Department of Finance and Financial Services

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 more about finance
  • Expand our cultural experiences
  • Practice our abilities in finance in the real world
  • Raise enough funds to take a study trip to New York

We hope that this three-pronged approach will help our students grow into well-rounded employees for the Dayton region and beyond.


Upcoming Speakers

The finance club recruits and welcomes guest speakers from the southwest Ohio region each year. We have some great speakers scheduled for this fall:

9/16/20: Ryan Johnson, CFA, CFP—Director of Portfolio Management & Research; Emily Cozad—Portfolio Analyst; and Allen Thuma, CFA—Portfolio Manager & Research Analyst, Buckingham Advisors

9/30/20: Sana Haque, CFP—Financial Services Professional, Gianola Financial Planning

10/14/20: Joe Saunders—Senior Relationship Manager, Westminster Financial

10/28/20: Maureen Gaare, PHR—Human Resources Manager, Aspiriant Wealth Management

11/18/20: Brian Butt, CFA—Senior Portfolio Manager, Johnson Wealth Management

Please join our sessions using this link at 5:00 pm on the designated dates: https://wright.webex.com/meet/vanderburgh.3

We hope to see you there!


Past Speakers

  • Ryan Johnson, C.F.A., C.F.P.—Equity Analyst, Buckingham Capital Management
  • Michael R Scott, C.F.A.—President, Dayton CFA Society
  • Chris Slattery, Investment Advisor—Edward Jones
  • Tom Mangan, Senior Vice President and Portfolio Manager—JIR, Inc.
  • John Borchers, Merrill Lynch
  • Steven J. Harrell, Director, Investments and Insurance—Wright Patt Credit Union
  • Henrietta Nye, President—Keir Educational Resources

New York Study Trip 

Each year, the finance club is plans a four-day study yrip to New York City. Businesses visited on recent trips include:

  • New York Stock Exchange
  • American Express
  • Bloomberg
  • Merrill Lynch
  • Citi Group
  • Blackrock
  • Standard and Poor’s

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).

 


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