Nate Akers - Managing Director

Nate Akers is a senior this year majoring in finance and accounting. Nate was an analyst in Summit Fund last semester covering the healthcare sector. Nate has working experience in several fields, including investment banking and credit analysis. Outside of work, he enjoys finding new music, reading, and watching Bloomberg TV. 
Neo Lan - Analyst, Financials

​Neo Lan is a senior studying corporate finance and investment analysis at CSU. He interned with FirstBank in the past summer and hopes to explore both investing and banking in his future career. Neo hopes he could get valuable portfolio management experience in the Summit Fund as he explores his career. When he’s not busy with school, he enjoys traveling, hiking, dancing, and playing the guitar.
Amanda Lehmann - Analyst, Communication Services

Amanda Lehmann is a senior studying corporate finance and investment analysis. After working for a real estate investment company and wealth management institution, she realized her strong passion for finance. She wants to help people achieve their financial goals by hopefully becoming a financial advisor. In her free time she likes to ski, go hiking and camping with friends, and travel.
Parker Hogy - Analyst, Financials

​Parker Hogy is a senior studying investment finance at Colorado State University. He also has certificates in Customer Experience Management and Business to Business Selling and is planning to work in the financial services industry after college, specifically long-term wealth planning. Outside of work and school, Parker likes to exercise with his dog and watch movies. Parker is very excited to be working with his fellow Summit Fund Analysts this semester.
Adam Hodgson - Analyst, Energy/Utilities

Adam is currently a rising Junior at Colorado State University pursuing a bachelor's degree in business administration with a concentration in Finance with focuses on Investment Analysis and Corporate Finance (FIN). Adam is also pursuing a bachelor's degree in Economics (ECON). Adam is currently the Scholarship Chairman of the Phi Delta Theta Fraternity CO gamma chapter. ​
Desa Paich - Analyst, Healthcare 

​Desa Paich is a senior at Colorado State University majoring in marketing and finance with concentrations in corporate finance and investment analysis. Over the summer, she interned with PepsiCo as a Sales Management Intern where she was able to work on multiple projects in cross-functional teams across the nation. Outside of school, Desa enjoys spending time with her family, hiking, and travelling.
Celina AlJundi  - Analyst, Healthcare

Celina AlJundi is a senior graduating in the fall of 2020 with a Bachelor's degree in Finance Investment accompanied with a minor in Economics. She is currently working as a Fiscal Assistant at the Rec. Prior to being a Fiscal Assistant, she had an internship at Dynamic Logistix as an accountant. She became interested in finance her sophomore year and how it can make a significant impact. When she is not in school, Celina likes to read, paint, and spend time with her friends. 
Josh Brown - Analyst, Industrials

Josh Brown is a senior at Colorado State University majoring in Finance with a concentration in Corporate Finance and a minor in Entrepreneurship and Innovation. Josh has experience interning in the financial planning industry at Northwestern Mutual, where he obtained a license to sell life, health, property, and casualty insurance in the state of Colorado. He hopes to venture into other areas of finance, with interests in working for the financial department of the FBI or creating his own venture. Josh is also a founding member of Sigma Tau Gamma Fraternity at CSU. In his free time he enjoys working out and making music.
Nicholas AmRhein - Analyst, Industrials 

Nicholas is a Junior studying Finance, working towards minors in Economics, Statistics, and Entrepreneurship. He currently works for UBS Financial Services as an intern in their Wealth Management Division as well as at Coan, Payton, and Payne as a legal intern. He completed the CFA Research Challenge his Sophomore year as well as winning the Sherman Miller Real Estate case study. Outside of work and school he plays horse polo for CSU and enjoys hiking in the summer and skiing in the winter. ​
Katherine Laine - Analyst, Consumer Discretionary  

​Katherine is currently a senior, double majoring in Finance, with focuses in investment analysis and corporate finance, and Computer Information Systems. After college she hopes to work as a security intelligence analyst or in some division of investments. Aside from academics she is heavily involved with Fraternity and Sorority Life, holding a position on the Panhellenic Executive Board, managing recruitment for all sororities on campus and working as an FSL Ambassador volunteering with Orientation and Transition Programs. Outside of school and extracurriculars, she works as a Fitness Advisor at a chain of gyms in town and loves running.
Luke Duvall - Analyst, Energy/Utilities

Luke Duvall is a senior at Colorado State University with dual concentrations in corporate finance and investment analysis. Luke has prior internship experience in financial planning, but is now interested in pursuing a career in venture capital or private equity post graduation. He is additionally pursuing a certificate in entrepreneurship and has the goal to develop creative financial solutions and plans for the development of new companies and businesses. In his free time, Luke likes to ski, camp, go fishing, enjoy good food, and listen to music and podcasts. 
Connor Hankamer - Analyst, Communication Services 

Connor is a senior with one more semester, with a degree in actuarial sciences. He has experience in statistics and how that can be integrated into financial modeling and decision making. He has experience in LaTex coding, and python coding. For his capstone project he created a model using black scholes theory and python with a group of colleagues to accurately make predictions whether to buy or sell stock options. In his spare time he enjoys the outdoors involving fishing hiking and skiing. 
Daniel Prado  - Analyst, Real Estate/Materials

Daniel Prado is a senior studying Finance with a concentration in Investment Analysis. He's spent the last 2 years working at the CSU Career Center as the Lead Outreach Intern helping promote career services and reaching out to students and organizations to inform them of ways the Career Center can serve them. Ever since March, he began learning more about the Stock Market and spent most of his Summer acquiring knowledge on how to day trade and invest. In his free time, he enjoys playing basketball, spending time with friends, and helping others.
Frank Ruppel ​- Analyst, Consumer Staples

Frank Ruppel is a senior studying corporate finance at Colorado State University. Currently, he is an intern at a local wealth management firm, Guidespring Wealth Strategies, where he monitors and maintains clients investments. He is utilizing the Summit Fund to become adept in many areas of finance as well as demonstrating his passion for finance to future employers. In his free time Frank enjoys biking and playing sports. 
Taj Goldsmith - Analyst, Real Estate/Materials 

​Taj is a junior at Colorado State University working towards a major in Business Administration with an emphasis on four concentrations: Investment Analysis Finance, Corporate Finance, Real Estate Finance, and Real Estate. He is incredibly interested in the finance industry as well as the real estate industry. He hopes to have an internship for the summer after his junior year that helps him prepare to get a job in the finance industry when he graduates. In his free time, Taj enjoys snowboarding, golfing, and playing other sports.
Tyler Lofquist - Analyst, Energy/Utilities 

Tyler Lofquist is a senior at CSU graduating this December. He has a dual concentration in Finance and CIS. I have had job experience in both fields, most recently he was an IT intern at Zivaro doing software development. He has also worked as a financial accountant for Rise Consulting LLC doing some AR/AP and Quickbooks invoicing. These are a few of the job experiences he has come across. In his free time, he likes to make and listen to music as well as trade stocks.
Brian Dunn - Analyst, Consumer Discretionary  

Brian Dunn is a Senior pursuing a Finance investment analysis major and a minor in Economics at Colorado State University. When Brian was a sophomore in high school, he started investing his paychecks into Bitcoin and found great success in the subsequent bubble. From this brutal investing environment, Brian began teaching himself about equities, options, and bond markets and, by graduation, managed his family IRA accounts. Taking an interest in portfolio management and macroeconomics, at CSU, Brian received the opportunity to add technical knowledge to his personal experience of dabbling in the markets. Eventually, Brian put his skills to use at Cetera Investors, working as a representative intern where he created financial plans and portfolios for hypothetical clients and learned about financial advising. In his free time, Brian loves to snowboard, skydive, and be outside, hence his risk-taking nature. 
Adam Gray - Analyst, Communication Services

Adam Gray is a senior studying computer information systems and corporate finance at Colorado State University. He is a first-generation college student, having started his journey at Arapahoe Community College and transferred to CSU to finish his degree. He worked nearly three years at Sam’s Club filling many roles and learning a lot about retail. He hopes to gain more experience in the business world through the summit fund and come out of it with a good career after graduating in spring 2021. In his free time, Adam enjoys reading books, working on computers and cars, and being in nature. ​