SMIFC Partners

There are 133 universities and colleges in the SMIF Consortium:

Abilene Christian University
Adelphi University
Alcorn State University
American University of Beirut
Appalachian State University
Arkansas State University
Ashland University
Auburn University
Austin Peay State University
Baldwin Wallace University
Ball State University
Barry University
Bloomsburg University
Butler University
Cal Poly Pomona
California State University, East Bay
California State University, Fresno
California State University, Fullerton
California State University, San Marcos
Cedarville University
Centenary College of Louisiana
Christian Brothers University
Christopher Newport University
The Citadel
Colby-Sawyer College
College of Wooster
Cuyahoga Community College
DePaul University
Dominican University
Dordt University
Drexel University
East Tennessee State University
Eastern Illinois University
Fairfield University
Florida Gulf Coast University
Freed Hardeman University
George Mason University
George Washington University
Georgia Southern University
Grand Valley State University
Henderson State University
High Point University
Hofstra University
Illinois Wesleyan University
Indiana State University

Indiana University Northwest
Kennesaw State University
Le Moyne College
Limestone University
Lipscomb University
Loras College
Marquette University
Michigan State University
Millikin University
Millsaps College
Mississippi University for Women
Montclair State University
Morgan State University
Nazareth College
Nebraska Wesleyan University
North Central College
Northern Illinois University
Northern Michigan University
Northwest Nazarene University
Northwestern State University of Louisiana
Oakland University
Oberlin College
Ohio Wesleyan University
Olivet Nazarene University
Pacific Lutheran University
Pacific University, Oregon
Penn State Behrend
Plymouth State University
Princeton University
Radford University
Saint Peter's University
Salve Regina University
Smith College
Southern Illinois University, Edwardsville
Southern Utah University
Southwestern University
State University of New York, Geneseo
Stonehill College
Taylor University
University of Texas at Dallas
Truman State University
Union University
University of Alabama in Huntsville
University of Alaska Fairbanks
University of Arkansas - Fort Smith​

University of Arkansas at Little Rock
University of Baltimore
University of California, Merced
University of Central Missouri
University of Connecticut
University of Dayton
University of Delaware
University of Detroit Mercy
University of Florida
University of Georgia
University of Indianapolis
University of Lincoln (UK)
University of Lynchburg
University of Massachusetts Lowell
University of Michigan
University of Michigan - Dearborn
University of Michigan - Flint
University of Missouri - St. Louis
University of Mount Union
University of Nebraska at Kearney
University of Nebraska - Lincoln
University of North Carolina - Greensboro
University of Northern Colorado
University of St. Thomas, Minnesota
University of Tennessee
University of Tennessee at Chattanooga
University of Tennessee at Martin
University of Texas at Arlington
University of West Alabama
University of Wisconsin - Eau Claire
University of Wisconsin-La Crosse
University of Wisconsin - River Falls
Ursinus College
Walsh College
Western Carolina University
Western Kentucky University
Western Michigan University
Whitworth University
Widener University
Winona State University
Wittenberg University
Wofford College
Wright State University
Xavier University

Abilene Christian University

Abilene Christian University

Dr. Jody Lynn Jones
Abilene Christian University
Assistant Professor
Department of Accounting and Finance
School of Professional Studies
Mabee Business Building (MBB) 158
Abilene, TX 79601
Phone: 325-674-2570
Email: jxj16c@acu.edu

Adelphi University

Robert S. Goldberg
James F. Bender Clinical Professor of Finance
Adelphi University
Willumstad School of Business
Hagedorn Hall of Enterprise
One South Avenue
P.O. Box 70
Garden City, NY 11530-0701
Phone: 516-877-4631
Email: goldberg3@adelphi.edu

Adelphi University
Alcorn State University

Alcorn State University

Dr. Donna Williams, Ph.D.
Dean, School of Business
Professor of Finance
Phone: 601-304-4309 / 601-877-6450
FAX: 601-304-4350
Email: dmwilliams@alcorn.edu

American University of Beirut

Wassim Dbouk
Associate Professor of Finance
American University of Beirut
Suliman S. Olayan School of Business
P. O. Box 11-0236,
Riad El-Solh Beirut,
Lebanon 1107 2020
Phone: +961 1 35 00 00 – Ext 3762 | M +961 70 866265 Email: wd08@aub.edu.lb
Web: https://www.aub.edu.lb/osb/imp/Pages/default.aspx

American University of Beirut
Appalachian State University

Appalachian State University

Dr. Brandy Hadley
Assistant Professor of Finance, Banking and Insurance
Walker College of Business
416 Howard Street
Room 3065 Peacock Hall
ASU Box 32058
Boone, NC 28608-2037
Phone: 828-262-6938
FAX: 828-262-6612
Email: hadleybe@appstate.edu

Web: Bowden Investment Group

Arkansas State University

Faculty Advisor: Dr. David Kern
McAdams Frierson Chair of Bank Management Economics and Finance
Department of Economics and Finance
Neil Griffin College of Business
P.O. Box 332
State University, AR 72467
Phone: 870-680-2280
Fax: 870-972-3417
Email: dkern@astate.edu

Arkansas State University
Ashland University

Ashland University

Dr. Dennis Witherspoon
Assistant Professor of Finance
Richard E. and Sandra J. Dauch College of Business and Economics
401 College Avenue
Ashland, OH 44805
Phone: 419-207-6344
Email: dwither4@ashland.edu

Auburn University

Sam Colvin, President
Auburn Student Investment Club
Raymond J. Harbert College of Business
405 West Magnolia Avenue
Auburn, AL 36849
Email: sbc0026@auburn.edu

Web: Auburn Student Investment Fund

Auburn University
Austin Peay University

Austin Peay State University

Charles Booth
Director of Communication
Austin Peay State University
Clarksville, TN 37044
Phone: 931-221-7597
Email: boothcw@apsu.edu

Web: Larry W. Carroll Govs Funds

Baldwin Wallace University

Christian Nsiah, Ph.D.
Faculty Advisory
Baldwin Wallace University
275 Eastland Road
Berea, OH 44017-2088
Fax: 440-826-3868
Email: cnsiah@bw.edu

Baldwin Wallace University
Ball State University

Ball State University

Krystal Jolly
Miller College of Business
Department of Finance and Insurance
2000 W. University Ave.
Whitinger Business Building
Muncie, IN 47306
Email: kajolly@bsu.edu

Web: Finance Major

Barry University

Stephen O. Morrell, Ph.D.
Professor of Economics and Finance
Faculty Advisor, Student Managed Investment Fund
D. Inez Andreas School of Business
Barry University
11300 N.E. Second Avenue
Miami Shores, FL 33161
Phone: 305-899-3513
Email: smorrell@barry.edu

Web: Student Managed Investment Fund

Barry University
Bloomsburg University

Bloomsburg University

Jonathan Ohn
Professor and Chairperson
Department of Finance
Zeigler College of Business
Bloomsburg University of Pennsylvania
Bloomsburg, PA 17815
Phone: 570-389-4250
Email: john@bloomu.edu

Web: Bloomsburg Investment Group, BIG

Butler University

Dr. Steven Dolvin
Professor of Finance
Andre B. Lacy School of Business
4600 Sunset Avenue
Indianapolis, IN 46208
Phone: 317-940-8414
Email: sdolvin@butler.edu

Web: Student Managed Fund

Butler University
Cal Poly Pomona

Cal Poly Pomona

Dr. Majed R. Muhtaseb, CFA, CAIA
Professor
Finance, Real Estate & Law,
Cal Poly Pomona University,
3801 W Temple Ave,
Pomona CA 91768
Phone: -909-869-4524
Email: mmuhtaseb@cpp.edu

Web: The Student Managed Investment Fund Program (SMIF)

California State University, East Bay

Brian Du
Associate Professor
Department of Accounting & Finance
College of Business and Economics
California State University, East Bay

25800 Carlos Bee Blvd.
Hayward, CA 94542
Phone: 510-885-3586
Email: brian.du@csueastbay.edu

California State University, East Bay
California State University - Fresno

California State University, Fresno

Advisor: K.C. Chen, Ph.D., CFA
Theodore F. Brix Endowed Chair in Finance
Chair, Department of Finance and Business Law
Fresno, CA
Email: kchen@mail.fresnostate.edu

Web: SMIF Club

California State University, Fullerton

Marcia Clark, CFA
Director, Titan Capital Management
Department of Finance, SGMH 5173
California State University, Fullerton
800 N. State College Blvd.
Fullerton, CA 92831-3599
Phone: 657-278-8179
Email: mclark@fullerton.edu

Web: Titan Capital Management

California State University - Fullerton
California State University, San Marcos

California State University, San Marcos

Andreas Rauterkus, PhD
Associate Professor and Chair
Department of Finance/College of Business Administration
California State University San Marcos
333 S. Twin Oaks Valley Road
San Marcos, CA 92096
Phone: 760-750-8220
Email: arauterkus@csusm.edu

Web: CSUSM Cougar Fund

Cedarville University

Dr. William Ragle, CFP
Cedarville University
251 N. Main St.
Cedarville, OH 45314
Email: raglew@cedarville.edu

Cedarville University

Centenary College of Louisiana

Centenary College of Louisiana

Barbara J. Davis, DBA, CPA, CIA, CFA, CGMA, CTP
Samuel Guy Sample Endowed Chair in Business Administration
Frost School of Business
Centenary College of Louisiana
Jackson Hall 205
2911 Centenary Blvd.
Shreveport, LA 7110
Phone: 318-869-5153
Email: bdavis@centenary.edu

Christian Brothers University

Dr. Bjoern A. Claassen, Dean
School of Business
Buckman – 333
650 East Parkway South
Box: 93
Memphis, TN 38104
Phone: 901-321-3234
Email: bclaasse@cbu.edu

Christina Brown, Administrative Assistant
Phone: 901-321-3315
Email: clbrown@cbu.edu

Christian Brothers University
Christopher Newport University

Christopher Newport University

Trevor Plesko
Chief Executive Officer
Captains' Educational Enrichment Fund
Luter School of Business
Christopher Newport University
1 Avenue of the Arts
Newport News, VA 23606
Phone: 434-218-8327
Email: ceo.ceefund@cnu.edu

The Citadel

Dr. Ron Greene, Ph.D., Interim Dean
Baker School of Business

Advisor: Dr. Iordanis Karagiannidis, Ph.D.
Bond 285
Phone: 843-953-4963
Email: iordanis@citadel.edu

Web: Financial Management Association

The Citadel
Colby-Sawyer College

Colby-Sawyer College

Advisor: Dr. Jody Murphy, Ph.D.
Business Administration
541 Main Street
New London, NH 03257
Phone: 603-526-3631
Email: jemurphy@colby-sawyer.edu

Web: Investment Management Students

College of Wooster

Advisor: Dr. Huiting Tian
Department of Economics and Business Economics
206 Morgan Hall
930 College Mall
Wooster, Ohio 44691
Phone: 330-287-1986
Email: htian@wooster.edu

Club President: Kevin Gould
Email: kgould18@wooster.edu

Web: Hans H. Jenny Investment Club

College of Wooster
Cuyahoga Community College

Cuyahoga Community College

Melanie Majikas
Executive Director, Development Services
Resource Development/Tri-C Foundation
Cuyahoga Community College
District Office
700 Carnegie Ave.
Cleveland, OH 44115
Phone: 216-987-4796
Email: Melanie.Majikas@tri-c.edu

DePaul University

Thomas D. Berry, Chair
Department of Finance and Real Estate
1 East Jackson Blvd.
DePaul Center 5100
Chicago, IL 60604
Phone: 312-362-8360
Email: tberry@depaul.edu

DePaul University
Dominican University

Dominican University

Dr. Anne Drougas
Brennan School of Business
7900 West Division Street, Lewis 203
River Forest, IL 60305
Email: adrougas@dom.edu

Dordt University

Jesse Veenstra
Instructor of Business & Finance
Defender Capital Management Faculty Advisor
Dordt University
Phone: 712-722-6350
Email: jesse.veenstra@dordt.edu

Web: Defender Capital Management

Dordt University
Drexel University

Drexel University

Dr. Paul Jensen, Dean
LeBow College of Business
3141 Chestnut Street
Philadelphia, PA 19104
Email: jensenpe@drexel.edu

Advisor: Diane Sandberg
Phone: 215-895-0584
Email: dfs26@drexel.edu

Web: The Dragon Fund
Email: DrexelDFIG@Gmail.com

East Tennessee State University

Dr. Dennis Depew, Dean
College of Business and Technology
Email: depewd@etsu.edu

Advisor: Dr. William J. Trainor Jr., Ph.D., CFA
Professor of Finance
Department of Economics and Finance
227 Sam Wilson Hall
PO Box 70686
Johnson City, TN 37614
Phone: 423-439-5668
Email: trainor@etsu.edu

Web: Students deliver strong performances

East Tennessee State University
Eastern Illinois University

Eastern Illinois University

Dr. Crystal Lin, Ph.D., CFA, CFP
Assistant Chair of Finance
Professor of Finance
School of Business
Eastern Illinois University
Charleston, IL 61920
Email: cylin@eiu.edu

Web: Student Investment Society

Fairfield University

Dr. Nazli S. Alan
Assistant Professor of Finance
Fairfield University
Charles F. Dolan School of Business
Fairfield, CT 06824-5195
Email: nalan@fairfield.edu

SMIF Contact:
Chris Bierezowiec

Fairfield University
Florida Gulf Coast University

Florida Gulf Coast University

Ronald Mushock, CFA
Adjunct Professor of Finance
Florida Gulf Coast University
10501 FGCU Boulevard South #3332
Fort Meyers, FL 33965-6565
Phone: 239-920-3694
Email: rmushock@fgcu.edu

Web: The Eagle Fund

Freed Hardeman University

Dr. Jason M. Brashier, Dean
College of Business
Email: jbrashier@fhu.edu

Advisor: Dr. Ryan Hysmith
158 East Main Street
Henderson, TN 38340
BK 256
Phone: 731-989-6092
Email: rhysmith@fhu.edu

Web: First Bank Investment Fund

Freed-Hardeman University
George Mason University

George Mason University

Derek Horstmeyer
Assistant Professor of Finance
George Mason University
School of Business
4400 University Drive MS 5F5
Fairfax, Virginia 22030
Phone: 703-993-9761
Email: dhorstme@gmu.edu

Web: Montano Student Investment Fund

George Washington University

Rodney Lake
Director, GW Investment Institute
School of Business
George Washington University
2201 G Street NW
Funger Hall, Suite 506
Washington, D.C. 20052
Phone: 202-994-0564
Email: invest@gwu.edu

Web: The GW Investment Institute

George Washington University
Georgia Southern University

Georgia Southern University

Dr. Allen C. Amason, Dean
Email: aamason@georgiasouthern.edu

Advisor: Dr. Axel Grossman, Ph.D.
Department of Finance and Economics
P O Box 8152
Statesboro, GA 30460
Phone: 912-478-0086
FAX: 912-478-0710
Email: agrossmann@georgiasouthern.edu
Email: parkerfinc@georgiasouthern.edu

Web: Southern Investment Association (SIA)

Grand Valley State University

Seidman College of Business
Grand Valley State University
50 Front Avenue SW
Grand Rapids, MI 49504

Eric Hoogstra
Professor of Finance
Email: hoogstre@gvsu.edu

Evan Macauley
President, Seidman IPO
Email: macaulev@mail.gvsu.edu

Web: Investment Portfolio Organization

Grand Valley State University
Henderson State University

Henderson State University

Dr. Mark Miller, Dean
School of Business
Email: millermd@hsu.edu

Advisor: C. Alan Blaylock, Ph.D., CTP
1100 Henderson Street
Arkadelphia, AR 71999
Phone: 870-230-5000
Email: blayloc@hsu.edu

High Point University

Dr. Jim Wehrley, Dean
Earl N. Phillips School of Business
Email: jwehrley@highpoint.edu

Advisor: Steven Lifland, Ph.D.
Plato S. Wilson Commerce Building 326
High Point, NC 27268
Phone: 336-841-4633
Email: slifland@highpoint.edu

Web: Floyd T. Craven Investment Club

High Point University
Hofstra University

Hofstra University

Dr. Edward J. Zychowicz
209 Weller Hall
Hempstead, NY 11549-1000
Email: Edward.J.Zychowicz@hofstra.edu

Web: Student Managed Investment Fund

Illinois Wesleyan University

Robert Irons
Associate Professor of Finance
Chair, Department of Accounting and Finance
State Farm Hall #322
Illinois Wesleyan University
1312 Park Street
Bloomington, IL 61701
Phone: 309-556-3178
Email: rirons@iwu.edu

Mikhail Munenzon, CFA, ASA, CAIA, PRM, MIA
Assistant Professor of Finance
Illinois Wesleyan University
1312 Park Street
Bloomington, IL 61701
Phone: 917-412-2273
Email: mmunenzo@iwu.edu

Web: https://www.iwu.edu/finance/portfolio/

Illinois Wesleyan University
Indiana State University

Indiana State University

Dr. Terry Daugherty, Dean
Scott College of Business
Email: Terry.Daugherty@indstate.edu

Advisor: Dr. Tarek S. Zaher
Professor of Finance
30 North Seventh Street
Federal Hall Suite 203
Terre Haute, IN 47809
Phone: 812-237-2093
Email: tarek.zaher@indstate.edu

Web: Student Managed Investment Fund
Facebook: IndStateSMIF

Indiana University Northwest

Matthew Lutey
Assistant Professor of Finance
Indiana University Northwest
Professional Building 1119
3400 Broadway
Gary, IN 46408
Phone: 219-981-4213
Email: mlutey@iun.edu

Indiana University Northwest
Kennesaw State University

Kennesaw State University

Govind Hariharan
Professor of Economics
Coles College of Business
457 Burruss Building
560 Parliament Garden Way NW
Kennesaw, GA 30144
Phone: 470-578-6580
Email: gharihar@kennesaw.edu

Web: Student Managed Investment Fund

Le Moyne College

Dr. Rafiqul Bhuyan
Madden School of Business
1419 Salt Springs Road
Syracuse, NY 13214
Email: bhuyanr@lemoyne.edu

Web: Dolphin Green and Gold Fund

Le Moyne College
Limestone University

Limestone University

Janet L.H. Bartholow, Ph.D.
Graduate Faculty, Finance
Montgomery 9
1115 College Dr.
Limestone University
Gaffney, SC, 29340-3799
Phone: 864-488-8319
Email: jbartholow@limestone.edu

Web: Student Managed Investment Fund

Lipscomb University

Dr. Ray Eldridge, Dean
College of Business
Phone: 615-966-5946

Advisor: Dr. Jeff Jewell, PhD, CFA
Department of Finance and Economics
One University Park Drive
Nashville, TN 37204
Phone: 615-966-5769
Email: jeff.jewell@lipscomb.edu

Lipscomb University
Loras College

Loras College

Eric Eller, PhD
Associate Professor of Finance
Loras College
1450 Alta Vista St.
Dubuque, IA 52001
Phone: 563-588-7202
Email: eric.eller@loras.edu

Marquette University

Ms. Jessica Hoerres
Applied Investment Management - Program Coordinator
Marquette University
College of Business Administration, Department of Finance
O'Brien Hall, 332F, PO Box 1881
Milwaukee, WI 53201-1881
Email: Jessica.hoerres@marquette.edu

Web: Applied Investment Management

Marquette University
Michigan State University

Michigan State University

Advisor: Dr. Stephen Schiestel
Eppley Center
645 N. Shaw Lane, Rm 315
East Lansing, MI 48824-1121
Phone: 517-884-6743
Email: schiestel@broad.msu.edu

Web: Student Investment Fund
Web: Student Investment Association

Millikin University

Mr. Daniel Allen
Finance Department
1184 W. Main Street
Decatur, IL 62522
Email: dlallen-alum@millikin.edu

Web: Tabor Investment Portfolio

Millikin University

Millsaps College

Millsaps College

Dr. Ken Qiu
Assistant Professor of Finance
Millsaps College
1701 North State Street
Jackson, Mississippi 39210
Phone:601-974-1252
Email: qiuh@millsaps.edu

Mississippi University for Women

Dr. Scott Tollison, Dean
College of Business and Professionals Studies
Email: stollison@muw.edu

Advisor: Dr. Andrew Luccasen, III
204 Reneau Hall
1100 College Street
Columbus, MS 39701
Phone: 662-329-7256
Email: raluccasen@muw.edu

Web: Student Organizations

Mississippi University for Women
Montclair State University

Montclair State University

Karen Richards
Department Administrator
Accounting & Finance Department
Feliciano School of Business - 392
Montclair State University
1 Normal Avenue, Montclair NJ 07043
Phone: 973-655-4174
Email: richardsk@montclair.edu

Morgan State University

George Micheni
Director, Capital Markets Lab
Earl G. Graves School of Business & Management, Office No. 606
Morgan State University
Baltimore, MD 21251
Phone: 443-885-2263
Email: george.micheni@morgan.edu

Morgan State University
Nazareth College

Nazareth College

Dr. Cathy A. Leverone, CPA, MSF, CGMA
Program Director - Finance
Assistant Professor Finance and Accounting
Nazareth College
Smyth Hall 184C
4245 East Avenue
Rochester, New York 14618
Email: clevero1@naz.edu

Nebraska Wesleyan University

Thomas A. Jackman, Ph.D.
Professor of Business Administration
Business, Accounting and Economics Dept. Internship Coordinator
Nebraska Wesleyan University
5000 Saint Paul Ave.
Lincoln, NE 68504
Phone: 402-465-2191
Email: taj@nebrwesleyan.edu

Web: Student Investment Group

Nebraska Wesleyan University
North Central College

North Central College

Brenden Mason
Assistant Professor of Economics
School of Business & Entrepreneurship
North Central College
30 North Brainard Street
Naperville, IL 60540
Phone: 630-637-5420
Email: bjmason@noctrl.edu

Northern Illinois University

Dr. Balaji Rajagopalan, Dean
College of Business
Email: busdean@niu.edu

Advisor: Dr. Gina Nicolosi Chair
Department of Finance
BH 139K
740 Garden Road
DeKalb, IL 60115
Phone: 815.753.6391
Email: gnicolos@niu.edu

Web: TMAC Student Managed Portfolio

Northern Illinois University
Northern Michigan University

Northern Michigan University

Dr. David Rayome, Dean
College of Business
Email: drayome@nmu.edu

Web: ​Superior Fund​
Fund Web: NMUSMIF

Northwest Nazarene University

Peter R. Crabb
Professor, Finance & Economics
School of Business
Northwest Nazarene University
Helstrom Business Center
623 S University Blvd.
Nampa ID 83686
Phone: 208-467-8536
Email: PRCrabb@nnu.edu

Northwest Nazarene University
Northwestern State University of Louisiana

Northwestern State University of Louisiana

Dr. Mark Swanstrom
School of Business
Russell Hall
125 Central Avenue,
Natchitoches, LA 71497
Phone: 318-357-5698
Email: swanstromm@nsula.edu

Oakland University

Robert Uptegraff
Special Instructor of Finance
School of Business Administration
Oakland University
Elliott Hall, Room 439A
275 Varner Drive
Rochester, MI 48309-4485
Phone: 248-370-3543
Email: uptegraf@oakland.edu

Web: Student-Managed Investment Fund

Oakland University
Oberlin College

Oberlin College

Dr. Carmen Ambar, President
College of Arts and Sciences

Advisor: Dr. Maggie Brehm
Economics
Phone: 440-775-8449
Email: maggie.brehm@oberlin.edu

Club Email: osfic@oberlin.ed

Ohio Wesleyan University

Advisor: Barbara MacLeod, CFA
Chair, Department of Economics
Professor and John J Joseph Chair in Economics
61 S. Sandusky St
Delaware, OH 43015
Phone: 740-368-3547
Email: bamacleo@owu.edu

Ohio Wesleyan University
Olivet Nazarene University

Olivet Nazarene University

Advisor: Dr. Douglas Nielsen
One University Avenue
Bourbonnais, IL 60914-2345
Email: dnielsen@olivet.edu

Web: Clubs and Organizations

Pacific Lutheran University

Carolyn Wang
Assistant Professor
Morken Center for Learning & Technology - Room 326
School of Business
Pacific Lutheran University
12180 Park Avenue S.
Tacoma, WA 98447-0003
Phone: 253-535-7256
Email: wangcb@plu.edu

Web: Regents' Investment Fund

Pacific Lutheran University
Pacific University - Oregon

Pacific University, Oregon

Zhuoming Peng, PhD
Associate Professor, Finance
College of Business
Pacific University, Oregon
2043 College Way
Forest Grove, OR 97116
Phone: 503-352-1462
Email: zpeng@pacificU.edu

Penn State Behrend

Timothy Krause
Assistant Professor of Finance
Jack Burke Center
Black School of Business
Penn State Behrend
4701 College Drive
Erie, PA 16563
Phone: 814-898-6326
Email: tak25@psu.edu

Penn State Behrend
Plymouth State University

Plymouth State University

Christina Bradbury, DBA, CMA, CFP
Associate Professor of Finance
Plymouth State University
Hyde Hall 208
Plymouth, NH 03264
Email: cjbradbury@plymouth.edu

Web: PSU Investment Club

Princeton University

O'Donavan Johnson
Assistant Director, Leadership Gifts
Princeton University Advancement
Princeton University
100 Overlook Center, Suite 300
Princeton, NJ 08540
Phone: 609-258-8665
Email: odonavan@princeton.edu

Web: Tiger Investments

Princeton University
Radford University

Radford University

Advisor: Dr. Abhay Kaushik
Department of Accounting, Finance and Business Law
KH 292
Radford, VA 24142
Phone: 540-831-6426
Email: akaushik@radford.edu

Saint Peter's University

Samar Issa, Ph.D.
Assistant Professor of Economics and Finance
Saint Peter's University
The Jesuit University of New Jersey
2641 John F. Kennedy Boulevard
Jersey City, New Jersey 07306
Email: sissa@saintpeters.edu

Saint Peter's University
Salve Regina University

Salve Regina University

Samuel Sacco
Program Coordinator
Business Studies and Economics
Salve Regina University
100 Ochre Point Avenue
Newport, RI 02840
Phone: 401-341-3196
Email: samuel.sacco@salve.edu

Web: Investment Planning

Smith College

Dr. Rene Heavlow, Program Director
Jill Ker Conway Innovation and Entrepreneurship Center
10 Elm Street
Northampton, MA 01063
Email: rheavlow@smith.edu

Web: Investment Club

Smith College
Southern Illinois University, Edwardsville

Southern Illinois University, Edwardsville

Dr. Jie Ying, Ph.D.
Assistant Professor
Department of Economics and Finance
School of Business
Edwardsville, IL 62026-1051
Email: jying@siue.edu

Southern Utah University

Dixie L. Leavitt School of Business
351 W. University Blvd.
Cedar City, UT 84720

Web: Southern Utah University Investment Group

Southern Utah University
Southwestern University

Southwestern University

Hazel Nguyen
Associate Professor of Economics and Business
Economics and Business Department
Mood-Bridwell 341
1001 E. University Ave.
Georgetown, TX 78626
Phone: 512-863-1363
Email: nguyen4@southwestern.edu

Web: Financial Analyst Program

State University of New York, Geneseo

Chinmay Jain
Assistant Professor of Finance
South Hall 219B
School of Business
State University of New York, Geneseo
1 College Circle
Geneseo, NY, 14454
Phone: 585-245-5129
Email: cjain@geneseo.edu

Web: Student Managed Investment Fund Earns Students Hands-on Experience

SUNY, Geneseo
Stonehill College

Stonehill College

Michael G. Mullen MBA CFA CAIA
Associate Professor of Finance
Business Administration Department
Meehan School of Business
Stonehill College
320 Washington Street
Easton MA 02357
Phone: 508-565-1939
Email: mmullen1@stonehill.edu

Web: Mary Herlihy Opportunity Fund

Taylor University

Dr. Christopher Kellner
Assistant Professor of Finance
Taylor University
236 W Reade Ave.
Upland, IN 46989-1001
Phone: 765-998-5138
Email: chris_kellner@taylor.edu

Taylor University
University of Texas.Dallas

University of Texas at Dallas

Hiro Nishi
Director, Undergraduate Finance
University of Texas at Dallas
800 W Campbell Road,
Richardson, TX 75080
Phone: (972) 883-2705
Email: BSFin@utdallas.edu

Truman State University

Truman State University

Dr. Charles Boughton
Faculty Advisor for Bulldog Student Investment Fund
Email: boughton@truman.edu

Facebook: ​Bulldog Student Investment Fund​

Union University

Johnson Owusu-Amoako, DBA, PE
Assistant Professor of Finance
Union University
McAfee School of Business
1050 Union University Drive
Jackson, TN 38305
Phone: 731-661-5360
Email: jowusu-amoako@uu.edu

Union University
University of Alabama in Huntsville

University of Alabama in Huntsville

Dr. Jason Greene, Dean
College of Business
Email: jason.greene@uah.edu

Dr. Xuejing Xing
Chair, Accounting, Economics and Finance
BAB 315
Huntsville, AL 35899
Phone: 256-824-6493
Email: xuejing.xing@uah.edu

University of Alaska Fairbanks

Joel Ballou
Teaching Assistant
School of Management
University of Alaska Fairbanks
201 Bunnell Building
P.O. Box 756080
Fairbanks, AK 99775-6080
Phone: 360-259-9585
Email: jaballou@alaska.edu

Web: Student Investment Fund

University of Alaska - Fairbanks
University of Arkansas - Fort Smith

University of Arkansas - Fort Smith

Advisor: Dr. Latisha A. Settlage, Ph.D.
Department Chair – Accounting, Economics and Finance
5210 Grand Avenue
Fort Smith, AR 72913
Phone: 479.788.7933
Email: latisha.settlage@uafs.edu

University of Arkansas at Little Rock

Advisor: Dr. Ashvin Vibhakar, CFA
2801 South University
Little Rock, AR 72204-1099
Phone: 501-569-8892
Email: apvibhakar@ualr.edu

Web: Joe T. Ford Student-Managed Portfolio

University of Arkansas - Little Rock
University of Baltimore

University of Baltimore

Kevin McHugh
Merrick School of Business
University of Baltimore
1420 N. Charles St.
Baltimore, MD 21201
Email: kevin.mchugh@ubalt.edu

University of California, Merced

Advisor: Jason Lee
School of Social Sciences, Humanities and Arts
5200 N. Lake Road
Merced, CA 95343
Phone: 707-330-0258
Email: jlee287@ucmerced.edu

Web: Investment Club

University of California, Merced
University of Central Missouri

University of Central Missouri

Dr. James Cicon, PhD, JD, MBA
Harmon School of Business and Professional Studies
Dockery Building, DOC 301-C
University of Central Missouri
Warrensburg, MO 64093
Email: cicon@ucmo.edu

Web: Student Managed Investment Fund

University of Connecticut

Chinmoy Ghosh
Head, Finance Department
School of Business
University of Connecticut
2100 Hillside Road
Storrs, CT 06268
Phone: 860-486-4431
Email: chinmoy.ghosh@uconn.edu

Web: Student Managed Fund

University of Connecticut
University of Dayton

University of Dayton

Peggy Nicodemus
Special Projects Manager
Davis Center for Portfolio Management
University of Dayton
300 College Park
Dayton, OH 45469
Phone: 937-229-4761
Email: mnicodemus1@udayton.edu

Web: Davis Center for Portfolio Management

University of Delaware

John Stocker
Associate Chairperson, Finance Department and Assistant Professor
Alfred Lerner College of Business & Economics
University of Delaware
20 Orchard Rd.
Newark, DE 19716
Phone: 302-831-8241
Email: stocker@udel.edu

Web: Blue Hen Investment Club

University of Delaware
University of Detroit Mercy

University of Detroit Mercy

Dr. Omid Sabbaghi
Associate Professor of Finance and Director of Graduate Business Programs
4001 W. McNichols Road
Detroit, MI 48221
Phone: 313-993-1172
Email: sabbagom@udmercy.edu

University of Florida

David T. Brown
William R. Hough Professor of Finance
MSF Program Director
Warrington College of Business
University of Florida
Phone: 352-392-2820
Email:& david.brown@warrington.ufl.edu

Web: Gator Student Investment Fund

University of Florida
University of Georgia

University of Georgia

Johannes Kohler
B338 Amos Hall
620 South Lumpkin Street
Terry College of Business
University of Georgia
Athens, GA 30602
Email: johannes.kohler@uga.edu

University of Indianapolis

Dr. Matthew Will
Director of External Relations
Associate Professor of Finance
School of Business
University of Indianapolis
1400 E. Hanna Avenue
Indianapolis, IN 46227
Phone: 317-788-3370
Email: mwill@uindy.edu

University of Indianapolis
University of Lincoln

University of Lincoln

Dr Hao Quach
Associate Professor / Programme Leader
Department of Accountancy, Finance and Economics
Lincoln International Business School
University of Lincoln
Brayford Pool
Lincoln, LN6 7TS
United Kingdom
Phone: 0152-283-5546
Email: hquach@lincoln.ac.uk

Web: Student Managed Investment Fund (LSMIF) and Lincoln Student Managed Investment Fund

University of Lynchburg

Dr. Michael Schnur
Schewel 315
1501 Lakeside Drive
Lynchburg, VA 24501-3113
Email: schnur_m@lynchburg.edu

Website: New trading room brings Wall Street to Lynchburg

University of Lynchburg
University of Massachusetts Lowell

University of Massachusetts Lowell

Ravi Jain, Ph.D., CFA
Associate Professor of Finance
Manning School of Business
University of Massachusetts Lowell

Lowell, MA 01854-2874
Phone: 978-934-2854
Email: Ravi_Jain@uml.edu

University of Michigan

Ross School of Business
Officer: Mark Metz, President
701 Tappan Street
Ann Arbor, MI 48109-1234
Phone: 734-615-5002
Email: markmetz@umich.edu

Web: Maize & Blue Endowment Fund
Web: Michigan Interactive Investments

University of Michigan
University of Michigan - Dearborn

University of Michigan - Dearborn

Nicholas A. Vlisides, CFS
Professional Faculty
Department of Accounting and Finance
19000 Hubbard Drive
Fairlane Center South #104
Dearborn, MI 48126-2638
Phone: 313-583- 6489
Email: navlis@umich.edu

University of Michigan - Flint

John Stephens, DBA
Lecturer of Finance
School of Management
University of Michigan - Flint
303 E. Kearsley Street
Flint MI 48502
Phone: 810-762-0779
Email: johstep@umich.edu

University of Michigan - Flint
University of Missouri - St. Louis

University of Missouri - St. Louis

Dr. Charles E. Hoffman, Dean
College of Business Administration
202 G Anheuser-Busch Hall
St. Louis, MO 63121-4400
Email: hoffmance@umsl.edu

Student Investment Trust
Advisor: Dr. Kenneth Locke
Email: kwlocke@umsl.edu

University of Mount Union

Dr. Jeffrey R. Breese
Vice President for Academic Affairs,
Dean of the University
Alliance, OH 44601
Email: breesejr@mountunion.edu

University of Mount Union
University of Nebraska at Kearney

University of Nebraska at Kearney

Dr. Suzanne K. Hayes
Associate Professor of Finance
Kearney, NE
Email: hayessk@unk.edu

Web: William L. Bauhard Student Managed Investment Program

University of Nebraska-Lincoln

Dr. Richard DeFusco
Chair, Department of Finance
College of Business
University of Nebraska - Lincoln
730 N. 14th Street
Lincoln, NE 68588
Phone: 402-472-6763
Email: rdefusco1@unl.edu

Web: Big Red Investment Club

University of Nebraska-Lincoln
University of North Carolina - Greensboro

University of North Carolina - Greensboro

Dr. McRae Banks, Dean
Bryan School of Business and Economics
Email: mcbanks@uncg.edu

Advisor: Mr. James A. Milanese
Department of Accounting and Finance
Suite 383 Bryan Building
516 Stirling Street
Greensboro, NC 27412
Phone: 336-334-5647
Email: jamilane@uncg.edu

Web: Spartan Investment Club

University of Northern Colorado

Monfort College Business
501 20th Street
Greeley, CO 80639
Email: kristi.cozbey@unco.edu

Web: Student and Foundation Fund

University of Northern Colorado
University of St. Thomas

University of St. Thomas, Minnesota

Mary Schmid Daugherty
Associate Professor
Opus College of Business
University of St. Thomas
2115 Summit Ave
St. Paul, MN 55105
Email: MSDaugherty@stthomas.edu

Web: Experiential Learning: The Aristotle Fund
Web: The Ups and Downs of a Student-managed Fund
Web: Aristotle Fund

University of Tennessee

Dr. Stephen L. Mangum, Dean
Haslam College of Business
Email: smangum@utk.edu

UTIG Advisor: Mrs. Suzan Murphy
431 SMC, College of Business
Knoxville, TN 37996
Phone: 865-974-8396 | 865-974-1728
Fax: 865-974-1716
Email: smurphy@utk.edu | finance@utk.edu

Web: University of Tennessee Investment Group

Torch Funds Advisor: Dr. Ryan Z. Farley
Assistant Clinical Professor of Finance
Torch Fund Program Director
Haslam College of Business
University of Tennessee
434 Stokely Management Center
Phone: 865-888-6366
Email: rfarley1@utk.edu

University of Tennessee - Knoxville
University of Tennessee at Chattanooga

University of Tennessee at Chattanooga

Hunter M. Holzhauer, Ph.D.
Robert L. Maclellan & UC Foundation Associate Professor of Finance
Director of the SMILE Fund
University of Tennessee at Chattanooga
Gary W. Rollins College of Business
Department of Finance & Economics
323-G Fletcher Hall
Email: hunter-holzhauer@utc.edu

Web: SMILE Fund

University of Tennessee at Martin

Dr. Ross Dickens, Dean
College of Business and Global Affairs
Email: rdicken2@utm.edu

Advisor: Dr. Mahmoud Haddad
Professor of Finance
214 Business Administration Building;
Phone: 731-881-7249
Email: mhaddad@utm.edu

Facebook: UT Martin Student-Managed Portfolio

University of Tennessee - Martin
University of Texas at Arlington

University of Texas at Arlington

Thomas Thompson
Professor of Finance
College of Business
University of Texas at Arlington
701 S. West Street
Box 19377
Arlington, TX 76019-0377
Phone: 817-272-0518
Email: thomas.thompson@uta.edu

University of West Alabama

Faculty Advisor: Dr. Adam (Linyuan) Cai
College of Business and Technology
Livingston, AL 35470
Email: afe@uwa.edu

University of West Alabama
University of Wisconsin - Eau Claire

University of Wisconsin - Eau Claire

Mr. Mark Alfuth, MBA, C.P.A.
University of Wisconsin Eau Claire
Schneider Social Science Hall 300E
1702 Park Avenue
Eau Claire, WI 54701
Email: alfuthme@uwec.edu

University of Wisconsin-La Crosse

Dr. Adam Stivers, PhD.
Assistant Professor of Finance
University of Wisconsin-La Crosse
College of Business Administration
3132 Wittich Hall
1725 State St, La Crosse, WI, 54601
Phone: 608-785-6677
Email: astivers@uwlax.edu

University of Wisconsin-La Crosse
University of Wisconsin - River Falls

University of Wisconsin - River Falls

Dr. Michael Fronmueller, Dean
College of Business and Economics
Email: michael.fronmueller@uwrf.edu

Advisor: Dr. Charles Corcoran
Accounting and Finance
124 South Hall
River Falls, WI 54022
Phone: 715-425-3335
Email: charles.p.corcoran@uwrf.edu | cbe@uwrf.edu

Club President: Nicole Bos
Email: nicole.bos@my.uwrf.edu

Ursinus College

Department of Business and Economics
Ursinus College
Collegeville, PA 19426

Web: Ursinus College Investment Management Company

Ursinus College
Walsh College

Walsh College

John A. Moore
Associate Professor
Finance & Economics Department
Troy MI
Phone: 248-823-1361
FAX: 248-689-0920
Email: jmoore@walshcollege.edu | jmoore1@walshcollege.edu

Western Carolina University

Leobardo Diosdado
Assistant Professor
Department of Accounting, Finance, Information Systems and Economics
Forsyth 240
Cullowhee, NC 28723
Email: ldiosdado@wcu.edu

Western Carolina University
Western Kentucky University

Western Kentucky University

Dr. Indu Chhachhi, Professor of Finance
Hays Watkins Teaching Fellow
Director, TVA Investment Challenge Program
1906 College Heights Blvd. #21061
Bowling Green, KY 42101-1061
Phone: 270-745-2928
Fax: 270-745-5284
Email: indudeep.chhachhi@wku.edu

Web: Financial Management Association

Western Michigan University

Dr. Satish Deshpande, Dean
Haworth College of Business
Phone: 269-387-5050
Email: satish.deshpande@wmich.edu

Advisor: Mr. Chris Burns
Department of Finance and Commercial Law
1903 W Michigan Ave.
Kalamazoo MI 49008-5420
Phone: 269-387-5720
Email: christopher.d.burns@wmich.edu

Web: Student Managed Investment Fund

Western Michigan University
Whitworth University

Whitworth University

Duff Bergquist, MIM
Clinical Assistant Professor Finance
Phone: 509-777-4697
Email: bbergquist@whitworth.edu

Richard Cloutier
Assistant Professor, Finance
Phone: 509-777-4811
Email: rcloutier@whitworth.edu

Whitworth University
School of Business
Weyerhaeuser Hall
300 W. Hawthorne Road
Spokane, WA 99251

Web: Whitworth Student Investment Group

Widener University

Tunde Odusami, Ph.D CFA
Associate Professor of Finance
School of Business Administration
Widener University
One University Place
Chester, PA 19013
Phone: 610-499-1175
Email: boodusami@widener.edu

Widener University
Winona State University

Winona State University

Larry Schrenk, Assistant Professor of Finance
Department of Finance
College of Business
Winona State University
175 West Mark Street
Winona, MN 55987-3384
Phone: 507-457-2388
Email: lschrenk@winona.edu

Web: Student Managed Investment Fund

Wittenberg University

Rachel E Wilson, Ph.D.
Chair & Associate Professor
Department of Business & Department of Economics
Wittenberg University
200 W Ward St.
Springfield, Ohio 45504
Phone: 937-327-6351
Email: wilsonr1@wittenberg.edu

Wittenberg University
Wofford College

Wofford College

Philip G. Swicegood
Department Chair & James Professor of Finance
Wofford College
429 North Church Street
Spartanburg, SC 29303
Phone: 864-597-4378
Email: SwicegoodPG@Wofford.edu

Web: James-Atkins Student-Managed Investment Fund

Wright State University

Matthew D. Ingram, CFA
Senior Lecturer
Wright State University
Rike Hall 285
3640 Colonel Glenn Hwy
Dayton, OH 45435-0001
Phone: 937-775-2470
Email: matthew.ingram@wright.edu
Web: https://business.wright.edu/finance-and-financial-services/finance-club
https://www.wright.edu/event/lift-symposium

Wright State
Xavier University

Xavier University

David C. Hyland
Professor of Finance
Xavier University
Williams College of Business
3800 Victory Parkway
Cincinnati, OH 45207-5162
Phone: 513-745-3017
Email: hylandd@xavier.edu

Web: D'Artagnan Capital Fund

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