Portfolio Managers

Media & Communications Group

Jia Chen
Lead Analyst

Jia Chen is a junior studying Finance with a minor in Economics from the Smeal College of Business and the College of Liberal Arts respectively, from Phillipsburg, NJ. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as the Lead Analyst of the Media & Communications sector. Jia previously served as an Associate Analyst in the Information Technology sector and the Consumer & Retail sector. This Summer, Jia will be interning at PNC in the Investment Banking division. His involvement outside of Leveraged Lion Capital includes the Delta Sigma Pi business fraternity and Wall Street Boot Camp. Some of Jia's interests include New York sports, cooking, and Marvel movies. He said that Leveraged Lion Capital has provided him the opportunity to learn about the fixed income markets and be surrounded by a network of highly driven individuals with similar interests and goals. 

Anthony Saggese
Associate Analyst

Anthony Saggese is a sophomore studying Finance with a minor in Economics from the Smeal College of Business and the College of Liberal Arts respectively, from Ithaca, NY. He joined Leveraged Capital in the Fall of 2019 and currently serves as an Associate Analyst in the Media & Communications sector. His involvement outside of Leveraged Lion Capital includes Sigma Phi Epsilon and being a RedBull Brand Ambassador. Some of Anthony's interests include weight training, drone photography, and baseball. He said that Leveraged Lion Capital has put broadened his network of banks and alumni.

Taylor Squire
Associate Analyst

Taylor Squire is a sophomore studying Finance from the Smeal College of Business from Orange County, NY. She joined Leveraged Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Media & Communications sector. Her involvement outside of Leveraged Lion Capital includes the Pi Beta Phi Sorority and Women in Business. Some of Taylor's interests include skydiving, snowboarding, and spartan racing. She said that Leveraged Lion Capital has provided her with a network of helpful, hard working students and that has introduced her to the fixed income markets.

 

Information Technology Group

Emalee Landis
Lead Analyst

Emalee Landis is a sophomore studying Finance in Smeal College of Business from Colton, PA. She joined Leveraged Lion Capital in the Fall of 2019 and currently serves as the Lead Analyst of the Information Technology sector. She previously served as an Associate Analyst in the Information Technology sector. Her involvement outside of Leveraged Lion Capital includes being a member of the Sapphire Leadership Academic Program and serving as an Ambassador for Barron’s on campus. Some of Emalee’s interests include running half-marathons, Penn State wrestling, and reading Ayn Rand. She said that Leveraged Lion Capital has helped her gain valuable friendships and provided her with a mentorship program to help with interview preparation.

Julia Michael
Associate Analyst

Julia Michael is a sophomore studying Finance in the Smeal College of Business from Mullica Hill, NJ. She joined Leveraged Lion Capital in the Fall of 2019 and currently serves as an Associate Analyst in the Information Technology sector. Julia previously served as an Associate Analyst in the Media & Communications sector. This Summer, Julia will be interning at Deutsche Bank in the Sales & Trading division. Her involvement outside of Leveraged Lion Capital includes Kappa Kappa Gamma and Wall Street Boot Camp. Some of Julia's interests include traveling, leisure reading, and running. She said that Leveraged Lion Capital has taught her how to work well under pressure with a group of like-minded individuals.

Jay Balaji
Associate Analyst

Jay Balaji is a sophomore studying Finance with a minor in Information Sciences & Technology from the Smeal College of Business and the College of Information Sciences & Technology respectively, from Doylestown, PA. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Information Technology sector. This Summer, Jay will be interning at PNC in the Risk Management division. His involvement outside of Leveraged Lion Capital includes Mock Trial and Wall Street Boot Camp. Some of Jay's interests include the 76ers, Lost, and lifting. He said that Leveraged Lion Capital has given him the opportunity to gain hands on experience in learning the technical knowledge required for a career on Wall Street.

 

Energy & Utilities Group

Nick Vanden
Lead Analyst

Nick Vanden is a sophomore studying Finance with a minor in Information Systems Management from the Smeal College of Business from State College, PA. He joined Leveraged Lion Capital in the Fall of 2019 and currently serves as the Lead Analyst of the Energy & Utilities sector. Nick previously served as an Associate Analyst in the Energy & Utilities sector. The summer, Nick will be interning with Fidelity in its Research Division. His involvement outside of Leveraged Lion Capital includes the Nittany Lion Fund and the travel Club Tennis team. Some of Nick’s interests include backpacking, black holes, and World War II tanks. He said that Leverage Lion Capital has provided him with a platform to learn about the fixed income markets as well as develop hard and soft skills to prepare him for the Wall Street recruiting process.

 

Ben Donovan
Associate Analyst

Ben Donovan is a sophomore studying Finance in the Smeal College of Business from West Chester, PA. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Energy & Utilities sector. His involvement outside of Leveraged Lion Capital includes being the President of the Pi Kappa Alpha fraternity and Wall Street Boot Camp. Some of Ben's interests include the Philadelphia Eagles, poker, and weightlifting. He said that Leveraged Lion Capital has allowed him to develop skills and knowledge that will prepare him for a future career in finance while engaging with a network of highly driven individuals.

Mitch Delfini
Associate Analyst

Mitchell Delfini is a sophomore studying Finance in the Smeal College of Business from Branford, Connecticut. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Energy & Utilities sector. His involvement outside of Leveraged Lion Capital includes the Penn State Derivatives Association and the Sigma Chi fraternity. Some of Mitchell's interests include flying planes, wake surfing, and watching Conor McGregor fights. He said that Leveraged Lion Capital has introduced him to a great group of individuals who have helped him prepare for interviews and further his understanding of fixed income.

Sankar Ramesh
Associate Analyst

Sankar Ramesh is a freshman studying Finance in the Smeal College of Business from State College, PA. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Energy & Utilities sector. His involvement outside of Leveraged Lion Capital includes being a member of the Sapphire Leadership Academic Program and the Penn State Derivatives Association. Some of Sankar's interests include carnatic music, tennis, and watching the Toronto Raptors. He said that Leveraged Lion Capital has provided him with a unique exposure to fixed income markets as well as an incredible network of highly motivated students willing to help him advance both personally and professionally.

Materials Group

Besijana Shala
Lead Analyst

Besijana Shala is a sophomore studying Finance with a minor in Economics from the Smeal College of Business and the College of the Liberal Arts respectively, from Wappinger Falls, NY. She joined Leveraged Lion Capital in the Spring of 2018 and currently serves as the Lead Analyst of the Materials sector. Besijana previously served as an Associate Analyst in the Energy & Utilities sector and the Industrials sector. Besijana’s involvement outside of Leveraged Lion Capital includes Wall Street Boot Camp and the Boxing Club. Some of Besijana’s interests include cooking, hiking, and traveling. She said that Leveraged Lion Capital has taught her a great deal about the fixed income markets while providing her with a solid foundation on the Wall Street recruiting process.
 

Holden Hunter 
Associate Analyst

Holden Hunter is a sophomore studying Finance with a minor in Economics in the Smeal College of Business and the College of the Liberal Arts respectively, from Austin, TX. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as an Associate Analyst in the Materials sector. His involvement outside of Leveraged Lion Capital includes the Penn State Cheerleading Team and the Sigma Phi Epsilon fraternity. Some of Holden’s interests include wakeboarding, snowboarding, and hiking. He said that Leveraged Lion Capital has given him the opportunity to learn about fixed income markets as well as how to take the steps towards seeking a successful career on Wall Street.

Jackson Berman
Associate Analyst

Jackson Berman is a sophomore studying Finance in the Smeal College of Business fron West Chester, PA. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as an Associate Analyst in the Materials sector. His involvement outside of Leveraged Lion Capital includes the Sigma Chi fraternity and Alpha Lambda Delta Honors Society. Some of Jackson's interests include Philadelphia sports, poker, and weightlifting. He said that Leveraged Lion Capital has provided him an opportunity gain relevant career experience.

Nate Hagen
Associate Analyst

Nathan Hagen is a sophomore studying Finance in the Smeal College of Business from San Diego, CA. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Materials sector. His involvement outside of Leveraged Lion Capital includes Wall Street Boot Camp and the Asset Management Group. Some of Nathan's interests include international travel, motorcycles, and the Korean language. He said that Leveraged Lion Capital has given him a better understanding of fixed-income markets and has given him an opprotunity for him to improve his technical skills and to network with other alumni who have experience with the Wall Street recruitment process.

Real Estate, Gaming, Leisure, & Financial Institutions Group 

Jack McCormick
Lead Analyst

Jack McCormick is a sophomore Finance major in the Smeal College of Business, from Horsham, PA. He joined Leveraged Lion Capital in the Fall of 2019 and currently serves as the Lead Analyst in the Real Estate, Gaming & Leisure and Financial Institutions sector. He previously served as an Associate Analyst in the Real Estate, Gaming, & Leisure and Financial Institutions Group sector. His involvement outside of Leveraged Lion Capital includes Happy Valley Ventures and Wall Street Boot Camp. Some of Jack’s interests include working out, watching Game of Thrones, and playing golf. He said that Leveraged Lion Capital has allowed him to expand his knowledge base within finance while meeting like-minded individuals.

Ryan McLaughlin
Associate Analyst

Ryan McLaughlin is a sophomore studying Finance with a minor in Economics from the Smeal College of Business and the College of Liberal Arts respectively, from West Chester, PA. He joined Lveraged Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Real Estate, Gaming, & Leisure and Financial Institutions Group sector. His involvement outside of Leveraged Lion Capital includes Wall Street Boot Camp and Club Boxing. Some of Ryan's interests include chocolate milk, Stranger Things, and Philadelphia sports. He said that Leveraged Lion Capital has equipped him with the technical and behavioral skill sets to find success in a career on Wall Street and has given him the ability to take a deeper dive into the finance field with other like-minded individuals.

Kate Horan
Associate Analyst

Kate Horan is a sophomore studying Mathematics and Economics with a minor in Business from the Eberly College of Science and the College of Liberal Arts respectively, from Clifton Park, NY. She joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Real Estate, Gaming, & Leisure and Financial Institutions Group sector. Her involvement outside of Leveraged Lion Capital includes serving as the THON finance chair of Orchesis Dance Company and the Delta Sigma Pi business fraternity. Some of Kate's interests include dance, Indian culture, and dinosaur extinction. She said that Leveraged Lion Capital has given her the opportunity to develop her technical skills, learn about fixed income, and jumpstart her career in the field of finance alongside motivated individuals.

Viviana Rodriguez
Associate Analyst

Viviana Rodriguez is a freshman studying Finance and Economics in the Smeal College of Business and the College of Liberal Arts respectively, from Ringwood, NJ. She joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Real Estate, Gaming, & Leisure and Financial Institutions Group sector. Her involvement outside of Leveraged Lion Capital include Wall Street Bootcamp and Club Cross Country. Some of Viviana's interests include running, traveling, and cooking. She said that Leveraged Lion Capital has provided her with an early opportunity to become more educated on the world of fixed income and learn skills not taught in the classroom.

Healthcare Group

Om Salunkhe
Lead Analyst

Om Salunkhe is a sophomore studying Finance and Statistics in the Smeal College of Business and the Eberly College of Science respectively, from Mechanicsburg, PA. He joined Leveraged Lion Capital in the Fall of 2019 and currently serves as the Lead Analyst of the Healthcare sector. Om previously served as an Associate Analyst in the Healthcare sector. His involvement outside of Leveraged Lion Capital includes the Nittany Lion Fund and being a member of the Sapphire Leadership Academic Program. Some of Om’s interests include racquetball, Bollywood movies, and volunteering. He said that Leveraged Lion Capital has furthered his knowledge of the fixed income markets and furthered his interest in pursuing a career on Wall Street.

Matt Lindquist
Associate Analyst

Matt Lindquist is a sophomore studying Finance in the Smeal College of Business from Hopkinton, MA. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as an Associate Analyst in the Healthcare sector. He previously served as an Associate Analyst in the Real Estate, Gaming & Leisure and Financial Institutions Group sector. His involvement outside of Leveraged Lion Capital includes Wall Street Boot Camp and the Sigma Phi Epsilon fraternity. Some of Matt’s interests include watching Billions, football, and Game of Thrones. He said that Leveraged Lion Capital has exposed him to a different part of financial markets outside of the classroom and has increased his ambition by being surrounded with people who push him to be better.

Joe Dignazio
Associate Analyst

Joe Dignazio is a sophomore studying Engineering Science with minors in Nanotechnology and Economics from the College of Engineering and College of Liberal Arts respectively, from Aston, PA. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Healthcare sector. His involvement outside of Leveraged Lion Capital includes Club Basketball and Beta Sigma Beta. Some of Joe's interests include layered fiction novels, poker, and basketball. He said that Leveraged Lion Capital has provided him with an outlet to merge his technical background with finance applications, while also connecting him with motivated learners pursuing highly coveted finance careers. 

Ally Schlegel
Associate Analyst

Ally Schlegel is a sophomore studying Finance from the Smeal College of Business from Denver, CO. She joined Leveraged Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Healthcare sector. Her involvement outside of Leveraged Lion Capital includes Varsity Women's Soccer and SAAB Thon Comittee. Some of Ally's ineterests include the outdoors, treehouses, and Red Rocks Concerts. She said that Leveraged Lion Capital has provided her with tremendous learning opportunities and experiences to help her gain a better understanding and knowledge of credit. It has also allowed her to gain many lifelong connections and networking skills through the interactions with portfolio managers.

Consumer & Retail Group

David Curtin
Lead Analyst

David Curtin is a sophomore studying Finance in the Smeal College of Business from Pottstown, PA. He joined Leveraged Lion Capital in the Fall of 2019 and currently serves as the Lead Analyst of the Consumer & Retail sector. David previously served as an Associate Analyst in the Consumer & Retail sector. His involvement outside of Leveraged Lion Capital includes Nittany Lion Fund and the Global Business Brigade. Some of David’s interests include the Philadelphia Eagles, coffee, and playing basketball. He said that Leveraged Lion Capital has helped him develop time management and critical thinking skills.

Elena Calibeo
Associate Analyst

Elena Calibeo is a sophomore Finance and Economics major with minors in Spanish and International Business in the Smeal College of Business and the College of the Liberal Arts respectively, from Newtown, PA. She joined Leveraged Lion Capital in the Spring of 2019 and currently serves as the Director of Outreach and an Associate Analyst in the Consumer & Retail sector. This summer Elena will be interning at Hamlin Capital Management working with their municipal bond team. Her involvement outside of Leveraged Lion Capital includes Primary THON Chair for Alpha Phi sorority and Wall Street Bootcamp. Some of Elena’s interests include sports, photography, and traveling. She said that Leveraged Lion Capital has connected her with driven, intelligent peers who have served as wonderful role models while helping her grow as a finance student.

Abby Ake
Associate Analyst

Abby Ake is a freshman studying Finance in the Smeal College of Business from Mechanicsburg, PA. She joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Consumer & Retail sector. Her involvement outside of Leveraged Lion Capital includes Women in Business and actively serving on a THON committee. Some of Abby's interests include volleyball, surfing, and The Bachelor. Abby said that Leveraged Lion Capital has given her the opportunity to converse with a network of knowledgable individuals with the common goal of obtaining a career on Wall Street while gaining technical knowledge and hands on experience with fixed income.

Mia Abromitis
Associate Analyst

Mia Abromitis is a freshman studying Finance from the Smeal College of Business from Hackettstown, NJ. She joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Consumer & Retail sector. Her involvement outside of Leveraged Lion Capital includes Project P.A.W.S and the PSU Photography Club. Some of Mia's interests include squash, Game of Thrones, and softball. She said that Leveraged Lion Capital provided her opportunities to gain technical skills, as well as networking and professional practice to form a plethora of beneficial skills and knowledge.

Industrials Group

Thomas Viafora
Lead Analyst

Thomas Viafora is a junior studying Finance in the Smeal College of Business from Allentown, NJ. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as the Lead Analyst of the Industrials sector. Thomas previously served as an Associate Analyst in the Industrials sector and in the Healthcare sector. This Summer, Thomas will be interning at J.P. Morgan in the Wealth Management division. His involvement outside of Leveraged Lion Capital includes Smeal Ambassadors and the Sigma Chi fraternity. Some of Thomas’s interests include fitness, Star Wars, and Game of Thrones. He said that Leveraged Lion Capital has been a great opportunity to converse with a network of knowledgeable individuals, all with the common goal of a career on Wall Street, and has provided hands on experience and technical knowledge on fixed income. 

Zack Himmel
Associate Analyst

Zack Himmel is a sophomore studying Finance with a minor in Economics from the Smeal College of Business and the College of Liberal Arts respectively, from Northport, NY. He joined Leveraged Lion Capital in the Spring of 2019 and currently serves as an Associate Analyst in the Industrials sector. His involvement outside of Leveraged Lion Capital includes Wall Street Boot Camp and the Phi Beta Lambda business fraternity. Some of Zack's interests include soccer, college football, and powerlifting. He said that Leveraged Lion Capital has helped expand his knowledge of fixed income and provided him with the skills necessary to succeed on Wall Street.

Chris Crimi
Associate Analyst

Chris Crimi is a sophomore studying Finance from the Smeal College of Business from New City, NY. He joined Leveraged Lion Capital in the Spring of 2020 and currently serves as an Associate Analyst in the Industrials sector. His involvement outside of Leveraged Lion Capital includes being the Treasurer and THON committee chair of his fraternity, Phi Gamma Delta. Some of Chris's interests include fitness, cryptocurrencies, and Grand Tour. He said that Leveraged Lion Capital has educated him about fixed income, giving him an opportunity that not many other college students have, and helped him select a potential career path.

Jules Serafini
Associate Analyst

Julia Serafini is a junior studying Finance in the Smeal College of Business from, NJ. She joined Leveraged Lion Capital in the Spring of 2019 and currently serves as the President. John previously served as the Lead Analyst of the Energy & Utilities sector and as an Associate Analyst in the Energy & Utilities sector. This summer, John will be interning at J.P. Morgan in the Sales & Trading division. His involvement outside of Leveraged Lion Capital includes Smeal Student Mentors and the Chi Phi fraternity. Some of John's interests include golf, classic rock, and podcasts. He said that Leveraged Lion Capital has provided him with the opportunity to learn about something he didn’t have exposure to in the classroom and allowed him to learn the technical and soft skills necessary for a career on Wall Street.

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