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Investment Society


2013-2014 Investment Society

2014-2015 Investment Society

2015-2016 Investment Society

2016-2017 Investment Society

BlackwellBrandon Blackwell
Portfolio Manager, Kenan Value Investing Scholar

Brandon Blackwell is a senior in the Honors College at the College of Charleston, double majoring in Finance and Accounting.  During the summer of 2017, Brandon interned with J.P. Morgan’s Private Bank in Washington, D.C. where he assisted a team of investment specialists and bankers in managing the wealth of ultra-high net worth clients by participating in investment analysis, running asset allocations, and analyzing portfolio performance.  In addition, he assisted lead bankers by producing wealth reports and personal balance sheets to anticipate client needs and acquire new business.   Prior to this Brandon interned at Blackbaud Inc. as a Financial Operations Analyst, where he was assigned to streamlining the reconciliation certification process, analyzing and identifying variance in accounts, and assisting with presentations for the Investor Relations Team.  Brandon also works on campus as a Peer Facilitator for the Honors College “Beyond George Street” course, where he mentors incoming freshman in order for them to become successful students and  professionals. Brandon has also served on campus as a Project Liaison for the Honors College and as a Supplemental Instructor for Business Statistics, which he continues to tutor for privately.  Brandon is originally from Lexington, South Carolina and graduated with honors from Lexington High School.  In his free time, Brandon enjoys playing the cello, trying new restaurants, reading, and spending time with friends and family.

Michael GudeGude
Porfolio Manager, Kenan Value Investing Scholar

Michael Gude is a senior majoring in Finance at the College of Charleston. This past summer, Michael was an investment analyst intern at Sompo International, an insurance and reinsurance company, where he assisted the investment team in asset allocation of Sompo’s $8 billion portfolio by participating in manager update meetings, analyzing portfolio reports and building models for forecasting macroeconomic trends that could affect the portfolio. Prior to this Michael interned at Alston Capital Partners, a middle market private equity firm in New York City, where he assisted in managing the portfolio companies and completed due diligence on target companies. His professional interests include, among others, commercial banking, wealth management, private equity and entrepreneurship. Michael is a founder of a start up in the job search and business-recruiting field. The company began in the College of Charleston technology entrepreneurship program where he served as the finance and business specialist for his team. Originally from Bethesda, MD, Michael graduated from Walt Whitman High School. Outside of school Michael is an avid runner and was a finisher at the Kentucky Derby Festival Marathon. Michael also enjoys volunteering, reading, traveling and playing tennis.

TalbottOlivia Talbott
Operations Manager

Olivia Talbott is a senior at the College of Charleston, majoring in Finance. During the summer of 2017, Olivia was an Investment Analyst Intern for a Subsidiary of AIG called Conscious Capital, located in Bluffton, SC. There she worked with Financial Planners and Investment Analysts as a financial analyst, creating portfolio models to look into potential new deals for high net worth clients. Prior to this Olivia worked with this same firm preparing long-term wealth analyses and assisted with the creation of financial plans for high net worth clients. Here she has been exposed to various software systems where she learned about performance analysis and asset allocation for varying portfolio types. Her professional interests include estate and retirement planning, along with technical analysis. Olivia also works as a Student Assistant for the Academic Departments of Economics and Finance and serves as the President of the Student Alumni Associates on campus where she actively participates as a College of Charleston Board Member. Olivia is originally from Lewisburg, WV where she graduated from Greenbrier East High School in 2014. Outside of school Olivia enjoys physical activity, snow skiing, reading, traveling, and spending time with friends and family.

WarnerColin Warner
Performance Analyst  

Colin Warner is a senior at the College of Charleston majoring in Finance with a minor in Economics. This past summer, Colin interned at TechTarget, an international technology media company that is headquartered in Newton, Massachusetts. There, he worked with both their finance and accounting teams, gaining knowledge and experience from both fields. He assisted in running project valuations and cost analyses, as well as taking over a large portion of the travel and expense accounting responsibilities. Additionally, he worked with the analysts and internal auditors on the company’s closing periods. Colin has also worked in sales and operations at Vineyard Vines and in retail banking as an intern at Beal Bank. Outside of work, Colin spent his first college semester abroad in Dublin, Ireland, and previously took part in a service trip which took him to Ecuador and the Galapagos. Colin is from Needham, Massachusetts and in his free time enjoys reading, playing golf, and spending time with his family. Upon graduation, Colin is interested in pursuing a career in wealth management or consulting.

WatsonJordan Watson
Markets Analyst 

Jordan S. Watson is a senior at the College of Charleston majoring in Finance with a minor in Real Estate. in August, Jordan began a remote internship with Doxa Capital LLC, an investment firm based out of Washington, D.C. As an analyst, Jordan provides support to the Portfolio Manager through developing comprehensive reports and financial models to forecast future earnings and price targets. He also explores future investment opportunities and presents recommendations to the firm’s Chief Investment Officer. In May, Jordan began a year-long internship with Waterfront Wealth Management in Charleston, South Carolina where he works alongside a financial planning team and actively participates in the creation of portfolios and strategies designed to meet specific client goals and needs. Upon graduation, Jordan is interested in pursuing a career in Equity Research and plans to sit for Level 1 of the CFA Exam in June 2018. Jordan is originally from Myrtle Beach, South Carolina where he graduated from Socastee High School. In his free time, Jordan enjoys tracking the stock market, watching college sports, and playing golf.


Alyssa Andrade
U.S. Economist 

Alyssa Andrade is a senior at the College of Charleston pursuing a degree in Finance with a minor in Economics. As a sophomore, Alyssa interned at Drift Capital Partners, LLC in Charleston, SC as an analyst for alternative investments in the fintech space. Her role included creating new reporting tools for analysis as well as building financial models for the firm’s credit fund. At Drift, she learned the entire operations of running a hedge fund, RIA, and wealth management firm. During the summer of 2017, after returning from a semester abroad in England, Alyssa interned with the Investment Operations team at Morris Financial Concepts, a financial planning firm located in Mount Pleasant, SC. At Morris Financial Concepts, she spent most of her time analyzing the firm’s investment models as well as researching various dividend securities and fixed income products and strategies. In addition to these projects, she often had the responsibility of rebalancing 401(k) accounts and giving investment advice to clients. For the fall semester of her senior year, Alyssa is returning to Drift Capital Partners, LLC as a part-time analyst and will continue to improve her analytical skills and mindset, which will include establishing a credit analysis background. Alyssa is originally from South Windsor, Connecticut and enjoys listening to vinyl, travelling, and staying active.

BentonAriel Benton
European Economist

Ariel Benton is a senior in the Honors College at the College of Charleston majoring in Finance with a minor in History. In the summer of 2017, Ariel was an Investment Analyst Intern for the Institutional Wealth Division of Lakeview Capital Partners, located in Atlanta, GA. There she worked alongside a team of Consultants and Investment Analysts assisting in the portfolio implementation and manager search/selection process for over $2 Billion in assets, of both Global Institutional and Global Ultra-High Net Worth Individuals and Families. Ariel was exposed to various facets of the consulting business including cash flow analysis, asset allocation modeling, investment policy development, manager style & strategy due diligence, performance evaluation and retirement planning. Ariel was additionally exposed to the socially responsible and impact investing realm of the investing world, as Lakeview Institutional Wealth has a long-standing history of servicing religious and not-for-profit organizations with their endowment and foundation funds. Prior to this, Ariel worked as a Research Assistant for the Office of Economic Analysis at the College of Charleston, while simultaneously working as a Student Assistant for the Academic Department of Economics. Ariel has professional interests in retirement planning, technical analysis and SRI initiatives. Ariel graduated from high school in Columbia, SC, but grew up in both Myrtle Beach and Charleston, SC. Aside from academics, Ariel enjoys traveling, painting and reading.

KillianChristophe Killian 
Asian Economist

Christophe Killian is a senior at the College of Charleston with a major in Finance and a minor in Real Estate. Over the summer of 2017, Christophe did large amounts of prep work and studying for an internship he secured for the fall, working for world renowned REIT expert Brad Thomas. The internship will consist of  researching a wide variety of REITs in order to help Brad write articles for a news site he is starting with colleagues called The Maven. On top of that research Christophe will also be helping Brad with a few projects he is working on to bring foreign investment into the US REIT market. Christophe is also an avid sailor. He has been sailing since he was five years old and has won many major competitions. At the age of 19 he was ranked the number one match racer in the United States. Additionally, Christophe has won two collegiate national championships with the College of Charleston Sailing team, for a grand total of 5 national championship titles in his sailing career. In his free time, Christophe enjoys rock climbing, playing pool, and reading.

ThompsonJohn Thompson
Latin American Economist

John Thompson is a senior at the College of Charleston majoring in Finance with a minor in Real Estate.  In the summer of 2016, he had an internship at SC Development in his hometown of Newport Beach, CA as assistant project manager. His primary responsibility was to collect and compare quotes from subcontractors for a self-storage facility they were developing. In the summer of 2017, John secured an internship at Chartwell Holdings, a real estate group in Charleston with a value-add approach to apartments. He worked in acquisitions underwriting new deals they were looking at purchasing. In addition to underwriting he conducted market surveys, which allowed him to compare pricing, layouts, and amenities of apartment complexes in markets up and down the East coast. Through these internships he became quite comfortable using excel to evaluate the differences in alternative decisions. John followed in his father’s footsteps as he learned to sail at a very young age. He has had the opportunity to compete all over the United States and even in Australia. He was also the captain of the College of Charleston sailing team for the 2016-2017 season. Under his leadership the team won two national championships and the Fowle trophy, which is awarded to the best overall sailing team in the country. John grew up in Newport Beach, CA and enjoys surfing, rock climbing, and cooking when he isn’t in the classroom.

ConverseNatalie Converse
Emerging Markets Economist

Natalie Converse is a senior at the College of Charleston majoring in Finance with an Economics minor. This past summer, Natalie interned with a wealth management firm in Charleston, SC, Atlantic Coast Advisory Group. She worked as a financial analyst intern developing models and gaining exposure to market trends and fund management. Additionally, she interned as a marketing coordinator with a multi-media firm, Raz Productions, LLC. Here, she designed a unique marketing platform for their annual networking conference and collaborated with local artists, businesses, and more to develop innovative panels and workshops for the event. In the past, Natalie interned with MWA Financials and also worked as a graphic design artist for Eagle Hill Builders, LLC. She grew up in Annapolis, Maryland, where she learned professional etiquette through her father’s business, Converse Builders and Developers, INC. She was raised in a competitive environment and excelled in sports, arts and academics. In her spare time Natalie enjoys traveling, being active, painting, reading, and spending time with her family and friends. After graduation, she plans to combine her driven personality and attention to details to pursue a career as an analyst in the financial industry.  


Soraya Sartipi 
Fixed Income Manager

Soraya Sartipi is a senior at the College of Charleston majoring in Finance with a minor in Real Estate. This past summer Soraya was chosen as one of the twenty-five students nationwide to be part of the Wealth and Investment Management (WIM) Internship Program for Wells Fargo, serving as a Credit Risk Analyst in Charlotte, NC. During her time she worked with interns in other offices to develop weekly presentations and a final project on Innovations in Financial Technology. She also completed a project for her team analyzing the banks extensions of credit and the banks position on Corporate Policy Exceptions (CPE’s). Her work was ultimately presented to the Fed and OCC during their Fall visit and review. At the College Soraya is actively involved in her sorority, Delta Delta Delta serving as Vice President of Finance and the Business School’s Real Estate and Finance Clubs. In her downtime Soraya enjoys cooking, staying active, and spending time with family and friends.

HarrisonTheodore Harrison
Real Assets Manager

Theo Harrison is a senior at the College of Charleston, majoring in Finance and Minoring in Real Estate. During the summer of 2017, Theo interned at Allegiance Capital as an Investment Banking Analyst, where he worked on creating financial models and analyses of lower middle market companies as well as assisted with qualitative and quantitative reports to create management presentations and pitch books for potential clients. Previously, he was a Summer Analyst for CESM Real Estate where he assisted in the underwriting of deals on land acquisition by creating proformas to accurately assess the value of various sites. Theo is especially interested in the oil and gas sector, foreign exchange derivatives as well as other hedging strategies. Originally from Dallas, Texas, Theo graduated from the Cambridge School of Dallas in 2014. In his spare time, Theo enjoys golfing, reading, snow skiing and travelling with his family.

SmithKatie Perkner 
Marketing Manager

Katie Perkner is a senior at the College of Charleston, majoring in Finance and Hospitality/Tourism Management and minoring in Real Estate. During the summer of 2017, Katie interned at Oak Capital Management, a financial consultant firm under AXA Advisors, LLC. Here, Katie worked directly under a partner of the firm, and helped support the financial planning and investment management for their client base, primarily focusing on retirement. Katie also works at the College of Charleston’s Admissions Office as a Visitor Services Representative, assisting with prospective student events and tours. In the summer and fall of 2016, Katie was accepted into the Walt Disney Company’s college internship program, where she worked full-time in park operations while taking classes at Disney University. Katie is very dedicated to academics and her involvement on campus, serving as the Real Estate Club treasurer and participating in Greek Life. Katie grew up in Ponte Vedra Beach, Florida and graduated from one of the top ranked high schools in the state: Ponte Vedra High School. Outside of work she enjoys fitness, scuba diving and traveling to learn about new food and culture. Upon graduation, Katie is interested in a career in wealth management or as a financial analyst.

KelienCarolann Kelien
Private Equity Manager

Carolann Kelien is a current Senior at the College of Charleston pursuing a B.S. in International Business with a minor in Spanish. For the past two years, Carolann has worked for a local wealth management firm, Warren Capital Group. At Warren Capital, she has worked her way from being an intern to the position of Director of Business Development. In her role, she assists with the company’s private equity portfolio and the active investments it contains. She loves assisting in the active investments where her management and organizational skills are needed to make them profitable once again. Not only is she involved in the companies in the portfolio, she assists in the analysis and evaluation of potential investments for the portfolio. Along with her experience at Warren Capital Group, she has also served as Director of Operations for the Dean’s Student Forum at the College of Charleston School of Business during her sophomore year. She also held an internship position at the School of Business assisting in the summer orientation sessions for incoming new students. Carolann loves traveling in her free time and recently just returned from a semester abroad in Seville, Spain. In the future, she hopes to pursue a career in financial consulting.   

ParkerKirsten Parker
Private Equity Analyst

Kirsten Parker is a junior in the Honors College at the College of Charleston, majoring in Accounting and minoring in Economics. During the summer of 2017, Kirsten was an intern in the accounting department at Draper and Kramer, Inc. located in Chicago, Illinois and attended numerous public accounting leadership conferences. At Draper and Kramer, she worked alongside the payroll team, accounts payable team, and the controller and treasurer, assisting in the management of 200+ real estate properties. She also assisted the Commercial Finance department in underwriting current and future industrial and residential deals. Kirsten grew up in Alexandria, Virginia and graduated from Bishop Ireton High School, where she played on the varsity tennis team all four years. Recently, she and her mom moved to Chicago, Illinois, where she now calls home. With an expected graduation date of May 2019 and 150 credit hours, Kirsten aspires to achieve a CPA license and pursue a career in public accounting, specifically within the service line of audit. As a result of her participation at public accounting leadership conferences, Kirsten has accepted an offer to work in the Assurance Services Practice of Ernst & Young’s (EY) Financial Services Organization during the summer of 2018. Outside of work and academics, she enjoys staying active, playing tennis, reading, traveling, and spending time with her friends and family.

LinnKate Linn
Private Equity Analyst

Kate Linn is a senior at the College of Charleston, majoring in Finance with minors in Economics and Real Estate. During the summer of 2017, Kate interned at Bond Street Advisors, a commercial real estate investment firm specializing in convenience retail shopping centers in the southeast. While at Bond Street Advisors, she worked directly under the CEO and underwrote potential acquisitions, developed a model to analyze risk of default in the current portfolio, and assessed creditworthiness of tenants through analyzing financials and historical data. In addition, she worked alongside the accounting department to complete various tasks and gain exposure to accounting.  She plans on continuing this position as a credit analyst throughout the school year. Additionally, in the summer of 2017, Kate helped coach the Mount Pleasant Track Club team to their 14th State Title. Kate runs hurdles and is the hurdle captain for the Division I College of Charleston Track and Field Team. She is originally from Los Angeles, California, where she developed an interest in Real Estate Investments from her father, who founded Talos Capital, an industrial real estate investment firm. Aside from athletics and academics, she enjoys going to the beach, participating in outdoor activities and spending time with friends and family.


Chase Westenfelder
Quantitative Model Developer

Chase Westenfelder is a junior at the College of Charleston majoring in Finance with a minor in Data Science. This past summer, Chase started a private wealth management internship with Bank of America Merrill Lynch in Charleston, South Carolina. Here he is assisting in running financial projections for high net worth clients, aiding in the analysis of new investment opportunities, and working closely with advisors to put together portfolio reviews for retail and institutional clients. This position will continue into the fall of 2017. Chase has also worked for Landfall Capital, a private equity group in Charleston. His professional interests include wealth management, business development, and investment banking, predominantly mergers and acquisitions. Chase grew up in the Chicagoland area and still helps manage his family’s small business from a distance. In his free time, Chase plays saxophone and guitar for the College and outside groups.

ReesEmily Rees
Special Events Coordinator

Emily Rees is a senior at the College of Charleston majoring in Finance.  During summer of 2017 Emily interned at HDH Advisors LLC in Atlanta Georgia. She worked with her team analyzing and valuing businesses throughout the country. Emily researched comparable guidelines and transactions within a market approach using the S&P Capital IQ database. During summer of 2016 Emily interned at Raymond James Financial Services in New York. Emily's duties included new client acquisition and streamlining contact management for her team. During the summer of 2016 Emily also developed a children's CrossFit program at RADD CrossFit NY where she holds numerous coaching certificates. Emily is a co-founder of a startup lifestyle company, Lazy Hustl. She works on distribution, social networking, and direct sales of the company's products. Emily rides on the Women's Equestrian Team at the College and competed nationally for the team in 2015 when they placed 5th in the nation. Emily is from New York where she graduated from Long Island Lutheran High School with honors. Emily believes that all of her experiences: financial, athletic, community, and competition are concentric to her growth and success as a student and a leader.

 Private Equity Analyst 

Taylor Crawford is a Junior in the Honors College, majoring in Finance with a minor in German. During the Summer of 2017, Taylor interned in Commercial banking at CresCom Bank. At CresCom, she worked alongside the controller and assisted with financial statements, reconciling accounts at the various branches of the bank, and the depreciation of fixed assets. In the summer of 2016, she interned at the Coastal Community Foundation. Here, she was able to work with grant funds, prepare financial statements, and research socioeconomic conditions of the lowcountry region. She serves as Finance officer for her sorority, Sigma Delta Tau. She is also a member of the School of Business Market Process Scholar Program. Taylor graduated with honors from Westside High School, in the top 5 of her graduating class. She hopes to work as a financial analyst upon graduating. Outside of academics, she enjoys spending time with friends, traveling, and reading.

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