Thomas Goslee Email & Phone Number

Industrials

-Associate Manager for the largest undergraduate student-run portfolio consisting of 50 members that actively manages approximately $80 million in AUM.-Develop the fund’s macroeconomic outlook in an effort to identify the optimal portfolio allocation amongst the S&P 500 sectors-Energy, Materials, and Industrials sector analyst comprised of 12 analysts that present investment opportunities by creating DCF and Comps models, research reports, and pitchbooks that display trends, catalysts, risks, and other key investment findings

Dayton, Ohio, United States

-Operate alongside 20 other undergraduate students managing ~$2.1M investment fund with assets allocated across U.S. equity, international equity, fixed income, and alternative assets-Present investment proposals in an attempt to generate alpha against a custom benchmark (60% SPX, 20% ACWX, & 20% AGG)

Industrials

Cincinnati, Ohio, United States

-Assisted the equity and alternative portfolio strategy teams by providing fundamental equity research and analyses

Elk Rapids, Michigan, United States

-Involved in a variety of roles including: Watersport instruction, preparation and serving of food, and childhood day care services.

Bachelor'S Degree, Finance, General, Senior

Activities and Societies: Davis Center for Portfolio Management, Special Olympics Treasurer, Club Lacrosse

High School Diploma

Activities and Societies: I was involved in a variety of clubs and sports in high school. I played Lacrosse and Club Hockey all.