Faculty and student leadership have been important to our success as an organization and long term growth.


Colin Jones, Faculty Director

Colin Jones (Ph.D. Pennsylvania State University 2013) is a Clinical Assistant Professor of Finance.  His research focuses on venture capital, mergers and acquisitions, and initial public offerings.  Prior to joining the Moore School of Business, he was a Visiting Assistant Professor of Finance at the College of William & Mary.  His professional experience includes time as an entrepreneur in the music industry, a research assistant in economic development, and an analyst at a venture capital firm.

Contact Information:                                                                                                                             colin.jones@moore.sc.edu                                                                                                         803-777-4900


Fall 2018 Executive Board

Lewis Wang, President

Lewis Wang, originally from Knoxville, TN, grew up playing competitive soccer and still enjoys watching and playing the sport.  He is a junior studying Finance, Economics, and International Business in the University of South Carolina Honors College.  During his freshman summer, Lewis interned at the search/permanent equity fund Bluegrass Equity and enjoyed learning about valuation and the negotiation process.  As a member of the Alpha Kappa Psi business fraternity, Lewis volunteers with the Palmetto Place Children’s Shelter and helps business students prepare for interviews. He will be interning with the SC Retirement Investment Commission (RSIC) in Columbia primarily assisting the Global Public Equities and Private Equity Investment Officers.  If you have any questions or would like to mock interview, feel free to email Lewis at lewwiswang@gmail.com.

Morgan Klenke, Vice President

Morgan Klenke, originally from Greensboro, North Carolina, studies Finance, Economics, and International Business at the University of South Carolina.  She enjoys the intricacies of finance and advocates combining the theoretical aspects of the CFIA with the technical applications practiced in The Carolina Fund.  After interning with in Pricing Analytics at LabCorp and Global Markets at GE Capital, Morgan is excited to work at Jefferies full-time as in Investment Banking Analyst.  Outside the classroom, Morgan enjoys sailing on the Gamecock Sailing Team, volunteering at a local orphanage, and playing soccer with friends.  She is currently studying at Bocconi University in Milan, Italy, but would be happy to answer any questions at mklenke@email.sc.edu. 

Kate Reid, Executive Board Member

Kathleen (Kate) Reid is a junior at USC studying Finance and International Business at the University of South Carolina. She is the President of the professional business fraternity Delta Sigma Pi and volunteers as a Show Choir Assistant Director at a local high school. Kate is also a member of the Finance Scholars Program, taking intensive finance courses emphasizing valuation and analytics. She has interned at Accenture in her hometown of Richmond, VA and has accepted an offer to intern at EY this summer. Aside from business, Kate enjoys hiking, video editing, and traveling, and looks forward to studying abroad next Spring through South Carolina's number-one ranked IB program. 

 


CFIA Alumni Highlights

Chris Arsenis, Deutsche Bank, IBD

Brenton Atcheson, Raymond James, IBD

Jeff Blethen, Jefferies, IBD

Mitch Braun, Situs, CMBS

Kevin Cartoski, SunTrust Robinson Humphrey, ABF

Matt Coleman, Barclays, Credit Risk

Johanna Eisenberg, Morgan Stanley

Dan Guerrera, EY, Financial Advisory

Jeff Havkey, Bank of America, Credit Risk

Melodie Hunt, Barrow Hanley, Equity Research

Dana Jeffers, Wells Fargo, IBD

Mark Kingsmore, McKinsey & Co.

Stephen Lestyan, Harris Williams, IBD

Anthony Lubrano, Wells Fargo Securities, IBD

Reid McGhee, Dickinson Williams & Co., IBD

Jeffrey Murphy, Bank of America, Credit Risk

Alex Pham, Wells Fargo Securities, IBD

Breanne Robinson, Bank of America, Credit Risk

Marcus Rush, Bank of America Merrill Lynch, IBD

Cooper Schorr, Wells Fargo Securities, IBD

Corby Selvey, South Carolina Retirement System Investment Commission

James Smith, Brookwood Associates, IBD

Russ Shoemaker, Jefferies, IBD

Vincent Statuto, Wells Fargo, ABF

Felician Stratmann, Morgan Stanley, DCM

Robbie Walters, Barclays, IBD

Jacob Zucker, S&P, Credit Ratings