Portfolio Managers
Consumer & Retail
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Max Aurilio
Lead Analyst
Max Aurilio is a sophomore 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 Lead Analyst of the Consumer and Retail Sector. He previously served as an Associate Analyst in the Consumer & Retail Sector. His involvement outside of Leveraged Lion Capital includes Beta Alpha Psi Honors Society and the Penn State Finance Society. Some of his interests include The Beatles, 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.
Grace Berenato
Associate Analyst
Grace Berenato is a sophomore studying Accounting in the Smeal College of Business from Kennett Square, PA. She joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Consumer & Retail Sector. Her involvement outside of Leveraged Lion Capital includes Alpha Kappa Psi Business Fraternity. Some of Grace's interests include Seinfeld, coffee, and debit cards. She said that LLC has provided her with a community of driven peers and given her the confidence and skills necessary to excel in any professional opportunity she may find herself in.
Eshwar Tunga
Associate Analyst
Eshwar Tunga is a sophomore studying Finance with a minor in Management Information Systems in the Smeal College of Business from Bangalore, India. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Consumer & Retail Sector. His involvement outside of Leveraged Lion Capital includes the Smeal Allocation Board and the Indian Culture Language Club. Some of his interests include Marvel, travel, cinema. He said that Leveraged Lion Capital has helped him hone his skills and also discover his passion. It provided a network of hardworking, driven individuals who teach him to be the best version of himself.
Energy
Ivan Sosa Montalvo
Lead Analyst
Ivan Sosa Montalvo is a sophomore 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 an Associate Analyst in the Energy Sector. He will be interning at Bank of America in their Sales & Trading Division for the Summer of 2023. 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.
Olivia Ouyang
Associate Analyst
Olivia Ouyang is a sophomore studying Finance with a minors in Chinese and Business Law in the Smeal College of Business and the College of Liberal Arts respectively, from San Diego, CA. She joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Energy Sector. She interned at Palomar Insurance in their Fixed Income Division for the Summer of 2022. Her involvement outside of Leveraged Lion Capital includes the Alpha Kappa Psi Business Fraternity. Some of Olivia's interests include Skiing, sunsets, and boxing. She said that Leveraged Lion Capital has helped her discover what she is interested in and provided her with a group of motivated and driven people. She has already learned so much from the interview process and wants to continue developing herself professionally.
John Brownstead
Associate Analyst
John Brownstead is a freshman studying Engineering Science with minors in Statistics and Computer Science in the the Eberly College of Science. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Energy Sector. His involvement outside of Leveraged Lion Capital includes Formula Racing and Nittany AI. Some of John's interests include swimming, cooking, and chess. He said Leveraged Lion Capital provided the opportunity that has allowed him to develop a firm understanding of credit markets and Wall Street. LLC has capitalized on learning from and connecting with all members of the organization.
Healthcare
Luke Zoll
Lead Analyst
Luke Zoll is a sophomore 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 Lead Analyst in the Healthcare Sector. Luke previously interned for Upper Gwynedd Township's Parks and Recreation Deprartment. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society and PSU Ambulance. Some of Luke's interests include traveling, volunteering, and gokarting. 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.
Trevor Carney
Associate Analyst
Trevor Carney is a sophomore studying Finance in the Smeal College of Business from Sewickley, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Healthcare Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society and the Penn State Sports Analytics Club. Some of Trevor's interests include Pittsburgh & PSU sports, hiking, and international relations. He said that Leveraged Lion Capital has surrounded him with talented and like-minded people while providing an avenue where he can develop skills that help himgrow personally and professionally.
Charles Loose
Associate Analyst
Charles Loose is a freshman studying Finance in the Smeal College of Business from Lancaster, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Healthcare Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Snowboarding Club. Some of his interests include soccer, snowboarding, and lifting. He said that Leveraged Lion Capital has provided him with an opportunity to further himself both personally and in his career, which he said is done by being surrounded by similar people, being pushed by his piers, and by being mentored by senior members.
Industrials
Nihar Kalikota
Lead Analyst
Nihar Kalikota is a sophomore 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 Lead Analyst of the Industrials Sector. He previously served as an Associate Analyst in the Information Technology Sector. His involvement outside of Leveraged Lion Capital includes Happy Valley Venture Capital and Movin On. Some of Nihar's interests include TV, writing, and playing basketball. 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 pushe him to be the best version of himself
Emma Reach
Associate Analyst
Emma Reach is a sophomore studying Finance in the Smeal College of Business. She joined Leveraged Lion Capital in the Fall of 2022 and currently serves as an Associate Analyst in the Industrials Sector. She previously served as an Associate Analyst in the Energy Sector. Emma interned at Jaan Health in their Finance Department Her involvement outside of Leveraged Lion Capital includes Women in Business. 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.
Terrance McCoy
Associate Analyst
Terrance "TJ" McCoy is a sophomore studying Economics and International Politics with a minor in French in the College of Liberal Arts from Coatesville, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Industrials Sector. He is interning at Poolit in their Investments and Operations Divisions. His involvement outside of Leveraged Lion Capital includes Happy Valley Venture Capital and the Black Male Leadership Symposium. Some of TJ's interests include Music production, writing/poetry, geopolitics, history, philosophy. He said that Leveraged Lion Capital has helped him develop his knowledge, work ethic and soft skills and has surrounded him with people who challenge him to be the best version of himself everyday.
Information Technology
Peyton Brezski
Lead Analyst
Peyton Brezski is a sophomore 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 Lead Analyst of the Information Technology Sector. He previously served as an Associate Analyst in the Information Technology Sector. Peyton will be interning at Citigroup in their Sales & Trading Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital include Delta Sigma Pi business fraternity, and Peck's Markets. Some of Peyton's interests include Biking, snowboarding, and playing guitar. 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
Jake Whittaker
Associate Analyst
Jake Whittaker is a sophmore studying Finance in the Smeal College of Business from Lancaster, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Information Technology Sector. His involvement outside of Leveraged Lion Capital includes Alpha Kappa Psi business fraternity and Sapphire Leadership Academic Program. Some of Jake's interests include soccer, music, and golf. He said that Leveraged Lion Capital has helped to prepare him for any career path in the world of business, and taught the importance of networking, time management, and attention to detail.
Alex Kornblatt
Associate Analyst
Alex Kornblatt is a freshman studying Finance in the Smeal College of Business from Paoli, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Information Technology Sector. Some of Alex's interests include soccer, surfing, and golf. He said that Leveraged Lion Capital has given him the opportunity to work with, and learn from like minded and intelligent individuals. It has helped develop his professional skills in Finance while providing him with a great network of friends and professionals.
Materials
Nick Skiadas
Lead Analyst
Nick Skiadas is a sophomore studying Accounting in the Smeal College of Business from Warren, NJ. He joined Leveraged Lion Capital in the Fall of 2022 and currently serves as the Lead of the Materials Sector. Previously, he served as an Associate Analyst of the Materials Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society and Sports Business Club. Some of Nick's interests include New York Sports, golf, soccer, and crime documentaries. He said that Leveraged Lion Capital has given him the opportunity to work with like-minded individuals to help him grow in both a personal and professional manner.
Andy Cramer
Associate Analyst
Andy Cramer a is a sophomore studying Finance with a minor in Economics in the Smeal College of Business and the College of Liberal Arts respectively, from Hershey, PA. He joined Leveraged Lion Capital in the Spring of 2023 and he currently serves as an Associate Analyst in the Materials Sector. His involvement outside of Leveraged Lion Capital includes Alpha Kappa Psi and Real estate society. Some of Andy's interests include rock climbing, skiing, movies. He said that Leveraged Lion Capital has has given him the opportunity to work with like-minded individuals that push him to be the best version of himself.
Sid Sharma
Associate Analyst
Sid Sharma is a freshman studying Accounting in the Smeal College of Business from Downingtown, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst of the Materials Sector. His involvement outside of Leveraged Lion Capital includes the PSU Quants. Some of Sid's interests include working out, guitar, and football. He said that Leveraged Lion Capital provided him with many opportunities for him to succeed in my future career aspirations on Wall Street. It helped him establish a network, trained him in both hard and soft skills, and surrounded him with like-minded individuals destined for excellence in the future.
Media & Communications
David Harris
Lead Analyst
David Harris is a sophomore 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 Lead Analyst of the Media & Communications Sector. He previously served as an Associate Analyst in the REGAL-FIG Sector. David interned at Capital Insurance and Investment Planning Wealth Management. His involvement outside of Leveraged Lion Capital includes Club Basketball and Beta Sigma Beta Fraternity. Some of David's interests include soccer, basketball, and golfing. 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.
Will Percy
Associate Analyst
Will Percy is a sophomore studying Finance with a minor in Supply Chain Management in the Smeal College of Business from Philadelphia, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Media & Communications Sector. His involvement outside of Leveraged Lion Capital includes Philanthropic Fantasy Sports. Some of Will's interests include rowing, fantasy football, and Survivor. He said that Leveraged Lion Capital has given him knowledge of credit markets and develop professional skills that will help him throughout my career.
George Quarranttey
Associate Analyst
George Quarranttey is a freshman studying Finance in the Smeal College of Business from Netcong, NJ. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the Media & Communications Sector. His involvement outside of Leveraged Lion Capital includes the NABA. Some of George's interests include basketball, lifting weights, and hanging out with friends. He said that Leveraged Lion Capital has given him the opportunity to surround himself and learn from people who have similar goals as his. It has helped him establish a network of professionals, necessary skills for the career, and knowledge on credit markets.
Real Estate, Gaming & Leisure, and Financial Institutions Group
Daniel Alpert
Lead Analyst
Daniel Alpert is a sophomore 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 Lead Analyst of REGAL_FIG. He previously served as an Associate Analyst in the REGAL-FIG Sector. 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.
Caleb Binford
Associate Analyst
Caleb Binford is a sophomore studying Finance with a minor in Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Troy, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the REGAL-FIG Sector. His involvement outside of Leveraged Lion Capital include Tau Kappa Epsilon Fraternity. Some of Caleb's interests include snowboarding, cliff diving, traveling. He said that Leveraged Lion Capital has provided him with a network of like-minded ambitious individuals. Leveraged Lion Capital has offered the perfect environment to realize his potential as a professional. By providing him with the necessary resources and people, he has been able to expand his knowledge of technical financial skills and credit markets further than he could have ever imagined.
Zander Golden
Associate Analyst
Zander Golden is a sophomore studying Finance in the Smeal College of Business from Ewa Beach, HI. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the REGAL-FIG Sector. Zander interned at Bank of America in their Private Bank Division for the Summer of 2022. His involvement outside of Leveraged Lion Capital includes University Park Student Fee Board and the Real Estate Society (Treasurer). Some of Zander's interests include surfing, Rubix Cube, sushi.
Nick Patterson
Associate Analyst
Nick Patterson is a freshman studying Finance with a minor in International Business in the Smeal College of Business from Kennett Square, PA. He joined Leveraged Lion Capital in the Spring of 2023 and currently serves as an Associate Analyst in the REGAL-FIG Sector. His involvement outside of Leveraged Lion Capital includes CommRadio. Some of Nick's interests include Philadelphia Sports, photography, Star Wars. He said that Leveraged Lion Capital has introduced him to the world of credit markets and developed his knowledge through education and market sessions. They have also given him real world skills that are valuable and he will carry with him into the workplace.