President/ Portfolio Manager
Collegiate Capital Investment Fund
University Of Rhode Island
Investment club at the University of Rhode Island for the URI Fraternity Managers' Association. Dealt with investing in long term growth opportunities. Whether that was in individual securities, ETF's, or fixed income. With analysts covering each sector of the market the portfolio was well diversified. At time of management the portfolio was valued around $110,000 and beating our benchmarks.Tasks:-Performed research and analysis on new securities for the portfolio-Utilized Microsoft Excel to compute intrinsic values of companies-Recruited new members to the club-Planned and implemented weekly goals-Executed all trading activity