Unbelievable Talent.

Jimmy is a senior at Ohio University, currently serving as an analyst within the Ohio University Student Equity Management Group. A resident of Willoughby, OH, located 20 minutes east of downtown Cleveland, Jimmy is pursuing a degree in finance and business analytics.

In the spring of 2022, he was promoted to Head Analyst within the group, where he led research and pitched investments in companies such as Cisco, Intercontinental Exchange, and John Deere. The skills he developed during this time contributed to his continued success in subsequent roles within the group. In December 2023, Jimmy was named Vice President, and his involvement on the Executive Board has helped him refine his decision-making, leadership, and collaboration skills. He is grateful for the relationships he has built with fellow members and the meaningful connections he has established with alumni. Jimmy is eager to leverage the research and analytical skills he has honed over the past four years in his future career.

Currently, Jimmy is interning at Carpenter & Associates in Athens, where he enjoys performing portfolio reviews, sitting in on client meetings, and learning more about the financial planning industry. Additionally, he participated in Ohio University’s Global Consulting Program in Thessaloniki, Greece, an experience he describes as a once-in-a-lifetime opportunity that he would gladly repeat. After graduation, Jimmy plans to pursue a career in research or investment management in Cleveland, OH, and intends to begin studying for Level 1 of the CFA exam.

Outside of academics, Jimmy enjoys golfing, fishing, and learning new songs on his guitar, with plans to continue playing throughout his life. He values spending quality time with family and friends and is an avid collector of vinyl records from his favorite artists.