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Finance Club
The Finance Club exists to create opportunities for students interested in finance and financial services to develop career and social awareness, professionalism, leadership skills, and industry contacts through presentations, field trips, community service, and other activities. We also seek to establish an ongoing presence at Wright State and in the community.
Goals
- Learn about finance and financial services
- Expand our cultural experiences and celebrate diversity
- Administer bias training to our executive board
- Practice our abilities in a business environment
- Learn about various certifications
- Raise funds to take a study trip to New York
- Network with the Dayton Business Community
Become a Member to receive more frequent news of events happening in the club and around the college. There is no application or member fee. Click here to view the 2021-2022 Finance Club Membership Application (DOCX). Please submit your application to the club Vice President via email (see Point of Contact below).
You can also view the Wright State Finance Club Constitution (DOCX).
Guest Speakers
The Finance Club welcomes guest speakers from our local region each year to share their professional experiences with students and create networking opportunities. When classes are in person, the club usually meets in the Trading Room in the College of Business.
Meeting Dates
- January 19
- February 2
- February 16
- March 16
- March 30
- April 13
Contact List for Finance Club Guest Speakers 2020-2021
We have had the pleasure of welcoming wonderful guest speakers this year. Thanks are due to our Program Chair Taylor Ledbetter who did a phenomenal job connecting us even with adversities from the pandemic. Our guest speakers have asked for an ongoing relationship with our university and encourage our students to contact them inquiring about employment opportunities. Please view the links below to learn more about the organizations and feel free to email our contacts asking about internship or full-time opportunities.
- Ryan Johnson, CFA, CFP — Director of Portfolio Management & Research — rjohnson@mybuckingham.com
- Emily Cozad — Portfolio Analyst — ecozad@mybuckingham.com
- Allen Thuma, CFA — Portfolio Manager & Research Analyst — athuma@mybuckingham.com
- Sana Haque, CFP — Financial Services Professional — sana@gianolafinancial.com
- Joe Saunders — Senior Relationship Manager — jsaunders@westminsterfinancial.com
- Maureen Gaare, PHR — Director - Human Resources at Aspiriant — mgaare@aspiriant.com
- Myles Rush, CFP — M.S. Director in Wealth Management, Partner — mrush@aspiriant.com
- Brian Butt, CFA — Managing Director, Principal, Wealth Management, Cincinnati — bbutt@johnsoninv.com
- Justin T. Rowden, CFP — Portfolio Manager, Wealth Management, Dayton — jrowden@johnsoninv.com
- Priya Sivagnanam — Portfolio Manager Assistant, Wealth Management, Columbus — psivagnanam@johnsoninv.com
Mutual of Omaha Insurance Company
- Elizabeth Topping — Licensed Insurance Agent and Investment Professional — elizabeth.topping@mutualofomaha.com or cell 606-369-5532
- Mark Morris — Founder, CEO, Financial Advisor — mark@securefutureadvisor.com
- Jeff Garnica — Financial Advisor — jeff@securefutureadvisor.com
- Lindsey Patten, MBA — Director of Operations — lindsey@securefutureadvisor.com
- John Thompson — Financial Planner — john@securefutureadvisor.com
- Michael Solik, CIMA, CFP, CPWA — Wealth Management Advisor — msolik@gryphonfp.com
New York Study Trip
The Finance Club's New York Trip connects Wright State students to internationally recognized financial institutions in the NYC metropolitan area. The trip is typically four days long and held over spring break. Last year's trip was led and directed by our finance professor Matthew Ingram. In Spring 2020, the club visited ten institutions including MarketAxess, the Global Association of Risk Professionals (GARP), Bloomberg L.P., Oppenheimer Holdings, the Center for Financial Research and Analysis (CFRA), Moody's Investors Service, the New York Stock Exchange, Morgan Stanley Capital International (MSCI), HSBC, and C.V. Starr. Students ask financial professionals questions, request internship opportunities, and get to see the Financial District in Lower Manhattan. On past trips, the club has also visited American Express, Merrill Lynch Wealth Management, Citigroup Headquarters, BlackRock Investment Management, and Standard and Poor's.
Students fund-raise for the trip by selling pies via the Pie Peddler during the beginning of the fall semester. Pie order forms and payments are usually due in late October in the finance office and delivered to the office in early November. See a PDF of the pie order form (2020) below. All the pies have a selling price of $10.00 each, and for every cream and fruit pie you sell, a profit of $3.25 is added to your fundraising account and pecan pies have a profit of $2.25 each. Customers can pay by cash or make a check payable to "The Wright State Finance Club". See the document below "Fundraising for Finance Club Trip - Guide for Finances" for detailed requirements of the trip.
- Fundraising for Finance Club Trip - Guide for Finance (DOCX)
- Pie Peddler Order Form (PDF)
- Pie Peddler Order Form - Flavor List (PDF)
Our Officers
- President: Isaac Meyer
- Vice President: Sarah Schwieterman
- Secretary: Chris Ingram
- Treasurer: Seth Kelch
- Program Chair: Brandon Kinney
- Marketing Chair: Judith Badiane
- Diversity and Inclusion Chair: Chris Jenkins
Point of Contact
For questions or suggestions please email a member of the executive board:
- Isaac Meyer: meyer.283@wright.edu
- Sarah Schwieterman: schwieterman.86@wright.edu
- Chris Ingram: ingram.71@wright.edu
- Seth Kelch: kelch.14@wright.edu
- Brandon Kinney: kinney.44@wright.edu
- Judith Badiane: badiane.2@wright.edu
- Chris Jenkins: jenkins.318@wright.edu
Dayton Business Community
We gladly welcome suggestions and input from the Dayton business community to further enhance our finance club experience. Suggestions could be forwarded to rscob-fin@wright.edu
If your company would like to support the finance club, please complete and return the Finance Company Sponsorship Form (PDF).
