Nittany Lion Fund, LLC
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Nittany Lion Fund, LLC Employees
Employee
Years
Job
Industry
Jarrod Bruno Jarrod Bruno's Nittany Lion Fund, LLC Experience December 2012 - January 2014
Job Analyst, Tech Media & Telecom Group, Goldman Sachs, & Co.
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Penn State Investment Association December 2012 - January 2014
Nittany Lion Fund, LLC. December 2012 - January 2014
Goldman Sachs June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Stock Valuation, Stock Picking, Microsoft Excel, PowerPoint, Economics, Finance
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.96
The Schreyer Honors College - Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Goldman Sachs July 2014 - Present
Penn State Investment Association December 2012 - January 2014
Nittany Lion Fund, LLC. December 2012 - January 2014
Goldman Sachs June 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Stock Valuation, Stock Picking, Microsoft Excel, PowerPoint, Economics, Finance
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.96
The Schreyer Honors College - Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Matthew Shannon Matthew Shannon's Nittany Lion Fund, LLC Experience May 2009 - December 2011
Job Small Cap Equity Portfolio Manager Associate at Glenmede Investment Management
Industry Financial Services
Experience
Glenmede Investment Management, L.P. June 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - June 2014
Nittany Lion Fund, LLC May 2009 - December 2011
Goldman Sachs June 2011 - August 2011
Glenmede Investment Management, L.P. May 2010 - August 2010
Skills
CFA Level III Candidate, Fixed Income, Portfolio Management, Investments, Research, Equities, Manager Research, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Valuation, Thematic Investing, Fundamental Research
Education
Penn State University 2008 — 2012
BS, Finance, Minor: Statistics, High Distinction
Passed Level III of the CFA Exam - June 2015
Glenmede Investment Management, L.P. June 2014 - Present
The Glenmede Trust Company, N.A. June 2012 - June 2014
Nittany Lion Fund, LLC May 2009 - December 2011
Goldman Sachs June 2011 - August 2011
Glenmede Investment Management, L.P. May 2010 - August 2010
Skills
CFA Level III Candidate, Fixed Income, Portfolio Management, Investments, Research, Equities, Manager Research, Finance, Investment Management, Asset Management, Asset Allocation, Wealth Management, Valuation, Thematic Investing, Fundamental Research
Education
Penn State University 2008 — 2012
BS, Finance, Minor: Statistics, High Distinction
Passed Level III of the CFA Exam - June 2015
Mahir Desai Mahir Desai's Nittany Lion Fund, LLC Experience January 2009 - December 2009
Job Assistant Vice President Diversified Industries Metals at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group July 2010 - Present
Nittany Lion Fund, LLC January 2009 - December 2009
Macro Advisors, Inc. May 2009 - August 2009
Macro Advisors Inc May 2008 - August 2008
Commerce Bancorp July 2005 - April 2008
Skills
Banking, Equities, Financial Analysis, Portfolio Management, Credit, Credit Analysis, Derivatives, Financial Modeling, Investment Management, Loans, Trading, Treasury Management, Commercial Banking
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, Economics
PNC Financial Services Group July 2010 - Present
Nittany Lion Fund, LLC January 2009 - December 2009
Macro Advisors, Inc. May 2009 - August 2009
Macro Advisors Inc May 2008 - August 2008
Commerce Bancorp July 2005 - April 2008
Skills
Banking, Equities, Financial Analysis, Portfolio Management, Credit, Credit Analysis, Derivatives, Financial Modeling, Investment Management, Loans, Trading, Treasury Management, Commercial Banking
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, Economics
Kody Amburgey Kody Amburgey's Nittany Lion Fund, LLC Experience January 2015 - May 2015
Job Incoming Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC January 2015 - May 2015
Nittany Lion Fund, LLC August 2014 - December 2014
Nittany Lion Fund, LLC April 2014 - August 2014
Vector Marketing June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Teamwork, Financial Analysis, Time Management, Accounting, PowerPoint, Microsoft Word, Valuation, Financial Statement..., Bloomberg Terminal, FactSet, Tenacious Work Ethic, Due Diligence, Adaptive Learning, Adaptive Leadership, Equity Research, Equity Trading, Trend Following, Public Speaking, Marketing Communications, Customer-focused Service, Workforce Management, Social Networking, Social Media, Microsoft Office
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance & Economics, GPA: 3.77/4.00
Moorestown High School 2008 — 2012
High School
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC January 2015 - May 2015
Nittany Lion Fund, LLC August 2014 - December 2014
Nittany Lion Fund, LLC April 2014 - August 2014
Vector Marketing June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Teamwork, Financial Analysis, Time Management, Accounting, PowerPoint, Microsoft Word, Valuation, Financial Statement..., Bloomberg Terminal, FactSet, Tenacious Work Ethic, Due Diligence, Adaptive Learning, Adaptive Leadership, Equity Research, Equity Trading, Trend Following, Public Speaking, Marketing Communications, Customer-focused Service, Workforce Management, Social Networking, Social Media, Microsoft Office
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance & Economics, GPA: 3.77/4.00
Moorestown High School 2008 — 2012
High School
Charles (CJ) Hura Charles (CJ) Hura's Nittany Lion Fund, LLC Experience May 2010 - December 2011
Job TMT Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan June 2012 - October 2014
Penn State Dance MaraTHON September 2009 - April 2012
Nittany Lion Fund, LLC. May 2010 - December 2011
J.P. Morgan June 2011 - August 2011
Charles Hura Landscaping and Lawn Care April 2002 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Investment Banking, Valuation, PowerPoint, Management, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Finance, Minor in Economics
Spencerport
Spencerport
J.P. Morgan November 2014 - Present
J.P. Morgan June 2012 - October 2014
Penn State Dance MaraTHON September 2009 - April 2012
Nittany Lion Fund, LLC. May 2010 - December 2011
J.P. Morgan June 2011 - August 2011
Charles Hura Landscaping and Lawn Care April 2002 - August 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, Finance, Investment Banking, Valuation, PowerPoint, Management, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Finance, Minor in Economics
Spencerport
Spencerport
Sam Diacont Sam Diacont's Nittany Lion Fund, LLC Experience August 2015 - Present
Job Associate, IT Sector at Nittany Lion Fund, LLC
Industry
Experience
Nittany Lion Fund, LLC August 2015 - Present
Nittany Lion Fund, LLC. April 2015 - Present
Croceont Enterprises April 2011 - March 2015
The Storage Center on Sullivan Trail 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Private Pilot, Public Speaking, Microsoft Office, Finance, Time Management
Education
Penn State University 2013 — 2017
Schreyer Honors College, B.S. in Finance B.S. in Mathematics Minor in Economics
Nittany Lion Fund, LLC August 2015 - Present
Nittany Lion Fund, LLC. April 2015 - Present
Croceont Enterprises April 2011 - March 2015
The Storage Center on Sullivan Trail 2010 - 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Private Pilot, Public Speaking, Microsoft Office, Finance, Time Management
Education
Penn State University 2013 — 2017
Schreyer Honors College, B.S. in Finance B.S. in Mathematics Minor in Economics
Tyler O'Donnell Tyler O'Donnell's Nittany Lion Fund, LLC Experience December 2014 - May 2015
Job Incoming Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities June 2015 - August 2015
Nittany Lion Fund, LLC December 2014 - May 2015
Convergent Wealth Advisors June 2014 - August 2014
Skills
Investments, PowerPoint
Education
Penn State University 2012 — 2016
Sleepy Hollow High School 2008 — 2012
Justin Citron's Nittany Lion Fund, LLC Experience April 2013 - May 2014
Job Investment Banking Analyst at UBS
Industry Financial Services
Experience
UBS June 2014 - August 2014
Nittany Lion Fund, LLC April 2013 - May 2014
Wall Street Boot Camp January 2013 - April 2013
Beta Sigma Beta April 2012 - April 2013
Shovel for the Cure September 2008 - March 2010
Skills
Leadership, Investments, Valuation, Public Speaking, Equities, Fundraising, Risk Management, Leadership Development, Investment Banking, Portfolio Management, Financial Modeling, Time Management, Finance, Financial Analysis, Financial Institutions, Philanthropy, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2011 — 2015
Finance
Montville Township High School 2007 — 2011
UBS June 2014 - August 2014
Nittany Lion Fund, LLC April 2013 - May 2014
Wall Street Boot Camp January 2013 - April 2013
Beta Sigma Beta April 2012 - April 2013
Shovel for the Cure September 2008 - March 2010
Skills
Leadership, Investments, Valuation, Public Speaking, Equities, Fundraising, Risk Management, Leadership Development, Investment Banking, Portfolio Management, Financial Modeling, Time Management, Finance, Financial Analysis, Financial Institutions, Philanthropy, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University 2011 — 2015
Finance
Montville Township High School 2007 — 2011
Adam Brown Adam Brown's Nittany Lion Fund, LLC Experience January 2008 - December 2009
Job Director, Corporate Analytics at Health Catalyst
Industry Hospital & Health Care
Experience
Health Catalyst March 2015 - Present
Access Clinical Partners August 2014 - March 2015
GTCR LLC July 2012 - July 2014
Bank of America Merrill Lynch August 2010 - July 2012
Nittany Lion Fund LLC January 2008 - December 2009
Bank of America Merrill Lynch May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
Penn State University 2006 — 2010
Major: Finance, Minor: Biology
Holy Ghost Prep
Health Catalyst March 2015 - Present
Access Clinical Partners August 2014 - March 2015
GTCR LLC July 2012 - July 2014
Bank of America Merrill Lynch August 2010 - July 2012
Nittany Lion Fund LLC January 2008 - December 2009
Bank of America Merrill Lynch May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Education
Penn State University 2006 — 2010
Major: Finance, Minor: Biology
Holy Ghost Prep
Mason Austen Mason Austen's Nittany Lion Fund, LLC Experience November 2013 - December 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Morgan Stanley June 2014 - August 2014
Nittany Lion Fund, LLC December 2012 - November 2013
Morgan Stanley May 2013 - August 2013
Skills
Portfolio Management, Valuation, Financial Analysis, Microsoft Excel, Teamwork, Investment Banking, Leadership, Equity Capital Markets, Financial Modeling, Corporate Finance, Data Analysis, Equities, Finance, Investments, Microsoft Word, PowerPoint
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Morgan Stanley June 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Morgan Stanley June 2014 - August 2014
Nittany Lion Fund, LLC December 2012 - November 2013
Morgan Stanley May 2013 - August 2013
Skills
Portfolio Management, Valuation, Financial Analysis, Microsoft Excel, Teamwork, Investment Banking, Leadership, Equity Capital Markets, Financial Modeling, Corporate Finance, Data Analysis, Equities, Finance, Investments, Microsoft Word, PowerPoint
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Edward Goodall's Nittany Lion Fund, LLC Experience January 2015 - Present
Job Lead Financials Analyst at Nittany Lion Fund LLC.
Industry Financial Services
Experience
Nittany Lion Fund LLC. January 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Bloomberg LP May 2015 - May 2015
Nittany Lion Fund LLC. December 2013 - December 2014
Skills
Windows, Event Planning, Time Management, Team Leadership, Leadership, Social Networking, Facebook, Financial Analysis, Microsoft Excel, Data Analysis, Management
Education
Penn State University 2013 — 2017
Bachelor of Science (BS), Finance
Maastricht University 2014 — 2014
Center for European Studies
Nittany Lion Fund LLC. January 2015 - Present
Convergent Wealth Advisors June 2015 - August 2015
Bloomberg LP May 2015 - May 2015
Nittany Lion Fund LLC. December 2013 - December 2014
Skills
Windows, Event Planning, Time Management, Team Leadership, Leadership, Social Networking, Facebook, Financial Analysis, Microsoft Excel, Data Analysis, Management
Education
Penn State University 2013 — 2017
Bachelor of Science (BS), Finance
Maastricht University 2014 — 2014
Center for European Studies
Christine Dolente Christine Dolente's Nittany Lion Fund, LLC Experience April 2011 - December 2013
Job Analyst, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Student Pink Zone Organization October 2010 - April 2014
Nittany Lion Fund, LLC. April 2011 - December 2013
Goldman Sachs June 2013 - August 2013
Delta Zeta Sorority December 2011 - December 2012
Council on International Educational Exchange May 2012 - July 2012
Education
Penn State University 2010 — 2014
Schreyer Honors College, Smeal College of Business
Villa Maria Academy High School 2006 — 2010
Goldman Sachs July 2014 - Present
Student Pink Zone Organization October 2010 - April 2014
Nittany Lion Fund, LLC. April 2011 - December 2013
Goldman Sachs June 2013 - August 2013
Delta Zeta Sorority December 2011 - December 2012
Council on International Educational Exchange May 2012 - July 2012
Education
Penn State University 2010 — 2014
Schreyer Honors College, Smeal College of Business
Villa Maria Academy High School 2006 — 2010
Sean Gillooly's Nittany Lion Fund, LLC Experience January 2011 - December 2011
Job Trader at King Street Capital Management
Industry Financial Services
Experience
King Street Capital Management June 2014 - Present
Morgan Stanley June 2013 - June 2014
Nittany Lion Fund January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nittany Lion Fund LLC January 2011 - December 2011
Gardner Lewis Asset Management May 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities
Education
Penn State University 2009 — 2013
Bachelor of Science, Finance
King Street Capital Management June 2014 - Present
Morgan Stanley June 2013 - June 2014
Nittany Lion Fund January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Nittany Lion Fund LLC January 2011 - December 2011
Gardner Lewis Asset Management May 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch May 2010 - August 2010
Skills
Excel, Bloomberg, Accounting, Equities, Portfolio Management, Investment Management, Financial Modeling, Finance, Investment Banking, Leadership, Financial Analysis, Equity Research, Microsoft Excel, Investments, Economics, Corporate Finance, Asset Managment, Valuation, Bloomberg Terminal, Asset Management, Securities
Education
Penn State University 2009 — 2013
Bachelor of Science, Finance
Matthew Maser Matthew Maser's Nittany Lion Fund, LLC Experience August 2013 - December 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Nittany Lion Fund, LLC August 2013 - December 2013
Deutsche Bank June 2013 - August 2013
Nittany Lion Fund, LLC December 2012 - August 2013
Penn State Investment Association September 2010 - December 2012
Wilmington Trust June 2012 - August 2012
Pi Kappa Phi Fraternity December 2011 - August 2012
Skills
Equities, Valuation, Financial Analysis, Asset Management, Finance, Microsoft Excel, Investments, Teamwork, Portfolio Management, Microsoft Word, PowerPoint, Economics, Investment Banking, Asset Managment, Bloomberg Terminal, DCF Valuation
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Secondary Concentration in Accounting, Cumulative GPA: 3.90/4.00
Penncrest High School 2006 — 2010
Deutsche Bank July 2014 - Present
Nittany Lion Fund, LLC August 2013 - December 2013
Deutsche Bank June 2013 - August 2013
Nittany Lion Fund, LLC December 2012 - August 2013
Penn State Investment Association September 2010 - December 2012
Wilmington Trust June 2012 - August 2012
Pi Kappa Phi Fraternity December 2011 - August 2012
Skills
Equities, Valuation, Financial Analysis, Asset Management, Finance, Microsoft Excel, Investments, Teamwork, Portfolio Management, Microsoft Word, PowerPoint, Economics, Investment Banking, Asset Managment, Bloomberg Terminal, DCF Valuation
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, Secondary Concentration in Accounting, Cumulative GPA: 3.90/4.00
Penncrest High School 2006 — 2010
Alec Lucente Alec Lucente's Nittany Lion Fund, LLC Experience November 2013 - December 2014
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Andrew Onufrey Andrew Onufrey's Nittany Lion Fund, LLC Experience January 2013 - December 2014
Job Incoming Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Nittany Lion Fund LLC January 2013 - December 2014
Deutsche Bank June 2014 - August 2014
Skills
Strategy, Bloomberg, Portfolio Management, Analysis, Equities, Valuation
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Finance with Economics Minor
Deutsche Bank August 2014 - Present
Nittany Lion Fund LLC January 2013 - December 2014
Deutsche Bank June 2014 - August 2014
Skills
Strategy, Bloomberg, Portfolio Management, Analysis, Equities, Valuation
Education
Penn State University 2011 — 2014
Bachelor of Science (BS), Finance with Economics Minor
Evan Fisher Evan Fisher's Nittany Lion Fund, LLC Experience January 2014 - August 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Smeal College of Business November 2013 - November 2014
Graham Partners May 2014 - August 2014
Nittany Lion Fund, LLC January 2014 - August 2014
Pacific Generation Partners September 2013 - May 2014
Nittany Lion Fund, LLC December 2012 - December 2013
Storage Squad, LLC April 2013 - September 2013
Shipra Group May 2013 - August 2013
Skills
Financial Analysis, Strategy, Teamwork, Leadership, Entrepreneurship, Private Equity, Portfolio Management, Creative Writing, LBO, Due Diligence, Economics, Financial Modeling, Investments, Equity Research
Education
Penn State University 2011 — 2014
Bachelor of Science (BS)
Central York High School 2007 — 2011
Wells Fargo Securities June 2015 - Present
Smeal College of Business November 2013 - November 2014
Graham Partners May 2014 - August 2014
Nittany Lion Fund, LLC January 2014 - August 2014
Pacific Generation Partners September 2013 - May 2014
Nittany Lion Fund, LLC December 2012 - December 2013
Storage Squad, LLC April 2013 - September 2013
Shipra Group May 2013 - August 2013
Skills
Financial Analysis, Strategy, Teamwork, Leadership, Entrepreneurship, Private Equity, Portfolio Management, Creative Writing, LBO, Due Diligence, Economics, Financial Modeling, Investments, Equity Research
Education
Penn State University 2011 — 2014
Bachelor of Science (BS)
Central York High School 2007 — 2011
Allen Lutz, CFA Allen Lutz, CFA's Nittany Lion Fund, LLC Experience May 2008 - 2009
Job Senior Associate at Citi
Industry Investment Management
Experience
Citi November 2013 - Present
BlackRock June 2010 - November 2013
Penn State Office of Investment Management May 2009 - August 2009
Nittany Lion Fund, LLC May 2008 - 2009
Skills
Fixed Income, Portfolio Management, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Finance, Financial Statement..., Hedge Funds, Mutual Funds, Series 7, Trading
Education
Penn State University 2006 — 2009
Finance, Economics, Finance, Economics
Citi November 2013 - Present
BlackRock June 2010 - November 2013
Penn State Office of Investment Management May 2009 - August 2009
Nittany Lion Fund, LLC May 2008 - 2009
Skills
Fixed Income, Portfolio Management, Equities, Financial Modeling, Investments, Valuation, Financial Analysis, Equity Research, Bloomberg, Asset Management, Capital Markets, Corporate Finance, Finance, Financial Statement..., Hedge Funds, Mutual Funds, Series 7, Trading
Education
Penn State University 2006 — 2009
Finance, Economics, Finance, Economics
Matt Manocchio Matt Manocchio's Nittany Lion Fund, LLC Experience November 2013 - December 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Nittany Lion Fund, LLC. November 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Nittany Lion Fund, LLC. December 2012 - December 2013
Prudential Financial June 2013 - August 2013
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
J.P. Morgan June 2015 - Present
Nittany Lion Fund, LLC. November 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Nittany Lion Fund, LLC. December 2012 - December 2013
Prudential Financial June 2013 - August 2013
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Kyle Wang Kyle Wang's Nittany Lion Fund, LLC Experience January 2011 - August 2012
Job Consultant at IBM
Industry Financial Services
Experience
IBM July 2014 - Present
Sapphire Leadership Program January 2013 - December 2013
The Retirement Group LLC July 2013 - September 2013
Smeal Trading Room Internship Program August 2011 - December 2012
Verizon June 2012 - August 2012
Nittany Lion Fund, LLC. January 2011 - August 2012
Skills
Leadership, Finance, Analysis, Valuation, Budgets, Data Analysis, Project Planning, Time Management, Investments, Strategic Planning, Teamwork, Public Speaking, Access, Accounting, Microsoft Excel, Social Media, Marketing
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
DEHS
IBM July 2014 - Present
Sapphire Leadership Program January 2013 - December 2013
The Retirement Group LLC July 2013 - September 2013
Smeal Trading Room Internship Program August 2011 - December 2012
Verizon June 2012 - August 2012
Nittany Lion Fund, LLC. January 2011 - August 2012
Skills
Leadership, Finance, Analysis, Valuation, Budgets, Data Analysis, Project Planning, Time Management, Investments, Strategic Planning, Teamwork, Public Speaking, Access, Accounting, Microsoft Excel, Social Media, Marketing
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
DEHS
Ryan MacWilliams Ryan MacWilliams's Nittany Lion Fund, LLC Experience January 2010 - December 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
Nittany Lion Fund, LLC January 2010 - December 2011
BlackRock May 2011 - August 2011
Penn State Intramural Sports March 2008 - April 2011
Alpha Kappa Psi, Professional Business Fraternity August 2009 - December 2009
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance, Minor in Business Law
St. Joseph's Prep
BlackRock August 2012 - Present
Nittany Lion Fund, LLC January 2010 - December 2011
BlackRock May 2011 - August 2011
Penn State Intramural Sports March 2008 - April 2011
Alpha Kappa Psi, Professional Business Fraternity August 2009 - December 2009
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance, Minor in Business Law
St. Joseph's Prep
Francesco Vozza Francesco Vozza's Nittany Lion Fund, LLC Experience August 2015 - Present
Job Fund Manager at Nittany Lion Fund, LLC.
Industry Investment Banking
Experience
Nittany Lion Fund, LLC. August 2015 - Present
Nittany Lion Fund, LLC. May 2015 - August 2015
Penn State Investment Assoication January 2015 - April 2015
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance, Minor in Economics
Nittany Lion Fund, LLC. August 2015 - Present
Nittany Lion Fund, LLC. May 2015 - August 2015
Penn State Investment Assoication January 2015 - April 2015
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance, Minor in Economics
Derek Sommers Derek Sommers's Nittany Lion Fund, LLC Experience December 2014 - Present
Job Fund Manager at Nittany Lion Fund, LLC
Industry Financial Services
Experience
Nittany Lion Fund, LLC December 2014 - Present
Delta Sigma Pi May 2014 - May 2015
C-P Flexible Packaging May 2014 - August 2014
Granite Run Tennis Club June 2012 - July 2014
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Twitter, Facebook, Tennis, Strategy, Leadership, Finance, Sales
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Rustin High School 2009 — 2013
Nittany Lion Fund, LLC December 2014 - Present
Delta Sigma Pi May 2014 - May 2015
C-P Flexible Packaging May 2014 - August 2014
Granite Run Tennis Club June 2012 - July 2014
Skills
Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Customer Service, Twitter, Facebook, Tennis, Strategy, Leadership, Finance, Sales
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance, General
Rustin High School 2009 — 2013
Timothy Farley Timothy Farley's Nittany Lion Fund, LLC Experience December 2013 - December 2014
Job Student at Penn State University
Industry Financial Services
Experience
Nittany Lion Fund August 2015 - Present
Smeal Allocation Board March 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC December 2013 - December 2014
PTM Wealth Management, LLC June 2014 - August 2014
Penn State Lunar Lion Team January 2014 - May 2014
Skills
Mutual Funds, Effective Communication, Analysis, Equities, Research, Investments
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Nittany Lion Fund August 2015 - Present
Smeal Allocation Board March 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC December 2013 - December 2014
PTM Wealth Management, LLC June 2014 - August 2014
Penn State Lunar Lion Team January 2014 - May 2014
Skills
Mutual Funds, Effective Communication, Analysis, Equities, Research, Investments
Education
Penn State University 2013 — 2017
Bachelor of Science (B.S.), Finance
Karl Stafford Karl Stafford's Nittany Lion Fund, LLC Experience August 2015 - Present
Job Fund Manager Telecommunications Sector at Nittany Lion Fund, LLC
Industry
Experience
Nittany Lion Fund, LLC August 2015 - Present
The Delta Chi Fraternity, Inc. September 2014 - Present
Nittany Lion Fund, LLC November 2014 - August 2015
Derive Technologies June 2014 - July 2014
Education
Penn State University 2013 — 2017
Bachelor's Degree, Finance, Minor in Entrepreneurship and Innovation, GPA: 4.00/4.00, Junior
West Windsor-Plainsboro High School South 2009 — 2013
High School
Nittany Lion Fund, LLC August 2015 - Present
The Delta Chi Fraternity, Inc. September 2014 - Present
Nittany Lion Fund, LLC November 2014 - August 2015
Derive Technologies June 2014 - July 2014
Education
Penn State University 2013 — 2017
Bachelor's Degree, Finance, Minor in Entrepreneurship and Innovation, GPA: 4.00/4.00, Junior
West Windsor-Plainsboro High School South 2009 — 2013
High School
Liam Quinlan-Walshe's Nittany Lion Fund, LLC Experience November 2014 - Present
Job at
Industry Investment Banking
Experience
Nittany Lion Fund, LLC November 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC November 2014 - December 2014
Nittany Lion Fund, LLC May 2014 - August 2014
Zeta Psi Fraternity December 2013 - February 2014
Penn State Investment Association September 2013 - December 2013
Ennis' Market August 2009 - August 2013
East Halls Residence Association September 2012 - April 2013
Sapphire Leadership Program August 2012 - December 2012
Skills
Leadership, Finance, Public Speaking, Volunteering, Alumni Relations, Social Media, Interviews, Budgets, Financial Analysis, Investments
Education
Penn State University 2012 — 2016
Nittany Lion Fund, LLC November 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Nittany Lion Fund, LLC November 2014 - December 2014
Nittany Lion Fund, LLC May 2014 - August 2014
Zeta Psi Fraternity December 2013 - February 2014
Penn State Investment Association September 2013 - December 2013
Ennis' Market August 2009 - August 2013
East Halls Residence Association September 2012 - April 2013
Sapphire Leadership Program August 2012 - December 2012
Skills
Leadership, Finance, Public Speaking, Volunteering, Alumni Relations, Social Media, Interviews, Budgets, Financial Analysis, Investments
Education
Penn State University 2012 — 2016
Ameya Naik Ameya Naik's Nittany Lion Fund, LLC Experience December 2014 - Present
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Nittany Lion Fund, LLC December 2014 - Present
Nittany Lion Fund, LLC December 2013 - Present
Nittany Lion Fund, LLC June 2014 - Present
Skills
Leadership, Management, Account Management, Finance, Public Speaking, Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Investments, Time Management, Equities, Research
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Maastricht University School of Business and Economics 2014 — 2014
Economics of the Emerging Markets of East and Central Europe
Goldman Sachs June 2015 - Present
Nittany Lion Fund, LLC December 2014 - Present
Nittany Lion Fund, LLC December 2013 - Present
Nittany Lion Fund, LLC June 2014 - Present
Skills
Leadership, Management, Account Management, Finance, Public Speaking, Portfolio Management, Financial Analysis, Microsoft Excel, Bloomberg Terminal, Investments, Time Management, Equities, Research
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Maastricht University School of Business and Economics 2014 — 2014
Economics of the Emerging Markets of East and Central Europe
Christian Binder Christian Binder's Nittany Lion Fund, LLC Experience November 2014 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Nittany Lion Fund, LLC November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Penn State Investment Association August 2014 - January 2015
Wall Street Boot Camp - Penn State August 2014 - December 2014
Breaking Into Wall Street May 2014 - June 2014
Student Government Association April 2013 - April 2014
The Pennsylvania State University - Abington College April 2013 - April 2014
Alpha Kappa Lambda Fraternity, PA Eta Colony November 2012 - April 2014
Abington Benefiting THON September 2012 - April 2014
Skills
Leadership, Teamwork, Microsoft Excel, Motivation, Bank Reconciliation, Financial Analysis, Financial Modeling, VBA, Budgets, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Word, Security Analysis, Portfolio Management, Bloomberg Terminal, FactSet, Comparable Analysis, M&A Modeling, DCF Valuation, Asset Management, Accounting, Team Building, Finance, Recruiting, Python
Education
The Pennsylvania State University Smeal College of Business 2012 — 2017
Bachelor's Degree, Finance, 3.87/4.00
The Pennsylvania State University College of Liberal Arts 2012 — 2017
Bachelor's Degree, Economics, 3.87/4.00
The Pennsylvania State University Eberly College of Science 2012 — 2017
Minors in Mathematics and Statistics, 3.87/4.00
Maastricht University 2014 — 2014
Study Abroad
Nittany Lion Fund, LLC November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Penn State Investment Association August 2014 - January 2015
Wall Street Boot Camp - Penn State August 2014 - December 2014
Breaking Into Wall Street May 2014 - June 2014
Student Government Association April 2013 - April 2014
The Pennsylvania State University - Abington College April 2013 - April 2014
Alpha Kappa Lambda Fraternity, PA Eta Colony November 2012 - April 2014
Abington Benefiting THON September 2012 - April 2014
Skills
Leadership, Teamwork, Microsoft Excel, Motivation, Bank Reconciliation, Financial Analysis, Financial Modeling, VBA, Budgets, PowerPoint, Microsoft Office, Corporate Finance, Microsoft Word, Security Analysis, Portfolio Management, Bloomberg Terminal, FactSet, Comparable Analysis, M&A Modeling, DCF Valuation, Asset Management, Accounting, Team Building, Finance, Recruiting, Python
Education
The Pennsylvania State University Smeal College of Business 2012 — 2017
Bachelor's Degree, Finance, 3.87/4.00
The Pennsylvania State University College of Liberal Arts 2012 — 2017
Bachelor's Degree, Economics, 3.87/4.00
The Pennsylvania State University Eberly College of Science 2012 — 2017
Minors in Mathematics and Statistics, 3.87/4.00
Maastricht University 2014 — 2014
Study Abroad
Shane Kaminski's Nittany Lion Fund, LLC Experience November 2014 - Present
Job Fund Manager at Nittany Lion Fund
Industry Financial Services
Experience
Nittany Lion Fund, LLC. November 2014 - Present
PHARMCO-AAPER May 2014 - July 2014
Education
Penn State University 2014 — 2017
Bachelor's Degree, Finance
Penn State University
Sparta High School
Nittany Lion Fund, LLC. November 2014 - Present
PHARMCO-AAPER May 2014 - July 2014
Education
Penn State University 2014 — 2017
Bachelor's Degree, Finance
Penn State University
Sparta High School
Steven Vigilante Steven Vigilante's Nittany Lion Fund, LLC Experience May 2011 - December 2012
Job Business Development Analyst at CircleUp
Industry Financial Services
Experience
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
CircleUp February 2015 - Present
Cowen and Company July 2014 - February 2015
Deloitte Consulting August 2013 - June 2014
Nittany Lion Fund, LLC May 2011 - December 2012
The Pink Zone at Penn State September 2010 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Investments, Equities, Fixed Income, Mutual Funds, Trading, Data Analysis, Recruiting, Corporate Finance, Philanthropy, Microsoft Excel, Bloomberg, Building Relationships, Sales, Financial Reporting, Microsoft Office, Data Entry, Community Service, PowerPoint, Entrepreneurship, Social Entrepreneurship, Consumer Products, Multi-channel Retail, Venture Capital, Angel Investing, Startup Development, Crowdfunding, Financial Analysis, Financial Modeling, Microsoft Word, Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science, Summa Cum Laude, Finance, Economics Minor
Louis Rosenberg Louis Rosenberg's Nittany Lion Fund, LLC Experience December 2013 - Present
Job Incoming Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Nittany Lion Fund, LLC. December 2013 - Present
Citi June 2015 - August 2015
FBR Capital Markets June 2014 - August 2014
Rogers Family Trading Room August 2013 - August 2014
Penn State: Center for Mergers and Aquisitions December 2012 - May 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Nittany Lion Fund, LLC. December 2013 - Present
Citi June 2015 - August 2015
FBR Capital Markets June 2014 - August 2014
Rogers Family Trading Room August 2013 - August 2014
Penn State: Center for Mergers and Aquisitions December 2012 - May 2014
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Chris McArdle Chris McArdle's Nittany Lion Fund, LLC Experience May 2014 - Present
Job Sales & Trading Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Nittany Lion Fund, LLC May 2014 - Present
Goldman Sachs June 2015 - August 2015
Nittany Lion Fund, LLC May 2014 - December 2014
Delta Sigma Phi Fraternity December 2013 - December 2014
Rottenberg Lipman Rich P.C. Law June 2013 - August 2013
Alpine Country Club June 2008 - August 2012
Skills
Financial Analysis, Bloomberg Terminal, FactSet, Microsoft Excel, Financial Modeling
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Northern Valley Demarest High School 2008 — 2012
Nittany Lion Fund, LLC May 2014 - Present
Goldman Sachs June 2015 - August 2015
Nittany Lion Fund, LLC May 2014 - December 2014
Delta Sigma Phi Fraternity December 2013 - December 2014
Rottenberg Lipman Rich P.C. Law June 2013 - August 2013
Alpine Country Club June 2008 - August 2012
Skills
Financial Analysis, Bloomberg Terminal, FactSet, Microsoft Excel, Financial Modeling
Education
Penn State University 2012 — 2016
Bachelor's Degree, Finance
Northern Valley Demarest High School 2008 — 2012
Nicholas Barone Nicholas Barone's Nittany Lion Fund, LLC Experience December 2009 - December 2010
Job Associate Trader at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets August 2013 - Present
Citigroup Global Markets May 2011 - August 2013
Nittany Lion Fund, LLC December 2009 - December 2010
Goldman Sachs June 2010 - August 2010
Carmen Barone & Sons Inc June 2003 - December 2009
Bullish Bankers LLC January 2009 - May 2009
Skills
Financial Modeling, Investments, Corporate Finance, Financial Analysis, Valuation, Credit
Education
Penn State University 2007 — 2011
Bachelor of Science in Finance, Finance
Citigroup Global Markets August 2013 - Present
Citigroup Global Markets May 2011 - August 2013
Nittany Lion Fund, LLC December 2009 - December 2010
Goldman Sachs June 2010 - August 2010
Carmen Barone & Sons Inc June 2003 - December 2009
Bullish Bankers LLC January 2009 - May 2009
Skills
Financial Modeling, Investments, Corporate Finance, Financial Analysis, Valuation, Credit
Education
Penn State University 2007 — 2011
Bachelor of Science in Finance, Finance
Vinay Ayala Vinay Ayala's Nittany Lion Fund, LLC Experience January 2009 - December 2010
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Surveyor Capital (Citadel LLC) October 2013 - Present
Morgan Stanley June 2011 - September 2013
Nittany Lion Fund LLC January 2009 - December 2010
Bank of America June 2010 - August 2010
Bank of New York Mellon June 2009 - August 2009
Bullish Bankers LLC July 2008 - May 2009
Naissance Management LLC October 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Financial Markets, Financial Modeling, Bloomberg, Mergers, Private Equity, Financial Analysis, Equity Research, Investments, Mutual Funds, Hedge Funds, Microsoft Excel, Finance, Asset Allocation, Fixed Income, Portfolio Management, Alternative Investments, Bloomberg Terminal, Equities, Investment Banking, Derivatives, Valuation, Capital Markets, Corporate Finance, Business Analysis, Data Analysis, Access, Series 7, Economics, Asset Management, Competitive Analysis, Due Diligence
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Adam Kalinsky Adam Kalinsky's Nittany Lion Fund, LLC Experience May 2012 - December 2013
Job Equity Capital Markets Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Nittany Lion Fund, LLC. May 2012 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Wall Street Boot Camp August 2012 - December 2012
Beta Sigma Beta Fraternity August 2012 - December 2012
Cure Autism Now September 2011 - May 2012
Roundview Capital, LLC June 2011 - August 2011
Skills
Leadership, Equities, Risk Management, Finance, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics, Senior
Bank of America Merrill Lynch July 2014 - Present
Nittany Lion Fund, LLC. May 2012 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Wall Street Boot Camp August 2012 - December 2012
Beta Sigma Beta Fraternity August 2012 - December 2012
Cure Autism Now September 2011 - May 2012
Roundview Capital, LLC June 2011 - August 2011
Skills
Leadership, Equities, Risk Management, Finance, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Excel
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Minor in Economics, Senior
Ryan Savitz Ryan Savitz's Nittany Lion Fund, LLC Experience January 2008 - January 2010
Job Investment Banking Associate at Citi
Industry Financial Services
Experience
Citi August 2013 - Present
Citi June 2010 - July 2013
Nittany Lion Fund, LLC January 2008 - January 2010
Bullish Bankers LLC July 2008 - September 2009
Bullish Bankers LLC July 2008 - September 2009
Convergent Wealth Advisors June 2009 - August 2009
BlackRock June 2008 - August 2008
Education
Penn State University 2006 — 2010
Finance and Economics
Citi August 2013 - Present
Citi June 2010 - July 2013
Nittany Lion Fund, LLC January 2008 - January 2010
Bullish Bankers LLC July 2008 - September 2009
Bullish Bankers LLC July 2008 - September 2009
Convergent Wealth Advisors June 2009 - August 2009
BlackRock June 2008 - August 2008
Education
Penn State University 2006 — 2010
Finance and Economics
Steve Murray Steve Murray's Nittany Lion Fund, LLC Experience December 2008 - January 2010
Job Associate at Providence Equity
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners August 2012 - Present
Citi June 2010 - June 2012
Nittany Lion Fund, LLC December 2008 - January 2010
BullishBankers, LLC July 2008 - January 2010
Citi June 2009 - August 2009
Citigroup June 2008 - August 2008
Erie Otters 2002 - 2006
Skills
Valuation, Mergers, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Finance, Strategy, Mutual Funds, Investments, Acquisitions, Financial Modeling, Corporate Finance, Bloomberg, Venture Capital, LBO, Due Diligence, Financial Analysis, M, Business Valuation, DCF, Financial Markets, Equity Valuation, IPO, Financial Reporting, Trading, Investment Strategies, Divestitures, Private Placements, Series 63, Capital IQ, Start-ups, Structured Products, Financial Services, Equities, Analysis, Leadership, Joint Ventures, Alternative Investments
Education
Penn State University 2006 — 2010
B.S., Finance, minor in Economics
Providence Equity Partners August 2012 - Present
Citi June 2010 - June 2012
Nittany Lion Fund, LLC December 2008 - January 2010
BullishBankers, LLC July 2008 - January 2010
Citi June 2009 - August 2009
Citigroup June 2008 - August 2008
Erie Otters 2002 - 2006
Skills
Valuation, Mergers, Capital Markets, Investment Banking, Private Equity, Mergers & Acquisitions, Finance, Strategy, Mutual Funds, Investments, Acquisitions, Financial Modeling, Corporate Finance, Bloomberg, Venture Capital, LBO, Due Diligence, Financial Analysis, M, Business Valuation, DCF, Financial Markets, Equity Valuation, IPO, Financial Reporting, Trading, Investment Strategies, Divestitures, Private Placements, Series 63, Capital IQ, Start-ups, Structured Products, Financial Services, Equities, Analysis, Leadership, Joint Ventures, Alternative Investments
Education
Penn State University 2006 — 2010
B.S., Finance, minor in Economics
Matt Venoit's Nittany Lion Fund, LLC Experience August 2014 - January 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Nittany Lion Fund, LLC. August 2014 - January 2015
Goldman Sachs June 2014 - August 2014
Nittany Lion Fund, LLC. May 2013 - May 2014
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Goldman Sachs July 2015 - Present
Nittany Lion Fund, LLC. August 2014 - January 2015
Goldman Sachs June 2014 - August 2014
Nittany Lion Fund, LLC. May 2013 - May 2014
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, General
Jim Regan Jim Regan's Nittany Lion Fund, LLC Experience August 2007 - January 2011
Job TMT Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Surveyor Capital February 2013 - Present
Goldman Sachs July 2011 - January 2013
JRR Enterprises LLC. July 2008 - June 2011
Centre County Report January 2010 - May 2011
Nittany Lion Fund LLC. August 2007 - January 2011
Goldman Sachs May 2010 - August 2010
Bullish Bankers LLC July 2008 - January 2010
PNC Financial Services Group May 2009 - August 2009
Skills
Investment Banking, Blogging, Entrepreneurship, Financial Analysis, Valuation, Financial Modeling, Equities
Education
Penn State University 2007 — 2011
BS, Finance
Gonzaga College H.S. 2003 — 2007
Surveyor Capital February 2013 - Present
Goldman Sachs July 2011 - January 2013
JRR Enterprises LLC. July 2008 - June 2011
Centre County Report January 2010 - May 2011
Nittany Lion Fund LLC. August 2007 - January 2011
Goldman Sachs May 2010 - August 2010
Bullish Bankers LLC July 2008 - January 2010
PNC Financial Services Group May 2009 - August 2009
Skills
Investment Banking, Blogging, Entrepreneurship, Financial Analysis, Valuation, Financial Modeling, Equities
Education
Penn State University 2007 — 2011
BS, Finance
Gonzaga College H.S. 2003 — 2007
Noah Zurad Noah Zurad's Nittany Lion Fund, LLC Experience January 2011 - December 2011
Job Institutional Equity Sales Associate at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi August 2013 - August 2014
Citigroup June 2012 - August 2013
Nittany Lion Fund LLC January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Deloitte July 2009 - July 2009
Skills
Bloomberg, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance
Education
Penn State University 2008 — 2012
Honors B.S., Finance, 3.95
Citi August 2014 - Present
Citi August 2013 - August 2014
Citigroup June 2012 - August 2013
Nittany Lion Fund LLC January 2011 - December 2011
Merrill Lynch June 2011 - August 2011
Nittany Lion Fund LLC January 2010 - December 2010
Merrill Lynch June 2009 - August 2009
Deloitte July 2009 - July 2009
Skills
Bloomberg, Equities, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance
Education
Penn State University 2008 — 2012
Honors B.S., Finance, 3.95
Jim Grech Jim Grech's Nittany Lion Fund, LLC Experience May 2011 - December 2012
Job Informationist at Knowledgent
Industry Financial Services
Experience
Knowledgent September 2015 - Present
IBM May 2015 - August 2015
IBM August 2013 - April 2015
Nittany Lion Fund, LLC May 2011 - December 2012
Genworth Financial May 2012 - August 2012
Skills
Financial Analysis, Public Speaking, Leadership, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Analysis, Research, Windows, Operational Improvement, Process Improvement, UAT Coordination, Business Requirements, Requirements Analysis, Consulting, Change Management, Business Process, Requirements Gathering, Asset Based Lending, Traceability Matrix, Securities Lending, Release Management, User Acceptance Testing, User Experience, Project Planning, Change Requests, Loan Servicing, Process Flow..., Loan Origination, Client Relations, Business Analysis, Collateral Management, Risk Management, Business Process..., Financial Services, Wealth Management..., Market Sizing, Market Analysis, Cross Functional Team..., Social Media, Project Management, Business Analytics, Market Research, Finance, Agile & Waterfall...
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Knowledgent September 2015 - Present
IBM May 2015 - August 2015
IBM August 2013 - April 2015
Nittany Lion Fund, LLC May 2011 - December 2012
Genworth Financial May 2012 - August 2012
Skills
Financial Analysis, Public Speaking, Leadership, Time Management, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Analysis, Research, Windows, Operational Improvement, Process Improvement, UAT Coordination, Business Requirements, Requirements Analysis, Consulting, Change Management, Business Process, Requirements Gathering, Asset Based Lending, Traceability Matrix, Securities Lending, Release Management, User Acceptance Testing, User Experience, Project Planning, Change Requests, Loan Servicing, Process Flow..., Loan Origination, Client Relations, Business Analysis, Collateral Management, Risk Management, Business Process..., Financial Services, Wealth Management..., Market Sizing, Market Analysis, Cross Functional Team..., Social Media, Project Management, Business Analytics, Market Research, Finance, Agile & Waterfall...
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Alexander Zabaloieff's Nittany Lion Fund, LLC Experience December 2008 - May 2009
Job Manager of Strategy
Industry Biotechnology
Experience
REGENXBIO Inc. August 2015 - Present
American Capital July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Taylor Companies Inc May 2009 - August 2009
Nittany Lion Fund LLC December 2008 - May 2009
Bullish Bankers LLC November 2008 - February 2009
CNMC- Safekids Worldwide June 2008 - August 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Investment Banking, Investments, Bloomberg, Due Diligence, Mergers, Wealth Management, Capital Markets, Financial Markets, Corporate Finance, Derivatives, Mergers & Acquisitions, Venture Capital, M&A experience
Education
Penn State University 2007 — 2011
Bsc, Finance
The Pennsylvania State University- Schreyer Honors College 2007 — 2011
Bachelor of Science, Finance
REGENXBIO Inc. August 2015 - Present
American Capital July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Taylor Companies Inc May 2009 - August 2009
Nittany Lion Fund LLC December 2008 - May 2009
Bullish Bankers LLC November 2008 - February 2009
CNMC- Safekids Worldwide June 2008 - August 2008
Skills
Valuation, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Investment Banking, Investments, Bloomberg, Due Diligence, Mergers, Wealth Management, Capital Markets, Financial Markets, Corporate Finance, Derivatives, Mergers & Acquisitions, Venture Capital, M&A experience
Education
Penn State University 2007 — 2011
Bsc, Finance
The Pennsylvania State University- Schreyer Honors College 2007 — 2011
Bachelor of Science, Finance
Nathan Weiner's Nittany Lion Fund, LLC Experience January 2010 - August 2012
Job Senior Associate Financials Group at Citadel LLC
Industry Financial Services
Experience
Citadel LLC July 2013 - Present
Goldman Sachs July 2012 - July 2013
Goldman Sachs 2012 - 2013
Goldman Sachs 2012 - 2013
Nittany Lion Fund, LLC January 2010 - August 2012
Rex Energy Corporation June 2009 - June 2010
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Capital Markets
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Classics and Ancient Mediterranean Studies
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Citadel LLC July 2013 - Present
Goldman Sachs July 2012 - July 2013
Goldman Sachs 2012 - 2013
Goldman Sachs 2012 - 2013
Nittany Lion Fund, LLC January 2010 - August 2012
Rex Energy Corporation June 2009 - June 2010
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Capital Markets
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Classics and Ancient Mediterranean Studies
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Brendan Stevens's Nittany Lion Fund, LLC Experience May 2009 - December 2010
Job Client Analytics Group BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
Nittany Lion Fund, LLC May 2009 - December 2010
BlackRock Solutions June 2010 - August 2010
Penn State Investment Association May 2009 - June 2010
Skills
Portfolio Management, Management, Trading, Investments, Financial Risk, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Chartered Financial Analyst: Level 3 Candidate
BlackRock August 2011 - Present
Nittany Lion Fund, LLC May 2009 - December 2010
BlackRock Solutions June 2010 - August 2010
Penn State Investment Association May 2009 - June 2010
Skills
Portfolio Management, Management, Trading, Investments, Financial Risk, Valuation, Bloomberg, Financial Analysis, Equities, Fixed Income
Education
Penn State University 2007 — 2011
B.S., Finance, Economics
Chartered Financial Analyst: Level 3 Candidate
Ryan Dubin's Nittany Lion Fund, LLC Experience May 2011 - December 2012
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners October 2014 - Present
Deutsche Bank Securities July 2013 - September 2014
Nittany Lion Fund, LLC May 2011 - December 2012
Center for the Study of Mergers and Acquisitions, Penn State Dickinson School of Law May 2011 - December 2012
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Perella Weinberg Partners October 2014 - Present
Deutsche Bank Securities July 2013 - September 2014
Nittany Lion Fund, LLC May 2011 - December 2012
Center for the Study of Mergers and Acquisitions, Penn State Dickinson School of Law May 2011 - December 2012
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Collin Randall's Nittany Lion Fund, LLC Experience January 2010 - December 2010
Job Assistant Vice President, Fixed Income Sales at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank July 2011 - November 2013
Nittany Lion Fund, LLC January 2010 - December 2010
Randall Lawn Care May 2005 - October 2009
Skills
CFA Level III Candidate, Series 7, Series 63, Microsoft Office, Fixed Income, Bloomberg, Chartered Financial...
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Finance
Barclays Investment Bank November 2013 - Present
Barclays Investment Bank July 2011 - November 2013
Nittany Lion Fund, LLC January 2010 - December 2010
Randall Lawn Care May 2005 - October 2009
Skills
CFA Level III Candidate, Series 7, Series 63, Microsoft Office, Fixed Income, Bloomberg, Chartered Financial...
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Finance
Tom Waters's Nittany Lion Fund, LLC Experience January 2007 - December 2009
Job Associate Electronic Interest Rates Trading at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch March 2015 - Present
Credit Suisse May 2013 - February 2015
Goldman Sachs July 2010 - August 2012
Nittany Lion Fund, LLC January 2007 - December 2009
Skills
Series 7, Series 63, C++, Trading, Financial Modeling, Valuation, Bloomberg, Fixed Income, Investments, Capital Markets
Education
New York University 2012 — 2013
Master of Science (MSc), Computer Science
Penn State University 2006 — 2010
2010, Finance, Statistics
Bank of America Merrill Lynch March 2015 - Present
Credit Suisse May 2013 - February 2015
Goldman Sachs July 2010 - August 2012
Nittany Lion Fund, LLC January 2007 - December 2009
Skills
Series 7, Series 63, C++, Trading, Financial Modeling, Valuation, Bloomberg, Fixed Income, Investments, Capital Markets
Education
New York University 2012 — 2013
Master of Science (MSc), Computer Science
Penn State University 2006 — 2010
2010, Finance, Statistics
Nolan Rivers's Nittany Lion Fund, LLC Experience May 2012 - January 2014
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2013 - June 2014
Nittany Lion Fund LLC May 2012 - January 2014
Raymond James Financial Inc. June 2013 - August 2013
The McKeown Foundation, Annual Golf Classic “fore” Alzheimer’s April 2009 - April 2013
Penn State Investment Association September 2011 - May 2012
Raymond James Financial Inc. June 2011 - August 2011
Skills
Valuation, Equities, Financial Analysis, Asset Managment, Real Estate, Analysis, Investments, Portfolio Management, Equity Research, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance
Raymond James Financial Inc. July 2014 - Present
Raymond James Financial Inc. August 2013 - June 2014
Nittany Lion Fund LLC May 2012 - January 2014
Raymond James Financial Inc. June 2013 - August 2013
The McKeown Foundation, Annual Golf Classic “fore” Alzheimer’s April 2009 - April 2013
Penn State Investment Association September 2011 - May 2012
Raymond James Financial Inc. June 2011 - August 2011
Skills
Valuation, Equities, Financial Analysis, Asset Managment, Real Estate, Analysis, Investments, Portfolio Management, Equity Research, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science, Finance