Securities Analysis

The Securities Analysis Team works to familiarize team members with a variety of strategies for financial analysis, including qualitative research and financial modeling. Team members serve as supporting analysts for the Flyer Investments Fund by analyzing current holdings’ performance based on historic trends and comparison with industry peers. Additionally, the supporting analysts are responsible for introducing new investment ideas through the maintenance of a comprehensive watch list.

Eric Kraemer

Kraemer
Title:  Securities Analysis Team Leader
Hometown:  Cincinnati, OH
Year:  Senior
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.

Will Allen

Allen
Title:  Academic Research Analyst
Hometown:  Louisville, KY
Year:  Sophomore
Majors:  Finance & Accounting

Last summer, Will interned in the wealth management department of UBS in Louisville, Kentucky. He hopes to secure an internship in wealth or asset management in the summer of 2017.

Alex Binnie

Binnie
Title:  Qualitative Analyst
Hometown:  North Canton, OH
Year:  Junior
Major:  Accounting

Last summer, Alex interned at CliftonLarsonAllen LLP. As an intern, he assisted in the acquisition of a local accounting firm in his hometown. Next summer Alex will be interning at Ernst & Young in Cleveland, Ohio, in the Taxation Department.

Dave Christian

Christian
Title:  Quantitative Analyst
Hometown:  Fort Thomas, KY
Year:  Senior
Majors:  Finance, Operations, & Business Economics

Last summer, Dave spent his summer working at Kroger’s headquarters in Cincinnati in cost management. After graduation, Dave plans on working in wealth management or corporate finance for a well-established firm.

Sallie DeYoung

DeYoung
Title:  Academic Research Analyst
Hometown:  Los Angeles, CA
Year:  Sophomore
Major:  Business Economics

Sallie spent the beginning of last summer interning with a Certified Financial Planner, while the rest was spent traveling. Sallie plans to devote part of her sophomore year to interning and the rest of her time at Dayton learning as much as she can in the classroom.

Chase Dollar

Dollar
Title:  Academic Research Analyst
Hometown:  Cincinnati, OH
Year:  Sophomore
Major:  Accounting

Last summer, Chase interned at Patheon Pharmaceuticals in Cincinnati. He also studied abroad in Augsburg, Germany, which gave him the opportunity to travel to several surrounding countries. Next summer, Chase hopes to intern in wealth management.

Nick Jacobs

Jacobs
Title:  Academic Research Analyst
Hometown:  Cleveland, OH
Year:  Junior
Major:  Finance

Nick spent last summer working for The Sherwin-Williams Company's Financial Shared Services Department in Cleveland, Ohio. After college, Nick hopes to work as a financial analyst or wealth manager.

Alex Kubalski

Kubalski
Title:  Academic Research Analyst
Hometown:  Cleveland, OH
Year:  Senior
Major:  Accounting

Last summer, Alex interned with EY's assurance practice. During his internship he worked with the PCAOB and various client engagements. Alex plans on graduating in December 2016, after which he'll spend time studying for his CPA before beginning work for EY in the summer of 2017.

Jacob Puccetti

Puccetti
Title:  Quantitative Analyst
Hometown:  Pittsburgh, PA
Year:  Junior
Majors:  Finance & Business Economics

Last summer, Jacob interned with PNC Financial Services Group in the Institutional Asset Management division in Pittsburgh. He worked on their business development and strategic opportunities team. Jacob is very much looking forward to interning at Guggenheim Partners as an Equity Research Summer Analyst during the upcoming summer.

Evan Schatz

Schatz
Title:  Quantitative Analyst
Hometown:  North Canton, OH
Year:  Junior
Majors:  Finance & Accounting

Last summer, Evan worked at an accounting firm called 415group. As a valuation intern, he helped value individuals going through divorces or litigation. During the summer ahead, Evan will be traveling to Thailand where he will be working for BMW Automotives in a lean manufacturing/data antalytics role.

K.C. Scudder

Scudder
Title:  Lead Quantitative Securities Analyst
Hometown:  Troy, MI
Year:  Senior
Major:  Finance

Last summer, K.C. shadowed an investment advisor in Cincinnati, Ohio. K.C. is looking forward to launching a career in asset management upon graduation, and preparing for the CFA Level I Exam in the spring.

Dimitra Spandonidis

Spandonidis
Title:  Academic Research Analyst
Hometown:  Romeoville, IL
Year:  Senior
Major:  Entrepreneurship
Minors:  Finance & Spanish

Last summer, Dimitra interned for the Chicago Fire Soccer Club in both the accounting and finance department as well as the human resources department. Dimitra plans to find a job in the Chicagoland area and enjoy city life following graduation in the spring.

Matthew Urbik

Urbik
Title:  Quantitative Analyst
Hometown:  Phoenix, AZ
Year:  Sophomore
Majors:  Finance & Accounting

Last summer, Matt worked as an analyst for Global Platinum Securities where he was immersed in a comprehensive education program on equity research and analysis. Additionally, he spent his free time working for a country club and traveling. Matt would ultimately like to work as a buy-side analyst for a hedge fund or private equity firm.

Sam Verrillii

Verrilli
Title:  Lead Academic Research Analyst
Hometown:  Cincinnati, OH
Year:  Senior
Majors:  Finance & Accounting

Last summer, Sam interned at Plante Moran's Cincinnati office in the assurance group, which mostly involved auditing employee benefit plans. Sam has accepted a full-time position at Plante Moran following graduation.

Russell Woehrmyer

Woehrmyer
Title:  Quantitative Analyst
Hometown:  Mason, OH
Year:  Sophomore
Majors:  Finance & Accounting

Last summer, Russell helped manage an intercollegiate value investing fund called Global Platinum Securities. His plan for next summer is to get an internship in Investment Banking, Venture Capital, Private Equity, or Equity Research.

Dan Wollenberg

Wollenberg
Title:  Academic Research Analyst
Hometown:  Lemont, IL
Year:  Sophomore
Majors:  Finance & Accounting
Minor:  Business Economics

Dan spent the first half of last summer studying abroad in Suzhou, China. He then returned for his second year of working at Franciscan Communities. In the future, Dan hopes to find an internship, and eventually a career, in an accounting or financial practice such as auditing or wealth management.