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SMIF Member Tobias Cozzolino ’19 Pitches Invesco (IVZ) on October 23, 2018
Toby Cozzolino ’19 pitched Invesco (IVZ) to the Student Managed Investment Fund (SMIF) on October 23, 2018. Founded in 1935, Invesco manages nearly $1 trillion in investment assets for retail and institutional clients. The firm’s primary investment categories include equities, fixed income, alternatives, money market, and balanced funds. The company has a robust lineup of…
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SMIF Welcomes Susan Valenti ’84
Susan Valenti, a Managing Director at Wells Fargo and member of the Bucknell class of 1984, returned to her alma matter to join the Student Managed Investment Fund on October 22nd and 23rd. Ms. Valenti, who graduated with a degree in mathematics, has enjoyed a long and successful career in the finance world where she…
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SMIF Member Jeff Gottesman ’19 Pitches Morgan Stanley (MS)
Jeff Gottesman ’19 pitched Morgan Stanley (MS) to the Student Managed Investment Fund (SMIF) on October 15, 2018. Morgan Stanley is one of the largest banks in the world with some $865 billion in total assets and a market cap of around $80 billion. MS provides people, companies, and institutional investors the financial products and…