Student Managed Investment Portfolio at VCU

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About Us

Spring 2024 Applications are Opening Soon!

Founded with an aim to provide students with practical experience in the fields of investment management, asset management, and capital markets as well as applicable knowledge in equity research and trading strategies. 

We manage a long-term portfolio that focuses on large and mid-cap growth-focused equities, evaluating on the criteria of long-term investment and fundamental analysis.

Manage Real Money:
Our student-run investment portfolio has over $300,000 in assets under management. Students call the shots!

Gain Real-World Experience:
We guide you through the process of learning to value stocks and train you on a Bloomberg Terminal!

Network With Professionals:
Join us for exclusive events sponsored by the club and gain opportunities to network with finance professionals.

Student Leaders

Alexander Schram Profile

Alexander Schram

Risk and Compliance
William Bunting Profile

William Bunting

Advisor
Keeley Tate Profile

Keeley Tate

VP of HR and Recruitment
Caylem Li Profile

Caylem Li

President
Parker Hartzell Profile

Parker Hartzell

VP of Social Media and Alumni Relations

This organization does not restrict membership based on race, color, religion, national origin (including ethnicity), age, sex (including pregnancy, childbirth and related medical conditions), parenting status, marital status, political affiliation, military status (including veteran status), genetic information (including family medical history), sexual orientation, gender identify, gender expression, or disability. All VCU students who support the mission of our organization are welcome to participate in programs and events.