Portfolio Managers

Consumer & Retail

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Pearse Kelly
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Lead Analyst

Pearse Kelly is a sophomore 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 Lead Analyst of the Consumer & Retail Sector. He previously served as an Associate Analyst in the Healthcare Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society. Some of Pearse's interests include the Philadelphia Eagles, country music, and painting fire hydrants. 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.

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Alex Furry
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Associate Analyst

Alex Furry is a junior studying Finance with a minor in International Business in the Smeal College of Business from Andover, MA. He joined Leveraged Lion Capital in the Fall of 2022 and currently serves as an Associate Analyst in the Consumer & Retail Sector. He will be interning at JP Morgan in their Markets Research Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes Acacia Fraternity and THON. Some of Alex's interests include traveling, golfing, and Marvel. He said that Leveraged Lion Capital has helped him build meaningful relationships both professionally and personally. By surrounding himself with likeminded people, it has taken him to places he did not think he could get to. He has grown a deeper understanding for markets while also building interpersonal skills.

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Max Aurilio
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Associate 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 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 Leveraged Lion Capital has increased his financial knowledge, bolstered his skills, and introduced him to a network of high achieving individuals that share his dedication. This community motivates him to continue his professional development and helps him to achieve his goals as we all strive forward.

Energy

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Garrett Goodwin
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Lead Analyst

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 Lead Analyst of the Energy Sector. His involvement outside of Leveraged Lion Capital includes Alpha Tau Omega. Some of Garrett's interests include skiing, golfing, and working out. He said that Leveraged Lion Capital exposed him to a space in finance he knew very little about: debt markets. Through this organization, he has been able to shape his hopes of a career on Wall Street into something real.

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Ivan Sosa Montalvo
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Associate 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 Penn State Finance Society. Some of Ivan's interests include rugby, 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.

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Emma Reach
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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 Energy Sector. Her involvement outside of Leveraged Lion Capital includes Women in Business. Some of Emma's interests include literature, credit cards, and ballet. She said that Leveraged Lion Capital has provided her a space to pursue her own curiosities in a community of ambitious peers. Participating in LLC has sharpened not only her public speaking skills but also her technical knowledge, equipping her with a holistic understanding of credit products and valuation methods.

Healthcare

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Charles Qu
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Lead Analyst

Charles Qu is a junior studying Finance with a minor in Chinese in the Smeal College of Business and College of Liberal Arts respectively, from Englewood Cliffs, NJ. He joined Leveraged Lion Capital in the Spring of 2022, and currently serves as Lead Analyst of the Healthcare Sector. He will be interning at SVB Securities in their Leveraged Finance Division and Harris Williams in their M&A Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes THON. Some of Charles's interests include boxing, Connect Four, and breakfast burritos.

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Youngbin Song
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Associate Analyst

Youngbin Song is a sophomore studying Accounting and Philosophy of Science & Mathematics in the Smeal College of Business and the College of Liberal Arts, respectively, from Queens, NY. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as an Associate Analyst in the Healthcare Sector. He interned at Alchemy Capital Partners in their Private Equity Division for the Summer of 2022. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society. Some of Youngbin's interests include poker, basketball, and wrestling. He said that Leveraged Lion Capital has been an organization where friends teach each other and pursue goals together. It introduced him to a tightknit community within Penn State and on Wall Street that he is beyond thankful for. He has learned both career and personal lessons from the members of Leveraged Lion Capital, and he is grateful for the opportunities that are now present as a result.

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Kevin Gillespie
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Associate Analyst

Kevin Gillespie is a junior studying Finance and Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Delaware County, PA. He joined Leveraged Lion Capital in the Fall of 2022 and currently serves as an Associate Analyst in the Healthcare Sector. He interned at Bank of America Merrill Lynch in their Financial Advisory Division for the Summer of 2022. His involvement outside of Leveraged Lion Capital includes Pi Kappa Alpha and Sports Business Club. Some of his interests include country music, fitness, and Go Birds. 

Industrials

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Matt Diamond
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Lead Analyst

Matt Diamond is a junior studying Finance with a minor in Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Warrington, PA. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as Lead Analyst of the Industrials Sector. He previously served as an Associate Analyst in the Industrials Sector. He will be interning at DC Advisory in their Investment Banking Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes Theta Delta Chi. Some of Matt's interests include golfing, fishing, and woodworking. He said that Leveraged Lion Capital has given him a platform to expand his leveraged finance knowledge, broaden his professional network, and learn from a great group of mentors. Through his involvement in LLC, he has gained the skillset and knowledge to be successful in a career on Wall Street.

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Lainey Hauser
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Associate Analyst

Lainey Hauser is a junior studying Finance with a minor in Economics in the Smeal College of Business and the College of Liberal Arts, respectively, from Palm Springs, CA. She joined Leveraged Lion Capital in the Spring of 2022 and currently serves as an Associate Analyst in the Industrials Sector. She will be interning at UBS in their Investment Banking Division for the Summer of 2023. Her involvement outside of Leveraged Lion Capital includes Women in Business and THON. Some of Lainey's interests include reading, water polo, and football. She said that Leveraged Lion Capital has given her the resources to be successful in her financial career. LLC has given her the opportunity to meet so many different people, network with a bunch of different banks, and enhance her behavioral and technical knowledge. Through this organization, she has learned so much about the financial industry, and the organization has helped her determine what she wants to do as a career.

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Dylan Verschleiser
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Associate Analyst

Dylan Verschleiser is a junior 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 an Associate Analyst in the Industrials Sector. He will be interning with Calder Capital in their M&A Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes Chi Phi Fraternity. Some of Dylan's interests include baseball, golf, and collecting sports memorabilia. He said that Leveraged Lion Capital has helped him to grow significantly. LLC provided him with the technical and networking knowledge to advance professionally while also giving him opportunities to create new connections and friendships at PSU.

Information Technology

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Nick Tevis
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Lead Analyst

Nick Tevis is a junior studying Finance with a minor in Psychology in the Smeal College of Business and the College of Liberal Arts, respectively, from Penn Valley, PA. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as Lead Analyst of the Information Technology Sector. He previously served as an Associate Analyst in the Information Technology Sector. He will be interning at Bank of America in their Investment Banking Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes Beta Sigma Beta and Autism Speaks. Some of Nick's interests include fitness, travel, and classic movies. He said that Leveraged Lion Capital has provided him with a network of intelligent, hardworking, and motivated peers that continue to push him everyday so he can become the best version of himself, which includes improving his professional skills as well as his knowledge on the world of fixed income.

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Sanya Garg
Associate Analyst
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Sanya Garg is a junior studying Economics in the College of Liberal Arts from Mumbai, India. She joined Leveraged Lion Capital in the Fall of 2022 and currently serves as an Associate Analyst in the Information Technology Sector. She interned at o3 Capital in theri Investment Banking Division for the Summer of 2022. Some of Sanya's interests include cricket, weird desserts, and sitcoms.

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Peyton Brezski
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Associate 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 an Associate Analyst in the Information Technology Sector. His involvement outside of Leveraged Lion Capital include the Penn State Finance Society. Some of Peyton's interests include mountain biking, snowboarding, and guitar. He said that through Leveraged Lion Capital, he has gained a far more complete understanding of debt markets and learned what it means to truly go above and beyond with his work. LLC has opened the doors for him to network with Wall Street professionals and provided insight on how to get the most out of that process. Most importantly, LLC has given him a community of intelligent, hardworking individuals who all want to help each other succeed. 

Materials

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Michael Solo
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Lead Analyst

Michael Solo is a junior studying Finance with a minor in Sociology in the Smeal College of Business and the College of Liberal Arts, respectively, from State College, PA. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as Lead Analyst of the Materials Sector. He previous served as an Associate Analyst in the Materials Sector. He will be interning at Wells Fargo in their Sales & Trading Division for the Summer of 2023. His involvement outside of Leveraged Lion Capital includes Omega Chi Sigma and World in Conversation. Some of his interests include camping, soccer, and poker. He said that Leveraged Lion Capital has given him the opportunity to build a solid knowledge base within the fixed income market, meet with Wall Street professions in his intended career path, and achieve personal development that he believes he couldn't have received elsewhere.

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Nihar Kalikota
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Associate 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 an Associate Analyst in the Materials 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. Some of Nihar's interests include fitness, comics, and action movies. He said that Leveraged Lion Capital has provided him with the opportunity to gain a complete understanding of debt markets as well as a network of amazing individuals.

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Nick Skiadas
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Associate 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 an Associate Analyst of the Materials Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society. Some of Nick's interests include hockey, soccer, and poker. He said that Leveraged Lion Capital has introduced him to other hardworking individuals that have helped him pursue several of his goals in both his personal and professional life.

Media & Communications

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Emily Felitsky
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Lead Analyst

Emily Felitsky is a junior studying Finance in the Smeal College of Business from Pittsburgh, PA. She joined Leveraged Lion Capital in the Spring of 2022 and currently serves as Lead Analyst of the Media & Communications Sector. She previously served as an Associate Analyst in the Media & Communications Sector. She will be interning at Bank of America in their Sales & Trading Division for the Summer of 2023. Her involvement outside of Leveraged Lion Capital includes Alpha Phi Sorority and the Penn State Finance Society. Some of her interests include beekeeping, fashion, and soccer. She said that Leveraged Lion Capital was able to change her life in one quick, challenging, but most importantly rewarding semester. Not only was she able to find her passion at school, but she was also able to find a support system within LLC that is able to help her grow everyday.

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Thomas Callan
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Associate Analyst

Thomas Callan is a sophomore studying Finance in the Smeal College of Business from St. James, NY. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as an Associate Analyst in the Media & Communications Sector. He previously served as an Associate Analyst in the REGAL-FIG Sector. His involvement outside of Leveraged Lion Capital includes Phi Chi Theta and the Penn State Finance Society. Some of TJ's interests include the beach, spikeball, and golfing. He said that Leveraged Lion Capital has helped him take the primary steps that he needs to achieve his career and personal goals in Wall Street. He has gained amazing knowledge, skills, and confidence from LLC that he would not have without this organization.

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Luke Zoll
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Associate 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 an Associate Analyst in the Media & Communications Sector. His involvement outside of Leveraged Lion Capital includes the Penn State Finance Society. Some of Luke's interests include emergency services, traveling, and the outdoors. He said that during his short time in Leveraged Lion Capital, he has met some truly incredible and driven individuals that have inspired him to be more ambitious, think critically, and develop himself both personally and professionally. He looks forward to continuing to learn and grow as he pursues a career in finance.

Real Estate, Gaming & Leisure, and Financial Institutions Group

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Robert Hydrisko
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Lead Analyst

Robert Hydrisko is a junior studying Finance with a minor in Theatre in the Smeal College of Business and the College of Arts and Architecture, respectively, from Wayne, PA. He joined Leveraged Lion Capital in the Spring of 2022 and currently serves as Lead Analyst of the REGAL-FIG Sector. He previously served as an Associate Analyst in the Consumer & Retail Sector. His involvement outside of Leveraged Lion Capital includes Beta Sigma Beta Fraternity and the Penn State Finance Society. Some of Bobby's interests include weightlifting, soccer, poker. He said that Leveraged Lion Capital has given him a network of driven individuals who are truly passionate about pursuing a Wall Street career. With the heavy responsibility and tight-knit culture, he has been able to enhance both his technical knowledge on fixed income markets and interpersonal skills. Most importantly, LLC has given him life-long friends.

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Daniel Alpert
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Associate 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 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.

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David Harris
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Associate Analyst

David Harris is a sophomore studying Finance with a minor in Economics 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 an Associate Analyst in the REGAL-FIG Sector. 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 opportunity to bring himself into the world of finance by learning skills and concepts that will help him be successful on Wall Street. LLC has been able to bring together a group of hard-working individuals who want the best out of everybody else to help each and every member grow and become better analysts, presenters, and interviewees.