high school lacrosse coach, who also worked as a financial advisor. During practices, the coach would talk to them about personal finance from time to time. Over the past year, Khoi has been actively involved in the ¹ú²ú¶ÌÊÓƵStudent Investment Club, where he serves as a Fixed Income & Committee Associate, as well as the Business Development Club, where he holds the position of Vice President. Additionally, Khoi recently completed an internship at Raymond James Financial as a Supervision Summer Associate. He aims to utilize the skills acquired from the ASA program to pursue a career in equity research.

Camila Magrin

Camila Magrin is a junior pursuing a degree in Finance and Econometrics. Born and raised in Brazil, she dedicated 16 years to playing tennis, eventually competing at the varsity level in college at a Division II institution. Her passion for finance led her to gain hands-on experience through internships at prestigious firms like XP Investimentos, Prinz Capital, Sicoob Bank, and Santander, where she developed a strong foundation in the industry. These experiences solidified her interest in private banking, motivating her to begin her CFA journey in her senior year. Camila joined the Applied Security Analysis Program to further hone her skills, recognizing its value in preparing her for future internships and career opportunities. With a clear goal of building a career in private banking, she is committed to leveraging her analytical abilities and industry knowledge to help clients achieve financial success.

Jonathan Martin

Jonathan Martin is a junior pursuing a degree in Finance. His interest in finance began in high school when he started building a portfolio of his own and reading books about investing. Jonathan has participated in both the Student Finance Association and the Investment Club. He has joined the Applied Securities Analysis program to increase his knowledge about financial markets and to improve his analytical skills. Outside of USF, he works as an M&A research analyst intern at BowPoint and serves as a part-time Head Chess Coach at several elementary school chess clubs.

Olivia Samson

Olivia Samson, from Jupiter, FL, is a ¹ú²ú¶ÌÊÓƵSenior pursing dual degrees in Finance, with a concentration in investment analytics, and Entrepreneurship. Olivia has had a keen interest in the mechanics of financial markets from a young age, sparked by her father’s past career as an investment banker. Olivia gained an advanced analytical foundation from her three years experience as a data analyst for a prominent advertising agency. Olivia is SIE licensed and is currently studying for her series 66 certification. Olivia has completed multiple internships; one with Giraffe Media Group, where she developed an interactive KPI analytics system, and this past summer with J.P. Morgan Private Bank, where she assisted in the management of ultra-high net worth individuals. Olivia is now working a year long position on the Business Development team with specialized asset management firm, Star Mountain Capital, alongside her studies and SMIF participation. Olivia looks forward to starting her career as she is amidst deciding between a couple of offers to join investment firms post graduation.

Chau Tran

Chau Tran is a junior pursuing dual degrees in Finance and Quantitative Economics & Econometrics. Born and raised in Vietnam, she developed her passion for business and finance after watching her parents’ construction business from a young age. With her strong desire to learn and grow, Chau decided to pursue higher education in America, the largest financial hub in the world, to broaden her perspective and enhance her knowledge of global finance to expand her family business. After joining ¹ú²ú¶ÌÊÓƵin 2022, she has received multiple scholarships and made the Dean’s List every semester with a GPA of 3.95. By joining the Applied Securities Analysis program, she aims to develop her technical skills and enhance her knowledge of finance and equity research. After graduating, she plans to pursue a career in equity research and is actively seeking an internship for an equity research analyst role for the summer of 2025.

Ngoc Tran

Ngoc Tran is an international student coming from Vietnam. Her passion for finance comes from her parent’s experience in banking and trading securities. Upon attending USF, she decides to pursue a dual degree in Finance and Quantitative Economics & Econometrics. With her current internship, she works closely with the CFO to raise capital, gaining real-world experience in financial operations, fundraising, and investor relations. She is currently competing in the Bloomberg Trading Challenge and plans to take the Securities Industry Essential exam by the end of this year. Ngoc joined Applied Security Analysis to gain more hands-on experience in financial modeling and equity research, which will support her in her future career. Upon graduation, she plans to pursue a career in investment analysis.

Niklas Túgvustein

Niklas Túgvustein is an international student from the Faroe Islands, currently a senior pursuing a Bachelor’s degree in Finance with a concentration in Investment Analysis and a minor in Economics. His passion for the financial industry was ignited by Warren Buffett in 2017, and has only deepened since then. In 2021, Niklas made the pivotal decision to move to the U.S. to advance his goal of becoming an asset management expert. He currently serves as a Global Investment Research Analyst at the ¹ú²ú¶ÌÊÓƵInvestment Club, and as an Equity Research Analyst at the Student Managed Investment Fund. Following graduation, Niklas plans to pursue a Master’s in Finance and obtain the CFA certification to further his career in finance.

Guilherme Wagner

Guilherme Wagner is a senior double majoring in Finance, with a concentration in Investment Analysis, and Quantitative Economics & Econometrics, on track to graduate in Spring 2025. Originally from Brazil, he pursued his passion for financial markets at USF, earning multiple merit-based scholarships and maintaining a cumulative GPA of 3.8. Guilherme co-founded and served as President of the Collegiate Entrepreneurs’ Organization and actively participates in the Investment Club, gaining experience in Global Investment Research, Asset Management, and Wealth Management. In the summer of 2024, he interned as a commercial lender at Lake Michigan Credit Union and earned his SIE certification. Currently, he is enhancing his expertise through the Applied Securities Analysis program, preparing for a career in asset or wealth management after graduation.