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Jacksonville University 2800 University Blvd North
Jacksonville, FL 32211

(904) 256-8000

web@ju.edu

Our Team

Student Analysts

Bryan Shell

Bryan Shell, MBA 2018

Co-Portfolio Manager

Bryan Shell is a recent Spring’17 graduate from Jacksonville University where he earned his B.A. in Finance and Management. While pursuing his undergraduate degree, he maintained an accumulative 3.8 GPA, as well as having the honor to compete with three other team members, in the prestigious CFA Institute Research Challenge. Through hard work and dedication, they ultimately won the state challenge, providing them the opportunity to represent Florida and JU in the national competition held in Seattle, WA.

Now, Bryan is currently enrolled in the accelerated MBA program concentrating in accounting and finance, with a dual responsibility as the Co-portfolio manager for the Dolphin Student Investment Fund. He is very dedicated to following the amazing mentorship provided by the fund, in this continuous journey of connecting theory to practice. Bryan understands that finance is an ever-changing environment with endless variables. He hopes to utilize all current and future networks to gather/learn as much information about the wonderful finance industry. After graduating, he plans to pursue a career in investment banking.

 
Jamie Seim

Jamie Seim, EMBA 2018

Co-Portfolio Manager

Jamie is currently working on attaining an Executive Masters Business Administration graduate degree from Jacksonville University. His graduation is scheduled for April, 2018.

At Wells Fargo Advisors, Jamie attained his series 7 and 66 security registrations and 2-15 life, health and variable annuity insurance licenses, along with the designation of Certified Financial Planner™ Professional. Prior to joining the team at Wells Fargo Advisors, Jamie was born and raised in Grand Island, Nebraska. He attended the University of Nebraska at Kearney on a golf scholarship. After two years, he transferred on scholarship to the University of Arkansas at Little Rock, where he graduated cum laude with a Business Administration degree with a concentration in Finance & Economics., He achieved the “student of the year” honor in 2000. Jamie was “all conference” each year during his college golf career. He then played as a touring golf professional for five years on the NGA/Hooters Tour, Moonlight and Buy.Com Tours. After golf, he managed four different multimillion dollar hospitality businesses that provided high quality service to clients for six years.

Jamie loves to spend time with his wife, Dr. Lynsey Seim and his two daughters; Peyton (3) and Raegan (2).

 
John Downs

John Downs, DBA 2020

Analyst

John is originally from Fort Mitchell, KY. He enlisted to attend the U.S. Army Officer Candidate School following the completion of his graduate degree. After his commission and his specialty training as a Field Artillery Officer, he has held the most demanding positions available through three deployments to Iraq (1) and Afghanistan (2). In Iraq, he successfully led a platoon consisting of 23 soldiers with equipment valued at over $110,000,000 on countless combat patrols with zero loss of life or property. In Afghanistan, he managed 25 Senior Trainers charged with gathering the best practices and current tactics used in each Afghan province to improve pre deployment training for Army reserve personnel. His team’s efforts were instrumental in developing and implementing specific provincial training for every Provincial Reconstruction Team deploying to Afghanistan from 2010-2012. His career culminated at the rank of Captain prior to his retirement in 2014.

John has a Bachelor of Business Administration from Thomas More College and a Master of Public Administration from Northern Kentucky University. He is currently pursuing his Doctorate of Business Administration (DBA) at Jacksonville University. John has a strong passion for finance and has become the first student in the DBA program’s history to join the Dolphin Student Endowment Fund. He has enjoyed previous success as a private investor averaging over a 20% return on investment over the last four years. He has volunteered to participate in the CFA Research Challenge and looks forward to representing the school with distinction. His future career plans include completing the Chartered Financial Analyst certification process and becoming a Financial Advisor.

He currently resides in Jacksonville, FL. His interests include coaching high school boy’s basketball, following the University of Kentucky Men’s Basketball team, participating in Habitat for Humanity, international travel, and long walks on the beach with his dog, Josie.

 
Derek Andrake

Derek Andrake, MBA 2018

Analyst

Derek Andrake is entering the 2017 fall semester as an M.B.A candidate with a concentration in Finance. He also has made the transition from player to coach as Derek is now the Graduate Assistant Men’s Lacrosse Coach for Jacksonville University. He anticipates graduating in the summer of 2018. Prior to this school year Derek spent his summer everywhere but home, as he was traveling all across the nation recruiting top high school prospects in an effort to continue to build the men’s lacrosse program.

Derek’s career plan is to initially land an internship with an investment bank or wealth management firm. He then aspires to work in equity research with a high-quality firm. He eventually hopes to rise his way up to a management position and even higher for a well-respected bank or firm on Wall Street. Beyond job titles, Derek wants to create a lasting impact in his profession, as well as in his community, and be remembered as somebody who made a difference in people’s lives.

Currently, Mr. Andrake does not have any professional licenses, but he hopes to get his CFA in the very near future.

Derek was a member Jacksonville University’s men’s lacrosse team for four years and a half years until his career was cut short due to sustaining a multitude of concussions. At the start of his senior year he was given the honor of being a Captain of the program.

Derek was inducted to the National Society of Leadership and Success during his sophomore year. He also was recognized as a Top 40 student in the Davis College of Business at Jacksonville University. As mentioned above he also was captain of the men’s lacrosse team and now has the honor of being a part of the program’s star-studded coaching staff. He received a small yet generous scholarship from his local church in his hometown of Manlius, New York. The scholarship is known as the “Father Kevin Scholarship” named in honor of a former Priest. He also received an academic scholarship from the University.

As a former athlete, and now coach, Derek’s interests are deeply rooted in sports. Whether he’s competing or spectating he can always enjoy the competition of sport. Derek also enjoys music, history, the beach, and finance. His hobbies include cooking, reading, snowboarding, golf, and working out.

 
Emily Lucas

Emily Lucas, MBA 2018

Analyst

Emily Lucas is currently enrolled in the accelerated master’s program with a concentration in Accounting and Finance. She will be graduating with her MBA in August 2018. While an undergraduate at Jacksonville University, she was Treasurer of the Accounting Club, member of the National Society of Leadership and Success, Phi Kappa Phi and Beta Gamma Sigma. She graduated in spring 2017 with a bachelor’s degree in Accounting and she also received Latin honors of Summa Cum Laude. She was also on the Dean’s and President’s list throughout her time at Jacksonville University.

After graduation, Emily plans on pursuing her CPA license and work for a prestigious accounting firm. Currently she is working full-time as a staff accountant at Fanatics. There she meets with her team and discusses processes that need to be completed during month-end and dealing with bank reconciliations. Her previous work experience has given her skills such as being team-oriented, having effective communication, and gained an understanding of “peak” season and what all in entails at a company. Finance has always been of interest to Emily, however with her getting her bachelors in three years she found it difficult to double major. She hopes that the Dolphin Student Investment Fund will give her the opportunity to learn more about an area of finance and accounting that she has little knowledge about. She also plans on using this opportunity to broaden her network and gain knowledge that will last a lifetime.

 
Henry Crayton

Henry Crayton, MBA 2018

Analyst

Henry recently relocated to Jacksonville from New York. After 3.5 years on Long Island he graduated with a B.B.A majoring in Finance from Hofstra University in May 2017. At Hofstra he was a member of the Division One soccer program, helping the team win three regular season CAA titles and one CAA championship ring. In 2015 the team progressed to the second round of the NCAA tournament before losing to then #1 ranked Georgetown. In the classroom he also excelled as a member of the Honors College and achieved a 3.96 GPA.

In April 2017 Henry, alongside two business partners, beat out 98 teams to win the Hofstra Venture Challenge Business plan competition. Securing $20,000 cash for their business ‘CountryBox LTD’ a food based gift service for expats in America. The trio received further success at the Long Island Finals where they again came out on top, receiving another $10,000 and qualifying for the New York State Final. The work that went into both of these competitions began in October 2016 where the trio won $1000 in a two minute ‘shark tank’ style pitch competition for the same idea.

A native of New Zealand, Henry moved to America aged 17 on a soccer scholarship. He first came to Jacksonville in the summer of 2016 to pursue a Financial Planning and Analysis internship at Black Knight Financial Services. After the summer he worked remote from New York and is still working with the company’s Finance division throughout the MBA program.

Henry is excited to be working with the investment fund. His current role at Black Knight is corporate finance and he is excited to improve his investment side knowledge. Learning the practical skills and knowledge required to manage a real portfolio is an outstanding and unique opportunity. He is looking forward to building on his B.B.A foundation through the MBA and DSIF program and aims to achieve a wide range of job opportunities post-graduation in June 2018.

 
Muhammad Liaquat

Muhammad Liaquat, MBA 2018

Analyst

Muhammad graduated from the University of Florida with a Bachelors in Finance. After college, he interned for Wal-Mart Logistics as a Business Analyst. Following this further, he went on to work for Wal-Mart Logistics as the youngest member in the field leadership program. Muhammad has just begun his graduate program at Jacksonville University. He is pursuing his MBA with a focus in accounting and finance. He is poised to finish school in 2018. He plans on getting into the investment banking upon graduation. Muhammad is very excited to participate in the Dolphin Student Investment Fund (DSIF) because of the opportunity it will provide to learn valuable information from experienced professionals. He is eager to absorb all the information that the financial industry has to offer.

 
Liam O’Connor

Liam O’Connor, MBA 2018

Analyst

Liam O’Connor is currently an MBA candidate at JU with a concentration in Finance and Accounting, expecting to graduate in August of 2018. He recently graduated from JU in April of 2017, with two degrees, a BBA in Finance and a BBA in Management. Liam graduated Magna Cum Laude, with an overall GPA of 3.81, and was on the dean’s list almost every semester of his undergraduate career. He is also a member of the honor society Beta Gamma Sigma. Liam has been a student athlete all four years at JU, as a member of the Men’s Soccer team, and will continue on the team while he is getting his MBA. Liam is a member of the Men’s Soccer team’s Leadership Council, being placed in a leadership role on the team with the Captain, providing guidance and weighing in on decisions with the coaches. During his time at JU, he has held various internships, the most recent at Black Knight Financial Services. Throughout his internships he gained valuable skills and knowledge about the financial industry, in turn, sparking his interest in the industry. After getting his MBA, Liam plans to pursue a career in the financial industry, ideally in investment banking or private equity. Through the Dolphin Student Investment Fund, Liam hopes to gain a better understanding of the financial industry, what it takes to make it, and the tools necessary to be successful.

 
Paul Borah

Paul Borah, MBA 2018

Analyst

Paul Borah is currently employed with Fidelity Investments. He works as part of an advisory team for clients that have their investment portfolios managed by Fidelity discussing the economy, capital markets, and portfolio positioning with clients. Paul spends most of his day reviewing portfolios with clients on an annual basis to ensure the investment strategy we have in place is still the most appropriate for their current situation and long-term goals for the portfolio by assessing their investment time horizon, risk tolerance, and current financial situation. Paul has obtained the designation of Certified Financial Planner® and holds financial licenses Series 7, 63, and 66. Paul is very passionate around the financial industry and is excited to break into securities analysis to further expand his knowledge in the industry.

Prior to attending Jacksonville University for his MBA, Paul graduated from University of Central Florida in 2012 with an undergraduate degree in Business Administration. He grew up in the panhandle of Florida in Destin, and enjoys visiting his parents who still live there during summer holidays. During his free time Paul enjoys getting out onto the golf course, watching many different sporting events, Netflix shows, and spending time with his wife, Paige and dog, Newton.

 
Justin Chittum

Justin Chittum, BBA 2018

Analyst

As a Clearwater, Florida native, Justin grew up surrounded by the ocean and enjoy fishing and boating. Before attending Jacksonville University, he studied mathematics at St. Petersburg College (SPC) in Tarpon Springs, Florida. During his studies, he worked full-time for Davris Surveying, a well-known land surveying company. His duties included detailed record keeping, distance calculations, and daily reports to supervisors. He was also responsible for operating robotic, GPS, and Topcon equipment.

After receiving his Associate of Arts degree at SPC, he decided to pursue a dual major in Finance and Accounting at Jacksonville University. While maintaining a 3.6 GPA, he also work as tutor in the library center where he helps students in courses such as calculus and upper level finance and accounting courses. In Spring 2017, Justin was elected as the Vice President of the Accounting Club, where the main focus is to connect students to business leaders of major tax and accounting firms. His duties include outreach to new accounting/financial firms, recruiting new student members, and managing club funds. He will be graduating in the Spring 2018, and plans to become a Certified Public Accountant (CPA).

Upon graduation, Justin will have completed the required 36 upper level accounting courses to become a CPA during his undergraduate years. Justin especially enjoys helping people with taxes as well as giving advice on investments. His dedication towards becoming a CPA was recognized by Becker Professional Education, as he was selected to be their Campus Ambassador at JU. He was also awarded with a Becker Scholarship which honors prospective CPAs that demonstrate high moral character and strong leadership qualities. Justin would also eventually like to become a Chartered Financial Analyst (CFA) as he is very interested in the continuously changing stock market.

 
Maria Juliana Fueyo

Maria Juliana Fueyo, BBA 2018

Analyst

Maria Juliana Fueyo is an undergraduate senior from Argentina. She will be graduating with a double major in Finance and Economics in the spring of 2018. During her time at Jacksonville University, she has been a member of the Women’s Golf Team and has been awarded All-American honoree for two consecutive seasons. Maria Juliana is also member of Beta Gamma Sigma Business Honor Society and Phi Kappa Phi National Honor Society. She is the treasurer of Omicron Delta Kappa Leadership Honor society, the golf representative in the Student-Athlete Advisory Committee at JU, and has been on the President’s Honor List for almost every semester. In 2016, Fueyo was recognized as one of Advantage Business Magazine’s Top 40 Students.

 
Matthew McCarthy

Matthew McCarthy, BBA 2018

Analyst

Matthew McCarthy grew up here in Jacksonville Florida and is a U.S. Navy Veteran with years of leadership experience. He studied and earned a Bachelor of Science in Technical Management at Embry Riddle Aeronautical University and worked in the Aerospace Industry before becoming a JU Dolphin. Passionate about Finance, the move to become a Dolphin was made easier by the encouragement and avid support of his wife, also a JU Alum. Matt is excited to be pursuing an education in Finance, especially the investment sector and plans to pursue work within that field. In his free time, Matt enjoys playing golf and spending time with his family. Grateful for the experience to be on the Dolphin Student Investment Fund, Matt looks forward to contributing to this highly successful team.

 
Mitchell Parker

Mitchell Parker, BBA 2017

Analyst

Mitchell is a Canadian international student-athlete. Having attended Jacksonville University for four years, he is set to graduate in December with a major in accounting as well as a minor in finance. During his time at JU he successfully juggled his studies and responsibilities of being a contributing member of the men’s lacrosse team, including being named one of the team captains in his senior year. During that same year, he improved his overall GPA to a 3.51 by achieving a 2016-17 cumulative GPA of 3.9. This summer, Mitchell participated in Black Knight’s summer leadership program as an intern. While working in their accounting and finance department, Mitchell’s main task was preparing Black Knight for the implementation of the new ASC 606 revenue recognition standards that are set to be applied nationwide on January 1, 2018. He worked closely with his manager to help formulate and build pricing models for several functions within their top selling product. On top of Mitchell’s role in his department, he participated in two competitions among the interns at Black Knight; the Mortgage Lifecycle Video Competition and the Intern Group Presentation. Taking on the lead role in the Video Presentation and presenting the cost-benefit analysis in front of an auditorium full of Black Knight employees for the Group Presentation, Mitchell was an integral piece in both teams’ successes. Among the 13 groups competing in each project (over 60 total interns), he was the only intern to have both teams place 1st in their respective competitions. Before his internship came to an end, Mr. Parker was offered a position in the accounting and finance department throughout the school year. Upon graduation, Mitchell plans to sit for his CPA certification and jump right into his MBA in accounting/finance here at Jacksonville University all while working with Black Knight Financial Services. Having been extremely involved in lacrosse and other many other since the age of four, Mitchell’s interests heavily favor athletics and outdoor activities. Mr. Parker’s hobbies outside of school and work are comprised of lacrosse, hockey, golf, camping, hiking, fishing, the beach, reading, ancient history, and working out.

 
Nicholas Duch

Nicholas Duch, BBA 2018

Analyst

Nic Duch will be starting as an undergraduate senior this fall semester. He will graduate with a major in Finance and a minor in Economics in the fall of 2018. While at Jacksonville University, Nic has been on both the Dean’s List and the President’s list for multiple semesters. He has maintained a 3.86 GPA while also playing football for the University. Nic’s engagement with the football team includes assistance in the recruitment process for student athletes and their families. This past year he was voted to the leadership council where members worked directly with the head coach to address team issues. He is a member of Beta Gamma Sigma, an honor society for the nation’s top business students. To achieve this, he has positioned himself in the top 10% of his class in the college of business. This summer he is employed as a full-time paid intern at Black Knight Financial Services. Black Knight is a top provider of loan services and products in the mortgage industry. In this position, Nic will gain experience in project management and problem solving, while attaining insight into the financial sector. After graduating, Nic plans to earn his MBA with a concentration in Finance and will pursue a career in either wealth management or real estate investing. His goal with the student investment fund is to learn how to properly research and analyze the many components that make up the economy. Nic wants to gain understanding into all of the investment instruments available in the marketplace. He realizes that the success of this fund and the support of the University has brought together the best people in the industry. He will use this opportunity to meet business professionals and learn from those with real world experience. In addition, Nic wants to learn from students currently in the fund and looks forward to engaging with fellow classmates.

 
Paige Warnock

Paige Warnock, BBA 2018

Analyst

Paige Warnock is an undergraduate senior working towards a dual major in Accounting and Finance. During her time at Jacksonville University she has held many leadership positions on campus such as Vice President of Finance for Alpha Delta Pi Sorority, Vice President of Panhellenic Council, President of the Accounting Club, and Vice President of Finance for Phinatics. She is also actively involved in the Florida Institute of CPA as their Student Ambassador and the Greek Honors Society Order of Omega. This summer Paige spent her time completing an internship with Macquarie Group on their Financial Control team. She plans to continue working with them part time during her senior year as a member of their Product Control team. With the valuable experience she gained from working at a global investment firm, she hopes to apply her experience and time to research new investment opportunities that will further the success of our portfolio. After graduation, Paige plans to pursue her MBA and CPA.

 
Ryan Smith

Ryan Smith, BBA 2019

Analyst

Ryan Smith is an undergraduate sophomore expecting to graduate in the Spring of 2019. Born in Hamilton, Ontario Canada, Ryan is a double major in Finance and Economics. An avid sailor, Ryan has travelled around North America competing in national and international regattas. After graduating from JU he plans to stay and earn his MBA, along with completing his CPA and CFA designations. Having been involved in a number of sports teams in the past, Ryan looks to bring his strong leadership and problem solving skills to DSIF. After completing all education, Ryan is planning to pursue his dream of starting a private wealth management firm in the Jacksonville area. Through DSIF, Ryan hopes to network with experienced professionals in his selected field; along with gaining further knowledge in financial analysis.

 
Yoichi Ito

Yoichi Ito, BBA 2018

Visiting Analyst (Exchange student from Waseda University, Japan)

Yoichi Ito is from Tokyo, Japan, and he is currently studying here at Jacksonville University through a study abroad program for the fall semester. He is a senior student at Waseda University back in Japan where he expects to graduate in March 2018. While attending Waseda University, he has been studying corporate finance as a major in the past 2 years and handed in the paper last December about Announcement Effect of Inclusion in New Index on Stock price and Trading Volume: JPX NIKEEI 400.

He has already received a full time offer from Société Générale in sale trading position, which is one of the largest French investment banks, where he plans to begin working there in April of 2018. In order to be fully equipped for this career, he would like to deepen his understanding of finance and stock market by engaging in the student investment fund at Jacksonville University. He believes that these experiences that are mentioned above would positively deepen the debate on the financial topic that we are going to have in the student investment fund here. Moreover, his relationship building skills that he acquired from studying abroad in Russia and his passion for delivering great results will enable him to contribute to the success of the student investment fund. He hasn’t had many experience of analyzing stocks but he promises that he will do his best to catch up as soon as possible and contribute himself to the student investment fund in many respects.

Since the age of 5 years old he has been involved in soccer and now that he is in college he plays it for fun twice a week. Other than soccer, he likes to play table tennis, bowling, and golf. However, during his stay in Jacksonville he wants to try some aquatic sports here because there is a river beside the campus. Please feel free to reach out to him if you have connections on how to get involved in events such as these. Also an Exchange Program between Waseda University and Jacksonville University has just started so if you have any questions about Waseda University, please feel free to ask him about it. He is here until the end of December 2017.