CAITLIN GALLANT
PresidentCaitlin is a senior from Garden City, NY majoring in Business Administration with a minor in Education. She is a member of the professional business fraternity, Alpha Kappa Psi, where she has served as Pledge Class President, VP of Membership, and Executive Vice President. Also, for the last week of the past three summers, she was a camp counselor at Camp Kesem, and now is the Development Coordinator in charge of fundraising. Caitlin worked this past summer for Ernst & Young through their FSO Advisory internship.
|
ERIC THOMPSON
Vice PresidentEric is a junior from Atlanta, Georgia majoring in Business Administration. Last summer, he studied abroad in South Africa on a Kenan-Flagler Global Immersion Elective (GIE). He now works as a global programs specialist where he markets study abroad opportunities to students and will lead a GIE to China this upcoming summer. Eric will then be interning in New York as an investment banking summer analyst at Cain Brothers & Company.
|
LAUREN LESHA
TreasurerLauren is a sophomore from Grosse Pointe Shores, Michigan majoring in Pre-Business studies. On campus, she is a member of the Relay for Life accounting committee. This summer, Lauren will be working for Title Source, a title insurance provider within the Quicken Loans Family of Companies. In this role, she will be working with their national commercial team in the Detroit office. In her free time, Lauren enjoys skiing and playing tennis.
|
RYAN SCOTT
Communications DirectorRyan is a Junior from Waxhaw, North Carolina majoring in Business Administration and minoring in Entrepreneurship. He is a current member of Portfolio Management Team, Reynolds Investment Fund and is the Treasurer for his fraternity, Beta Theta Pi. This summer, he will be working at WestEnd Advisors, an Asset Management firm based in Charlotte that specializes in ETF investment strategies. In his free time, Ryan enjoys playing basketball, soccer and golf.
|
LILI CHEN
Diversity CoordinatorOriginally from China, Lili is now a rising senior at UNC, double major in business and mathematical decision sciences. She interned with Franklin Street Partners last year and will be working with UBS as a investment banking analyst this summer. As the diversity coordinator of UFS, she would like to collaborate with other student groups to hold more diversity events and encourage students with all kinds of interests and backgrounds to pursue a career in finance industry.
|
ALEXIS HARTIGAN
Event CoordinatorAlexis is a sophomore from Riverside, CT majoring in Business Administration. Over the past three summers, she has interned at Columbus Circle Investors and Millennium Partners. On campus, Alexis volunteers with HYPE, tutoring young children at a local community center. Alexis enjoys reading fantasy novels, singing, teaching, and boating.
|
FINANCE DIVISIONS
|
INVESTMENT BANKING
ASSET MANAGEMENT
|
CORPORATE FINANCE
UNDERCLASSMEN REPS
|
AKSHAR PATEL
Underclassmen RepresentativeAkshar is a Sophomore from Raleigh, NC majoring in Business Administration with a minor in Entrepreneurship. Over the summer, he worked for an international entrepreneur based in North Carolina. He plans on studying further in finance and entrepreneurship to go down the path into becoming an entrepreneur. On campus, Akshar is also involved with the several clubs such as RHA and CUAB. He spends a lot of time volunteering off campus for local charities and is passionate about public speaking. In his free time, Akshar enjoys playing basketball and football, and loves to travel.
|
ALLISON HALL
Head of Sales & TradingAllison is a Senior from Orlando, Florida double majoring in Business Administration and Political Science. After her freshman year, she interned at BNY Mellon focusing on Hedge Fund Accounting. After sophomore year, she interned in NYC at W.P. Carey, a non-traded Real Estate Investment Trust. This summer, Allison will be interning at Bank of America Merrill Lynch in New York City as a Sales & Trading analyst. Outside of the Undergrad Finance Society she is a member of Alpha Kappa Psi, Phi Mu, and Relay for Life. In her free time, she enjoys reading and golfing.
|
CAROLINE KELLY
Co-Head of
|
PATRICK JAHN
Co-Head of
|
GRADY FORRESTER
Head of Asset ManagementGrady is a Senior Economics Major from Cookeville, TN. This summer, he will be interning with PNC Wealth Management. In addition to serving as the Asset Manager Head for UFS, he is a Resident advisor and is part of the Federal Reserve Challenge Team. In his free time, Grady is a DJ for the on-campus radio station, WXYC.
Vertical Divider
|
YAKEL PINA
Head of Corporate FinanceYakel is a junior business major from Miami, Florida. After his freshman year, he interned as a financial analyst at a Fortune 500 technology firm. During his sophomore year, he participated in an Honors Carolina study abroad program in London and interned at Grant Thornton International as a financial analyst. He spent the summer after his sophomore year interning at a telecommunications firm in Miami in a finance/accounting role. He is looking forward to interning at Telemundo Studios this summer as part of the Comcast NBCUniversal Finance Internship Program. Yakel is a huge soccer fan and also helps host Radio Latijam, a weekly Spanish-language radio show directed at the Hispanic youth of Carrboro and Chapel Hill.
|
SAM YOO
PMT Head
Sam is a Computer Science/Business major and a Chemistry double minor from Queens, New York. After his freshman year, Sam interned at a big-data hedge fund that focused on incorporating novel data sets in quantitative strategies. After his sophomore year, he returned to the hedge fund for the first portion of the summer and worked in a risk group at JP Morgan for the latter. He will be interning at Morgan Stanley Investment Banking this summer. Sam is interested in pursuing a career in Investment Banking and enjoys watching and playing basketball and tennis in his free time.
|
SIDHANT UTHRA
Reynolds Fund Head
Sidhant is a Computer Science major from Charlotte, North Carolina. After his freshman year, he interned at a financial technology startup in Silicon Valley. After his sophomore year, he interned at a wealth management firm and studied abroad at the London School of Economics. This upcoming summer, he will be interning at Ernst & Young in the Financial Services Advisory Group. During the school year, he is involved with UNC Kenan-Flagler’s STAR Global program in which he serves as an undergraduate consultant for a company in Brazil. Sidhant enjoys watching basketball and learning more about technology and cars in his free time.
|
DIVYA SHAH
Executive Member
Divya is junior undergraduate at the University of North Carolina majoring in economics and has recently been selected to participate in the NASDAQ sponsored Quantitative Financial Economics program. During the summer of 2015 he interned as a corporate finance and M&A analyst with Masco Corporation. This past summer he interned with Bank of America Merrill Lynch in New York as an investment banking analyst in the Energy and Power coverage group. During the school year Divya is an executive board member of the UNC Finance Society, Portfolio Manager for the Reynolds Fund. This coming summer he will be returning to BAML as an investment banking analyst in the same group.
|
|
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.
|
