Our goal is to prepare our student managers for successful careers in the alternative investments industry. The funds serve as a platform for students to experience hands-on investment training, develop relationships with industry professionals, facilitate employment opportunities and source attractive investments for our investors. For over a decade, this unique approach to experiential learning has helped differentiate our student managers and led to successful careers with the world’s leading investment management firms.
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FUND ALUMNI
Class of 2024
Matt Clendenen MBA '24 |
Matt is a second-year MBA student pursuing concentrations in Corporate Finance and Energy. Prior to attending Kenan-Flagler, Matt worked as an Associate at Harbert Infrastructure, a Power and Renewables private equity firm, where he focused on the underwriting and diligence of infrastructure and power generation assets across North America. Matt holds a B.A. in Economics from Sewanee: The University of the South. |
Matt Pontikas MBA '24 |
Matt is a second-year MBA candidate pursuing a concentration in Consulting. Prior to attending Kenan-Flagler Business School, Matt worked in Charlotte as a Corporate Banking Associate at Wells Fargo where he underwrote and managed a debt portfolio of large cap and middle market healthcare companies. He will be joining EY-Parthenon as a strategy consultant in NY this summer. Matt holds a B.S.B.A in Accounting from University of South Carolina. |
Luke Hileman MBA '24 |
Luke is a second-year MBA student pursuing a concentration in Corporate Finance. Before attending Kenan-Flagler, Luke worked as a Project Manager at Alan Simonini Homes, a luxury home builder and developer, where he led the preconstruction process for residential construction projects. Luke holds a B.S. in Kinesiology from Illinois State University. Following graduation, Luke will join Bank of America’s Leverage Finance Group in Charlotte, NC as an Associate. |
Chris Kohler MBA '24 |
Chris is a second-year MBA candidate pursuing a concentration in Corporate Finance. Prior to Kenan-Flagler Business School, Chris worked in New York for an expert network before moving to Pittsburgh where he helped drive an increase in market share for a waste management business. Also, Chris worked as a private equity analyst focused on consumer & retail investments. Chris holds a B.A. in Political Science from Trinity College - Hartford and will be joining Jefferies as an Investment Banking Associate in the Power and Utilities group in New York upon graduation. |
Elie Sidransky MBA '24 |
Elie is a second-year MBA candidate pursuing concentrations in Corporate Finance and Healthcare. Prior to Kenan-Flagler Business School, Elie worked as a Senior Financial Analyst at 777 Partners, a Middle Market Private Equity Fund with $7B AUM. He also has worked in Biotech Venture Capital in the United States and abroad in Israel. He holds a B.S. in Material Science & Engineering from the University of Maryland College Park. Following graduation, Elie will join Barclay’s Healthcare Group in New York as an Associate. |
Hughes Edwards BSBA '24 |
Hughes is a senior from Charlotte, North Carolina, studying business administration at the Kenan-Flagler Business School and history. The past two summers, Hughes has interned with Warren Equity Partners, a private equity group that invests in companies which handle industrial services, and, in the previous summer, Hughes interned at Morgan Stanley in New York as an investment banking summer analyst, where he will be returning upon graduation. At Carolina, Hughes acts as fundraising chair for the UNC chapter of First Generation Investors, an organization which tutors underprivileged high school students in personal finance. In his free time, Hughes enjoys playing golf, basketball, and watching the Tar Heels play. |
Joel Funderburk BSBA '24 |
Joel is a senior from Greensboro, NC studying Business Administration at the Kenan-Flagler Business School with an area of emphasis in Investment Banking. In his sophomore summer, Joel interned with Davidson Capital Partners, a lower middle market investment bank, and during the summer prior was with HQ Capital Private Equity. This previous summer, he was a summer analyst for Jefferies in their Consumer and Retail team, where he will be returning upon graduation. At UNC, he is the president of his fraternity. In his free time, he enjoys watching sports, working out, and spending time with friends. |
Benjamin Heynold BSBA '24 |
Benjamin is a junior from London, England studying Economics with a minor in PPE. At UNC, Benjamin is the Head of Private Equity for the UFS and is a sector head of the Impact Investing Fund. Last summer, Benjamin worked at Spectrum Equity in San Francisco, a Growth Equity firm focused on software. This upcoming summer, Benjamin will be interning at the Raine Group, a merchant bank with an emphasis on sports, media and entertainment. Outside of school, he enjoys playing tennis, watching football, and travelling. |
Lillie-Anne Suber BSBA '24 |
Lillie-Anne is a senior from Charlotte, NC studying Business Administration. In her sophomore summer, Lillie-Anne worked at Deutsche Bank as an Investment Banking Sophomore Summer Analyst in the Healthcare and REGLL Group. In the past summer, she returned as a Summer Analyst in the REGLL Group, where she will be returning upon graduation.. At UNC, Lillie-Anne is the Co President of the Carolina Women in Business club and the President of her sorority. In her free time, Lillie-Anne enjoys hanging out with friends, trying new restaurants, and going on walks. |
Yanchen Xie BSBA '24 |
Yanchen is a senior from Singapore, double majoring in Business Administration and Statistics. In his sophomore summer, Yanchen worked for Deutsche Bank in the corporate banking division. During his junior year, Yanchen worked at Skyharbor Capital Group, a lower middle market private equity firm in the tech-enabled services space. In the past summer, Yanchen interned with the tech-enabled services group at Jefferies, where he will be returning upon graduation. At UNC, Yanchen serves as a mentor for the Investment Banking Boot Camp program. Outside of school, Yanchen spends his time playing soccer, scuba diving, and fetch with his dog. |
Class of 2023
Smith Collett MBA '23 |
Smith is a second-year MBA candidate pursuing a concentration in Corporate Finance. Prior to Kenan-Flagler Business School, Smith worked as an Associate Director of Strategy at Wavemaker, where he developed go-to-market advertising strategies across a wide variety of consumer brands. He holds a B.S. in Business & Enterprise Management from Wake Forest University. Post-graduation, Smith will be joining EY-Parthenon’s Turnaround and Restructuring Strategy group. |
John Fowble MBA '23 |
John is a second-year MBA student pursuing a concentration in Corporate Finance. Prior to attending Kenan-Flagler, John worked as an Associate at North American Properties, a private real estate investment firm, where he led the transaction underwriting and diligence processes for a $1B+ real estate portfolio. John holds a B.B.A. in Real Estate from the University of Georgia. Post-graduation, John will be joining Bank of America's Leveraged Finance group in Charlotte. |
Carter Patrick MBA '23 |
Carter is a second-year MBA candidate pursuing a concentration in Corporate Finance. Prior to attending Kenan-Flagler Business School, Carter worked in New York as a Corporate Lending Senior Associate at Brown Brothers Harriman where she underwrote and managed a portfolio of senior secured credit facilities for premier, privately owned middle-market businesses. Carter holds a B.S.B.A from University of South Carolina. Following graduation, she will be joining William Blair's Consumer & Retail investment banking division in Charlotte. |
Spencer Taylor MBA '23 |
Spencer is a second-year MBA candidate pursuing a concentration in Corporate Finance. Before attending Kenan-Flagler Business School, Spencer worked in management consulting at NTT DATA Services, specializing in post-transaction M&A integration. Most notably, he advised on strategic merger integration efforts for the BB&T and SunTrust Merger of Equals, establishing Truist Financial. Spencer holds a B.A. in Economics from Elon University. Spencer will be joining Piper Sandler's Diversified Industrials and Services investment banking group following graduation. |
Ali Zimmerman MBA '23 |
Ali is a second-year MBA candidate pursuing a concentration in Corporate Finance and a focus area in Sustainable Enterprises. Prior to attending Kenan-Flagler Business School, Ali spent three years as an Investment Banking Credit Analyst in both the Communications, Internet, & Media and Oil & Gas groups at Truist Securities in Atlanta, GA. While at Truist, Ali managed a total of 60+ clients comprising $5.0B in total credit exposure and led approval processes for a variety of different transactions, including initial deal underwritings, acquisition financings, borrowing base redeterminations, and the refinancing of credit facilities. Ali holds a B.S. in Financial Management and B.S. in Economics from Clemson University. Upon graduation, Ali will be returning to Jefferies Consumer & Retail investment banking division. |
Kaelan Amin BSBA '23 |
Kaelan is a senior from Charlotte, NC studying Business Administration at the Kenan-Flagler Business School with a minor in Entrepreneurship through the Shuford Program. The past two summers, Kaelan worked at Bank of America Securities as an Investment Banking Summer Analyst in their Leveraged Finance group, where he will be returning upon graduation. At UNC, Kaelan currently serves as the Vice President of Investments for the Kenan-Flagler Portfolio Management Team, a student-led investment fund. Outside of school, Kaelan enjoys playing soccer, traveling, and reading. |
Peter Deering BSBA '23 |
Peter is a senior from Charlotte, NC studying Business Administration at the Kenan-Flagler Business School. At UNC, Peter completed the Shuford Semester in Entrepreneurship, working as a full-time finance intern in the spring and summer at Well, a VC-backed health technology and services company headquartered in Chapel Hill. He is a certified Master Racquet Technician and has strung tennis racquets for the university's varsity programs. Peter spent his past summer interning with Wells Fargo in their Debt Capital Markets Group. Upon graduating, Peter will be joining Roark Capital Group in Atlanta. In his free time, he enjoys golfing, playing tennis, and cheering for the Cleveland Browns. |
Michael Langston BSBA '23 |
Michael is a senior from Greensboro, NC studying Business Administration at the Kenan-Flagler Business School. At UNC, Michael is a member of The Reynolds Fund, the Portfolio Management Team, and is serving as both Vice President and Co-Head of the Investment Banking Sector for UFS. Last summer, Michael worked at Bank of America Securities as an Investment Banking Summer Analyst in their Leveraged Finance Group, where he will be returning upon graduation. Prior to Bank of America, Michael interned at Falfurrias Capital Partners, a lower middle-market private equity firm. Outside of school, Michael enjoys playing pickup basketball, watching sports, and being outdoors. |
Rennie Pearson BSBA '23 |
Rennie is a senior from Gastonia, NC studying Business Administration at the Kenan-Flagler Business School with a minor in Information Systems. Last summer, she worked at Morgan Stanley as an Investment Banking Summer Analyst in their Real Estate group, where she will be returning upon graduation. Prior to Morgan Stanley, Rennie interned at Capitala, a lower middle-market private equity firm based in Charlotte, NC. At UNC, Rennie served as the Assistant Vice President of Community Service for Carolina Women in Business, a female-led organization. In her free time, she enjoys running, traveling, and pilates. |
Joshua Martin BSBA '23 |
Joshua is a senior from Winston-Salem, NC studying Business Administration at the Kenan-Flagler Business School with a minor in Spanish for the Business Professions. He spent a semester at Spain’s ICADE Business School studying International Finance. Joshua is the president of The Reynolds Fund, UNC’s student run equity fund. Last summer, Joshua worked as a Summer Analyst at Aquiline Capital Partners, a middle-market private equity firm focused on financial services and technology. Joshua will be returning to Aquiline Capital Partners in their New York office following graduation. In his free time, he enjoys cooking, fantasy football, and surfing. |
Class of 2022
Tanner Cline MBA '22 |
Prior to attending Kenan-Flagler Business School, Tanner was a part of the management development team developing green-field energy projects in Canada. He has extensive operational experience, and has held roles analyzing internal investment decisions and executing capital raises for those new ventures. Tanner holds a B.S. in Economics from Florida State University. |
Ruffin Collett MBA '22 |
Prior to Kenan-Flagler Business School, Ruffin worked as a Portfolio Analyst at Brown Advisory where he constructed multi-asset portfolios for ultra-high-net-worth individuals, endowments, and foundations. He holds a B.S. in Finance from Wake Forest University. Post-graduation, Ruffin will be joining Evercore's M&A Advisory team in New York. |
Ricardo Ruiz Colliard MBA '22 |
Having worked construction during college, Ricardo transitioned to real estate private equity after graduation. As a risk and asset manager, he oversaw $3B in investments. Finally, Ricardo moved to financial advisory in real assets, working on real estate projects, agriculture and infrastructure projects. |
Tim Schmidt MBA '22 |
Prior to Kenan-Flagler Business School, Tim spent years in Investment Banking in London. For the last three years, he was part of a merchant bank focused on providing strategic advisory to industrial groups, families, and a variety of institutions on strategic matters, capital raising, impact fund formation, and direct investments. He is also an advisor to an European industrial family for their early stage investments and strategic advisor for several startups. Tim holds a B.A. in Finance and Accounting from Nottingham University and a MSc in Finance from Warwick Business School. |
Ryan Shoffner MBA '22 |
Prior to attending Kenan-Flagler Business School, Ryan was an Investment Banking Associate in the Consumer & Retail group at Jefferies. During his four years at Jefferies, Ryan worked on a variety of different transactions including take-private sales, distressed M&A, sellside and buyside M&A, as well as numerous debt and equity financings. Ryan holds a B.S. in Finance from Wake Forest University. |
William Verdone MBA '22 |
Prior to attending Kenan-Flagler Business School, William worked as a Senior Analyst at Destum Partners, a boutique life science consulting and advisory firm, where he led market research efforts across a wide range of therapeutic areas and advised clients on strategic initiatives including capital raises and asset partnering efforts. William holds a B.B.A. in Finance and International Business from the University of Georgia. |
Sean Caldwell BSBA '22 |
Sean is a senior from Charlotte, NC studying Business Administration at the Kenan-Flagler Business School. At UNC, Sean was previously President of the Portfolio Management Team and served as Co-Head of the Investment Banking Sector for UFS. Sean previously worked in the Financial Sponsors Group at Bank of America in New York, where he returned full-time post-graduation. |
Sunny Deshwal BSBA '22 |
Sunny is a senior from Cary, NC concentrating in Investment Banking at the Kenan-Flagler Business School. At UNC, Sunny serves as the Technology and Healthcare Sector Head for the Reynolds Investment Fund and the Treasurer for Carolina AR/VR. Following his sophomore year, Sunny interned at Martis Capital, a private equity firm focused exclusively on healthcare, before interning at Barclays in the Global Technology Group. After graduation, Sunny will be returning to Barclays in New York. |
Pearson Dunaway BSBA '22 |
Pearson is a senior from Charlotte, NC studying Business Administration at the Kenan-Flagler Business School with a minor in music. Last summer, he worked at William Blair as an Investment Banking Summer Analyst in their Aerospace, Defense, and Government Services Group, where he will be returning upon graduation. Prior to William Blair, Pearson interned at Falfurrias Capital Partners, a lower middle-market private equity firm based in Charlotte, NC. At UNC, Pearson served as the Vice President of Membership for the Portfolio Management Team, a student-led investment fund. |
Abby Meistrell BSBA '22 |
Abby is a senior from Charlottesville, VA studying Business Administration and Economics. At UNC, Abby serves as Vice President of Human Capital for the Kenan-Flagler Portfolio Management Team and as an english tutor for Enrich UNC. Last summer, Abby interned for Falfurrias Capital Partners, a Charlotte-based private equity investment firm, and with Morgan Stanley as an Investment Banking Summer Analyst in New York. After graduation, Abby will be joining Morgan Stanley in New York as an Investment Banking Analyst in the Global Power and Utilities Group. |
Class of 2021
ABBY DECKER MBA '21 |
Prior to KFBS, Abby worked in product management, strategic initiatives and operations at Tryon Resort, an equestrian-focused resort property that hosted the FEI World Equestrian Games in 2018. Abby has also held operations and strategy roles within early stage companies in both international staffing and retail industries. She holds a B.A. in East Asian Studies from the University of Virginia. |
MARY FOWBLE MBA '21 |
Mary is a second year MBA candidate and will be joining Jefferies full-time in their Consumer & Retail Investment Banking group in Charlotte, NC post-graduation. Prior to Kenan-Flagler Business School, Mary spent over five years working in Investments for EDENS, a private retail REIT with $6B in assets under management. In her role with EDENS, Mary focused on corporate valuation, acquisition underwriting, and asset management for the Mid-Atlantic region based out of Washington, D.C.. Mary holds a B.S. in Finance from Wake Forest University. |
REESE MULLINS MBA '21 |
Reese is a class of 2021 MBA candidate concentrating in Corporate Finance. Prior to attending Kenan-Flagler Business School, Reese was an Assistant Vice President at Citigroup where he sourced and executed structured credit transactions as a member of the firm’s sales and trading department. Reese holds both a B.A. in Economics and a M.S. in Finance from the University of Virginia. He has accepted an offer to work at Morgan Stanley as an Investment Banking Associate, starting full-time in August 2021. |
BEN PALAIS MBA '21 |
Ben is a second-year MBA candidate pursuing a concentration in Corporate Finance. Prior attending Kenan-Flagler, Ben led transaction processes as a member of the corporate development team at GroupM Worldwide, where he primarily oversaw the holding company’s M&A and strategic investment activity in the media and advertising industries. Ben had previously managed strategic partnerships with a focus on monetization for leading financial news outlet TheStreet.com. Ben holds a B.A. in Economics from SUNY Oswego. He will be joining Bank of America’s Financial Institutions Group upon graduating from Kenan-Flagler. |
ZACKARY SUTTON MBA '21 |
Zack is a second-year MBA candidate pursuing a concentration in Corporate Finance. Prior to Kenan-Flagler, Zack was a Manager in the Economic & Valuation Services group at KPMG LLP where he focused on valuing private equity, private credit, structured products, and derivatives for alternative investment managers and multi-national corporations in support of deal advisory, financial reporting, and tax planning engagements. Zack holds a B.S. in Business Administration from Widener University, a M.S. in Accounting from Wilmington University, and he is a licensed CPA. Upon graduation, Zack will be joining Bank of America’s Leveraged Finance group in Charlotte, NC. |
JACK DINGES BSBA '21 |
Jack is a senior Morehead-Cain Scholar from Atlanta, GA double-majoring in Mathematics and Economics with a Business Administration minor. At UNC, Jack played on the varsity football team for two years and served as the Investment Banking Sector Co-Head for UFS and Vice President of the UNC Portfolio Management Team. Last summer, Jack completed the Harris Williams M&A Bootcamp in May and then interned in the Leveraged Finance group at Bank of America. After graduation, Jack will join KKR’s Private Credit team as an analyst in New York. Outside of school, Jack enjoys traveling, playing golf, and watching Game of Thrones. |
ANDRES FORERO BSBA '21 |
Andrés is a senior studying business administration at the Kenan-Flagler business school with a concentration in investment banking and a minor in German. At UNC, Andrés has spent time serving the 99th and 100th undergraduate senates as a member of the finance committee and has also worked as a Healthcare Sector Analyst on the Kenan Flagler Portfolio Management Team. Over the past two summers, he has interned at Opinno Consulting in Madrid, Spain and at Citigroup on the Debt Capital Markets desk. He will be returning for full-time in New York after graduation. Outside of school, Andrés enjoys working with the culinary arts, reading science fiction, and playing basketball with fellow associate David Hutto. |
DAVID HUTTO BSBA '21 |
David Hutto is a senior in the Kenan-Flagler Business School from Charlotte, North Carolina where he attended Myers Park High School. At UNC, David is a Phillips Ambassador and is President of the Undergraduate Finance Society. Next year, he will join the Leveraged Finance group at Bank of America. Outside of school, David enjoys trying to break 90 on the golf course, playing chess, and hopes to one day be the General Manager of the Atlanta Braves. |
ALEX JENKINS BSBA '21 |
Alex is a senior from Asheville, NC studying Business Administration at Kenan-Flagler Business School and minoring in Public Policy. At UNC, Alex volunteers with Camp Kesem, is an Advocate for the Community Empowerment Fund, and is Director of the Ability Experience. This past summer Alex interned for Aquiline Capital Partners, a middle market private equity firm focused on financial services in New York, NY and will be returning full-time after graduation. Prior to Aquiline, Alex interned at Leedon Park Capital a lower middle market private equity firm in Charlotte, NC. Outside of school, Alex is an avid runner, enjoys playing basketball, golfing and reading. |
WILLIAM LLOYD BSBA '21 |
William 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 President of the Reynolds Investment Fund and serves as Director of Consulting for the TAMID Group. Last summer, William worked as a Summer Investment Analyst at Pennington Partners & Co., a multi-family office in the Washington, D.C. area, and he will be working full-time at Falfurrias Capital Partners, a private equity firm in Charlotte. In his free time, William enjoys traveling, playing golf and attending UNC basketball games. |
MICHAEL SMITH UNC '21 |
Michael is a senior from Charlotte, NC majoring in Economics with minors in Computer Science and Entrepreneurship. For the last 2.5 years Michael has worked for a technology company based in Charlotte implementing software for more that 40 Investment Banks and Private Equity firms. He has worked out of their Charlotte and London offices serving the company's largest clients. The summer of 2020 he worked as an Investment Banking Summer Analyst at Stephens in Atlanta and will be returning full time upon graduation. Outside of school he enjoys skiing, traveling, fishing, and playing golf. |
Class of 2020
PHILLIP ADSIT MBA '20 |
Phillip is a class of 2020 MBA candidate concentrating in Corporate Finance. Prior to attending Kenan-Flagler Business School, Phillip worked as an Associate at Bluestem Asset Management, LLC, a family investment office focused on long-short equity hedge fund investing. Prior to working at Bluestem, Phillip worked as an Investment Performance Analyst for Cambridge Associates, LLC, an investment consulting firm that manages custom investment portfolios for high net worth and institutional clients. Phillip holds his Chartered Financial Analyst designation and graduated from Virginia Tech in 2009 with a B.S. in Finance and a minor in Economics. |
SAM FUNKHOUSER MBA '20 |
Sam is a first-year MBA candidate pursuing a concentration in Corporate Finance. Prior to Kenan-Flagler, Sam worked in strategic development at Myocardial Solutions, a medical device firm developing an MRI software diagnostic to transform cardiology care. Sam has also held positions in business development at high-growth companies in healthcare services and technology. He holds a B.A. in History from the University of Virginia and an M.A. in Management Studies from Duke University’s Fuqua School of Business. |
WILLIAM PITT MBA '20 |
Prior to joining the MBA class of 2020 at Kenan-Flagler, William spent five and a half years in various roles at BB&T within its commercial and investment bank in Winston-Salem, NC. Most recently, William served as an associate at BB&T Capital Markets in its Syndicated Lending Group responsible for underwriting, structuring and distributing the bank’s syndicated credit facilities. In his role, he worked with bankers and companies across the country and across various industries on over $11 billion in credit transactions. William holds a B.S.B.A. from the Darla Moore School of Business at the University of South Carolina. |
RICHARD SEGAL MBA '20 |
Richard is a class of 2020 MBA candidate concentrating in Corporate Finance. Prior to attending Kenan-Flagler Business School, Richard worked as an Audit Associate for PwC in the Financial Services group and for a family management consulting firm. Richard is a licensed CPA and holds a B.S. in Accounting from Elon University. |
MIKE STETHEM MBA '20 |
Mike is a class of 2020 MBA candidate concentrating in Corporate Finance. Prior to attending Kenan-Flagler, Mike was an Associate at Resilience Capital Partners, an operationally-focused, middle-market private equity firm. Before joining Resilience, Mike worked in investment banking as an Associate in the Food, Consumer & Retail Group at BMO Capital Markets and as an Analyst in the M&A Group at KeyBanc Capital Markets. Mike graduated from Ohio University with a B.B.A in Accounting and Finance. |
LAUREN LESHA BA '20 |
Lauren is from Grosse Pointe, Michigan studying business administration at the Kenan-Flagler Business School and minoring in English. At UNC, Lauren is the President of the Finance Society and serves as an analyst in the industrials and consumer/retail sectors of the Reynolds Investment Fund. Following her sophomore year, Lauren spent two weeks studying abroad in South Africa and interned in investment banking for Bank of America Merrill Lynch in Charlotte, where she will also intern after her junior year. Outside of school, Lauren is an avid tennis player, skier, and Detroit Red Wings fan. |
PATRICK LYONS BSBA '20 |
Patrick is a senior in the Kenan-Flagler Business School from Wilmington, Delaware where he attended the Salesianum School. At UNC, Patrick is a member of the Men's Lacrosse team, serves on the Chancellor's Faculty-Athletics Council and Student-Athlete Advisory Council, and is Head of Asset Management for the UNC Undergraduate Finance Society. He has interned over the past two summers with Deloitte Consulting in New York City and Delle Donne & Associates in Wilmington, Delaware. This summer Patrick will be an incoming investment banking summer analyst at J.P. Morgan in New York City in the Real Estate, Gaming, and Lodging Group. Outside of school, Patrick enjoys fishing, golf, and rooting for the Philadelphia Eagles. |
HENRY MCDONALD BSBA '20 |
Henry is a senior from Charlotte, NC double majoring in Business and Religion Studies. This past summer, Henry was a finance intern for Posigen Solar Solutions which is a residential solar panel company headquartered in New Orleans. During the summer of 2019, he will be interning in New York for Aquiline Capital Partners which is a private equity firm that invests in financial service companies. At UNC, Henry is treasurer of Best Buddies and enjoys playing pick-up basketball. |
AKSHAY PATEL BSBA '20 |
Akshay is a senior from Charlotte, NC concentrating in Investment Banking at the Kenan-Flagler Business School. At UNC, Akshay covers the Media & Telecom and Technology sectors for the Reynolds Fund and is the Head of Alumni Engagement for UFS. He spent the summer of 2017 interning at Horizon Investments, an asset manager in Charlotte, and the summer of 2018 interning at Bryant Park Capital, a boutique investment bank in New York. This summer, Akshay will be joining Guggenheim Partners in New York as an Investment Banking Summer Analyst. In his free time, Akshay enjoys reading, playing the piano, and competing as a member of the Tar Heel Raas dance team. |
HUNTER SHERIDAN BSBA '20 |
Hunter is a senior from Charlotte, NC concentrating in Investment Banking at the Kenan-Flagler Business School. At UNC, Hunter plays on the varsity football team. Last summer, he interned with UNC Management Company on the Public Investments Team. Hunter will be working in investment banking with Bank of America Merrill Lynch this summer in New York. Outside of school, he enjoys reading and walking his family’s black lab, Max. |
Class of 2019
MARY HOPKINS ALLISON MBA '19 |
Mary Hopkins is a class of 2019 MBA candidate concentrating in Corporate Finance. Prior to attending Kenan-Flagler Business School, Mary Hopkins was a portfolio manager at MidCap Financial, a middle-market focused specialty finance firm based in the Washington, DC area. She graduated from Vanderbilt University in 2013 with a B.S. in Human & Organizational Development and a minor in Financial Economics. This past summer, Mary Hopkins worked as an Investment Banking Summer Associate at Evercore, where she will be returning full-time in 2019. |
GEORGE MABRY MBA '19 |
Prior to pursuing his MBA at Kenan-Flagler, George spent four years at Barings (FKA Babson Capital) in Charlotte, NC. At Barings, George was an Associate Director in the High Yield Energy group responsible for underwriting upstream oil and gas companies. In this role, he worked closely with portfolio managers and traders to identify attractive primary, secondary, and distressed investment opportunities. George holds a B.A. in Business Administration and History from Furman University. This past summer, George worked as a summer associate at Stronghold Resource Partners in Dallas, TX. |
JOHN MCCOLL MBA '19 |
John is a class of 2019 MBA candidate concentrating in Corporate Finance and Real Estate. Prior to attending Kenan-Flagler Business School, John worked as an analyst at Morgan Stanley in Atlanta, where he was a member of a wealth management team that managed $1.3 billion in assets for high net worth families, private business owners, and professional athletes and coaches. He graduated from the University of North Carolina in 2013 with a B.A. in History. This past summer, John worked as an Investment Banking Summer Associate at Jefferies in New York, where he will be returning full-time in 2019. |
ALEXIS SWIST MBA '19 |
Alexis is a class of 2019 MBA candidate concentrating in Corporate Finance. Prior to pursuing her MBA at Kenan-Flagler, Alexis worked as a tax senior associate at PricewaterhouseCoopers in New York City in the Banking and Capital Markets practice. Alexis is a licensed CPA and holds a B.A. in Political Science from the University of North Carolina at Chapel Hill and a M.S. in Accounting from Kenan-Flagler. This past summer, Alexis worked as an Investment Banking Summer Associate at Goldman Sachs in New York where she will be returning full-time in 2019. |
GORDON WYCHE MBA '19 |
Gordon Wyche is a class of 2019 MBA student at Kenan-Flagler. Prior to attending Kenan-Flagler, Gordon worked as an investment professional for The Halifax Group, a middle-market private equity firm focused on buyouts in the Health & Wellness, Outsourced Business Services, Franchising, and Infrastructure sectors. Prior to joining Halifax, Gordon worked as an investment professional for Roark Capital Group, a middle-market private equity firm focused on consumer, business service and environmental service companies, with a specialization around franchised and multi-unit business models in the retail, restaurant, and consumer services sectors. Gordon graduated from The University of Georgia with a B.B.A. in Economics. This past summer, Gordon worked at Argonne Capital Partners in Atlanta, GA. |
PATRICK DOW BA '19 |
Patrick is British and attended school at Wellington College in the UK. He is now a senior at UNC Chapel Hill majoring in Music with a focus in Vocal Performance and minoring in Entrepreneurship. Patrick is President of the UNC Clef Hangers and was its Business Manager for three semesters. In the past two summers, Patrick interned at GrowthPoint Technology Partners, a Boutique Tech Investment Bank in East Palo Alto, and Trium Capital, a London based alternative asset manager. This summer, Patrick is interning in Africa with African Bush Camps, a rapidly-growing safari company operating in Zimbabwe, Botswana, Zambia and South Africa. Patrick is on the UNC squash team and sings in the Carolina Choir. |
FORREST HAMIL BSBA '19 |
Forrest is a senior from Charlotte, NC studying business at the Kenan-Flagler Business School. At UNC, Forrest participates in Best Buddies and is the VP of Chipping in for Autism, a non-profit organization that raises money to spread awareness and fund research for autism and other related conditions. He is also the co-head of the investment banking division of the Finance Society. During the summer of 2015, Forrest interned in the accounting and finance department at Red Ventures. During the summer of 2017, he had a five-week internship at boutique investment bank Fidus Partners in Charlotte and afterwards studied abroad at the Chinese University of Hong Kong. This past summer, Forrest worked as an Investment Banking Summer Analyst at Goldman Sachs in New York, where he will be returning full-time in 2019. |
MICHAEL KRANTZ BSBA '19 |
Michael is a senior at the Kenan-Flagler Business School from Chapel Hill, NC, where he attended East Chapel Hill High. During the spring of 2016, Michael interned at GoDaddy in San Francisco, CA, focusing on business development and market research. Michael spent the summer of 2017 at Dunning Capital, a boutique investment bank focused on sell-side M&A advisory. This past summer, Michael worked as an Investment Banking Summer Analyst at Barclays in San Francisco and will be returning full-time in 2019. Michael is an enthusiastic saxophonist, golfer, and San Francisco Giants fan. |
POOJAN MEHTA BSBA '19 |
Poojan is from Cary, NC, and is a senior at the Kenan-Flagler Business School concentrating in Investment Banking & Investment Management. At UNC, he serves as the Financials and Energy Head for the Reynolds Fund and the Investment Banking Co-Head for UFS. He has spent his past summers working with Five Points Hospitality and the Private Investments Team at UNC Management Company. Poojan worked as an Investment Banking Summer Analyst at Morgan Stanley in New York, where he will be returning full-time in 2019. Outside of school, he enjoys cooking, reading, and rooting for the Pittsburgh Steelers. |
CHED MILIC BSBA '19 |
Ched is a senior at UNC, originally from St. Petersburg, FL, and now double-majoring in economics and computer science, with a minor in business administration. He spent the fall of 2016 studying British art and history in London while working at mobile gaming studio Playrmakr. Ched interned at venture capital firm and leading equity crowdfunding platform SeedInvest in New York City. This past summer, he worked as a Summer Analyst at Roark Capital Group in Atlanta, where he will be returning full-time in 2019. Outside of school, Ched enjoys running, playing tennis, and talking non-stop about how great the weather is in Florida. |
Class of 2018
NATTHA AROONRATSAKUL MBA '18 |
Nattha graduated from the MBA program in 2018 with a concentration in Corporate Finance. Prior to attending Kenan-Flagler Business School, Nattha was an investment banking analyst at Imperial Capital, a middle-market investment banking firm based in Los Angeles. She graduated from the University of Southern California in 2014 with a B.S. in Business Administration and B.A. in Psychology. |
GEORGE CAVELIUS MBA '18 |
George Cavelius graduated from the MBA program in 2018 with concentrations in Corporate Finance and Real Estate. Prior to attending Kenan-Flagler, George spent five years working in the Assurance arm of PricewaterhouseCoopers (“PwC”), where he was a Senior Audit Associate in the Baltimore office Asset Management practice. In this role, he led the financial statement audits for public mutual funds and private equity funds of prominent Registered Investment Companies whose assets under management ranged from $20 Billion to $800+ Billion. George is a licensed CPA and graduated from Virginia Tech in 2011 with dual degrees: Bachelor of Science in Business – Accounting and Information Systems; Bachelor of Science in Business - Finance. |
ANAND DAS MBA '18 |
Anand graduated from the MBA program in 2018 with a concentration in Corporate Finance. Anand previously spent 8 years in investment banking and private equity across India and United States. Most recently, he served as an Associate with the Indian arm of a New York-based private equity firm, GenNx360 Capital Partners. In this role, he worked alongside fund managers, providing analytical support for transactional activities. Anand acted as lead analyst on multiple buy-out transactions, tracking business performance and engaging in projects driving operational improvements for portfolio companies with over $100 million in revenues. Anand holds an undergraduate degree in electronics engineering, master’s degree in Finance, and CFA charter. |
PAUL FUNKHOUSER MBA '18 |
Prior to pursuing his MBA at Kenan-Flagler, Paul worked in healthcare as a consultant for SHM Consulting and a manager in the clinical studies group at AtriCure. During his tenure at SHM, Paul was responsible for integrating innovative medical device as part of cardiac disease-management programs in hospitals. Later, Paul joined AtriCure, where he was responsible for patient enrollment in two cardiac clinical studies. Paul began his career in asset management at Ernst & Young in NYC as a tax associate performing analysis and preparation for private equity and hedge funds. Paul holds a B.A. from the University of Virginia and a M.S. in Accounting from Kenan-Flagler. This summer Paul will intern in the Consumer Group at Piper Jaffray in Charlotte. |
MATTHEW MILDENBERG MBA '18 |
Matt was born in Charlotte, and grew up in North Carolina before attending boarding school at McCallie in Chattanooga, Tennessee. He served as a varsity coxswain throughout high school and with the heavyweight rowing team at the University of Pennsylvania. He graduated with a B.S. in Economics from Wharton concentrating in Finance, and spent four years after college working at Bank of America in Charlotte, most recently as a Credit Analyst in the Leveraged Finance group. Outside of work, he has served as an Assistant Coach with Charlotte Youth Rowing, and as a Board Member and Treasurer of Joedance LLC. |
RILEY GRAHAM BSBA '18 |
Riley is a junior in the Kenan Flagler Business School from Dallas, TX, where he attended St. Mark’s School of Texas. At UNC, Riley is a member of the 2016 National Champion and 2017 ACC Champion Men’s Lacrosse team. He has interned with Neuberger Berman’s Private Equity Group and the Real Estate, Lodging & Leisure Group at UBS. After graduating in May 2018, Riley will be joining The Blackstone Group as a Real Estate Analyst in New York, NY. |
NICK SHIVDASANI BSBA '18 |
Nick is an undergraduate student at UNC's Kenan-Flagler Business School, where he is concentrating in Investment Banking. He is the Energy & Power sector head on the Ewing Harris Schletter Fund. During the past two summers, he interned at Lookout Capital, a boutique private equity firm investing in middle-market companies in the Southeastern U.S. This coming summer, he will be joining UBS' Investment Bank in New York City as a summer analyst. Outside of school, Nick enjoys playing basketball and ice hockey, watching UNC sporting events, and producing music. |
LUKE STIDHAM UNC '18 |
Luke is a junior at UNC double-majoring in Comparative Literature and Economics, and minoring in Business Administration. This past summer, he helped launch The Meantime Coffee Co., a student-run, non-profit coffee shop on UNC’s campus. He has also interned in the financial services and commercial real estate industries. He currently serves as the Deputy Chair of the Undergraduate Honor Court and teaches volunteer piano lessons through Musical Empowerment. This coming summer, Luke will work in management consulting as a Summer Business Analyst at McKinsey & Company. |
Class of 2017
GRAHAM CLINTON MBA '17 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Graham Clinton worked for a solar company in St. Louis Missouri. He worked directly with their tax equity investor to ensure projects were built on time and within specified targets. In his role, he managed $15M worth of projects over three years. Prior to entering the solar industry he worked on consulting projects for businesses within the St. Louis region through the Coro Fellowship. In 2010, he worked with a global mapping firm and environmental consulting firm specializing in oil and gas consultation. Graham attended Colorado College where he holds a B.A. in Environmental Science. He will return to Thomson Reuters following graduation. |
BEN MATTHEWS MBA '17 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Ben was with the Mid-Atlantic Corporate Banking Group at First Tennessee Bank. While at First Tennessee, he was responsible for structuring, underwriting and executing senior debt commitments across a variety of industries. In this role, Ben worked on variety of transactions including acquisition financing, dividend recapitalizations and bridge financing. Ben holds a B.A. from the University of North Carolina at Chapel Hill. This past summer, Ben interned in the Consumer & Retail Investment Banking Group at Jefferies and will return there full-time following graduation. |
SUMAN SARMA MBA '17 |
Prior to pursuing his MBA, Suman was an Analyst in Bear Stearns’ Healthcare Investment Banking group, where his primary responsibilities included building detailed financial models for equity and debt financings, mergers and acquisitions, leveraged buyouts, and recapitalizations for transactions. Following his tenure at Bear Stearns, Suman was a Senior Analyst in CIT Group’s Global Healthcare group, where his primary responsibilities included creating leveraged buyout models with base case and downside case scenarios to assess debt capacity and paydown for debt financings of middle-market private equity leveraged buyouts. Suman holds a B.S. in Finance and Accounting from New York University’s Stern School of Business. |
KAMRON SHAFAI MBA '17 |
Prior to pursuing his MBA at the University of North Carolina, Kenan-Flagler Business School, Kamron Shafai was an Investment Strategist and Assistant Vice President at Wells Fargo’s Private Bank, in Palo Alto, California. There he managed over $100M in investments for high net-worth individuals, corporations and endowments. Leading into this position, Mr. Shafai was the senior trader and analyst on a four person team that managed over $1.5B in investments. Mr. Shafai holds a B.A. in economics and accounting from the University of California at Santa Barbara where he also competed in triathlons. Mr. Shafai is a Certified Financial Planner and he is a level II Chartered Financial Analyst candidate. He will return to Amgen in California after graduation. |
DAN VALERINO MBA '17 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Dan Valerino was a Coverage Analyst at SunTrust Robinson Humphrey ("STRH") supporting the Mid-Atlantic Corporate Banking group. While at STRH, Dan was responsible for the prospecting, idea generation, and structuring and transaction execution activities for corporate banking relationships across various industries within the Mid-Atlantic region. Before joining STRH, Dan was an Assurance Associate at PricewaterhouseCoopers where he worked primarily on engagements for Consumer & Retail and Power & Utilities clients. Dan holds a BSBA from Bucknell University and is a licensed Certified Public Accountant. He will be working at Pevco following graduation. |
LEE BECKMAN BSBA '17 |
Lee is a junior undergraduate at the University of North Carolina majoring in business at the Kenan-Flagler Business School, where he is also a Covenant Scholar. During the summer of 2012, he traveled in Israel and interned at Keiretsu Forum, the world's largest private equity angel investment network, based in Philadelphia. This past summer, he summered in the Tel Aviv office for Barclays Investment Bank in their Israel Coverage Group. Lee has also been involved in Student Government, where he serves as the Student Body Treasurer. Lee will be in New York this summer working in Investment Banking. He enjoys playing and coaching tennis, hiking, traveling, and health and fitness. Lee will be working at Bowery Real Estate Systems in New York City following graduation. |
MCKENZIE FOLAN BSBA '17 |
McKenzie is a senior undergraduate at the University of North Carolina, where he is a Morehead-Cain Scholar. McKenzie is double-majoring in Business Administration and Public Policy. At UNC, McKenzie serves as the Co-Director of the Student Enrichment Fund, holds a position on the Undergraduate Honor Court, and sits on the Student Union Board of Directors. He spent his sophomore summer on the golf consulting team at Wasserman Media Group, developing a new social media, hospitality, pro-am and champion extension strategy for their seven PGA TOUR title sponsors. This past summer, he worked as an Associate Consultant Intern for Bain & Company in Atlanta. McKenzie will return to Bain after graduation. |
PETER FOX BSBA '17 |
Peter is a senior undergraduate majoring in Business Administration in the Kenan-Flagler Business School at the University of North Carolina. During the summers of 2014 and 2015, he worked at LSV Asset Management, a quantitative, black box asset management firm in Chicago, IL. This past summer, he worked on the Revenue and Global Performance Management team at AB-InBev in New York City, and will be returning full time after graduation. Outside of class and work, Peter enjoys golfing, traveling to college sporting events, and snowboarding. |
ANDREW HAMEL UNC '17 |
AJ is a senior at UNC and majoring in Public Policy. Aj spent his junior summer at RWC Partners—a Miami-based hedge fund focusing on emerging and frontier markets—assisting with security selection for both their long-only and long/short strategies. Aj has also interned with Plexus Capital, a middle-market private equity firm, and the UNC Management Company (UNCMC). After graduation, AJ will join Guggenheim Partners as a corporate credit investment analyst. He enjoys reading and playing golf at various courses throughout the Carolinas. |
BRIAN SMITH BSBA '17 |
Brian is a senior undergraduate at the University of North Carolina, where he is majoring in Business Administration with an emphasis in investment banking in the Kenan-Flagler Business School. During his sophomore summer, Brian studied abroad in India before interning at both Plexus Capital, a middle market private equity firm, and Gilder Office for Growth, a single family office in the triangle area. Brian also serves as the Co-Director of Carolina Challenge, the University’s premier student-run entrepreneurship and business plan competition. This past summer, Brian interned for J.P. Morgan’s Investment Banking Division in the Consumer & Retail group in New York City, and he will be returning full-time upon graduation. |
Class of 2016
ED BARAN MBA '16 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Ed Baran was an Associate at both Bank of America Merrill Lynch and Nomura Securities supporting the Proprietary Structured Credit Trading and High Yield desks, respectively. He worked closely with the trading desks and managed the complete unwind of Bank of America Merrill Lynch’s prop portfolio to comply with Volcker Rule legislation. During his undergraduate study at Babson College, Mr. Baran was a member of the Babson College Fund, a $1.2M student-run equity fund, working alongside MBA candidates. At Babson college Ed Baran was a two-sport varsity athlete, excelling in both ice hockey and lacrosse, while graduating with honors. |
BEN BERKOWITZ MBA '16 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Ben Berkowitz was an Associate at StoneCreek Capital, a private equity firm located in Irvine, CA. While at StoneCreek, Mr. Berkowitz assisted in sourcing, executing and managing private equity and private debt investments in middle market companies with a particular focus on consumer products and professional services. Mr. Berkowitz came to StoneCreek Capital from Canyon Capital Advisors, a $23B hedge fund located in Los Angeles. Mr. Berkowitz holds a B.A. from the University of California at Santa Barbara where he ran track and cross country. In 2010 he briefly trained for the Marathon Olympic Trials. At UNC, Mr. Berkowitz is pursing concentrations in finance and energy. For the summer of 2015, he will be joining American Capital in New York. |
DARRELL CHIN MBA '16 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Darrell was a Senior Associate in the Financial Due Diligence group at PricewaterhouseCoopers (PwC). While at PwC, Darrell performed quality of earnings analyses and debt and debt-like analyses on over 15 transactions across different industries including energy, technology, healthcare, and telecommunication. Prior to his work in Financial Due Diligence, Darrell was responsible for leading and managing audits of Hedge Funds as a Senior Associate at PwC within the Assurance practice. Darrell holds a BSBA from Bucknell University and is a licensed Certified Public Accountant. |
GEORGE PURRINGTON MBA '16 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, George Purrington was an Investment Banking Analyst with Eastdil Secured / Wells Fargo Securities. At Eastdil, he created valuation models to project financial results and evaluate strategic and financial alternatives. In this role, Mr. Purrington completed 50+ deals representing $14B+ of advisory transactions as well as debt and equity placements. Before joining Eastdil, Mr. Purrington was an Analyst with Fifth Street Finance, a specialty finance company that lends to and invests in middle market companies in connection with private equity sponsors. At Fifth Street, Mr. Purrington underwrote mezzanine investment opportunities and worked closely with distressed portfolio companies on waiver negotiations and restructurings. Prior to Fifth Street, Mr. Purrington attended Washington & Lee University where he earned a B.S. in Business Administration. This summer, Mr. Purrington will join The Halifax Group as an intern in the firm’s Washington, DC. office. |
CHRIS JONES BSBA '16 |
Chris is a senior undergraduate at the University of North Carolina majoring in business at the Kenan-Flagler Business School, where he is also a Cato Scholar. During the summer of 2012, he studied abroad in India and interned at Decision Point International and Keane Capital Management, a sell-side investment bank and hedge fund both based in Charlotte. This past summer, he was out in San Francisco with the Seraph Group, a hybrid Venture Capital/Angel Fund and working with some of their portfolio companies. Chris will now be at JP Morgan in their Diversified Industries Investment Banking Coverage Group. He enjoys skiing, hiking, traveling, and watching the Carolina Panthers. |
HUNTER LATIMER BSBA '16 |
Hunter is a junior undergraduate at the University of North Carolina, where she is a Morehead-Cain Scholar. Hunter is majoring in Business Administration at UNC’s Kenan-Flagler Business School and minoring in History. In summer 2014, she was a Sales & Trading Summer Analyst at Morgan Stanley in New York and, in summer 2015, she will be an intern in Deloitte’s Strategy & Operations practice in Atlanta. At UNC, Hunter co-directed race logistics for the Kenan-Flagler Heels for Homes 5K, and she now runs the Peer Consulting program at Kenan-Flagler. |
SARAH XIE BSBA '16 |
Sarah is a senior undergraduate at the University of North Carolina majoring in Business Administration and Economics at the Kenan-Flagler Business School. The summer before junior year, she interned at Atlas Diligence in Chapel Hill, which provides due diligence services for clients interested in private equity investments. During the summer of 2015, she interned at UBS Investment Bank in their M&A group in New York City. At UNC, Sarah is the Diversity Coordinator for the Undergraduate Finance Society. |
EDWIN YUN BSBA '16 |
Edwin is an undergraduate at the University of North Carolina majoring in Business Administration. During the summer of 2013, he interned at Franklin Street Partners, a Chapel Hill based asset management firm. This past summer, Edwin worked at Conversion Partners, a middle-market private equity firm focused on for-profit education and education technology. This summer, Edwin will be interning with Barclays. At UNC, Edwin serves as the President of the UNC Finance Society. |
Class of 2015
JOE BOWMAN MBA '15 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Joe was a Financial Analyst in the Financial Planning and Analysis group at American Capital Strategies. While at American Capital, Joe evaluated corporate strategy and new product offerings for senior management. Prior to his work at American Capital, Joe was a Senior Accountant at The Carlyle Group where he was responsible for the accounting of Carlyle’s largest fund, Carlyle Partners V, L.P. Joe holds a B.S.B.A. from the McDonough School of Business at Georgetown University and is a licensed Certified Public Accountant. |
BRITON BURGE MBA '15 |
Before pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Briton was a partner at Kron Capital in Belgrade, Serbia, a boutique advisory firm focused on private equity deals throughout South East Europe. At Kron, Briton evaluated opportunities across a diverse range of industries including: distribution, energy, mining, real estate, technology, and entertainment. Prior to Kron, Briton worked with Colliers International in Belgrade as a Consultant and then Manager of Investment and Corporate Advisory. Before moving to Belgrade, Briton was an Analyst at Inter-Con Security in Pasadena, CA, where he conducted market research and analysis for domestic and international business development opportunities. Briton holds a BS in Business Administration from the University of Southern California, with an Emphasis in Finance. |
CHRISTOPHER HUBER MBA '15 |
Prior pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Chris was an Associate with Peachtree Equity Partners, an Atlanta, GA-based lower-middle-market private equity firm. While at Peachtree, he supported the firm’s four senior-level deal originators by conducting due diligence and financial modeling for potential investment opportunities, resulting in 11 closed transactions for the fund. Chris holds a B.S. in Finance from the Sykes College of Business at the University of Tampa. While attending school at the University of Tampa, Chris had the opportunity to intern for Mangrove Equity Partners and Ballast Point Ventures. Prior to attending college, Chris spent four years as a Military Intelligence Analyst in the United States Army and was deployed in support of Operation Enduring Freedom and Operation Iraqi Freedom. |
TREY MILLER MBA '15 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Trey Miller was the Assistant Director of Corporate Development at Select Energy Services, a Houston-based oilfield services company. While at Select, he played an active role in all aspects of the acquisition process including sourcing, due diligence, execution and integration. Mr. Miller reviewed over 200 potential transactions and was involved in the successful acquisition of 18 companies valued at approximately $250M. He was also involved in the operational analysis and “turn-around” of a struggling service line. Prior to Select, Mr. Miller attended the University of Virginia where he earned a B.A. in Foreign Affairs and ran track and cross country, earning All-ACC honors. Over summer, Mr. Miller worked for the CapStreet Group, a private equity fund, located in Houston, Texas. After graduation, he will join New Capital Partners in Alabama. |
AIMEE XU BSBA '15 |
Aimee is a senior undergraduate at the University of North Carolina majoring in Business Administration at the Kenan-Flagler Business School. The summer before junior year, she interned at PNC Capital Markets in Charlotte in the Derivative Products Group. The summer before sophomore year, Aimee interned in financial services in Beijing, China. Last summer, Aimee interned in JP Morgan’s Investment Bank in New York, where she will be returning full-time after graduation. |
DANIEL RUE UNC '15 |
Daniel is a senior undergraduate at the University of North Carolina, where he is a Morehead-Cain Scholar. Daniel is majoring in Economics and minoring in Computer Science and Business Administration at UNC’s Kenan-Flagler Business School. During the summer of 2012, he worked on micro-finance projects and public health initiatives for Warm Heart Worldwide, a non-profit organization in northern Thailand. In the summer of 2013, Daniel was an intern at Matter Ventures, a San Francisco startup accelerator investing in early-stage media and technology ventures. At UNC, Daniel directed the development of an innovative website for Carolina Creates, a student organization that invests capital and other resources in creative campus projects. Last summer, Daniel interned in Morgan Stanley’s Investment Banking Division in New York City. After graduation, Daniel will be joining McKinsey & Company in Atlanta. |
DAVID RUSSELL UNC '15 |
David is a senior undergraduate at the University of North Carolina, where he is a Morehead-Cain Scholar. David is majoring in Economics and History, and minoring in Business Administration at UNC’s Kenan-Flagler Business School. The summer before last, he was an intern at Global Endowment Management, a Charlotte based Asset Manager that acts as a fund of funds while also conducting co-investments. At UNC, David has served as a Managing Associate for the student run Honor System and is also the Head Fundraiser for the Student Enrichment Fund. Last summer, David interned in Goldman Sachs’s investment banking division in New York City. Next year, David will be working for Bain & Co. in Washington, DC. |
SUTTON ALFORD BSBA '15 |
Sutton is a senior undergraduate at the University of North Carolina, where he is studying Economics and Business Administration at the Kenan-Flagler Business School with a concentration in Corporate Finance. Sutton has previously held internships in Finance at Marine Chevrolet Cadillac in Jacksonville, North Carolina and at Burke & Herbert Bank in Alexandria, Virginia. The summer before Junior year, Sutton studied Public Finance and European Economic Integration at the London School of Economics. In his spare time, Sutton is a member of the Club Lacrosse team and enjoys playing the guitar. Last summer, Sutton interned in J.P. Morgan’s investment banking division in New York City, where he will be returning full-time after graduation. |
Class of 2014
JAMES BOYD MBA '14 |
James graduated with a BSBA from UNC Kenan-Flagler in 2008. After graduation, James joined the Consumer & Retail investment banking group of Jefferies & Company where he advised corporate clients on a number if high yield debt offerings, private placements, corporate restructurings and public equity offerings. Prior to business school, James worked as an Associate at Fireman Capital Partners, a boutique private equity firm in Boston, MA, where he worked to evaluate and structure investments in the branded consumer products industry. He expanded his experience in the retail and consumer products space this past summer as an intern for David Yurman in Manhattan. |
TY COLPINI MBA '14 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Ty was an Associate in the Real Estate group at Harvard Management Company (Harvard’s endowment). While at HMC, he played an active role in all aspects of the investment process, resulting in over $300M of direct property acquisitions and over $150M of commitments to closed-end private equity funds. Prior to HMC, he worked as an Analyst at EDENS, a REIT. At EDENS, he had the opportunity to work closely with the CFO and MD of Capital Markets to underwrite and execute various capital markets and strategic transactions. Ty holds a B.A. in Business Economics from Wofford College. Last summer, Ty joined Edgeview Partners as an Investment Banking Summer Associate in Charlotte, NC. After graduation in May, Ty will be working in Jefferies’ Real Estate, Gaming & Lodging group. |
TIM STEFANOU MBA '14 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Tim was a Senior Consultant within the Disputes and Investigations practice of Navigant Consulting. While with Navigant, he assisted clients to strategically present their accounting and financial positions in response to various regulatory and legal inquiries. Prior to his work at Navigant, Tim was a Senior Associate at PricewaterhouseCoopers in the Financial Services Assurance practice. At PwC, Tim worked with clients that included large financial institutions and private equity funds. Tim holds a B.S.B.A. from the McDonough School of Business at Georgetown University. He is also a licensed Certified Public Accountant. Last summer, Tim worked with one of our most valuable co-investor relationships, Halifax Partners, as an intern in their office in Washington, D.C. |
NISHANT VEMPATI MBA '14 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Nishant headed the Business Consulting practice at Carpediem Management Consulting Pvt. Ltd., a boutique consulting practice based out of Bangalore, India. While at Carpediem, Nishant successfully led several cross functional consulting teams across diverse assignments, ranging from functional strategy redesign for a global consulting giant to an organization systems overhaul for the country’s largest radio service taxi provider. In addition, Nishant has also worked with a number of family run and privately held enterprises across the country, transforming them into leading regional brands. Nishant received a B.Com (Bachelor of Commerce) from Bangalore University, where he majored in Financial and Management Accounting, following which he worked in the fields of statutory, tax and internal audit for three years. Last summer, Nishant worked in the Leveraged Finance group with Bank of America Merrill Lynch in Charlotte, where he will returning full-time after graduation. |
ALEXANDER BELOKOPYTOV UNC '14 |
Alexander is a senior Robertson Scholar at the University of North Carolina and Duke from Australia, studying Computer Science and Economics. During his Sophomore summer, he interned at Indochina Capital in Vietnam with the Real Estate Investment and M&A Advisory teams. During the summer of 2011, Alexander was a volunteer intern in New Orleans for Marketumbrella.org, a non-profit incubator. Alexander is the President of the UNC Men’s Rugby Club, and in his spare time he plays piano and squash. Last summer, Alik worked for Bank of America Merrill Lynch in the Real Estate, Gaming and Lodging group within Investment Banking in New York City, and he will be returning full-time upon graduation. |
ROBERT JONES BSBA '14 |
Robert is a senior undergraduate at the University of North Carolina, where he is studying Business Administration at the Kenan-Flagler Business School with a concentration in Finance, in addition to his minor in History. For the past two summers, he interned in the Asset Management arm of Goldman Sachs’s Investment Management Division. Prior to that, Robert also worked as a summer analyst at Keane Capital Management, a hedge fund in Charlotte focusing on small-cap public equities. Robert currently serves on the University’s Undergraduate Honor Court and previously was President of the Carolina Challenge, the University’s premiere student-led entrepreneurship competition. After graduating from the University in May, Robert will join J.P. Morgan’s investment bank in its Financial Institutions Group in New York City. |
WILSON ORR BSBA '14 |
Wilson is a senior undergraduate at the University of North Carolina, where he is a Robertson Scholar. Wilson is studying business administration at the Kenan-Flagler Business School and will graduate with a concentration in corporate finance. Wilson has held previous internships at an investor relations consultancy firm in London and a non-profit small business consultancy firm for minority and women-owned businesses in New Orleans, LA. While at UNC, Wilson has served as the Co-Director for UNC’s largest 5K annually, the Eve Carson Memorial 5K for Education, and the Chief Executive Officer of the Carolina Challenge, the University’s premiere student-run entrepreneurship and business plan competition. This past summer, Wilson interned for J.P. Morgan’s Investment Banking Division in the Diversified Industrials group in New York City, and he plans to return fulltime upon graduating. |
Class of 2013
JEFF BICKSLER MBA '13 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Jeff was a Senior Associate within the Mergers and Acquisitions practice of PwC. While with PwC, he helped create and implement tax efficient structuring, strategic acquisition, and exit strategy alternatives for acquisitions, debt placements, and recapitalizations for both private equity and strategic clients. Jeff also performed due diligence for buy and sell side clients in a variety of transaction structures across multiple industries. Jeff holds a Master of Accountancy and B.B.A. from the Terry College of Business at the University of Georgia. He is also a licensed Certified Public Accountant. Jeff interned with Delegate Advisors, an independent and objective investment management and family office solution provider for select individuals, families, and institutions. Jeff now serves as Vice President of Investments with Nonami Enterprises, an Atlanta based single family office. |
GEORDY JOHNSON MBA '13 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Geordy worked at Johnson Management, LLC. His responsibilities included managing portfolio companies, equity and fixed income securities, and external private equity fund investments. Prior to joining Johnson Management in 2008, he worked for the Black Creek Group in Denver, CO and Mexico City. While at Black Creek, he underwrote potential single and multi-family developments in Mexico. He assisted in raising a $400MM fund from institutional investors for residential development in Mexico. Prior to joining Black Creek, Geordy was an Investment Banking Analyst in the Industrial Growth Group at Wachovia Securities. In this role, he created valuation models, evaluated financing and acquisition opportunities, participated in raising both private and public equity, and performed market analysis. Additionally, he held a summer internship at Allen & Company, LLC. Geordy graduated with a Bachelor’s degree in English from Washington & Lee University. Last summer Geordy interned with BlackRock as a Summer Associate in the Securitized Asset Investments Group in New York and focused on opportunities in commercial real estate debt. After graduation, Geordy will start full time with AvalonBay in Washington, D.C. |
SAGAR RATHIE MBA '13 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Sagar was at GlaxoSmithKline Pharmaceuticals in their Leadership Development Program. There, he developed sourcing strategies for their commercial, research & development, and manufacturing organizations. He has considerable experience evaluating small biotechnology firms for pipeline development and investment opportunities. Sagar holds a B.S. from the University of North Carolina at Chapel Hill in Biomedical Engineering, with a minor in Chemistry, and a M.S. in Engineering Management from Duke University. This summer, Sagar interned with Edgeview Partners in Charlotte and has accepted a full-time position with Edgeview beginning Summer 2013. |
GEORGE VINCENT MBA '13 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, George was an Associate at Xander Advisors, a New Delhi based, $1.8 BN private equity fund focused on real estate development and infrastructure investments throughout India. While at Xander, George was responsible for the project management of more than 2 million square feet of development, overseeing project design, financing, permitting, and construction. Prior to his work at Xander, George was an Associate at The JBG Companies; a Washington, D.C. based Real Estate Private Equity Fund with $4.7 BN equity under management. At JBG, he was responsible for the management of several mixed-use commercial real estate development projects through all phases of the development process. He holds a B.A. in History from The University Of Maryland. After graduating from Kenan-Flagler, he founded Ascalon Retail LLC to franchise several Capriotti’s sandwich restaurants in the greater D.C. area. |
TIA DAVIS UNC '13 |
Tia is a senior undergraduate at the University of North Carolina, where she is a candidate for Honors in the School of Journalism & Mass Communication and pursuing the Department of Economics’ Minor in Entrepreneurship. In 2011, Tia worked as a Spring Investment Banking Intern at Goldman Sachs and a Research Intern for the City of Cape Town’s Department of Economic Development in South Africa. During her time at Carolina, she was tapped into both the Order of the Golden Fleece and Order of the Grail-Valkyries for her contributions to the university community and academic climate. Tia spent two summers interning at J.P. Morgan Chase & Co.’s investment bank and will begin her career upon graduation as an Analyst for Global Capital Markets at Citigroup in their New York office. |
LEE GOEHRING BSBA '13 |
Lee is a senior undergraduate at the University of North Carolina, where he is a Chancellor’s Carolina Scholar. Lee is studying Business Administration at the Kenan-Flagler Business School, and will graduate with a concentration in Finance. This past summer, Lee interned in the Investment Banking Division at Morgan Stanley. Lee served as the Chief Executive Officer of the Carolina Challenge, the University’s premiere, student-run venture capital competition. He also has a background in community service, having founded a 501(c)(3) nonprofit organization aimed at rebuilding after-school facilities and improving computer literacy in underprivileged communities. Upon graduation, Lee will join Morgan Stanley full-time as an analyst in the Transportation Group in the Investment Banking Division at their New York office. |
JORDAN MEER BSBA '13 |
Jordan is a senior undergraduate at the University of North Carolina, where he is a Morehead-Cain Scholar. Jordan is studying Business Administration at the Kenan-Flagler Business School, and he will graduate with dual concentrations in Investing and Finance. In the summer of 2011, Jordan worked at Fox Point Capital Management, a Tiger Cub long/short equity hedge fund headquartered in New York. During the previous summer, Jordan was a volunteer intern for both the Robin Hood Foundation and Trinity Wall Street in New York. Jordan has a background in technology, entrepreneurship, and investing, having founded a technology start-up and managed a personal hedged investment portfolio. Upon graduating, Jordan will begin his career with Goldman Sachs as an Analyst within their multi-strategy hedge fund, Liberty Harbor, in New York. |
Class of 2012
JON CUMMINGS MBA '12 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Jon was a Senior Development Analyst at The JBG Companies; a Washington, D.C. based Real Estate Private Equity Fund with $4.7 BN equity under management. At JBG, he was responsible for the management of mixed-use commercial real estate development projects through the phases of acquisition, design, permitting, financing, construction and disposition. Representative delivered or under-construction projects include: a 625-key dual brand Marriott hotel; two LEED Certified Class A office buildings; and a three-phase residential land development. Prior to joining the firm in 2007, Jon was a Portfolio Analyst in the Real Estate and Rediscount Commercial Lending Group at CapitalSource Finance, where he managed hard money and mezzanine credit facilities. He holds a B.A. in Government from Georgetown University and was a three-year starter for the football team. In the Summer of 2011, Jon interned at Morgan Stanley in their Real Estate Investment Banking Group in New York. Jon currently works for Westbrook Partners as part of their acquisition team in New York. |
JOHN FISCELLA MBA '12 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, John was an Associate within the investment banking division of Citigroup. Over the course of five years, he gained significant buyout and capital markets transaction experience having worked in both Financial Sponsors Coverage and Equity Capital Markets. John holds a B.A. from the Brown University, with a concentration in Business Economics. He also completed the General Course study abroad program at the London School of Economics. He interned this summer at PIMCO in the Account Management Group, and will return to Newport Beach to join them following graduation. |
JAYSON PUNWANI MBA '12 |
Jayson is currently an Associate with Pappas Ventures, a life science venture capital firm with more than $350 million in capital under management. |
DANIEL WARD MBA '12 |
Daniel is a second year student in the MBA program at UNC Kenan-Flagler Business School. Previously, Daniel was employed at SunTrust Robinson Humphrey as an Analyst in the Corporate and Investment Banking division where he spent time in both the Financial Institutions and Diversified client coverage groups. Daniel’s previous experience also includes summer internships at Bank of America Merrill Lynch and McGuire Woods Capital Group. He earned a B.A., in Economics from Washington & Lee University. After graduation, Daniel will be returning to the investment banking division of Bank of America Merrill Lynch in New York. |
KYLE FITZGERALD BSBA '12 |
Kyle is a senior undergraduate at The University of North Carolina, where he is studying Economics and Business Administration at the Kenan-Flagler Business School. He interned as an analyst in both the fall of 2010 and spring of 2011 providing deal sourcing support at White Oak Partners in Raleigh. Kyle interned in the investment banking and capital markets division of Wells Fargo Securities during the summer and will join the financial sponsors group at Wells Fargo Securities in New York following graduation. |
GREGOR MACLENNAN UNC '12 |
Gregor is a senior undergraduate at The University of North Carolina, where he is a British Morehead-Cain Scholar. He is a Political Science major and he is also pursuing minors in Latin and Business Administration at the Kenan-Flagler Business School. During the summer of 2010, Gregor interned with Nomura Asset Management in Singapore. During the Fall of 2010, he studied abroad at the University of Hong Kong. This summer, Gregor interned in the Real Estate and Lodging Investment Banking Group at Bank of America Merrill Lynch in New York City. He will start full-time in the Natural Resources Investment Banking Group at Morgan Stanley in New York. |
RUSSELL MARTIN UNC '12 |
Russell is a senior undergraduate at The University of North Carolina, where he is studying Economics and Philosophy. He interned as a Summer Analyst in the Securities division at Goldman Sachs in New York during the summer of 2010, where he rotated on the Municipal Trading, Cross Asset Sales and Prime Brokerage desks. Russell returned to Goldman Sachs for a second internship in 2011, where he rotated on the FX, Commodities, and Rates desks. Russell accepted an offer on the Commodities trading desk (J.Aron), and he will be joining their New York office following graduation. |
MATT MILLER UNC '12 |
Matt is a senior undergraduate at The University of North Carolina, where he is studying Economics and Chinese with a minor in Business Administration at the Kenan-Flagler Business School. As a Morehead-Cain Scholar, Matt spent eight weeks teaching English as Huaguang Girls’ School in Nanning, China during Summer 2009. During the summers of 2010 and 2011, Matt interned at Goldman Sachs (New York) in the Sales & Trading rotational program, and he has accepted an offer to join the Principal Funding & Investments desk in their Securities Division following graduation. |
Class of 2011
ANDREW GRAVES MBA '11 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Andrew was an Assistant Vice President in the Mergers & Acquisitions Group of Zurich Financial Services. His responsibilities included sourcing, structuring, and negotiating M&A transactions from an insurance and risk management perspective. Prior to joining the firm in 2007, Andrew was an Associate at Siguler Guff & Co., a New York based Private Equity firm. Prior to that, he was a Financial Analyst in the Financial Restructuring Group at Houlihan Lokey Howard & Zukin. Andrew holds a B.S. from the Wayne Calloway School of Business at Wake Forest University, with a concentration in Finance. Andrew interned in the Investment Management Division of Goldman, Sachs & Co. during the summer of 2010 and has joined Goldman Sachs’ Investment Management Division - Private Wealth Management following graduation. |
BRAD HUDSON MBA '11 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Brad was a Vice President with BB&T Capital Markets, where he assisted in the establishment of the firm’s structured products platform and advised executive management on strategies for distressed and non-performing assets. Prior to joining BB&T Capital Markets, Brad was an Associate with Banc of America Securities, where he worked in Real Estate Investment Banking and Global Structured Products. He holds a B.S. in Business Administration from the University of North Carolina at Charlotte. Brad interned with Wexford Capital, a private equity sponsor in Greenwich, Connecticut with more than $6 billion under management. He joined U.S. Farm Realty Trust following graduation. |
ELIZABETH KELLY MBA '11 |
Prior to pursuing her MBA at the UNC Kenan-Flagler Business School, Elizabeth was an investment analyst at Pappas Ventures, a life science venture capital firm managing $350 million in capital across four venture funds. She gained exposure to all aspects of the venture business, including launching and raising a $105 million fund, and managing the firm’s deal flow, participating in due diligence efforts to see eight deals materialize into portfolio companies. A double major, she holds a B.A. in both Management and Spanish from the University of North Carolina at Chapel Hill. During the summer of 2010, Elizabeth worked in Business Development for Liquidia Technologies, a venture-backed biotechnology company located in Research Triangle Park, NC. She joined Chimerix, a venture-backed biotechnology firm based in Durham, following graduation as the Manager of Strategic Planning and Corporate Development, reporting directly to the CEO. |
TREY LAMBERT JD/MBA '11 |
Prior to pursuing his JD/MBA at the University of North Carolina’s Kenan-Flagler Business School and School of Law, Trey was an analyst with BB&T Capital Partners, where he invested equity and mezzanine capital in a variety of transactions. He holds a B.S. in Business Administration and a B.A. in Economics from the University of North Carolina. Trey was a Summer Associate with Womble Carlyle Sandridge & Rice during the summer of 2009, interned with The Halifax Group during the summer of 2010, and was a Summer Associate with Latham & Watkins during the summer of 2011. Though his active role with the fund has ended, Trey will continue to provide advice through his graduation in 2012. |
ANDY WRIGHT MBA '11 |
Prior to pursuing his MBA at the University of North Carolina’s Kenan-Flagler Business School, Andy was a Manager in Grant Thornton’s Transaction Advisory Services practice, where he performed financial due diligence and provided transaction support for strategic and financial buyers. He holds a B.A. from Davidson College and a master of accountancy from the University of North Carolina at Wilmington’s Cameron School of Business. He is a CPA licensed in North Carolina. Andy interned in the investment banking and capital markets division of Wells Fargo Securities during the summer of 2010 and joined the mergers and acquisitions group at Wells Fargo Securities following graduation. |
ERIN GRAY BSBA '11 |
Erin was an undergraduate at The University of North Carolina, where she studied economics and business administration at the Kenan-Flagler Business School. She was a finance intern in the corporate accounting division at Wachovia in Charlotte during Summer 2008, and participated in the Barclays Capital Wall Street Scholars Program in January 2009. Erin interned in the consumer and retail investment banking division at Bank of America Merrill Lynch in New York during the summer of 2010. Erin joined Morgan Stanley’s investment banking division following graduation. |
BRIAN STOCKTON BSBA '11 |
Brian was an undergraduate at The University of North Carolina, where he studied economics and business administration at the Kenan-Flagler Business School. Brian interned as a summer analyst at the boutique investment bank VRA Partners in Atlanta, GA during the Summer 2009. Brian interned in the investment banking division at UBS Securities in New York during the summer of 2010 and joined UBS’s leverage finance group following graduation. |
Class of 2010
RAY DELAUGHTER MBA '10 |
Prior to his MBA at the UNC Kenan-Flagler Business School, Ray spent six years in real estate development at Terra Craft, Inc., where he focused on due diligence activities. At Terra Craft, Ray initiated and closed on projects valued at more than $30 million. Ray also has experience in securities and futures trading and holds Series 7 and Series 3 licenses. Ray holds a BBA in Finance from Texas A&M University. Following graduation, Ray joined Deloitte Consulting. |
ZAC FROST MBA '10 |
Prior to his MBA at the UNC Kenan-Flagler Business School, Zac was a vice president in client development for First Data (KKR portfolio company). He previously worked at West Corporation in the M&A and strategy team, which led the company’s acquisition efforts and coordinated taking the company private. He started his career in investment banking with Banc of America Securities LLC, where he was an analyst and subsequently an associate. He holds a B.A. from Bowdoin College and was a varsity soccer letter winner. Zac interned with The Halifax Group during the Summer 2009 in Washington, DC. Following graduation, Zac joined Lazard Middle Market in Minneapolis, MN. |
MICHAEL KOPEIKIN MBA '10 |
Prior to his MBA at the UNC Kenan-Flagler Business School, Michael was an analyst at Morgan Stanley in New York City and an associate at Great Circle Capital, LLC in Stamford, Connecticut where he was involved in buyout and expansion capital opportunities in Southeastern Europe across the transportation, infrastructure and logistics sectors. He graduated with distinction with a B.S. and B.A. from the Robins School of Business at the University of Richmond, Virginia. He is a dual American and European citizen and speaks fluent Czech and French. Michael interned at Google, Inc. in Europe during the Summer 2009 where he was responsible for new business development and evaluated growth opportunities within the Central and Eastern European markets. Following graduation, Michael joined the Global Mergers & Acquisitions Group at Jefferies & Co. in New York City. |
VIRAT MEHTA MBA '10 |
Prior to his MBA at the UNC Kenan-Flagler Business School, Virat spent five years in Accenture’s consulting practice, where he helped clients improve their billing and collections processes, and implemented financial controls in preparation for SAS70 and SOX audits. Virat also managed large-scale IT transformations, including the outsourcing of billing, customer care, and call center operations to offshore delivery centers. Virat holds a B.S. in Computer Science with Distinction from the University of North Carolina at Chapel Hill. During the Summer 2009, Virat interned as a summer associate at Jacobs Capital, a boutique investment banking firm in Raleigh, NC. Following graduation, Virat joined Bank of America Merrill Lynch in their Technology, Media and Telecom Investment Banking group. |
ALLEN MASK UNC '10 |
Allen was a undergraduate at The University of North Carolina, where he studied media management and strategy in the UNC School of Journalism and Mass Communication. He participated in the Barclays Capital Wall Street Scholars Program in the Winter 2008 and interned as a summer analyst with the investment banking division at Goldman Sachs in New York during the Summer 2009. He joined Goldman Sachs following graduation. |
SWATHI PUTCHA BSBA '10 |
Swathi was a senior undergraduate at The University of North Carolina, where she studied business and finance at the Kenan-Flagler Business School. She participated in Credit Suisse’s Wall Street Immersion Program during the Summer 2008, and was a finance intern at Genworth Financial in Richmond, VA during the Summer 2009. Following graduation, Swathi joined the Global Macroeconomic Research division at Bank of America Merrill Lynch in New York. |
Class of 2009
ALLEN AVERY MBA '09 |
Before getting his MBA at the UNC Kenan-Flagler Business School, Allen worked for five years as a Producer for Super-Ego Games, a start-up video game developer. Prior to this, he worked for LivePerson, a software as a service provider, and for two mutual fund companies. Allen spent the Summer 2008 working with several local businesses as a Carolina Entrepreneurial Fellow. He attended the University of Virginia and received a B.A. in Interdisciplinary Studies. |
ERIC BOGGS MBA '09 |
Before his MBA at the UNC Kenan-Flagler Business School, Eric led sales and product initiatives at Bronto Software, an early-stage online marketing software provider. He spent the Summer 2008 consulting with three Durham-based technology start-ups as a Carolina Entrepreneurial Fellow. Eric received a B.S. in Business Administration from UNC-Chapel Hill. Following graduation, Eric launched Argyle Social - a software company that provides marketers and small businesses tools to manage and measure social media marketing efforts. |
LEWELYN D'SOUZA MBA '09 |
Before his MBA at the UNC Kenan-Flagler Business School, Lewelyn led product development teams at leading semiconductor companies, most recently for Altera Corporation. He also helped establish the first revenue stream for Helix Micro, a tech startup, in a consulting role. Lewelyn holds a M.S. in Computer Engineering from Iowa State. Lewelyn interned with Lehman Brothers during the Summer 2008 and joined Barclays Capital’s Investment Banking Division after graduation. |
KATE KITSOPOULOS MBA '09 |
Before her MBA at the UNC Kenan-Flagler Business School, Kate researched drug development, most recently at the Biotech start-up AlphaVax, Inc. Kate received a B.S. in Biology from Texas A&M University and a M.S. in Biotechnology from Pennsylvania State University. Kate interned with Deloitte Consulting during the Summer 2008 and joined Campbell Alliance, a life science consulting firm, as a Business Development Consultant after graduation. |
SARAH RUTLEDGE BSBA '09 |
Sarah graduated with a B.S. in Business Administration from Kenan-Flagler Business School. She interned with Banc of America Securities during the Summer 2008 in Charlotte, NC, and joined its Syndicated Loan Capital Markets group after graduation. |
MATT SMITH BSBA '09 |
Matt graduated with a B.S in Business Administration from Kenan-Flagler Business School. He interned with Morgan Keegan & Co. during the Summer 2008 in Atlanta, GA. During his time at UNC, he also interned at UNC Management Company - on the Private Investments Team. Matt is currently working as an Analyst with Morgan Keegan’s Investment Banking Group in Atlanta, GA. |
Class of 2008
KATE BLANCHARD MBA '08 |
For seven years prior to purusing her MBA, Ms. Blanchard was a Manager at Celerant Consulting, an operations and strategic consulting firm. During business school, Kate was a Carolina Venture Fellow at Hatteras Venture Partners, a life science focused venture capital firm in Durham, NC. Following graduation, she joined ArtusLabs (a Hatteras and KFPE portfolio company) as VP of Marketing and Product Management. |
CHRISTY FERGUSON MBA '08 |
Christy Ferguson received her Ph.D. in cognitive neuroscience at the University of Michigan, Ann Arbor and was a faculty member at Yale University prior to pursuing her MBA. During her time at Kenan-Flagler, she was a Carolina Venture Fellow at Golden Pine Ventures, a seed-stage biotechnology venture capital firm. Christy is now Director of Corporate Development at Labcorp. |
RD GAUSS MBA '08 |
Prior to attending Kenan-Flagler, R.D. spent two years as an associate with Harris Private Bank and two years as an analyst with BB&T Wealth Management in Washington, DC focusing on investment management for high-net worth clients. He spent the Summer 2007 as an investment banking associate at Morgan Stanley, where he has been working since graduation. He attended UNC-Chapel Hill and received a B.A. in economics and history. |
ANAND MAHESHWARI MBA '08 |
For seven years prior to pursuing his MBA, Anand was a Project Manager at HCL, a leading global technology and IT company and has worked with leading corporations in US, Europe and South Africa. He spent the Summer 2007 as a banking associate at ING DIRECT Securities working on strategy, valuation, and third-party fund selection for their mutual funds portfolio. He attended Indian Institute of Technology, Kanpur, INDIA and received a B. Tech in Materials and Metallurgical Engineering. Anand currently works for Mu Sigma, helping clients institutionalize analytics in their organizations. |
