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
MANAGING DIRECTOR 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
MANAGING DIRECTOR 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
MANAGING DIRECTOR 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
MANAGING DIRECTOR 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.
Abby Decker
DIRECTOR 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
DIRECTOR MBA '21
Mary is a first-year MBA candidate pursuing a concentration in Corporate Finance. 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
DIRECTOR 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.
Ben Palais
DIRECTOR MBA '21
Ben is a first-year MBA candidate pursuing a dual concentration in Corporate Finance and Capital Markets & Investments. 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.
Zackary Sutton
DIRECTOR MBA '21
Zack is a first-year MBA candidate pursuing a concentration in Corporate Finance. Prior to Kenan-Flagler, Zack was a Manager in the Portfolio Valuations 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. 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. This summer Zack will be interning in the Investment Banking Group at Bank of America in Charlotte.
UNDERGRADUATES
LAUREN LESHA
SENIOR ASSOCIATE BSBA '20
Lauren is a junior 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
SENIOR ASSOCIATE BSBA '20
Patrick is a junior 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
SENIOR ASSOCIATE BSBA '20
Henry is a junior 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
SENIOR ASSOCIATE BSBA '20
Akshay is a junior 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
SENIOR ASSOCIATE BSBA '20
Hunter is a junior 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.
Jack Dinges
ASSOCIATE BSBA '21
Jack is a junior 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 now serves as the Investment Banking Sector Co-Head for UFS and Vice President of the UNC Portfolio Management Team. Last summer, Jack spent two weeks studying abroad in Southeast Asia and interned for an accounting and advisory firm in Prague. This summer, Jack will complete the Harris Williams M&A Bootcamp in May and then intern in the investment banking division of Bank of America in New York. Outside of school, Jack enjoys traveling, playing golf, watching Game of Thrones, and cooking plant-based meals.
Andres Forero
ASSOCIATE BSBA '21
Andrés is a junior from West Chester, Pennsylvania studying business administration at the Kenan-Flagler business school as well as minoring 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 Striker Partners in Wayne, PA and at Opinno Consulting in Madrid, Spain. This upcoming summer, Andrés will be working in investment banking at Citigroup in New York. Outside of school, Andrés enjoys rooting for all Philadelphia sports, watching movies, and playing soccer and basketball.
David Hutto
ASSOCIATE BSBA '21
David Hutto is a junior 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 UNC Undergraduate Finance Society. In the past year, he has studied abroad in the Galapagos Islands and Hong Kong. This summer, David will be an investment banking summer analyst at Bank of America in New York. Outside of school, David enjoys hot yoga, tea time, and playing golf with friends.
Alex Jenkins
ASSOCIATE BSBA '21
Alex is a junior from Asheville, NC studying Business Administration at Kenan-Flagler Business School and minoring in Public Policy and Philosophy Politics and Economics. 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 Leedon Park Capital a lower middle market private equity firm in Charlotte, NC. Next summer Alex will be interning in New York for Aquiline Capital Partners, a private equity firm focused on financial services companies. Outside of school, Alex is an avid runner and enjoys playing basketball and reading.
William Lloyd
ASSOCIATE BSBA '21
William is a junior from Greensboro, NC studying Business Administration at the Kenan-Flagler Business School with a second major in Political Science. At UNC, William is the Vice President of the Reynolds Investment Fund and serves as Director of Consulting for the TAMID Group. This past summer, William spent two weeks studying abroad in Southeast Asia before interning with Falfurrias Capital Partners and Frontier Growth, both private equity firms in Charlotte, NC. In his free time, William enjoys playing golf and attending UNC basketball games.
Michael Smith
ASSOCIATE BA Economics '21
Michael is a junior from Charlotte, NC majoring in Economics with minors in Computer Science and Entrepreneurship. For the last 2 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 companies largest clients. Next summer he is working as an Investment Banking Summer Analyst at Stephens in Atlanta. Outside of school he enjoys developing algorithmic trading bots, traveling, fishing, and playing golf.
