The University of Tennessee, Knoxville

College of Business Adminstration at the University of Tennessee Dreamweaver Templates. College of Business Administration at the University of Tennessee


 

2016-2017 Incoming Torch Fund Manager Profiles

 

Haslam Torch Fund

 

 

Tanvi Hukerikar

Tanvi Hukerikar is an MBA candidate at the University of Tennessee’s Haslam College of Business, concentrating in Finance. After graduating from the University of Mumbai, India with a B.S. in Biotechnology, she worked with a stem cell banking startup, ReeLabs, in Mumbai. As a Business Development Executive at ReeLabs, she worked on developing marketing strategies to identify and pursue opportunities in the emerging market for stem cell banking in India. She went on to pursue a Masters in Management Studies from the University of Mumbai, with a specialization in Finance. She has worked with the corporate banking division of Axis Bank with the domestic trade finance team. In her most recent position as a treasury analyst with CEAT, she was responsible for various aspects of their international trade finance operations. Tanvi views her position as a Torch Fund Manager as an exceptional experiential learning opportunity to strengthen her analytical and decision-making skills for a career in corporate finance.

 

 

 

John Keny

John is a dual J.D./M.B.A. candidate at the University of Tennessee, concentrating in business transactions and finance. Hailing from Lewisburg, Tennessee, John graduated from the University of Tennessee at Knoxville in 2014 with a bachelor’s degree in Political Science and minors in Business Administration and History. During his undergraduate career, John was heavily involved in Student Government Association and Student Alumni Associates. During his time in law school thus far, John has served as the president of the Graduate Student Senate, worked on the Transactional LawMeets team, and served as a member of Transactions: The Tennessee Journal of Business Law. John has spent his summer breaks from school working at firms of various sizes including an asset and wealth management company. He eagerly joined the Torch Fund with hopes to use the analytical, problem-solving, and communication skills he has learned from his past experiences to contribute to the Fund's continued success. He hopes that the knowledge he will gain by working on the Torch Fund will give him the acumen to enter a career in corporate securities, mergers and acquisitions, private equity, or investment banking.

 

 

 

Phillip James Montag

Phil Montag is an MBA candidate at the University of Tennessee with a concentration in Supply Chain Management. Originally from Burnsville, Minnesota, Phil migrated south to the University of Tennessee and graduated Summa Cum Laude with a degree in English in 2009. He also participated in Army ROTC, being named a Distinguished Military Graduate and commissioning as an Aviation Officer. From there Phil graduated from the United States Army Aviation Center of Excellence (USAACE) as a helicopter pilot specializing in Air Cavalry operations. He was assigned to the 101st Airborne Division and completed two deployments to Afghanistan as a scout pilot and operational planner. Following his time in the 101st, Phil returned to USAACE as an instructor, teaching and mentoring junior officers. Phil hopes to use the tremendous opportunity of being a Torch fund manager to strengthen critical thinking and presentation skills and gain insight into the world of finance.

 

 

 

Marc Christopher Morris

Chris Morris is an M.B.A. candidate at the University of Tennessee concentrating in finance. Born in Cleveland, Tennessee, Chris was raised in Manila, Philippines. Upon graduation, he returned to the United States and obtained a bachelor’s degree in Health Sciences from Lee University. Chris worked two years at Tennova Healthcare of Cleveland as an emergency room phlebotomist and interned with their hospital administration. Chris then served at the Teachers Federal Credit Union where he assisted members in making financial investment decisions and aided in the underwriting of loans. He completed his Bloomberg training in July of 2016. Chris is very excited about his position as a Torch Fund Manager and believes it will be an invaluable opportunity to further develop his understanding of finance and to fortify his analytical capabilities.

 

 

 

Collin M. Thul

Collin Thul is a dual MBA/MS Agricultural Economics candidate at the University of Tennessee Haslam College of Business. He is currently completing Bloomberg training. Collin’s undergraduate degree is in Plant Sciences with a focus on biotechnologies from the University of Tennessee. His undergraduate research focused on using biotechnology to help make biofuel production more price competitive with traditional fuel sources. Collin’s work specifically was an attempt to use CRISPR/Cas9 technologies to effectively reduce cellulose production in switchgrass through gene suppression. He is thrilled for the opportunity to work as a portfolio manager for the Haslam Torch Fund. Collin believes that his research and analytical background will be beneficial in identifying possible opportunities for the fund.

 

 

LaPorte Torch Fund

 

 

Yanrui Ma

Yanrui Ma is an MBA candidate at the University of Tennessee, Haslam college of Business, with concentration on Finance. She is originally from China, where she got her B.S. degree in chemistry from the University of Science and Technology of China. After graduation, she continued her study on polymer science at the Department of Polymer Science, the University of Akron, USA, and achieved her PhD degree. With an enthusiasm at finance, she has enrolled in the Chartered Financial Analyst (CFA) institute since 2014 and passed CFA level I and level II exams with excellent scores. Yanrui has mastered the necessary theoretical technology in Finance. Participating in Torch Fund will expose her to the real world financial experience and prepare her for the future career build-up as a professional financial analyst.

 

 

 

Daniel Pitcher

Daniel Pitcher is an MBA candidate at the University of Tennessee, who plans to concentrate in Finance. Originally from Knoxville, he received a full academic scholarship to attend the University of Alabama, where he earned his Bachelor’s degree in Quantitative Finance. Following undergraduate studies, he moved to Charlotte, NC, where he worked for Vanguard as a Brokerage Investment Professional. At Vanguard, he provided fund and equity analysis to clients and assisted them in making sound investment decisions. He currently does contracting work as an Analyst for LPL Financial Wealth Consultants. Daniel eagerly joined Torch Funds to gain valuable experience in portfolio management and fortify his analytical skills. He hopes the opportunity will further prepare him for a career as an Analyst or Investment Banker.

 

 

 

Samuel H. Stevenson

Samuel Stevenson is an MBA candidate at the University of Tennessee with a concentration in finance. Originally from Brentwood, TN, Samuel graduated from the University of Tennessee in 2016 with a Bachelor’s degree in finance and collateral in international business. During his undergraduate studies, Samuel interned with UBS Financial Services for two summers working directly under a financial advisor. One of his project included a new marketing strategy along with sitting in perspective and current client meetings. Samuel is extremely excited about serving as a portfolio manager for the Torch Fund. Sharing his financial knowledge and learning from others will greatly strengthen his decision making and analytical skills. This opportunity will challenge Samuel in many ways and will better prepare him for a profession in the finance industry.

 


Department of Finance ~ 427 Stokely Management Center ~ 916 Volunteer Blvd ~ Knoxville, TN 37996-0540
Phone: 865-974-3216 ~ Fax: 865-974-1716 ~ E-Mail: finance@utk.edu

 

The University of Tennessee, Knoxville. Big Orange. Big Ideas.

Knoxville, Tennessee 37996 | 865-974-1000
The flagship campus of the University of Tennessee System