Flyer Investments

The Flyer Investments Team, consisting of 12-16 upperclassmen enrolled in FIN493, is responsible for managing the Flyer Investments Fund. These students make all buy, sell, and hold decisions for the portfolio. Students participating in the Flyer Investments seminar class utilize the research tools available in the Davis Center, including Bloomberg Professional and MorningStar Direct. The Flyer Investments Fund was valued at $27,432,652.70 as of November 8, 2017.

Twice a year, the Flyer Investments Team makes a formal presentation to the Davis Center Advisory Board on the status of the portfolio and the trading activities that have transpired in the interim. Team members often find themselves faced with challenging questions regarding trade decisions and investment strategy as the portfolio undergoes careful scrutiny by the Board.

SPRING 2017 FIN493 CLASS

Daniel Berling

Berling
Sectors:  Information Technology & Telecommunication Services
Hometown:  Centerville, OH
Graduation Date:  May 2017
Majors:  Finance & Business Economics

Dan is currently working with UBS Financial Services as a wealth management intern. After graduation, he hopes to work in the wealth management industry or in equity research.

 

Jonathan Crain

Crain
Sectors:  Health Care
Hometown:  Lisle, IL
Graduation Date:  May 2017
Major:  Finance & Accounting

Jack worked as an audit intern for Plante Moran last summer. He'll return to the University of Dayton next year to earn his Master's Degree in Professional Accountancy, after which he plans to sit for the CPA exam. Jack is looking forward to a career in public accounting.

Benjamin Emery

Emery
Sectors:  Information Technology & Telecommunication Services
Hometown:  Cincinnati, OH
Graduation Date:  May 2017
Major: Finance & Operations and Supply Chain Management

Ben interned at Teradata this past summer and fall. His plans are to earn a Master's Degree in Finance, then establish a career in wealth management or investment banking.

Garrett Haywood

Haywood
Sectors:  Financials, REITS & Utilities
Hometown:  Columbus, OH
Graduation Date:  May 2017
Majors:  Finance & Marketing
Minor:  Sales Emphasis

Garrett has spent the past year working under the Cornell & Nicholson Team with UBS Wealth Management where he assists in daily research, prospecting, and client facing needs.  Garrett has also held internships with Motorists Insurance and Zink FoodService Group.

Eric Kraemer

Kraemer
Sectors:  Information Technology & Telecommunication Services
Hometown:  Cincinnati, OH
Graduation Date:  May 2017
Major:  Finance
Minor:  Accounting

Last summer, Eric interned for BlackRock on the Product and Platform Development Team where he worked cross-functionally to develop and implement product strategy. After graduation, he will be joining BlackRock full time as an analyst on the same Platform Development Team.

Andrew Nitz

Nitz
Sectors:  Consumer Discretionary & Consumer Staples
Hometown:  Chicago
Graduation Date:  May 2017
Major:  Finance
Minor:  Accounting

Andrew already has considerable tax experience, having been involved in tax preparation since 2012. His plans are to work in the financial services industry in Chicago following graduation.

Erin O'Malley

OMalley
Sectors:  Financials, REITS & Utilities
Hometown:  West Chester, PA
Graduation Date:  May 2017
Major:  Finance
Minor:  Human Rights Studies

After graduation, Erin will be headed to Bangalore, India, and eventually to Washington, D.C., in connection with her full-time position in the financial consulting division of Sapient Global Markets.

John Scheuble

Scheuble
Sectors:  Consumer Discretionary & Consumer Staples
Hometown:  Bethel Park, PA
Graduation Date:  May 2017
Major:  Finance

Last summer, John worked at BMO Capital Markets where he rotated through Securitization, then Sales and Trading. He plans to work at an investment bank or a buy-side fund following graduation.

Mitchell Schleyer

Schleyer
Sectors:  Consumer Discretionary & Consumer Staples
Hometown:  Orland Park, IL
Graduation Date:  May 2018
Majors:  Finance & Business Economics

Last summer, Mitch was employed at Buckingham Capital Management in Dayton, Ohio, as a portfolio management intern, gaining exposure to broad portfolio construction across asset classes. Mitch will be working for Goldman Sachs in San Francisco this upcoming summer as a Sales & Trading intern.

Neil Sipes

Sipes
Sectors:  Energy, Industrials & Materials
Hometown:  Pittsburgh, PA
Graduation Date:  May 2017
Major:  Finance
Minor:  International Business

Last summer, Neil interned in Princeton, New Jersey, with Bloomberg as a BI Analyst. He worked alongside two senior analysts conducting equity research during the ten-week program. Neil will return to work at Bloomberg on a full-time basis upon graduation.

Carli Turrittin

Turrittin
Sectors:  Health Care
Hometown:  Medina, OH
Graduation Date:  May 2017
Major:  Finance
Minor:  Business Economics

Carli interned at J.P. Morgan Private Bank in Cleveland, Ohio, last summer, and will join J.P. Morgan's Investment Management analyst program with the institutional sales team in Chicago following graduation.

Kevin Wargo

Wargo
Sector:  Health Care
Hometown:  Hilton Head Island, SC
Graduation Date:  May 2017
Majors:  Finance & Accounting

Last summer, Kevin interned in the Transaction Services practice at PricewaterhouseCoopers in Atlanta, Georgia, where he worked with the Deals Valuation team to deliver intangible asset valuation opinions as well as business enterprise valuation models. Kevin will return to PwC after graduation while pursuing his CPA and CFA.

Evan Willmann

Willmann
Sectors:  Financials, REITS & Utilities
Hometown:  Cleveland, OH
Graduation Date:  May 2018
Majors:  Finance & Business Economics
Minor:  Accounting

Evan spent last summer working for JMI Reports, a home inspection company in his hometown, and is looking forward to interning with Cleveland Research Company during the summer ahead.

FALL 2016 FIN493 CLASS

Major Bernhold

Bernhold
Sectors:  Consumer Discretionary & Consumer Staples
Hometown:  Minster, OH
Graduation Date:  May 2017
Majors:  Finance

Major is excited to start a position with The Cincinnati Life Insurance Company upon graduation where he will be employed as a Life Field Representative, helping insurance agencies develop growth strategies, promote products, and serve client needs. He also plans on working towards an MBA Degree.


Blake Bir

Bir,Blake
Sectors:  Financials & Utilities
Hometown:  Cincinnati, OH
Graduation Date:  May 2017
Major:  Finance

Following graduation, Blake will begin working for North Star Resource Group in Cincinnati, where he will serve as a financial advisor once licensed.


Dan Caponi

Caponi
Sectors:  Financials & Utilities
Hometown:  Wheaton, IL
Graduation Date:  May 2017
Majors:  Finance & Accounting

Following graduation, Dan will sit for the CPA exam while working full-time in an Audit Associate role at KPMG in Chicago.

Douglas Carey

Carey
Sectors:  Health Care & Industrials
Hometown:  Cleveland, OH
Graduation Date:  May 2017
Majors:  Finance & Business Economics

Doug's goal is to begin working in the finance industry under a portfolio manager where he can learn to utilize tactical and strategic asset allocation on behalf of clientele.



Quinlan Floyd

Silhouette
Sectors:  Information Technology & Telecommunication Services
Hometown:  Milwaukee, WI
Graduation Date:  May 2017
Majors:  Finance & Marketing

Following graduation, Quinn plans to head back to Milwaukee to find work as an Intermediary or Institutional Salesman at a Financial Services firm.


Pat Gianaras

Gianaras
Sectors:  Financials & Utilities
Hometown:  Naperville, IL
Graduation Date:  May 2017
Major:  Finance

Pat is anxious to begin his career with PNC's Institutional Asset Management group in Indianapolis upon graduation.



Alex Middleton

Middleton
Sectors:  Information Technology & Telecommunication Services
Hometown:  Cleveland, OH
Graduation Date:  May 2017
Major:  Finance

Upon graduation, Alex will begin his career in New York City as an Investment Analyst for J.P. Morgan's Private Bank. Alex looks forward to starting his professional career next July in New York City with fellow graduating Davis Center members and alumni.


Zachary Poelking

Poelking
Sectors:  Consumer Discretionary & Consumer Staples
Hometown:  Dayton, OH
Graduation Date:  May 2017
Majors:  Finance & Entrepreneurship

Zach's hope is to work as an investment analyst somewhere in the Midwest. While working, he plans to study and earn his CFA certification over the next few years.


Jack Schulte

Schulte
Sectors:  Energy & Materials
Hometown:  Chicago, IL
Graduation Date:  May 2017
Major:  Finance

After graduation, Jack will be starting his career in JP Morgan Private Bank's Denver office, with plans on obtaining his CFA charter by the end of his three-year analyst program.


K.C. Scudder

Scudder
Sectors:  Health Care & Industrials
Hometown:  Troy, OH
Graduation Date:  May 2017
Major:  Finance

K.C. is looking forward to launching a career in asset management upon graduation, and beginning to prepare for the CFA Level I Exam in the spring.

Brandon Snyder

Snyder
Sectors:  Information Technology & Telecommunication Services
Hometown:  Newtown, PA
Graduation Date:  May 2017
Majors:  Finance & Entrepreneurship

Brandon has secured a position at The Vanguard Group in the Greater Philadelphia Area, and is looking forward to beginning his career in investment strategy upon graduation.


Alex Stahl

Stahl
Sectors:  Energy & Materials
Hometown:  Maysville, KY
Graduation Date:  May 2017
Majors:  Finance & Business Economics

Alex will be working with BlackRock's Institutional Client Business in New York City. His primary responsibilities will include supporting the relationship managers of BlackRock's institutional clients (pensions, endowments, foundations, etc.).


Micah Takagishi

Takagishi
Sectors:  Energy & Materials
Hometown:  Evanston, IL
Graduation Date:  May 2017
Major:  Finance

Micah is currently in the midst of interviewing for the position of options trader at three prominent Chicago firms. In addition, he will begin the process of obtaining his CFA charter by taking the Level I Exam in December of 2017.


Elizabeth Todia

Todia
Sectors:  Information Technology & Telecommunication Services
Hometown:  Cleveland, OH
Graduation Date:  May 2017
Majors:  Finance & Entrepreneurship

After graduation, Liz plans to continue working in venture capital and in the entrepreneurial community. She spent last summer interning at Mutual Capital Partners, a Cleveland-based venture capital fund that focuses on health care and technology.


Sam Verrilli

Verrilli
Sectors:  Health Care & Industrials
Hometown:  Cincinnati, OH
Graduation Date:  May 2017
Major:  Finance & Accounting

Sam will be joining Plante Moran's Chicago office as an audit associate upon graduation.


Ryan Wolff

Wolff
Sectors: Consumer Discretionary & Consumer Staples
Hometown: Dayton, OH
Graduation Date: May 2017
Major: Finance

Ryan plans to pursue a career in equity research at an investment management firm as well as his CFA charter post-graduation.