Directors
Ivan Sosa Montalvo
Equity Research
Ivan Sosa Montalvo is a junior studying Finance with a minor in Supply Chain in the Smeal College of Business from The Woodlands, TX. He joined Leveraged Lion Capital in the spring of 2022 and currently serves as the Director of Equity Research. He will be interning at Bank of America in their Sales and Trading division for the summer of 2024. His involvement outside of Leveraged Lion Capital includes the Chi Phi Fraternity. Some of Ivan's interests include Peaky Blinders, traveling, and the Pittsburgh Steelers. He said that Leveraged Lion Capital has helped him by giving him the opportunity to be surrounded by individuals with goals similar to his who are all very willing to help him out, work on his presentation and communication skills, and greatly improve his attention to detail.
Pearse Kelly
FICC Research
Pearse Kelly is a junior studying Finance in the Smeal College of Business from Villanova, PA. He joined Leveraged Lion Capital in the spring of 2022 and currently serves as Director of FICC Research. He previously served as the Co-Director of PSFIA, the Lead Analyst of the Consumer & Retail Sector, and as an Associate Analyst in the Healthcare Sector. This summer, Pearse will be interning at Bank of America in the Research Division. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society. Some of Pearse's interests include the Phillies, country music, and reading. He said that Leveraged Lion Capital has equipped him with the necessary skills for a high-level career in finance, such as attention to detail, public speaking, and extensive market knowledge.
Peyton Brezski
Education
Peyton Brezski is a junior studying Finance in the Smeal College of Business from Pottstown, PA. He joined Leveraged Lion Capital in the fall of 2022 and currently serves as the Director of Education. He previously served as the Lead of the Information Technology Sector and as an Associate Analyst in the Information Technology Sector. Peyton will be interning at Citigroup in their Sales and Trading division for the summer of 2024. His involvement outside of Leveraged Lion Capital include Delta Sigma Pi business fraternity, and Peck's Markets. Some of Peyton's interests include mountain biking, the guitar, and the Philadelphia Eagles. He said Leveraged Lion Capital gives him incredibly valuable experiences that separate him from other candidates in a Wall Street interview, and it surrounded him with people who pushed him to work harder and smarter.
Nihar Kalikota
Portfolio Analytics
Nihar Kalikota is a junior studying Finance in the Smeal College of Business from Yardley, PA. He joined Leveraged Lion Capital in the spring of 2022 and he currently serves as the Director of Portfolio Analytics. This summer, Nihar will be interning at BNP Paribas in the Investment Banking division. His involvement outside of Leveraged Lion Capital includes Happy Valley Venture Capital and Peck's Markets. Some of Nihar's interests include playing basketball, reading comic books, and lifting. He said that Leveraged Lion Capital has really helped him develop his knowledge on debt markets as a whole. The organization has also taught him what it means to work in a professional setting. Additionally, LLC is surrounded by people who pushed him to be the best version of himself
Luke Zoll
PSFIA
Luke Zoll is a junior studying Finance in the Smeal College of Business from Lansdale, PA. He joined Leveraged Lion Capital in the fall of 2022 and currently serves as the Director of PSFIA. Luke will be interning at Morgan Stanley this upcoming summer in the Sales and Trading division. His involvements outside of Leveraged Lion Capital includes PSU EMS and Atlas. Some of Luke's interests include mountain biking, go-karting, and traveling. He said that during his time in Leveraged Lion Capital, he has had the opportunity to meet hardworking and like-minded individuals that have taken an interest in his personal story and goals. He has been pushed to be better both professionally and as an individual.
Emma Reach
Outreach
Emma Reach is a junior studying Finance in the Smeal College of Business from Kennett Square, PA. She joined Leveraged Lion Capital in the fall of 2022 and currently serves as the Director of Outreach. She previously served as an Associate Analyst in the Industrials and as an Associate Analyst in the Energy Sector. Emma will be interning at J.P. Morgan in the Sales and Trading division this upcoming summer. Her involvement outside of Leveraged Lion Capital includes Forté Foundation. Some of Emma's interests include reading, credit cards, and coffee. She said that Leveraged Lion Capital has given her the opportunity to develop a better understanding of debt markets as well as refine her technical skills. She said that within the organization, there are many intellectually curious people, and she is grateful that she gets to spend time with enthusiastic people.
Max Aurilio
Pitch Quality
Max Aurilio is a junior studying Finance in the Smeal College of Business from Lancaster, PA. He joined Leveraged Lion Capital in the fall of 2022 and currently serves the Co-Director of Pitch Quality. His previous positions include serving as the Lead of the Consumer & Retail Sector and as an Associate Analyst in the Consumer & Retail Sector. This summer, Max will be interning at Tudor, Pickering, Holt & Co. in the Investment Banking division. His involvement outside of Leveraged Lion Capital includes Beta Alpha Psi Honors Society and the Penn State Finance Society. Some of his interests include pool, video games, and working out. He said that LLC has given him a place to prove and develop his skills, an opportunity to learn more about his desired career, and a network of like-minded individuals that constantly motivate him to achieve his best.
Daniel Alpert
Pitch Quality
Daniel Alpert is a junior studying Finance and Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Bucks County, PA. He joined Leveraged Lion Capital in the spring of 2022 and currently serves as the Co-Director of Pitch Quality. He previously served as the Lead Analyst of REGAL-FIG and as an Associate Analyst in the REGAL-FIG Sector. This summer, Daniel will be interning at BNP Paribas in the Investment Banking division. His involvement outside of Leveraged Lion Capital include Penn State Finance Society and Delta Sigma Phi Fraternity. Some of Daniel's interests include swimming, chess, and poker. He said that Leveraged Lion Capital has given him the opportunity to gain experience within the financial world while also providing him with a significant boost in technical knowledge. It has also brought to him a network of individuals who are as motivated as him to have a successful career on Wall Street.
TJ Callan
Weekly Reports
TJ Callan is a junior studying Finance and Economics in the Smeal College of Business, from Smithtown, Long Island. He joined Leveraged Lion Capital in the spring of 2022 and currently serves as the Director of Weekly Reports. He previously served as a Co-Director of PSFIA. This summer, TJ will be interning at Bank of America in the Global Research division. His involvement outside of Leveraged Lion Capital include Peck's Markets and Phi Chi Theta. Some of TJ's interests include psychological thriller movies, cornhole, and the beach. He said that Leveraged Lion Capital has given him the opportunity to meet new friends with similar interests and expand his network, while also developing a unique skillset for a future career on Wall Street.
David Harris
Weekly Reports
David Harris is a junior studying Finance with a minor in Chinese in the Smeal College of Business and College of Liberal Arts, respectively, from Lafayette Hill, PA. He joined Leveraged Lion Capital in the fall of 2022 and currently serves as the Co-Director of Weekly Reports. He previously served as the Lead of Media and Communications and as an Associate Analyst in the REGAL-FIG Sector. David will be interning at TD Cowen in the Investment Banking division this upcoming summer. His involvement outside of Leveraged Lion Capital includes Club Basketball and Beta Sigma Beta Fraternity. Some of David's interests include soccer, basketball, and lifting. He said that Leveraged Lion Capital has given him the chance to work with and learn from like-minded individuals and mentors that have provided him with the necessary skills and knowledge to be successful in LLC and beyond for future internship and job opportunities.
Garrett Goodwin
Monthly Reports
Garrett Goodwin is a sophomore studying Finance in the Smeal College of Business from Frederick, MD. He joined Leveraged Lion Capital in the spring of 2022 and currently serves as Director of Monthly Reports. He previously served as the Director Equity Research, Lead Analyst of the Energy Sector, and Associate Analyst of the Media & Communications Sector. His involvement outside of Leveraged Lion Capital includes Alpha Tau Omega. Some of Garrett's interests include skiing, golfing, and lifting. This upcoming summer, Garrett will be interning at Bank of America in the Sales and Trading division. He said that LLC has given him the opportunity to develop himself professionally and it has given him a great network of people he calls friends, and hopefully people that he will work along side in his later life.
Dylan Verschleiser
Philanthropy
Dylan Verschleiser is a senior studying Finance with a minor in Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Berkeley Heights, NJ. He joined Leveraged Lion Capital in the fall of 2022 and currently serves as the Director of Philanthropy. He previously served as the Director of Weekly Reports and as an Associate Analyst in the Industrials Sector. Dylan previously interned at SkyPath Private and FactSet. This past summer, Dylan interned with Calder Capital in their M&A division where he will be returning for a full time position after graduation. His involvement outside of Leveraged Lion Capital includes Chi Phi Fraternity. Some of Dylan's interests include the New York Yankees, traveling, and trading. He said that LLC has not only provided him with many great friends and connections that go beyond the trading room, but the organization pushed him to expand outside my comfort zone and prepare himself for his career like no class ever could.