The Student and Foundation Fund (SAFF) at UNC has the dual purpose of meeting the investment mission established by the UNC Foundation and meeting the educational goals established by the Kenneth W. Monfort College of Business and the Department of Finance. The broad goals for each of these areas are identified as follows.Investment Mission:To support and augment UNC programs by responsible stewardship of the funds donated to the Foundation-- To promote growth of these in order to realize the greatest return on Foundation assets by building reserves and attracting new donors as a result of the responsible management of current funds.Educational Goal:To provide students with a opportunity to make real world decisions and gain experience in a critical area of finance. Also, to provide students with the opportunity to interact with business professionals while studying portfolio management and security analysisPositions Held:Special Projects Manager Fixed Income Manager

Duties: Creating cost basis and taxes due for clients’ investment and retirement planning.

Duties: Compiling and organizing cost histories of clients, calculating interest and coupon payments on bonds.