Investment Society

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Managing Director; Kenan Value Investing Scholar
Chloe is a senior in the Honors College at the College of Charleston, majoring in Finance. Over the summer of 2020, Chloe was an Equity Research Summer Analyst at Morgan Stanley. She worked remotely for the New York office on the Telecom Services and Communications Infrastructure team. Her work included identifying trends in the industry, developing key takeaways for clients, collaborating with her team, and writing research reports. As well, she had the opportunity to immerse herself in the day-to-day routine of analysts during the earnings season. Before Morgan Stanley, in 2019, Chloe interned in Mid-Market Investment Banking and Leveraged Finance at CIBC in Toronto. At school, Chloe plays for the College of Charleston’s NCAA DI Women’s Golf team. Prior to Charleston, Chloe was a member of Golf Canada’s National Development team. During her free time, Chloe enjoys traveling, skiing, reading, spending time with family, and cheering on both the Toronto Maple Leafs and the Toronto Blue Jays.
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Director of Portfolio Analysis and Program Development

Andrew Mathes is a senior at the College of Charleston, majoring in Finance with a minor in Economics. During the spring of 2020, Andrew interned at Hummingbird Search Partners, a Private Equity Firm located in Charleston, SC. At Hummingbird Search Partners, Andrew was in charge of analyzing the Registered Investment Advisor space for suitable investments and possible acquisitions. Andrew spent the summer of 2020 working for Wells Fargo’s Middle Market Bank in Connecticut, underwriting credits for companies with annual revenues of $5M - $2B. Alongside his studies, Andrew has started two officially funded clubs at the College: The CofC Comedy Club, and The Cougar Report. These two clubs provide students an outlet to enjoy student-run comedy shows throughout the semester that are influenced heavily by the likes of Saturday Night Live, National Lampoon, and In Living Color. While Andrew enjoys writing and performing Stand-Up, he also enjoys watching the Yankees, learning about Europe, and playing golf, piano, and the guitar.

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Chief Operating Officer

Nina is a senior in the Honors College at the College of Charleston, majoring in Finance and minoring in Economics. Over the summer of 2020, Nina interned at Fidelity Investments as a Fixed Income Research Associate Intern based in Merrimack, NH. There, she worked directly with the Fixed Income team across both the municipal and corporate desks on fundamental research analysis on related credits. Some of her projects included analyzing ESG investing in the oil and gas industry and its effect on corporate credit quality and the effect that COVID-19 has had on state budgets and municipal credits with a specific focus on Medicaid spending. Before this, Nina interned at the Federal Deposit Insurance Corporation (FDIC) in their Financial Institutions Pathway program based in Atlanta, GA, in the summer of 2019. There, she worked on a Bank Examination team traveling to banks across the southeast in the Division of Risk Management Supervision, evaluating operations of banks, business planning, risk management strategies, and consumer protection practices. During her time at the College, Nina has been highly involved both in and out of the classroom. She also serves as a Peer Facilitator for the Honors College, the Director of Budgets for the School of Business Student Ambassadors, and as a Finance Department Desk Assistant. Along with these positions, Nina is also the treasurer and founding executive member of the Women in Business club on campus and is involved in her sorority, Kappa Alpha Theta. Nina is originally from Western Massachusetts and enjoys spending her time traveling, running and playing music.

Chief Investment Officer

Jimmy is a senior in the College of Charleston’s Honors College, majoring in Economics and Finance and is a William Aiken Fellow. This summer, he worked as a Corporate & Investment Banking Summer Analyst for Wells Fargo Securities covering the Energy & Power sector. He was originally assigned to the Denver office. During the previous academic year, he worked as an Investment Banking Analyst Intern for Allen Mooney & Barnes; a sell-side M&A advisory firm focused on middle market healthcare services companies. In the summer of 2019, Jimmy was an Intern Analyst at Rutledge Equity Partners; a middle-market healthcare focused private equity firm. There he contributed market research and analysis that contributed to the selection process for acquisitions in eastern North Carolina and Minneapolis. In the summer of 2018, Jimmy interned in the College’s Biology Department, working in a lab where he ran multiple independent projects mapping the distribution of nuclear transport proteins during sea urchin embryo development, contributing to the body of knowledge supporting regenerative medicine. During the spring of 2018, he interned in the Scofield neuroscience lab at MUSC, analyzing the conformations of neuronal spines of rat brains to assess their relationship to addiction and relapse to heroin. Jimmy is also the President of the Alpha Tau Omega fraternity. Jimmy’s career goals include investing in the private markets, working in corporate strategy and development, and starting and running his own company. In his free time, he enjoys exercising, soccer, playing guitar, reading, and kickboxing.

Political Analyst

Landon is a junior in the Honors College at the College of Charleston, majoring in Accounting. Over the summer of 2020, Landon interned at Capasso Planning Partners as an Investment Advising Intern. There, he worked directly with financial advisers to analyze client cash flow, assets, and liabilities to help create financial plans for new referrals. In addition to this, he researched domestic and international markets to keep clients informed during annual review meetings. At the College, Landon has worked with Charleston Hope as a math tutor for underperforming kids at Mitchell Elementary School. He is actively involved with his fraternity, Alpha Tau Omega, where he currently serves on the chapter’s executive board. Outside of the classroom, he works as a server at Big Bad Breakfast, a restaurant in Charleston. Landon is from Hillsborough, NC, and enjoys cooking, playing sports, and spending time with friends and family.

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Anthony DeLise
Fixed Income Manager

Anthony is a senior at the College of Charleston, majoring in Finance with a minor in Economics. He is currently an intern for Weinman McNamara & Associates Inc. Anthony’s primary responsibilities include preparing and sending out invoices to clients, providing answers for basic accounting concerns, and guiding clients on the necessary paperwork for my employer to then prepare their taxes. After college, Anthony will pursue a master’s degree in Finance. His goal is to work in the finance industry as an Investment Advisor or Portfolio Manager. Aside from academics, Anthony enjoys traveling, playing golf and basketball, spending time with friends and family, and watching sports or attending sporting events.

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Chris Cordone
Private Equity Manager

Chris is a senior at the College of Charleston, majoring in Finance and minoring in Economics. During the summer of 2020, Chris interned at Hummingbird Search Partners, a private equity firm in Charleston, South Carolina, focused on acquiring and operating a lower middle market B2B service company. There he conducted research and wrote industry reports, pitched potential acquisitions aligning with the firm’s investment criteria, and assisted with the creation of valuation models. On campus, Chris is an active member of the Sigma Alpha Epsilon fraternity and the Technology Education Committee of the Student Finance Club. There he helps students prepare for their Excel Certifications by tutoring Gmetrix practice exams. Outside of school, Chris works as a food runner and server’s assistant at Oak Steakhouse, a high-end restaurant in Charleston. Upon graduation, he hopes to pursue his MBA as well as a career in investment banking and private equity in the healthcare space. Chris is from Stamford, Connecticut and enjoys playing lacrosse, reading, and expanding his knowledge on advanced cooking techniques. 

Stone_HeadsotKephra Stone
Real Assets Analyst

Kephra is a senior at the College of Charleston, majoring in Commercial Real Estate Finance. As a junior, he interned with Woodlock Capital analyzing commercial real estate investments of all property types.  While there, he developed a fully dynamic template for the partners to underwrite investments from the Sponsor, LP, and senior debt positions. Additionally, he raised equity for the acquisition of a commercial property located in Summerville, SC. Prior to working at Woodlock, he spent the two previous summers interning with Newmark Knight Frank at their New York City headquarters. While working for Vice Chairman, Scott Klau, Kephra (with the help of his team members) created the winning pitch for the summer intern competition to represent The Durst Organization at One World Trade Center. Under Romel Canete, Vice Chairman and head of Financial Services at Newmark, Kephra provided underwriting of office and retail leases in excess of 750 million square feet.  He now has two years of experience modeling commercial real estate investments. He is looking forward to a long career in real estate investing. Kephra believes his ambition and attention to detail will be the driving forces behind his success in investing. In his free time, he enjoys cooking steak, reading, and weight training.

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Burke Mishoe
U.S. Markets Analyst

Burke is a senior at the College of Charleston, majoring in Finance. As a junior and a senior, he interned with Coastal Financial Planning Group analyzing and assisting with wealth management. While there, Burke developed a fluid system where reporting performance of the client’s holdings was very efficient for all advisors. Additionally, he assisted the Certified Financial Planner with measuring the risk of client’s portfolios. Before attending the College of Charleston, he was a part of the Citadel’s finance club. He got selected to participate in the CFA Institute Research Challenge. While at the Citadel, he was the head of operations as well as a student manager for their collegiate baseball team. Given that Burke has two years under his belt in the wealth management field, he sees himself becoming a wealth management advisor in the future. Burke’s ambition is to provide professional guidance to the people who are in need. During his free time, he enjoys golfing, cooking, and attending sporting events.

U.S. Markets Analyst

Drew is a junior at the College of Charleston, majoring in Accounting and Finance. This past summer, Drew was a Private Equity Operations Intern at Broadtree Partners, a middle-market group of entrepreneurs who focus on acquiring businesses where the owners are looking to transition out of their current roles. There Drew helped with analyzing deal-flow and intermediary sourcing by conducting market research, communicating with business owners, performing due diligence research, and confirming information from a variety of intermediaries. Drew is also involved in the Sigma Alpha Epsilon fraternity, where he serves on the executive board as treasurer. As treasurer, Drew manages and oversees the fraternity’s $100,000 budget and supports the work of the fraternity through program development and evaluation, benchmarking and assessment, strategic planning and execution, and other duties that further the advancement of the Greek community at the College of Charleston. Following the completion of his undergraduate education, Drew plans on attending graduate school and pursuing his CPA to practice public accounting. Drew grew up in Kirtland, Ohio and attended Saint Ignatius High School in Cleveland, Ohio. There he was active throughout the school and served as captain of the baseball team. In his free time, Drew enjoys golfing, cooking, swimming, and traveling with his friends and family.

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U.S. Economist

James is a junior at the College of Charleston, majoring in Supply Chain Management with a minor in Economics. While attending the College of Charleston, James works part-time at Jordan Lash, a retail store in downtown Charleston. During the summer of 2020, James worked with two companies that tasked him to come up with a supply chain management tool. He completed this task and has continued to work with both companies to help improve the model. The companies that he worked for were Kyoku; a California based personalized protein company and Cafe Agave; an alcoholic beverage company. James developed supply chain models in excel to improve their inventory management. He also worked with their logistic teams to negotiate new terms during the 2020 COVID-19 pandemic. During the summer of 2018, James was an intern at Three Ocean Partners, an independent merchant bank that focused on M&As. While there, he focused mainly on research, developing pitch decks for clients, which he then presented to the executive team. James has an entrepreneurship mindset and has been working on a self-cooling water bottle for three years and has successfully developed three fully functional prototypes. Before attending the College of Charleston, James played a year of junior hockey in Connecticut. Also, he attended the Foundation of International Education in London in his first semester. During his free time, James enjoys keeping up on current events especially in the technology sector and staying active by playing golf, sailing, hockey and working out.

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Asian Economist

Karyn is a senior at the College of Charleston, double majoring in Finance and International Business with a minor in Spanish. She currently works at Eagle Coast Capital, a wealth management firm expanding into private investment capital markets. Her work is focused on developing a business plan for the firm’s new capital product offering, reviewing and developing future case studies for additional product expansion, and supporting the due diligence process for companies seeking capital raise services.  Before working for Eagles Coast Capital, her previous intern experience included; expanding company client base through organic marketing programs, prospect outreach for private companies looking to raise capital, and working alongside a private equity firm’s product launch division during a major resort repositioning. Karyn grew up in Humacao, Puerto Rico and went abroad to study in Spain during the summer of 2019.  At the College of Charleston, Karyn is actively involved in the business fraternity Phi Chi Theta and previously served as Vice President of the Finance Club. Apart from work and academics, she enjoys island hopping, skiing, traveling and playing tennis.

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European Economist 

Jack is a junior and a Swanson Scholar in the Honors College majoring in both International Business and German and minoring in Finance. During the Summer of 2020, Jack interned for Hummingbird Search Partners, where he conducted equity research, pitched private companies to acquire for his supervisors, collaborated on collecting data and building models, and wrote analytical research reports on both private companies and industries of interest in the technology space. As Vice President of the College of Charleston's co-ed business fraternity, Phi Chi Theta, Jack oversees Alumni and Corporate Relations committees and runs daily operations to maintain a strong network of young professionals. He was also involved with the Business School's Impact X program, where he worked with a team to develop a browser extension for online shoppers to find fast-fashion alternatives. Besides being heavily involved with the Business School, Jack loves sharing his cougar pride as a Charleston 40 campus tour guide. He even took his cougar spirit internationally when he studied abroad at both the University of New South Wales in Sydney, Australia and at the Goethe Institute in Munich, Germany. As a native Minnesotan, Jack loves to hike, travel, and be outdoors. After graduation, Jack hopes to work internationally or further continue his education abroad. 

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Latin American Economist 

Jorge is a junior at the College of Charleston, double majoring in Mathematics Statistics Concentration and Economics with minors in Finance and Computer Science. In the summer of 2020, Jorge was an intern at Hummingbird Search Partners, a private equity firm looking for a company to acquire and operate. There, he contributed by doing market and industry research, identified possible targets for acquisitions, worked with financial models and analyzed the profitability and growth of private companies. During the fall of 2019, he worked as a mathematics tutor for the College’s Center for Student Learning, where he helped students in a variety of math subjects such as college algebra, calculus, statistics and linear algebra.  Jorge plays tennis for the College of Charleston’s NCAA DI Men’s Tennis Team. Prior to playing tennis for the College of Charleston, Jorge traveled to play tennis tournaments of the International Tennis Federation all around Canada, Latin America and the United States. Upon graduation, Jorge plans to pursue a graduate degree in Financial Engineering. His professional interests include investment banking and asset management with a focus on quantitative investing techniques. Jorge is bilingual, as his native language is Spanish. In his free time, he enjoys chess, poker, blackjack, soccer and pool.

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Emerging Markets Economist

Victor is a senior at the College of Charleston, majoring in Finance with a minor in Economics. During 2019-2020, Victor worked as the Accounts Payable Clerk at Charleston Harbor Resort and Marina. There, he gained experience in SAGE accounting software, primarily posting general ledges, P&L’s, bank recs, and Automated Clearing House (ACH) payments. He was also responsible for entering invoices and managing check runs along with being in charge of the company’s $30,000 in house bank. Victor is part of the Hispanic Scholarship Fund and is one of the thousands of high achieving Hispanic college students who are eligible to be awarded the scholarship. He has also participated in the HSF Finance Conference in NYC both as a scholar and had the privilege to be invited back as a mentor. Victor is also an active member of the Reformed University Fellowship and the Hispanic Latino Club at the College of Charleston. Outside of school, he enjoys playing golf, running, and spending time with his friends and family.

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Director of Special Events

Graycen is a senior in the Honors College at the College of Charleston, majoring in accounting and minoring in finance and business administration. During the 2020 tax season, Graycen worked as an intern at Atlantic Coast Tax and Accounting, where she managed the acquisition and oversight of new and returning clients’ tax documents. She was also in charge of preparing completed tax returns and corresponding with clients about tax refunds and vouchers. During her time there, she was introduced to QuickBooks while bookkeeping for non-profit organizations and managing their payroll. At the College, Graycen has become active outside of the classroom by working as an accounting tutor in the Center for Student Learning. Here, she tutors her peers in financial and managerial accounting every week. In addition, Graycen is serving her second term as the Treasurer of Phi Chi Theta, the only business fraternity on campus. Upon graduation, Graycen plans to combine her interests in accounting, finance, and hospitality and tourism by working as a private accountant in the hospitality and tourism industry, with aspirations of becoming a CFO. On the side, she plans on pursuing her CPA to keep her skills sharp. Graycen graduated from the Governor’s School for Science and Mathematics and is from Hilton Head, South Carolina. In her free time, she enjoys traveling, interior design, event planning, and learning German.

Portfolio Performance Analyst

Sean is a senior at the College of Charleston, majoring in Finance with a minor in Economics. During the summer of 2020, Sean took summer classes at the College while also completing financial programming courses. During the fall of 2019, he was involved with the Business School’s Impact X program, where he worked with a team to develop a platform for people to filter their social network and find connections based on their resumes. As a Barron’s Student Ambassador, Sean actively collaborates with Barron’s in Education senior management relating to stock selection and portfolio construction ideas. On campus, Sean is the current President of the Interfraternity Council. As President, he represents all eight chapters on campus. Sean is the primary liaison between the College of Charleston and the Interfraternity Council. He also served on Sigma Alpha Epsilon’s Executive Board for two years, where he was named the 2019 Unsung Hero Award. Sean grew up in Villanova, Pennsylvania, and was an avid athlete. He served as a two-time Captain and All-Central League player for his high school baseball team. Upon graduation, he plans to pursue a career in either investment banking or wealth management. In his free time, Sean enjoys golfing, traveling and spending time with his friends and family.

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Georges Mahama
Portfolio Strategies Analyst

Georges is a junior in the Honors College at the College of Charleston, majoring in Finance and Data Science. This past summer, he took a role at My Utility Cabinet Holdings as the Head of Business Development for their RealMTRX division. My Utility Cabinet Holdings is a utility management and data analytics company based in Cincinnati, OH, Georges’ hometown. He helped start realMTRX in May of 2020 and since has helped acquire multiple new clients for the new division. He is in charge of managing the day to day operations of RealMTRX, generating new business, and communicating internally with upper management about the progress of the company’s newest division. He has been a part of the M.U.C.H team since 2016. Additionally, Georges was Co-founder and CTO of VIS Business Intelligence, an HR tech startup focused on employee happiness, from December 2018 to March 2020. He is also heavily involved around campus as the President of the Data Science Club, Treasurer of the College of Charleston’s Association for Computing Machinery, as well as the Student Director for the College’s startup accelerator, ImpactX, and the Honors Entrepreneurship Living Learning Community. Georges enjoys working on data science projects, cars, DJing, and spending time with his dog named Mike Tyson.

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Portfolio Strategies Analyst

Olivia is a junior at the College of Charleston, double majoring in Finance and Mathematics with a focus in Actuarial Studies. During the summer of 2020, Olivia studied finance and programming courses while working full time as a retail manager on King Street. In the fall of 2020, Olivia is looking to intern at Burton-Taylor, a market research and consulting firm in Charleston. Here, she will compile financial market data, conduct research on indexes and exchanges, and create presentations to aid in the production of industry reports. On campus, Olivia works on the Corporate Relations Committee of College of Charleston’s co-ed business fraternity Phi Chi Theta as a liaison between both young and working professionals and is also involved with Alpha Delta Pi. Having grown up on Hilton Head Island, SC, Olivia loves to spend time at the beach with family and friends, play the guitar, and read.

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Claude Antonie
Private Equity Analyst

Claude is a senior at the College of Charleston, majoring in Finance. This past fall, Claude interned at Family Asset Management, a registered investment advisory firm located in Charleston, SC. During the internship, Claude developed on-strategy client financial plans in close collaboration with the firm’s senior financial advisors. Additionally, he analyzed current fixed-income funds with potential mutual funds to find the optimum funds for several 401(k) plans. While being an intern for Family Asset Management, Claude also served as an economics and business statistics tutor for the College of Charleston. As a tutor, Claude mentored students bi-weekly reviewing assignments, working solutions to problems, and holding them accountable on performance. Claude is a member of the Phi Eta Sigma National Honors Society and is also a recipient of the Wells Fargo Business Scholarship. Because of the blood shortages caused by the COVID-19 pandemic, Claude serves as an ambassador for the American Red Cross and donates blood whenever possible. In his free time, Claude enjoys weightlifting, reading Romanian literature, and playing chess.

Paloka_HeadshotSofia Paloka
Private Equity Analyst

Sofia is a senior at the College of Charleston, majoring in Finance and minoring in Studio Art. Over the summer of 2020, she interned at Cboe Vest, an asset management firm specializing in Target Outcome Investments which utilize options-based investment strategies to target defined returns. During the internship, Sofia assisted the Chief Marketing Officer in designing an interactive pricing tool for advisors and updating fact sheets for the firm’s funds. She also identified opportunities to connect and engage with advisors in online forums while devising and implementing strategies to share the firm’s leadership in the space. Sofia worked daily with the firm's leadership and team members. She also actively participated in daily calls. Over the course of the summer, she immersed herself in the outcome-based investing space. She got a first-hand view of how the use of FLEX options in registered funds became the innovation that fueled the fast growing industry. Sofia is the recipient of the Wells Fargo Business Scholarship. She is a second generation Albanian American and grew up in New Canaan, Connecticut. During her high school career, she assisted youth groups on seven mission trips. When not working or at school, Sofia enjoys being active outdoors, painting, and helping family members and friends.