DAVID HUTTO
PresidentDavid is a senior in the Kenan-Flagler Business School from Charlotte, NC where he attended Myers Park High School. At UNC, he is a Phillips Ambassador, Associate on the Private Equity Fund, and champion of the YMCA Basketball K-1st grade league, as a coach. His favorite memory at UNC was the Spanish & Service Program in the Galapagos Islands last summer. Next year, David will be an investment banking analyst in the Leveraged Finance group at Bank of America in New York City.
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LINDSAY LARKIN
Vice PresidentLindsay is a senior from Charlotte, North Carolina studying Business at Kenan-Flagler Business School and minoring in History. At UNC, Lindsay also helped found the Family Business Club and is the Secretary for Delta Delta Delta Sorority. Last summer, she interned in London at St. James's Place in Wealth Management. After graduation, Lindsay will return to Deutsche Bank in New York in their Corporate Banking Coverage Divsion. In her free time, Lindsay enjoys yoga, traveling and reading.
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JACK HALL
TreasurerJack is a junior from Charlotte, NC, studying Business and Economics and minoring in PPE. On campus, Jack serves as an instructor and treasurer of Musical Empowerment, and has served as an Orientation Leader for rising freshman. Last summer, he interned at Premier Sotheby's International Realty in Charlotte. Jack enjoys traveling, swimming, and playing cello in the UNC Symphony Orchestra, where he maintains his role as Principal Cellist.
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MEET JAIN
Communications DirectorMeet is a senior from Charlotte, North Carolina double majoring in Business and Public Policy. At Kenan-Flagler, Meet is Phillips Ambassador, a technology analyst for the AIM Fund, and a member of the Impact Committee for Business Cares. Last summer, he interned in Wealth Management Development at Prive Technologies in Hong Kong. This coming summer, he will intern with Deutsche Bank in New York City as a summer analyst in their investment banking division.
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Ashley Legoas
Underclassmen RepresentativeAshley is a junior from Fayetteville, NC majoring in business administration and minoring in Russian culture. At Kenan-Flagler, she is part of the GLOBE XV cohort and a mentor in the Allison Mentorship Program. She completed the Morgan Stanley Freshmen Enhancement Program in 2019 and has work experience in federal procurement and the non-profit industry. In her spare time, Ashley enjoys rock climbing and horseback riding.
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Julianne Danford
Diversity CoordinatorJulianne is a junior from Charlotte, NC, studying Business Administration and Women's and Gender Studies. She is interested in sustainability and live music. Next year, she will return to Bank of America as a summer analyst in the Leveraged Finance group.
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FINANCE DIVISIONS
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INVESTMENT BANKING
ASSET MANAGEMENT
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CORPORATE FINANCE
UNDERCLASSMEN REPS
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MANAV SHAH
Co-Head of Investment BankingManav is a junior from Cary, NC studying Business Administration at Kenan-Flagler and double majoring in Interdisciplinary Arts. At Carolina, Manav is a business analyst for the TAMID group, an analyst on the Reynolds Fund, and a staff writer for the Carolina Political Review. This past summer, Manav interned at State Street Bank on the Treasury team. In his free time, Manav enjoys spending time with family and friends, athletics, and trying new things.
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SARA SCOTT HOWARD
Co-Head of
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SEAN CALDWELL
Co-Head of
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FELIPE SOTO
Head of Sales & TradingFelipe is a senior from Costa Rica studying finance at Kenan-Flagler Business School. At UNC, Felipe founded the Wealth Management Initiative club in addition to his position with The Finance Society. Last summer, he interned at Credit Suisse within their Sales & Trading Markets division and is looking forward to continuing his investments journey after graduating this year. Felipe enjoys playing soccer, snowboarding and traveling to new places with friends.
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CHANDLER GLAT
Underclassmen RepresentativeChandler is a Junior from Armonk, New York majoring in Business Administration and Statistics & Analytics. Last summer, Chandler interned with Soundlink Partners, a New York based hedge fund, focusing in the healthcare space. On campus, Chandler is the Director of Fund of the Tamid Group, an Analyst in the Reynolds Fund, and a student consultant with 180 Degrees Consulting where he's been able to work closely with various non-profits and social enterprises. Outside of school, he enjoys playing soccer, traveling, and spending time with friends.
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Daniel Fan
Head of Asset ManagementDaniel Fan is a senior from Chapel Hill studying Business Administration and a minor in Spanish for Business. This past summer, he interned at Wells Fargo Securities with the M&A group in Charlotte where he will be returning full-time after graduation. In his free time, he enjoys running and playing ultimate frisbee.
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SEAN CALDWELL
PMT Head
Sean is a junior from Charlotte, NC studying Business Administration at the Kenan-Flagler Business School. At UNC, Sean is President of the UNC Portfolio Management Team and serves as the Investment Banking Sector Co-Head for UFS. Last summer, Sean worked in the Debt Capital Markets group at Ernst & Young in Charlotte, NC. This summer, Sean will intern in the investment banking division of Bank of America in New York. Outside of school, Sean enjoys jiu-jitsu, yoga, and reading.
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WILLIAM LLOYD
Reynolds Fund HeadWilliam is a senior from Greensboro, NC studying Business Administration at the Kenan-Flagler Business School with a second major in Political Science. At UNC, William is the Vice President of the Reynolds Investment Fund and serves as Director of Consulting for the TAMID Group. This past summer, William spent two weeks studying abroad in Southeast Asia before interning with Falfurrias Capital Partners and Frontier Growth, both private equity firms in Charlotte, NC. In his free time, William enjoys playing golf and attending UNC basketball games.
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DANNY BRENNAN
Head of Corporate FinanceDanny Brennan is our Corporate Finance Sector Head, and he is majoring in Business and minoring in English at UNC. Danny has previously worked in Corporate Finance for Comcast NBCUniversal, and he has gained practical knowledge in finance through UNC’s Portfolio Management Team. Outside of the classroom, Danny is the Co-Director of Camp Kesem at UNC, and he enjoys playing basketball, going outside in some great Fall weather, and cooking or baking. He is here to help anyone who is interested in a career in Corporate Finance, so do not hesitate to reach out to him for any assistance
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Chip SnivelyFaculty AdvisorChip is coordinator of the Investment Management Concentration in the BSBA Program. He previously worked for Intel Corporation in various senior financial management roles, including running manufacturing facilities in Malaysia, China and Puerto Rico. Additionally, he has corporate finance experience with American Airlines, and asset management experience with Liberty National Bank & Trust Company. He received his MBA in finance/international business from Indiana's Kelley School of Business and an undergraduate degree in finance from the University of Kentucky. He is a Chartered Financial Analyst.
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