Investment Society

Managing Director; Kenan Value Investing Scholar
Georges is a senior in the Honors College at College of Charleston, majoring in finance and data science. During the summer of 2021, he worked as a part of the hedge fund team at East Rock Capital in New York City. At East Rock, Georges worked closely with the Director of Quantitative Strategies to analyze the $1B+ fund and aid in asset allocation decisions.  In the summer of 2020, 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 oversaw 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 start-up focused on employee happiness, from December 2018 to March 2020.  He has also been heavily involved around campus having served as the president of the Data Science Club, student director for The College’s start-up accelerator, ImpactX, and the Honors Entrepreneurship Living Learning Community. Georges enjoys working on data science projects, investing, cars, DJing, and spending time with his dogs named Mike Tyson and Buster Douglas.
Managing Director; Kenan Value Investing Scholar
Olivia is a senior at the College of Charleston, double majoring in finance and mathematics with a focus in actuarial studies. During the summer of 2021, Olivia worked as a private banking analyst at the JP Morgan office in Charlotte, NC. Alongside her team, she created client education materials, analyzed generational wealth trends, and trained to work under high and ultra-high net worth bankers. In the fall of 2020, Olivia conducted company diligence as a junior analyst for Burton-Taylor, a market research and consulting firm in Charleston. Here, she compiled financial market data, conducted research on indexes and exchanges, and created presentations to aid in producing 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. She is also involved with Alpha Delta Pi, while working as a retail manager on King Street. After growing up on Hilton Head Island, Olivia loves to spend time at the beach with family and friends, play the guitar, and work with acrylic paint.
Chief Investment Officer
Drew is a senior at the College of Charleston, majoring in accounting and finance. During the summer of 2021, Drew worked as a mergers and acquisitions deals intern with PwC conducting financial due diligence. In that role, Drew worked with his colleagues and partnered with clients to develop business solutions for deals. He helped build quality of earnings and net working capital models to identify an accurate EBITDA value. In addition, he built necessary charts, graphs, and tables for company analysis that would be used in due diligence presentations. In the fall of 2020, Drew conducted company diligence as a junior analyst for Burton-Taylor International Consulting, a market research and consulting firm in Charleston. Here, he compiled financial market data, conducted research on indexes and exchanges, and created presentations to aid in producing industry reports. In the summer of 2020, 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. Drew helped with analyzing deal flow by conducting market research, communicating with business owners, and performing due diligence research. Drew is also involved in the Sigma Alpha Epsilon fraternity, where he serves as the president. As president, Drew oversees the fraternity’s $100,000 budget and supports the work of the fraternity through program development, strategic planning and execution for events, 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 pursuing his CPA license 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. Drew enjoys golfing, cooking, swimming, and traveling with his friends and family in his free time.
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Chief Operating Officer
Landon is a senior in the Honors College at the College of Charleston, majoring in finance with a minor in data science. Over the summer of 2021, Landon was a summer intern at Burton-Taylor Consulting. There, he analyzed trends in industries within the realm of financial information, contributed to benchmark reports, and created insight through commentary given to clients. Before Burton-Taylor, in 2020, Landon interned at Capasso Planning Partners in Charleston, SC. At school, Landon is involved with the Student Alumni Association and the Alpha Tau Omega fraternity. Landon is from Hillsborough, NC, and enjoys cooking, playing sports, and spending time with friends and family.
Director of Quantitative Strategies
André is a senior at the College of Charleston, double majoring in mathematics (statistics concentration) and data science with a minor in finance. Over the summer, he interned with the research team at Tandem Investment advisors. There, he conducted equity research on potential investment opportunities. He also used the company’s quantitative proprietary models and ratios to evaluate equities from a fundamental perspective. Before Tandem, he interned at Hummingbird Search Partners. In that role, he contributed by doing market and industry research, identified possible targets for acquisitions, and collaborated with valuation models. At the College, André worked as a mathematics tutor, where he helped students in subjects such as college algebra, calculus, statistics, and linear algebra. André plays tennis for the College of Charleston’s NCAA DI Men’s Tennis Team. Before playing tennis for the College of Charleston, André traveled to play tennis tournaments of the International Tennis Federation in different countries. His professional interests include equity research, alternative alpha strategies, and quantitative portfolio management. André is bilingual, as his native language is Spanish. He enjoys chess, poker, blackjack, soccer, and shooting the pool in his free time. André also has a passion for gestural abstract art, surrealism, and expressionism.
Private Equity Manager
Trevor is a senior at the College of Charleston, majoring in finance. During the summer of 2021, Trevor interned at ThirdShift BDO, a Charleston-based OCIO firm with over $600M AUM. At ThirdShift, Trevor worked as an analyst to find attractive prospects in the school & government endowment space for ThirdShift to bring under company investment management. In the summer of 2020, Trevor worked at DIG South, the southeast’s premier technology summit and investment media group. Trevor worked with over 300 private equity investors to facilitate a successful online technology summit in the early stages of the coronavirus pandemic, where investors could come together and invest in burgeoning start-up ventures. Throughout his sophomore, junior, and senior years at the College, Trevor ran Neons Watch Company, a successful online retail business selling luxury watches. Neons Watch Company grew to over $100,000 in sales after its first year, and Trevor continues to run the business to this day. In his free time, he engages in his three passions: photography, competitive bodybuilding, and luxury wristwatches.

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Chief Economist
Jack is a senior within the Honors College at the College of Charleston, majoring in international business with minors in finance, economics, and German. During the summer of 2021, Jack worked as an intern on the Network Planning and Global Intelligence team for Target Corporation’s Headquarters in Minneapolis, MN. There, he used his prior experience helping to manage a portfolio of capital to optimize inventory and solve problems related to the distribution of products using business intelligence and vast sets of supply chain data. In the summer of 2020, Jack was a private equity analyst at Hummingbird Search Partners, a search fund looking to acquire a technology-based company within the American southeast. While interning there, Jack researched and mined data on possible acquisition targets and compiled lists and presentations for his superiors on the most promising opportunities based on the search fund’s acquisition criteria. At the College, Jack was a founding member of the co-ed business fraternity, Phi Chi Theta, and now serves on the Fund-raising Committee after completing his tenure as the chapter’s vice president. Beyond the School of Business, Jack also works at the College of Charleston’s Office of Admissions as a campus tour guide. As a true Minnesotan, Jack enjoys spending his time outside, whether it be hiking, mountain biking, surfing, or just staying active. He also enjoys spending time with friends and family. He looks forward to traveling confidently again once the pandemic is over. 

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Nathaniel Falck
U.S. Economist and Director of Special Events
Nathaniel is a senior at the College of Charleston, double majoring in finance and economics. During the summer of 2021, Nathaniel worked as a business development associate at Eagles Coast Capital in Charleston, SC. There he led a team of interns to assist in developing a new fintech platform focused on leveraging technology to enhance venture capital and private equity funding. He also participated in deal sourcing and vetting business prospects for investment banking services, including capital raising, debt financing, and advisory services. In the spring and summer of 2020, he interned at Ramapo Sales and Marketing, working under the CFO to provide diligence for cost analysis and auditing for the integration of a subsidiary. Nathaniel also worked as a golf associate at Daniel Island Club, a premier country club in Charleston. Upon graduation, he plans on starting a career in wealth management. Nathaniel is originally from Stevensville, MD, and enjoys automotive mechanics, F1 racing, golfing, and reading. 

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U.S. Economist 
Lucas is a junior at the College of Charleston, double majoring in finance and commercial real estate finance with a minor in economics. While in school, Lucas works at Roadstead Real Estate, where he helps manage and supervise over 200 properties throughout the Charleston area. His work includes conducting research for capital projects and remaining consistently cognizant of markets and industry trends. In the summer of 2020, he worked as the assistant manager of Market Basket, a New England based supermarket chain, where he helped manage nearly 150 employees and ensure that the store ran smoothly. During the summer of 2019, Lucas interned in the headquarters of Turner Motorsports, where he helped control the flow of shipments and product orders at the largest BMW parts dealer in North America. Lucas is also the treasurer of the Alpha Tau Omega fraternity. As treasurer, he has built out and overseen a comprehensive $80,000 budget to allocate funds to chapter officers. Lucas’ career goals include investing in public and private markets, brokering real estate, and starting his own investment banking firm. In his free time, he enjoys cars, skiing, and spending time with friends and family. 

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Asian Economist
Tyler is currently a senior at the College of Charleston, majoring in finance. In the summer of 2021, Tyler worked as an intern with ThirdShift BDO here in Charleston as a project associate. While there, he worked with a team of professionals in order to organize and assess financial data pertaining to endowments, foundations, and family offices, identify investment strategies and patterns, and determine criteria to evaluate the OCIO’s performance. Tyler plans to continue his schooling after completing his bachelor's degree at the College of Charleston but has professional interests in valuation, impact investing, and private equity. Before attending the College of Charleston, Tyler was an active-duty service member in the Marine Corps. Since coming to Charleston, he has developed interests in photography, fitness, and spending time at the beach. 
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European Economist 
Oliver is a junior at the College of Charleston, majoring in finance and commercial real estate finance with a minor in Jewish Studies. During the summer of 2020, Oliver worked as a retail analyst for The Retail Connection, a commercial real estate firm based in Dallas, Texas. In his role, Oliver composed the daily knowledge newsletter for the company, communicated with brokers for property information, wrote research reports on how COVID-19 impacted the retail market, and worked directly with the senior management. This summer, he will be working for High Opportunity Neighborhood Partners. This company acquires single-family homes for rent and leases them to Section 8 tenants to break the cycle of poverty.  At the College of Charleston, Oliver serves as the vice president of the Interfraternity Council and the marketing chair of the School of Business Success Mentoring Program. Outside of the classroom, he continues his work as an Eagle Scout by volunteering at a BSA summer camp. He also enjoys playing golf in his spare time. Upon graduation, Oliver hopes to acquire a Master of Business Administration after beginning his career in the financial industry.
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Vinicius Nunes Lopes
Latin American Economist 
Vinicius is a senior at the College of Charleston, majoring in accounting. Over the summer of 2021, Vinicius interned at Ernst and Young as a Launch intern. There, he worked directly with the tax, assurance, and consulting teams from Chicago’s Financial Services Office. During the spring of 2021, Vinicius interned at WebsterRogers, a regional public accounting firm, preparing tax returns for high-income individuals. Before WebsterRogers, Vinicius worked for Mercedes Benz Vans for three semesters, the automotive manufacturing facility covering the U.S. and Canadian markets. At Mercedes Benz Vans, he worked on the production and quality departments performing audits and management reports. At the College, Vinicius is the chapter president of Beta Alpha Psi. Vinicius is originally from Campinas, Brazil, and enjoys running, surfing, spending time with family and friends, and traveling.
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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 the summer of 2021, Victor had a remote internship with Cornell University’s Emerging Markets Institute (EMI) as an Emerging Markets Intern. As a part of the EMI research team, Victor assisted in projects such as conducting data analytics for the EMI’s annual report, worked on case studies about emerging multinationals, understanding key trends and policy issues in emerging market countries. Alongside, Victor also interned with United Bank’s Rotational Program, rotating through all the different lines of business – retail, commercial, wealth management, HR, marketing, and operations in the Charleston office. On-campus, Victor, is part of the Men’s Club Volleyball team and is a member of the Student Success Mentoring Program. The program has allowed him to work with the School of Business faculty and staff to provide an excellent first-year experience to new students. During the spring of 2021, Victor founded and became president of the first Hispanic/Latino professional organization on campus, the Association of Latino Professionals For America (ALPFA). Victor has achieved all the above while also working as a concierge at The Wentworth Mansion, a five-star small luxury hotel in the heart of Charleston. Being originally from Mexico, a DACA recipient, and growing up on Hilton Head Island, Victor enjoys spending time with friends and family, speaking Spanish, exploring local coffee shops, as well as good local food.
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Ryan Moosbrugger
Fixed Income Analyst
Ryan is a senior at the College of Charleston, majoring in finance and minoring in data science. Over the summer of 2021, Ryan interned at Coastal Wealth Management in Mount Pleasant, SC. There, he worked closely and collaborated with certified financial advisors to create custom financial plans and evaluate evidence-based investment strategies. In the spring of 2021, Ryan interned as a Business Development Associate at Eagles Coast Capital in Charleston, SC. In that role, he helped develop and promote a newly introduced fintech platform focused on enhancing and facilitating the private equity capital raising process. On-campus, Ryan is a current member of the College of Charleston’s NCAA D1 Men’s Cross-Country Team. He is also a member of the Student Athletic Advisory Committee (SAAC), helping promote fund-raising events and professional development to the College of Charleston’s Athletic Program. Ryan is also on the Executive Board of the Student Finance Club, where he assists in planning and organizing simulated portfolios and professional skill-building workshops. Ryan is from Hilton Head Island, SC, and enjoys spending his free time running, being with friends, working out, playing poker, and golf. 

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Real Assets and Digital Finance Manager
James is a senior majoring in supply chain management with a minor in economics. During the summer of 2021, James worked for a company called Aidentified. Aidentified is an artificial intelligence relationship mapping company that recently closed its Series A round. James was involved in all the day-to-day tasks working alongside the head of business development on the job. James developed many skills working for a start-up company and hopes to continue working in this same atmosphere when he graduates. James introduced the Aidentified application to the College of Charleston to increase their fund-raising capabilities with their alumni. In addition, James worked for Burton-Taylor, a market research and consulting firm, during his spring semester and will continue working for them in his senior year. James has a very entrepreneurial mindset and is in the process of acquiring convenience stores in the CT area with two partners he grew up with. James is head of acquisitions, which entails finding new locations and utilizing his supply chain background to improve current and newly acquired stores. James enjoys playing golf, sailing, hockey, and traveling. 
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U.S. Markets Analyst
Joseph is a senior at the College of Charleston, majoring in finance with a minor in mathematics. Throughout the school year of 2021-2022, Joseph is interning at Doxa Capital, a boutique investment firm. At Doxa, Joseph conducts quantitative and qualitative equity research to assist with potential future investments. During the summer of 2021, Joseph worked for the MIAX Exchange Group, conducting market research relevant to internal optimization. In the summer of 2020, Joseph interned at Northwestern Mutual as a financial representative. There, Joseph practiced various sales and financial planning techniques while working under a senior advisor. At the College, Joseph is an executive board member of the Finance Club. He is specifically tasked with maintaining the investment simulation game for members. Joseph is originally from Hilton Head Island, SC, and enjoys golfing, surfing, playing chess, and weightlifting.
Private Equity Analyst
Roy is a senior at the College of Charleston, double majoring in finance and accounting. During the summer of 2021, Roy interned at Charleston Angel Partners, conducting due diligence for potential investments and acting as the primary liaison between Charleston Angel Partners and the Investment Society. During the summer and fall of 2020, Roy worked as a financial advisor at the NorthWestern Mutual office in Charleston, SC. While working there, Roy reviewed clients’ finances, developed illustrations tailored to clients’ recommendations, assisted clients in understanding financial products, and supported senior advisors with networking and referrals. He is also involved in the Alpha Tau Omega fraternity, where he has served as treasurer on the executive board. Outside of the classroom, Roy enjoys cooking, surfing, cars, and spending time with his friends and family. 

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Anthony Spinella
Private Equity Analyst
Anthony is a junior at the College of Charleston, majoring in finance with a minor in real estate. Over the summer of 2021, he interned at Roadstead Management, where he assisted in the management and supervision of roughly 200 properties in the Charleston area. Here, his responsibilities included preparing purchase orders and paperwork for capital projects and conducting showings and move-out inspections. During the summer of 2020, Anthony worked full-time as a mason. Upon graduation, Anthony plans to pursue a career in investment banking. Anthony grew up in Scituate, Massachusetts, and attended Scituate Highschool, where he played on the hockey team. He likes to read, exercise, surf, and spend time with family and friends in his free time.
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Portfolio Performance Analyst
Zoe is a senior at the College of Charleston, majoring in finance and minoring in data science. During the summer of 2021, Zoe interned at TowneBank in the treasury department. Here she conducted research and analysis presenting solutions focused on enhancing the organization’s performance and services that target the utilization of available cash and the management of accounts payable/ receivables. In the summer of 2020, Zoe also interned at TowneBank as a member service representative, where she assisted clients with their financial needs and worked alongside banking officers aiding local small businesses. During Zoe’s sophomore and junior years, she worked in the Center for Student Learning as a supplemental instruction leader for business statistics. In this role, she would hold three to four classes each week, preparing practice problems and lesson plans for students who struggle in the course. Zoe has also held various roles on campus, including treasurer of her chapter, Sigma Kappa. Zoe was responsible for the chapter’s financial stability through strategic budgeting and providing alternative solutions to combat the financial burden of the pandemic. Additionally, Zoe is currently the vice president of administration on the College’s Panhellenic Council, where she holds sole financial responsibility for the organization and the responsibility of conducting meetings and all other administrative needs. Zoe is originally from Norfolk, Virginia, and her interests include tennis, Netflix documentaries, music/ collecting vinyl, and traveling.
ESG and Portfolio Strategies Analyst
Jody is a junior within the Honors College at the College of Charleston, majoring in finance. During the summer of 2021, Jody interned at Reflections Asset Management, where she focused on creating a mutual fund structured around ESG strategies. During her time there, she honed in on both her quantitative and qualitative research and valuation skills. In the summer of 2020, Jody interned at ImpactHubCHS. This local start-up that aims to revitalize local economic vibrancy through an e-commerce platform digitizing local businesses. During her sophomore year, she continued to work for ImpactHub, seeing it launch and focusing on small team management. During that time, she also served as chief editor of Girls With Impact, where she wrote articles focused on entrepreneurship, finance, and business to an audience of 40,000. Jody is an active member of her college community, launching a business and podcast with her classmates in 2020, competing in hackathons, and serving as a member of the Scholar Citizens Initiative, Ketner Scholars Group, and as a Stuart Williams Impact Scholars mentor. Originally from Connecticut, Jody loves to spend time outdoors in the warm Charleston weather -- surfing, hiking, gardening, or composing music.
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Emma Parisi
Portfolio Strategies Analyst
Emma is a senior at the College of Charleston majoring in finance with minors in data science and real estate. During the summer of 2021, Emma interned at Heitman, a real estate investment management firm in Chicago, IL, as an acquisition analyst intern. There, she researched and analyzed potential investment opportunities and created pitches to then present to her team and the asset management team. Her responsibilities also included preparing cash flow projections for potential properties, creating investment summaries for clients, and participating in the due diligence and underwriting processes. At the College, Emma is the director of philanthropy for the business fraternity Phi Chi Theta. She is also a member of the School Business New Student Mentoring Program. Aside from academics, Emma enjoys spending her free time painting, listening to music, and spending time with friends, family, and dog. 
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Portfolio Strategies Analyst
Alex is a senior in the Honors College at the College of Charleston, majoring in data science with a focus in business analytics. During the summer of 2021, he worked for a third-party intelligence organization managing and constructing database solutions. Before that, Alex co-founded a start-up company called Life Launcher with a group of peers within the Business School’s ImpactX program to utilize available data to minimize student loan debt within higher education. This experience led Alex to serve as a spokesperson for the company, presenting as a featured speaker at One Million Cups Charleston and various pitch competitions and interviews in the greater Charleston area. Having grown up outside of Philadelphia, PA, Alex is an avid ice hockey player and is currently the goaltender for the College of Charleston’s Club Ice hockey team. His professional interests include data analytics, machine learning, AI, and quantitative investing strategies. Alex loves playing the guitar, golfing, weightlifting, poker, and going to the beach in his free time. 

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