President, Hillsdale College Investment Club
Developing Leaders in Finance
- As president, I oversaw a number of structural changes to the Investment Club designed to make it an enduring institution at the College.
- 1. Introduced structured meeting curricula teaching students of all skill levels to analyze companies using financial statement analysis, DCF, and peer comparison.
- 2. Chaired a four-person board responsible for investment decisions. Emphasized the importance of buying "wonderful businesses at fair prices."
- 3. Arranged events with professionals in finance and academia to provide our students high-quality education and opportunities.
.png?width=2000&height=1333&name=Investment%20Club%20Group%20Photo%202026%20(compressed).png "Investment Club Group Photo 2026 (compressed)")
Company Research
In addition to my management and teaching responsibilities, I've completed a number of research projects as a member of the Club. These have informed buying decisions and developed my ability to collect and interpret data.
Google Recommendation
A report I created for the Money Managers in April 2025. I give a detailed overview of Google's business sectors, highlight important financial data, and provide an outlook.
DownloadSoft Drinks Industry
A report analyzing the major competitors in the soft drinks industry, prepared in October 2025. After this report, the board opted to hold off on investing in soft drink companies.
DownloadNVIDIA Corporation
Since we purchased it in 2018, NVIDIA has become Investment Club's largest holding. This presentation, prepared February 2026, updated the board on the company's position and offered bull and bear scenarios.
Download7-Step Process
This presentation lays out the stock research process I advocated and taught during my time as president, modeled off of practices used by real wealth management firms.
Download