Portfolio Manager – the William C. Dunkelberg Owl Fund
This academic school year (2025-2026), I will be serving as the sole Portfolio Manager of the William C. Dunkelberg Owl Fund, Temple University’s student-run investment fund, managing $3,000,000 of the school’s endowment. Being tasked with leading a group of 15 student analysts, my leadership skills have evolved and grown tremendously since being appointed for the position. Moreover, I utilize platforms like Bloomberg, FactSet, Microsoft Excel, and Refinitiv almost daily, which require me to employ the data analytics skills that I gained from my MIS courses.
Being interested in the intersection of finance and technology, this activity supports my career goals as I am able to gain exposure to the finance industry and financial concepts, while using data and technology to enable efficiency.