Chris Kaufman is  a senior at the University of North Carolina at Chapel Hill pursuing a degree in Business Administration and a minor in Data Science. He serves as President of both the UNC Portfolio Management Team and the Wealth Management Association, and is a Sector Head for the Reynolds Investment Fund. He also serves as the Head of Asset Management for the UFS. Chris interned at Davidson Capital after his sophomore year and spent this past summer at Leerink Partners, where he will be returning full-time after graduation.

William Commons is a junior at UNC Chapel Hill studying Business Administration, Economics, and Data Science through Kenan-Flagler and Honors Carolina. He serves as Equities Sector Head and Co-Head of Education for UFS and will be an Incoming 2026 Investment Banking Summer Analyst at J.P. Morgan.

Will is a Junior from Charlotte, North Carolina, studying Business Administration and Economics. At UNC, he is a Sector Head and a Co-Head of Education for the Wealth Management Association, a Sector Head on the Portfolio Management Team, and a mentor for the Catalyst Group. He will be joining J.P. Morgan as a 2026 Investment Banking Summer Analyst in New York City.

Thomas is a rising junior from Asheville, North Carolina studying Business Administration and Public Policy. This past summer, he worked as a Private Credit Summer Analyst at Comvest Partners in West Palm Beach, Florida, and will be joining Citi as an Investment Banking Summer Analyst in New York. On campus, Thomas serves as the Vice President of Recruiting for PMT, President of the Hispanic Finance Association (HFA), and Equities Sector Head for the Wealth Management Association (WMA).

Lizzy Xie is a rising senior at UNC Chapel Hill, where she is pursuing a double major in Business Administration and Statistics. Beyond her role on the Wealth Management Association, she is also a Sector Head for the UNC Portfolio Management Team. She is passionate about finance, data-driven decision-making, and creating meaningful connections within the investment community.

Jackson Reinking is a junior at UNC Chapel Hill pursuing degrees in Business Administration and Data Science. He serves as VP of Technology and Fixed Income Sector Head for WMA and will be an Incoming 2026 Investment Banking Summer Analyst at Jefferies.