Each term, our analysts are responsible for crafting a financial report for the company assigned to them by our Portfolio Managers. This company can be one that we currently hold or one our team is looking to add to our portfolio. For every academic year, the financial report that is deemed "the best" is displayed on our website.
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Kajsa MerzKajsa enjoys being in a new environment where she can learn a lot about the stock market and investing, and get to meet new people with similar interests. She is pursuing an Accounting major with a minor in Finance and wants to study abroad in Germany. In her free time Kajsa likes to hike, hang out with friends and anything outdoors.
Term Joined: Winter 2023 Fun Fact: “I have traveled to 19 countries and plan to visit many more.” |
Junwen (Ken) HuangJunwen hopes to help the organization make better decisions on investing. Junwen is pursuing a major in finance. After graduation, he hopes to work in investment banking or wealth management. In his spare time, he loves to watch fashion shows.
Term Joined: Fall 2022 Fun Fact: "I am the president of the Chinese student association at OSU" |
Jacob JonesAs a new analyst, Jacob enjoys engaging with the group in order to learn more about the field of finance and investments, while gaining helpful hands on experience. Jacob is currently a Finance major with a Spanish minor. After graduation, Jacob plans to focus on wealth management, working on the people side of the finance industry.
Term Joined: Winter 2023 Fun Fact: “I love to travel! I have lived in Angola and Canada, each for two years.” |
Caleb HallCaleb is a finance major with the hopes of becoming a financial planner. He enjoys researching new technology and keeping up with the news Outside of school, he enjoys playing music, working out, and spending quality time with friends.
Term Joined: Spring 2023 Fun Fact: "I have been teaching piano for the last 5 years" |
Ty SchiffmanTy is a finance and accounting major who is planning to pursue his CPA license. In his free time, he enjoys skiing and fly fishing.
Term Joined: Spring 2023 Fun Fact: “I am part of Greek life on campus" |
Devon PadillaDevon is double majoring in Business Administration and Finance. He enjoys connecting with others and giving back to his community. After graduation, he is hoping to work in wealth management or private equity. In his free time, he enjoys playing soccer, lifting, and playing the same song on repeat all day”
Term Joined: Spring 2023 Fun Fact: “I love canned peaches and beatboxing" |
Tyler DavisAs an analyst, Tyler appreciates what he does and likes the opportunity to advance his knowledge in a fast-moving, dynamic environment. He is majoring in Finance, in hopes of becoming a financial planner. In his free time, Tyler trains for triathlons, and also enjoys surfing.
Term Joined: Spring 2023 Fun Fact: “I am a citrus farmer" |
Seth BowmanAs a new analyst, Seth enjoys researching and understanding the intricacies of different stocks. He is a second year finance student and enjoys skiing, working out, and spending time with friends.
Term Joined: Spring 2023 Fun Fact: "I am the best FIFA player in the group." |