Suffolk University Sawyer Business School Finance Major, Investment Minor May 2026
A finance student passionate about markets, research, and learning how data drives investment decisions through hands-on experience and continuous growth.
Building a foundation in finance through academic excellence, practical experience, and continuous learning
Finance Major with Investment Minor at Suffolk University's Sawyer Business School, graduating May 2026. Currently serving as Healthcare Sector Analyst for the Suffolk University Finance Club.
Managing a personal investment portfolio of over $100,000 since 2022, focusing on equities and ETFs. This experience has taught me the importance of patience, research, and risk management.
Regularly use Bloomberg news subscription to study markets, company reports, and professional research to better understand how investment decisions are made.
Through my internship at Cambridge Trust, I gained hands-on exposure to professional research projects in equity, credit, and ESG analysis.
I'm continuing to build my skills and experience as a Healthcare Sector Analyst for the Suffolk Finance Club and through managing my own investment portfolio.
My goal is to keep learning and growing toward a future career in investment research or wealth management.
Summer 2025 • Boston, MA
Gained hands-on exposure to professional research projects in equity, credit, and ESG analysis within Cambridge Trust's Wealth Management division.
Supported the Chipotle (CMG) stock initiation by preparing valuation calculations and formatting slides used in the final published deck.
Completed credit analysis on Hewlett-Packard (HP) and GE Aerospace, examining leverage, liquidity, and debt coverage ratios.
Authored ESG reports on McDonald's, Abbott, and Royalty Pharma, including nutrition analysis that influenced investment decisions.
Authored internal AI in Wealth Management report, examining AI applications in portfolio construction and risk management.
Refreshed mutual fund and macroeconomic decks with updated performance data and FactSet charts.
Earned professional certifications in data analysis and credit research tools.
Specific contributions and what I learned from each experience
Supported the valuation analysis and slide preparation for a new coverage report by calculating key metrics and formatting business overview slides.
Conducted liquidity and leverage analysis; helped present findings to the Bond Team through written summaries and supporting PowerPoint decks.
Analyzed sustainability and third-party nutrition data for the ESG portfolio team, including supply chain governance and nutrition audit comparisons.
Researched and wrote an internal report on how AI is used in portfolio management; presented findings firmwide to senior leadership including the CIO.
I'm always interested in learning about opportunities in investment research and wealth management
Preferred contact method
Professional networking
Currently based
I'm a finance student building real, credible experience through internships, club involvement, and personal investing. I'm eager to learn and contribute to investment research and wealth management teams.