UNC Portfolio Management Team
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UNC Portfolio Management Team Employees
Employee
Years
Job
Industry
Sidhant Uthra Sidhant Uthra's UNC Portfolio Management Team Experience October 2014 - Present
Job Growth Strategy Intern at AlphaStreet
Industry Financial Services
Experience
AlphaStreet June 2015 - Present
UNC Portfolio Management Team October 2014 - Present
Carolina Google Engineering Team September 2014 - Present
Syntelli Solutions Inc. June 2014 - June 2015
Skills
Leadership, Microsoft Office, Java, Research, Business Analysis, iOS, OS X, Data Analysis, R, Entrepreneurship, Start-ups, Investments, Stock Market, Team Leadership, Objective-C, Bloomberg Terminal, Equity Capital Markets, HTML 5, Windows, Spotfire, Tableau, Python
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor of Science (B.S.)
Stanford University 2015 — 2015
Summer Intensive
Marvin Ridge High School 2010 — 2014
International Baccalaureate
AlphaStreet June 2015 - Present
UNC Portfolio Management Team October 2014 - Present
Carolina Google Engineering Team September 2014 - Present
Syntelli Solutions Inc. June 2014 - June 2015
Skills
Leadership, Microsoft Office, Java, Research, Business Analysis, iOS, OS X, Data Analysis, R, Entrepreneurship, Start-ups, Investments, Stock Market, Team Leadership, Objective-C, Bloomberg Terminal, Equity Capital Markets, HTML 5, Windows, Spotfire, Tableau, Python
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor of Science (B.S.)
Stanford University 2015 — 2015
Summer Intensive
Marvin Ridge High School 2010 — 2014
International Baccalaureate
Connor Dunleavy Connor Dunleavy's UNC Portfolio Management Team Experience October 2014 - Present
Job Student at UNCChapel Hill
Industry
Experience
UNC Portfolio Management Team October 2014 - Present
BitSafe Investments LLC July 2014 - November 2014
Railinc Corp. May 2014 - August 2014
LaxTech June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Research, Leadership, Team Leadership, Time Management, Data Analysis
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General
Cary Academy 2009 — 2013
High School Diploma
UNC Portfolio Management Team October 2014 - Present
BitSafe Investments LLC July 2014 - November 2014
Railinc Corp. May 2014 - August 2014
LaxTech June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Research, Leadership, Team Leadership, Time Management, Data Analysis
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (BS), Business Administration and Management, General
Cary Academy 2009 — 2013
High School Diploma
Patrick Jahn Patrick Jahn's UNC Portfolio Management Team Experience September 2014 - Present
Job Student at UNCChapel Hill | KenanFlagler Business School
Industry Investment Banking
Experience
UNC Kenan-Flagler April 2015 - Present
UNC Portfolio Management Team September 2014 - Present
Cisco May 2015 - August 2015
Costigan Training May 2014 - August 2014
Prestonwood Country Club December 2011 - August 2013
Town of Cary January 2011 - December 2011
Skills
Equity Research, Corporate Finance, Data Analysis, Customer Service, Team Building, Microsoft Excel, Microsoft Office, Social Media, Marketing, Time Management, Management, Social Networking, Small Business, Economics, Research, Student Government, Sales Process, Golf Management
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (BS), Business Administration; Corporate Finance & Consulting
Green Hope High School 2009 — 2013
UNC Kenan-Flagler April 2015 - Present
UNC Portfolio Management Team September 2014 - Present
Cisco May 2015 - August 2015
Costigan Training May 2014 - August 2014
Prestonwood Country Club December 2011 - August 2013
Town of Cary January 2011 - December 2011
Skills
Equity Research, Corporate Finance, Data Analysis, Customer Service, Team Building, Microsoft Excel, Microsoft Office, Social Media, Marketing, Time Management, Management, Social Networking, Small Business, Economics, Research, Student Government, Sales Process, Golf Management
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor of Science (BS), Business Administration; Corporate Finance & Consulting
Green Hope High School 2009 — 2013
Chang Sun Chang Sun's UNC Portfolio Management Team Experience September 2013 - May 2014
Job Strategy Analyst Intern at Accenture
Industry Management Consulting
Experience
Accenture June 2015 - August 2015
Carolina International Relations Association April 2014 - April 2015
Cisco June 2014 - August 2014
UNC Portfolio Management Team September 2013 - May 2014
Skills
Research, Economics, Public Speaking, Social Media, Politics, Microsoft Office, Budgets, Leadership, Management, International Relations, Data Analysis, Financial Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Business Administration, minor in Computer Science
The Chinese University of Hong Kong 2013 — 2013
North Carolina School of Science and Mathematics 2010 — 2012
High School
Accenture June 2015 - August 2015
Carolina International Relations Association April 2014 - April 2015
Cisco June 2014 - August 2014
UNC Portfolio Management Team September 2013 - May 2014
Skills
Research, Economics, Public Speaking, Social Media, Politics, Microsoft Office, Budgets, Leadership, Management, International Relations, Data Analysis, Financial Analysis
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Business Administration, minor in Computer Science
The Chinese University of Hong Kong 2013 — 2013
North Carolina School of Science and Mathematics 2010 — 2012
High School
Chris Canty Chris Canty's UNC Portfolio Management Team Experience August 2011 - May 2012
Job Senior Product Manager at Zynga
Industry Internet
Experience
Zynga July 2015 - Present
Zynga June 2014 - June 2015
GraphScience November 2013 - May 2014
GraphScience June 2013 - November 2013
White Oak Partners July 2011 - May 2013
UNC Portfolio Management Team August 2011 - May 2012
U.S. Senate May 2010 - August 2010
Skills
Business Strategy, Cost Reduction..., Team Leadership, Team Management, Time Management, Organizational Behavior, Financial Modeling, Quantitative Analytics, Consulting, Creative Problem Solving, Quantitative Analysis, Networking, Leadership, Economics, Valuation, Strategy, Data Analysis, Finance, Start-ups, Private Equity, Access, Bloomberg Terminal, Analytics, Online Advertising, Market Research, Strategic Consulting, Statistics, Marketing, Social Media Marketing, PowerPoint, Customer Service, Marketing Strategy, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Zynga July 2015 - Present
Zynga June 2014 - June 2015
GraphScience November 2013 - May 2014
GraphScience June 2013 - November 2013
White Oak Partners July 2011 - May 2013
UNC Portfolio Management Team August 2011 - May 2012
U.S. Senate May 2010 - August 2010
Skills
Business Strategy, Cost Reduction..., Team Leadership, Team Management, Time Management, Organizational Behavior, Financial Modeling, Quantitative Analytics, Consulting, Creative Problem Solving, Quantitative Analysis, Networking, Leadership, Economics, Valuation, Strategy, Data Analysis, Finance, Start-ups, Private Equity, Access, Bloomberg Terminal, Analytics, Online Advertising, Market Research, Strategic Consulting, Statistics, Marketing, Social Media Marketing, PowerPoint, Customer Service, Marketing Strategy, Microsoft Excel, Public Speaking, Entrepreneurship, Microsoft Office
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, Economics
Mary Tuggle Mary Tuggle's UNC Portfolio Management Team Experience September 2014 - Present
Job Class of 2017, UNC KenanFlagler Business School
Industry Financial Services
Experience
UNC Portfolio Management Team September 2014 - Present
ONEtoONE Corporate Finance May 2015 - July 2015
TodayTix May 2014 - July 2014
Skills
Microsoft Excel, Spanish, Bloomberg, Public Speaking, Leadership, Research, Sales
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's of Science in Business Administration, Corporate Finance, Junior
St. Mary's Episcopal School for Girls 2009 — 2013
High School Degree, 9 - 12
UNC Portfolio Management Team September 2014 - Present
ONEtoONE Corporate Finance May 2015 - July 2015
TodayTix May 2014 - July 2014
Skills
Microsoft Excel, Spanish, Bloomberg, Public Speaking, Leadership, Research, Sales
Education
University of North Carolina at Chapel Hill 2013 — 2017
Bachelor's of Science in Business Administration, Corporate Finance, Junior
St. Mary's Episcopal School for Girls 2009 — 2013
High School Degree, 9 - 12
Brian Garner's UNC Portfolio Management Team Experience September 2013 - May 2015
Job FSO Business Advisory Intern at EY
Industry Management Consulting
Experience
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
EY June 2015 - Present
UNC Portfolio Management Team September 2013 - May 2015
Northwestern Mutual May 2014 - August 2014
Beach Blast 5k May 2014 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Bloomberg, Investments, Finance, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Consulting
Henrik Lindvall's UNC Portfolio Management Team Experience October 2014 - Present
Job Student at the University of North Carolina at Chapel Hill KenanFlagler Business School
Industry
Experience
Undergraduate Business Symposium; UNC Kenan Flagler January 2015 - Present
UNC Portfolio Management Team October 2014 - Present
German LED Tech June 2015 - July 2015
Panther Creek High School DECA April 2013 - May 2014
Harris Teeter June 2012 - November 2013
Cary Student Tennis Instructors November 2011 - June 2012
Skills
Leadership, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Management, Research, Project Management, Social Media
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2018
Bachelor of Science (B.S.), Business Administration
Panther Creek High School 2010 — 2014
GPA: 5.167
Undergraduate Business Symposium; UNC Kenan Flagler January 2015 - Present
UNC Portfolio Management Team October 2014 - Present
German LED Tech June 2015 - July 2015
Panther Creek High School DECA April 2013 - May 2014
Harris Teeter June 2012 - November 2013
Cary Student Tennis Instructors November 2011 - June 2012
Skills
Leadership, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Management, Research, Project Management, Social Media
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2018
Bachelor of Science (B.S.), Business Administration
Panther Creek High School 2010 — 2014
GPA: 5.167
Sam Yoo's UNC Portfolio Management Team Experience September 2015 - Present
Job Energy Sector Analyst at UNC Portfolio Management Team
Industry Financial Services
Experience
UNC Portfolio Management Team September 2015 - Present
UNC Statistics Department September 2015 - Present
The Daily Tar Heel December 2014 - Present
Data Capital Management May 2015 - August 2015
Skills
Hedge Funds, Information Technology, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Databases, Python, Apache Spark, Amazon EC2, Amazon Web Services...
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor’s Degree, Business Administration and Management, General
Hunter College High School 2007 — 2014
High School
UNC Portfolio Management Team September 2015 - Present
UNC Statistics Department September 2015 - Present
The Daily Tar Heel December 2014 - Present
Data Capital Management May 2015 - August 2015
Skills
Hedge Funds, Information Technology, Research, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Databases, Python, Apache Spark, Amazon EC2, Amazon Web Services...
Education
University of North Carolina at Chapel Hill 2014 — 2018
Bachelor’s Degree, Business Administration and Management, General
Hunter College High School 2007 — 2014
High School
Jacob Pincus Jacob Pincus's UNC Portfolio Management Team Experience September 2014 - May 2015
Job UNC KenanFlagler GLOBE Scholar
Industry Biotechnology
Experience
F Cubed LLC June 2015 - August 2015
UNC Portfolio Management Team September 2014 - May 2015
University of North Carolina at Chapel Hill August 2013 - May 2015
The Kocen Financial Group, LLC and Financial Goals and Securities, LLC August 2014 - August 2014
Bradley Arant Boult Cummings LLP June 2014 - July 2014
Skills
Public Speaking, Finance, Teamwork, Leadership, Investments, Financial Analysis, Private Equity, Real Estate, High Yield, Due Diligence, Analysis, Research, Data Analysis, Social Media
Education
University of North Carolina at Chapel Hill 2014 — 2017
BSBA, Business Administration and Management, Corporate Finance Emphasis; History Minor
Copenhagen Business School
GLOBE Program: International Business
Pittsford Sutherland High School
33 ACT
F Cubed LLC June 2015 - August 2015
UNC Portfolio Management Team September 2014 - May 2015
University of North Carolina at Chapel Hill August 2013 - May 2015
The Kocen Financial Group, LLC and Financial Goals and Securities, LLC August 2014 - August 2014
Bradley Arant Boult Cummings LLP June 2014 - July 2014
Skills
Public Speaking, Finance, Teamwork, Leadership, Investments, Financial Analysis, Private Equity, Real Estate, High Yield, Due Diligence, Analysis, Research, Data Analysis, Social Media
Education
University of North Carolina at Chapel Hill 2014 — 2017
BSBA, Business Administration and Management, Corporate Finance Emphasis; History Minor
Copenhagen Business School
GLOBE Program: International Business
Pittsford Sutherland High School
33 ACT
Nathan Clark Nathan Clark's UNC Portfolio Management Team Experience May 2014 - May 2015
Job Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
UNC Portfolio Management Team May 2014 - May 2015
CBRE September 2013 - December 2014
Machine Intelligence Research Institute August 2013 - August 2013
CBRE June 2013 - July 2013
GAP Consultores June 2012 - August 2012
Skills
Equity Valuation, Microsoft Excel, Leadership, Bloomberg Terminal, Business Valuation, Private Equity, Portfolio Management, Financial Modeling, Public Speaking, Matlab, Java, VBA, Options Strategies, Exposure Assessment, Project Management, Mergers & Acquisitions, Management Consulting, Strategic Planning, Client Relations
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.)
University of Massachusetts, Amherst 2010 — 2012
Non-Degree High School Equivalent
Goldman Sachs June 2015 - August 2015
UNC Portfolio Management Team May 2014 - May 2015
CBRE September 2013 - December 2014
Machine Intelligence Research Institute August 2013 - August 2013
CBRE June 2013 - July 2013
GAP Consultores June 2012 - August 2012
Skills
Equity Valuation, Microsoft Excel, Leadership, Bloomberg Terminal, Business Valuation, Private Equity, Portfolio Management, Financial Modeling, Public Speaking, Matlab, Java, VBA, Options Strategies, Exposure Assessment, Project Management, Mergers & Acquisitions, Management Consulting, Strategic Planning, Client Relations
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor of Science (B.S.)
University of Massachusetts, Amherst 2010 — 2012
Non-Degree High School Equivalent