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Investment Society

Westenfelder

Chase Westenfelder

Student Managing Director, Kenan Value Investing Scholar

Chase is a senior at the College of Charleston studying finance and data science. This past summer, Chase worked for J.P. Morgan Private Bank in Summit, New Jersey in the Asset and Wealth Management division. Over the course of this internship he split time managing ultra-high net worth portfolios and working on a new business expansion strategy with upper management. During summer 2017, Chase interned with Bank of America Merrill Lynch in Charleston, South Carolina where he assisting in running financial projections for high net worth clients, aided in the analysis of new investment opportunities, and worked closely with advisors to put together portfolio reviews for retail and institutional clients. Chase plans on working in asset and wealth management after graduation. Outside of work and school he enjoys playing music, spending time with his friends and family, and furthering his education in computer and data science.

Forstein

Sophie Forstein
Chief Operating Officer

Sophie is a senior in the Honors College at the College of Charleston, majoring in accounting.  In the summer of 2018, she interned at J.P. Morgan Chase in New York City as a part of their Corporate Analyst Development Program (CADP).  This program focuses on the core areas of data and analytics, risk and control, project management, and process improvement and functions in all lines of business in the firm.  Additionally, Sophie interned with Booz Allen Hamilton the summer after her sophomore year where she worked with a team to develop a solution to a client problem and shared the results with company executives.  At the College, Sophie is actively involved in the Honors College where she founded a mentoring program and has acted as the Honors Engaged Project Liaison with Allegro Charter School of Music in downtown Charleston.  She is a part of the William Aiken Fellows Society and also serves as a student representative on the Honors Committee.  She has participated in the Dean’s Student Forum, a student-led consulting group, since her freshman year and is currently serving as the Managing Director.  Sophie is also a founding member of the Women in Business Club (WIB) where she served as the Director of Outreach.  After graduation, Sophie looks forward to returning to J.P. Morgan Chase as a full-time analyst in their two year rotational CADP program and eventually pursuing her MBA.  In her free time Sophie enjoys playing guitar, eating unique foods, and traveling the world.

ParkerKirsten Parker
Portfolio Manager, Kenan Value Investing Scholar

Kirsten is a senior in the Honors College at the College of Charleston, majoring in accounting. During the summer of 2018, Kirsten interned at Ernst & Young in Chicago, Illinois where she worked in the Financial Services Organization Assurance group. Prior to this, she interned in the accounting department of Draper & Kramer, a vertically integrated property and financial services company headquartered in Chicago. 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. During her junior year at The College, Kirsten founded Women in Business (WIB), a club that works to encourage and empower female students in the School of Business by promoting leadership and building relationships to achieve career goals. She also serves as the VP of Engagement for Beta Alpha Psi and as a School of Business Ambassador. With an expected graduation date of May 2019 and 150 credit hours, Kirsten will sit for the CPA upon graduation and start her career at Ernst & Young. Outside of work and academics, she enjoys staying active, playing tennis, reading, traveling, and spending time with her friends and family.

WoldMark Wold
Head of Quantitative Strategies

Mark is a junior at the College of Charleston majoring in finance with a minor in data science. During spring semester 2018, Mark interned with Caldwell Partners in Charleston, South Carolina. Here he assisted with building an internal network of C-Level officers in the South East. He improved the efficiency of this process through writing multiple VBA Macro’s in excel. In February 2018 he was team leader for the Bloomberg Trading Challenge where he developed an algorithm that made 2% excess returns over the S&P. His professional interests include asset management and investment banking with a focus on quantitative/qualitative investing. Before re-entering the world of academia, Mark served in the United States Marine Corps where he deployed three times over seas in support of intelligence operations. In his free time, he enjoys playing golf, cycling, and anything outdoors.

BeaudoinHunter Beaudoin
European Economist

Hunter is a junior at the College of Charleston majoring in finance and international business with a business language in Spanish minor. During the summer of 2018, Hunter interned at Frontier Capital, a private equity firm based out of Charlotte, North Carolina. There he identified leads to target based on qualification criteria, communicated with business owners, and drafted presentations of interesting industries, companies, and sector-specific conferences. Hunter is an honored recipient of the Maclean Business Scholarship and Wells Fargo Business Scholarship along with numerous other extracurricular accomplishments, including being a certified BSA Eagle Scout and certified World Taekwondo Federation Black Belt. He is heavily involved on campus, with positions in the Dean’s Student Forum, Student Alumni Associates, Marketing Club, and Alpha Tau Omega fraternity. During his sophomore year, he worked for CisternYard Media, where he managed a team of five writers as an editor for the primary student-run campus news source.  Hunter grew up in Greenville, South Carolina and attended Mauldin High School, where he played on the varsity football and track and field teams. With an expected graduation date of May 2020, Hunter aspires to pursue a career in investment banking. In his free time, he enjoys volunteering, learning piano, and reading.

BenzHannah Bentz
Fixed Income Manager

Hannah is a senior in the Honors College at the College of Charleston, double majoring in Finance and Accounting.  During the summer of 2018, Hannah was a Global Finance & Business Management Summer Analyst at JPMorgan Chase & Co. in Newark, Delaware.  While there, she was on a team within the Firmwide Financial Accounting and Reporting in the Corporate Sector, which is responsible for the overall accuracy, integrity, and timeliness of the Firm’s books and records.  Hannah has served as an Accounting Tutor in the College’s Center for Student Learning for the past two years, and she has been a member of the Student Alumni Associates since her freshman year.  Hannah rides on the College of Charleston Equestrian Team and has placed in the top four nationally, for two consecutive years, in the IHSA’s national horsemanship test.  After her senior year of highschool, Hannah drafted a proposal to the IEA's (Interscholastic Equestrian Association) Board of Directors for the formation of the IEA Youth board, which was created in 2015.  Hannah has served as the Hunt Seat Alumni Member ever since.  She is also the Treasurer for the Student Athlete Advisory Committee, where she serves as a liaison between her teammates and the athletic department.  Hannah is from Boca Raton, FL where she graduated with honors from Spanish River High School.  After graduation, Hannah will start her career with J.P. Morgan Chase & Co. in Delaware, and she plans to sit for the CPA. Outside of school, Hannah enjoys spending time at the barn, reading, and spending time with friends and family.

BordenJameson Borden
Emerging Markets Economist

Jameson is a senior at the College of Charleston majoring in finance. During summer 2018, Jameson interned at Maxim Group, a boutique investment bank with quality deal flow across several sectors and industries, particularly the biotech industry. There he worked closely with the Capital Markets and Sales and Trading teams, shadowing associates and senior employees working on live deals on a global stage. With the Capital Markets team, Jameson worked on IPOs, Rights Offerings, Special Purpose Acquisition Company (SPAC) LBOs, and other underwriting services. Jameson particularly enjoyed learning from highly experienced traders on the sales desk, where he was able to advance his knowledge of market making and the value of healthy relationships with buy-side firms in the financial industry. Jameson also spent time shadowing the investment banking team while at Maxim Group.

CrawfordTaylor Crawford
Performance Analyst  

Taylor is a senior in the Honors College pursuing a double major in finance and economics. During the summer of 2018, Taylor interned with Weiss Multi-Strategy Advisors, a hedge fund in New York City, working under a portfolio manager for the consumer staples sector.  At Weiss, she collected data and built valuation models, developed skills in portfolio construction, and learned the basics of R programming. Prior to this, she interned at the Carolina Financial Corporation, a bank holding company headquartered in the Charleston area. Here, she worked directly under the controller, reconciling accounts of the branches and analyzing financial statements. The summer after her freshman year, she interned at the Coastal Community Foundation, a non-profit organization in Charleston. Taylor also works as a student assistant for the academic departments of Finance and Economics and is a member of the Market Process Scholars. Scholars host visiting economics professionals, as well as travel to meet with business, think tank, and community leaders throughout the country. Taylor is also proficient in German and enjoys taking time to further develop her skills in the language. Upon graduation, she aspires to pursue a career as a financial analyst or in equity research. Aside from work and academics, she enjoys traveling, reading, volunteering, and spending time with family and friends. 

FoxLukas Fox
Private Equity Analyst

Luke is senior at the College of Charleston majoring in Finance with a minor in Real Estate. During the summer of 2018 he interned in Chicago with Global Logistics Properties, an industrial real estate company. As part of their Financial Performance and Analysis group, his time with the company was centered around performing analyses on their current assets and creating forecasts for properties throughout the company’s portfolio. Market research and process improvement were also main points of focus during the internship. During the school year, Luke has been involved in the finance department as a tutor and a teacher’s assistant. Luke assisted a professor with a research project focused on analyzing driving factors for publicly traded REIT’s success. In his Real Estate Market Analysis class, Luke was part of a group that won a competition where they pitched an idea to a group of judges for repurposing an existing building. Financials and intangibles were incorporated into the project where eight groups were competing to win the judges “grant money”. Outside of his education, Luke enjoys spending time with family, playing golf, and following Chicago sports.

GarrityCaleb Garrity
Public Equity Manager

Caleb is a junior at the College of Charleston majoring in finance and minoring in data science. This past summer Caleb interned at John Hancock Financial in Boston, Massachusetts, where he worked closely with management within the firm’s Retirement Planning division to
create revised playbooks for large Broker-Dealer firms. Caleb played a pivotal role in ensuring information contained within the documents was accurate, succinct, and could easily be applied and administered. Caleb also participated in billing reconciliation and multiple fund partner meetings led by John Hancock leadership members. Prior to attending the College of Charleston, Caleb attended York Technical College in Rock Hill, South Carolina where he earned the Outstanding Student Award in Humanities for his academic achievements, tutoring others, and working closely with Professors to enable interest in the field of economics. Caleb is an avid hockey player and was fortunate enough to
continue playing hockey at the junior level for two years before returning to school. Outside of school Caleb enjoys traveling, reading, and spending time with his family. Upon graduation Caleb hopes to start a career in Investment Banking.

GoodmanMaddy Goodman
Private Equity Analyst

Maddy is a junior in the Honors College at the College of Charleston, double majoring in Mathematics and Finance, with a focus in Actuarial Sciences. For the past year, Maddy has worked a private wealth management internship with Bank of America Merrill Lynch in Charleston, South Carolina. Here she is working closely with advisors to put together portfolio reviews, aiding in the analysis of new investment opportunities, and assisting in running financial projections for high net worth clients. This position will continue in the fall of 2018. Maddy has also interned with SCANA Corporation, a $5 billion energy-based holding company.  Maddy graduated from Lexington Highschool where she served as the varisty soccer captain.  At the college, Maddy is actively involved in her sorority, Kappa Delta, serving as Vice President of Finance. Aside from work and academics, she enjoys traveling, playing soccer, snow skiing, and scuba diving. Upon graduation, Maddy is interested in a career in management consulting or business analytics.

Hassett

Daniel Hassett
Special Events Coordinator

Daniel is a senior at the College of Charleston majoring in Finance with a minor in Economics. During the summer of 2018, Daniel interned with Sequence Financial, a FINRA registered broker/dealer firm headquartered in Charleston, SC that provides investment banking and advisory services. Daniel’s role included discovery of and outreach to potential clients. Daniel currently interns with CrowdLustro, an aggregator of equity crowd funding offerings, where he writes reports on the various offerings, analyzing their investment quality.  Daniel grew up in Rochester, New York however he sees himself living elsewhere in the world after college. Often inspired by Italian culture and inherent beauty, Daniel's dream is to live in Italy and be a financial analyst for a fashion company.  Daniel sees his abilities in analyzing and predicting trens, along with a strong understanding of social media culture and behavior to be beneficial when working in the fashion industry.  Aside from career aspirations, Daniel's overall mission in life is to create meaningful connections with people he interacts with and promote a positive outlook on the world.

HarrisonHeadshotTheo Harrison

Public Equity Manager

Theo is a senior at the College of Charleston studying finance and real estate. This past summer, Theo worked for Goldman Sachs Investment Bank in Dallas, TX in the Debt Capital Markets division. Over the course of this internship he assisted in the underwriting and syndication of commercial real estate loans into Goldman’s CMBS product. During the summer of 2017, he interned in Dallas, TX at Allegiance Capital Corporation, a boutique Investment Bank specializing in middle market M&A transactions. During his time there, he performed financial modeling and valuations for potential sell-side deals, created pitch books for clients, and assisted with marketing and client work. Upon graduation, Theo plans to pursue a career in Investment Banking. Apart from work and school he enjoys spending time with family and friends, skiing, golfing and reading.

KennedyKevin Kennedy
Latin American Economist

Kevin is a senior at the College of Charleston majoring in finance with a minor in business language in Spanish. He split his past summer, working first in the Accounting department of Wilentz Goldman and Spitzer P.A. where he assisted the Director of Finance by finalizing payroll and client accounts. In the latter half of the summer he worked in the Wealth Management department for Morgan Stanley in Toms River, NJ where he assisted financial advisors by performing product, security, and market research while maintaining a relationship with a client base. In August 2018, Kevin began a remote internship for Doxa Capital LLC, an investment firm based out of Charlotte. As an analyst, he provides support to the Portfolio Manager by developing comprehensive reports and financial models to forecast future earnings and price targets. Accordingly, he explores future investment opportunities in both domestic and international markets, and presents recommendations to the firm's Chief Investment Officer.  Kevin has tutored Spanish in the College’s language lab, while also teaching lower level conversation classes during his sophomore and junior year. After graduation, Kevin wants to continue a career in equity research.  He grew up in the Jersey shore town of Manasquan and attended Saint Rose high school in Belmar, NJ. In his free time he enjoys drawing, guitar, and playing basketball.

LangeSteven Lange
Marketing Manager

Steven is a sophomore in the School of Business at the College of Charleston, majoring in finance. During the Summer and Fall of 2018, Steven was an investment analyst intern at Sequence Financial Specialists in Charleston, South Carolina. He recently was invited to attend the 2018 Morgan Stanley Veteran's Early Insights Program where he participated in a variety of workshops and met with leaders for the company's different business lines at their headquearters in New York City.  Steven grew up on the Jersey Shore and graduated from Manasquan High School. After graduating from high school, Steven enlisted in the United States Navy and spent four years on active duty. During his enlistment, he was stationed at Joint Base Pearl Harbor Hickam in Hawaii and went on a six month deployment in the Western Pacific. Steven is a member of the Student Veterans Organization, Real Estate Club, and Marketing Club at the College. Outside of school, Steven enjoys the stock market, real estate investing, athletics, traveling, and meeting new people. After graduation, Steven would like to pursue a career in the financial services industry.

Ashley MMarkowarkow
U.S. Economist 

Ashley is a senior at the College of Charleston majoring in business administration with a concentration in global logistics and transportation and minoring in economics and business language in Spanish.  During summer 2018, she interned at Blackbaud, where she was involved in many business sectors – from finance to marketing.  In spring 2018, she studied abroad in London and interned for Enterprise Rent-A-Car as a business operations intern, specializing in finance, logistics, and supply chain management.  Her sophomore year, she was a student consultant at College of Charleston’s Global Trade Helpdesk, where she helped a local business pursue a global market by completing export data research and analysis and formulating an export action plan and supplier process assessment. She has studied Business and Economics in Alicante, Spain as well and has been recognized by the Charleston Women in International Trade and National Trade Week for her research in logistics and supply chain management in Charleston.  Ashley is also a cycling instructor at the George Street Fitness Center and is a Crew Member Volunteer for Love Your Melon, a non-profit organization that raises awareness and money for childhood cancer. In her free time she enjoys all things active, whether it be hiking, fishing, going to the beach, or going to the gym. She also enjoys gardening, painting, and playing the piano.  Upon graduation she will be joining the team at Fronteir Capital in Charlotte, NC as a research analyst.

NajjarStavro Najjar
Risk Management Analyst

Stavro is a senior at the College of Charleston, majoring in Finance with a minor in Theatre. Over the Summer of 2018, Stavro went back home to Myrtle Beach, SC to help at his family’s business, continuing his role as Manager of the Gas Station/Convenience Store. Prior to last summer, Stavro was a Finance & Validations Intern at SIB Fixed Cost Reduction, where he worked directly under the Cheif Financial Officer to request and analyze invoices and create validated savings reports through the Salesforce application. Stavro is currently and Analyst Intern at Charleston Capital Management, LLC, where he establishes and maintains the borrowing base for the company, calculates monthly valuations for the credit fund, and engages in the due diligence process through credit analysis and underwriting techniques to evaluate new investment opportunities. Stavro is also a Theatre/Film actor, having performed in a multitude of plays and musicals (RENT, Into the Woods, Fiddler on the Roof), along with filming espisodes for various TV shows including CBS’s The Inspectors. Beyond work and academics, Stavro enjoys acting, singing, exercising, and spending time with family.

NissenNoah Nissen
Private Equity Manager

Noah is a senior at the College of Charleston majoring in finance with a minor in real estate. This past summer, Noah interned at Oak Capital Management, a Charleston-area based capital management firm. Here Noah worked alongside one of the lead partners, and learned the values of diversification and long-term investments. Noah also secured an internship with a property management company, Oak Trust Properties. Noah worked with a team of property managers that managed over 800+ properties. Noah’s interest in real estate began with his involvement and investment in his father’s real estate investment company. Noah also founded a company through the Interdisciplinary Center for Applied Technology, called Social Impact Quotient (SIQ). He and his team won funding for SIQ and were awarded a bid to pitch their company at the United Nations in September 2018. Noah was born in Toledo, Ohio and has lived in Nashville, Tennessee and Clover, South Carolina. Noah enjoys reading fiction and nonfiction books, staying active, traveling, and long walks on the beach.

SnyderRyan Snyder
Quantitative Model Developer

Ryan is a junior at the College of Charleston, majoring in finance with a minor in data science. In the summer of 2018, Ryan interned at Route 2 Capital Partners in Charleston, SC. His internship focused on researching potential senior-level creditors and institutional investors across the Southeast. He worked with various high net worth individuals and learned the principles of mezzanine financing. After graduating high school, Ryan began taking interest in the financial realm. He started an investment club, where friends and other students pooled their money together to invest in stocks. He both learned and taught how to value public securities. Additionally, Ryan is Head of Investment Operations of the Student Finance Club at the College of Charleston. He helps to organize interactive learning programs for students to develop professional and technical skills. Outside of school, Ryan enjoys reading, fitness, sports, and online media creation. In the summer of 2019, Ryan will be working as an analyst intern for Charleston Capitcal Management. Upon graduation, Ryan is interested in pursuing a career in equity research or wealth management.

SolomonRobert Solomon
Real Assets Manager

Robert is a senior at the College of Charleston, pursuing a degree in finance. This past summer, Robert was an investment analyst intern for Wilmot Advisors, an angel investment group based out of New York City.  At Wilmot Advisors, Robert assisted in researching new and existing market opportunities, while searching for new investment ideas. Prior to this, he interned for CBRE commercial real estate brokerage, where he aided investment properties, brokerage, and project management groups with various day-to-day activities.  Additionally, Robert spent his last two years of high school interning at Verition, a hedge fund located in Greenwich, Connecticut with over a billion dollars under management. At Verition, Robert worked closely with portfolio managers to analyze business models within the semiconductor industry.  Robert expects to graduate in May of 2019 as an active member of the Beta Gamma Sigma Business Honors Society.  When Robert is not in class, he has served as a Business Statistics tutor at the College of Charleston’s Center for Student Learning.  Additionally, Robert enjoys skiing, football, and training his dog during his spare time.  

SpectorEric Spector
Markets Analyst 

Eric is a senior at the College of Charleston, majoring in finance with minors in data science and Jewish studies. During the summer of 2018, he interned at the Federal Deposit Insurance Corporation (FDIC) in their Pathways Financial Management Scholar program based in Atlanta, GA. There, he worked on a Bank Examination team traveling to banks across the southeast analyzing their Compliance Management System, including Board and management oversight, policies, procedures, training, monitoring, and auditing. Prior to this, Eric interned at Blackbaud as a Financial Analyst Intern, assisting in a sales compensation restructuring analysis and presented his findings to the Chief Financial Officer and their executive leadership team. Additionally, he spent fall 2017 studying International Finance in Barcelona, Spain. At College of Charleston, Eric is actively involved in the community, participating and leading philanthropic events as a member of Greek Life, Jewish Student Union, and the Microfinance Club. He works as a Religious School Teacher part-time. Eric is from the Boston Area and enjoys reading, golfing, tracking the stock market, traveling, and spending time with family.

SuttonNicholas Sutton
Asian Economist

Nicholas is a junior finance major, Asian studies minor at the College of Charleston. During the Summer of 2018, Nicholas interned at Route 2 Capital Partners - a Charleston-based Mezzanine Fund. At Route 2, Nicholas worked alongside partners and reported potential senior creditors and institutional investors to partner with.  Upon graduation, Nicholas plans to combine his interests in Chinese language and culture, technology, finance, to pursue a career in investment banking and/or corporate development in mainland China. Outside of the classroom, Nicholas is a dedicated long-distance runner and New York Knicks fan. Nicholas is also a member of The Dean's Student Forum Student Consulting Group, The Pi Kappa Alpha Fraternity, and The Chinese Club.

 

 

 

 

 

 

 
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