Southwestern

Engaging Minds, Transforming Lives

Financial Analyst

The Analysts

  • Derek Su - Portfolio Manager

    Derek SuAccounting Major

    The Portfolio Manager attempts to reduce the risk of the portfolio through the diversification of securities. The Portfolio Manager ensures that stocks add diversity to the fund by either adding exposure to new industries or by trying to lower the overall beta of the fund.

  • Lorena Roque - Economist

    Lorena RoqueEconomics Major

    The duties of the Economist include monitoring macroeconomic reports, and reporting any changes in the U.S. economy. Also, the Economist should follow general predictions for the U.S. economy and keep the Financial Analyst Program updated on Federal actions.

  • Hayden Deborah - Economist

    Hayden DeborahBusiness Major

    The duties of the Economist include monitoring macroeconomic reports, and reporting any changes in the U.S. economy. Also, the Economist should follow general predictions for the U.S. economy and keep the Financial Analyst Program updated on Federal actions.

  • Austin Smith - Accountant & Trader

    Austin SmithBusiness Major

    The Accountant maintains updated monthly records/spreadsheets of the portfolio standing. Each month, upon receiving the monthly statement, the Accountant must update the spreadsheet for purchases and sales that have occurred in that month, while accounting for interest, commissions, etc. The primary responsibility of the Trader is to act as a liaison between the Financial Analyst Program and the Business Office. The Trader secures transaction authorizations and turns them into the Business Office. The Trader must also keep track of buy/sell points assigned to each stock and make sure those trades happen in an appropriate amount of time.

  • John Gramza - Market Technician

    John GramzaBusiness Major

    The duties of the Market Technician include the study of current and past performances of major market indicators and portfolio holdings, and to forecast future price direction. The technician is also responsible for the timing of purchases and sells in correlation to what he forecasts and keeping other members of the Financial Analyst Program aware of current market trends.

  • Jacob Buckley - Public Relations

    Jacob BuckleyBusiness Major

    The Public Relations individual heads the FAP recruitment in the spring and communicates with faculty to introduce FAP to their students.

  • Katie Smithson - Statistician

    Katie SmithsonBusiness & Mathematics Majors

    The Statistician analyzes the statistical information within the research databases. The Statistician must inform the group of any fluctuations in their statistical analysis on a monthly basis.

    Katie is a current Senior from Katy, Texas. She plans to graduate in May of 2017 with a Bachelor of Arts in Business and Mathematics. Upon graduation, she hopes to capitalize on her strong mathematics and finance background in order to pursue a career as a Financial Analyst or Data Analyst. This is her second year as a member of the Financial Analyst Program. Last year she served as the Accountant, and she currently serves as the Statistician. Her career experience includes interning at software engineering firm AIB Inc. in Hurst, Texas throughout the summers of 2015 and 2016 as Project Manager for a team of Research and Development Interns for AIB. She also works as a high-school and college mathematics tutor for students in the surrounding Georgetown area. While at Southwestern, Katie has served as Philanthropy Chair of Zeta Tau Alpha and is the current Treasurer of the sorority. In addition, Katie is a member of Pi Mu Epsilon Math Honor Society and a past member of the SU Dancers and HEAT (Human, Environmental, & Animal Team). She also fulfilled her well-rounded experiences at Southwestern by studying Business and Mathematics abroad in London during the Fall of 2015.

  • Maranada Kahl - Secretary

    Maranada KahlEconomics Major

    The Secretary takes minutes during our weekly meetings. Other duties for the Secretary include e-mailing out the weekly minutes and being responsible for any written communications to the SU faculty, staff, and the public. 

    Maranda Kahl is an Economics major with a Business minor. She is involved in the Anthropocene cluster, on the Southwestern Tennis Team, VP of the Economics Club, and VP of the Zeta Chapter of Sigma Phi Lambda. She is passionate about international economics and is interested in careers related to international relations, economic development, and nonprofit organizations.

  • Sydney Rochelle - Annual Report Editor

    Sydney RochelleBusiness Major

    The Annual Report Editor is responsible for preparing the Program’s Annual Report.

  • Kyle Bandy - Webmaster

    Kyle BandyAccounting Major

    The Webmaster maintains the program website and updates changing information to be made available to site visitors. The Webmaster is also so responsible for maintaining and updating the Program’s Portfolio spreadsheet.