Student Managed Investment Fund

Alumni

Matthew Casey

Matthew Casey

Vice President, Goldman Sachs

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Matthew Casey is a vice president at Goldman Sachs and serves on the Applied Securities Analysis (ASA) Student Managed Invest Fund Advisory Board. On the board, Casey attends pitches throughout the year to give his feedback on the fund鈥檚 research. Casey serves as a mentor to current ASA students and provides guidance to students when possible.

He got involved with the advisory board because of the significant impact it had on his own educational experience.

鈥淚t was one of the first professional experiences that I had that really pushed me out of my comfort zone,鈥 he said. Casey feels that growth happens when you challenge yourself and that is why the ASA was such a valuable experience to him. During his time at USF, Casey was a finance and accounting major. In addition to the ASA, he was a member of the USF rowing team, a 25 under 25 honoree and he was active in the Corporate Mentor Program.

Casey has grown within Goldman Sachs. He first started as an associate after graduating from the University of Florida in 2018 with both an MBA and a law degree. He completed both degrees in an accelerated format and graduated in just three years. Although he has no immediate plans to practice law, he feels that law school gave him a unique perspective and again, was a chance for him to push himself out of his comfort zone.

He has grown from serving as associate to assuming a management role and now continues to take on responsibility. As vice president, now reporting to the head of Florida and Latin America Private Wealth Management, Casey helps run the operations for the Miami and Palm Beach Offices. His advice to those at the beginning of their careers is to 鈥渆mbrace challenges as they come to you, just because an opportunity is unfamiliar to you doesn鈥檛 mean you should back away.鈥

Casey believes the keys to success and being an effective leader are taking feedback, embracing challenges, remaining optimistic and being an effective communicator. He knows that no one gets to where they are going alone.

鈥淚t is important that you work with your team members,鈥 he said, 鈥渁nd look to others as mentors for guidance.鈥


Jonathan Ebberhart

Jonathan Ebberhart

Private Bank Analyst, J.P. Morgan

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Jonathan Ebberhart graduated from USF in May 2020 with a degree in finance, concentrating in asset management, with minors in political science and economics. During his time in school, Ebberhart completed an internship with the J.P. Morgan Private Bank, which led to a full-time job offer. Since then, he has worked with J.P. Morgan Private Bank in Tampa. His role as a wealth management analyst is to create personalized wealth plans for individuals, families, endowments and foundations. Though he has been working remotely since the beginning of June, he truly enjoys the job and being part of his team.

Ebberhart鈥檚 first internship (as a freshman) was with a boutique firm, Anchor Wealth Management, in his hometown of Sanford, Florida. It was an opportunity for him to get real-world exposure early in his education and he believes it was an important step in landing the internship with J.P. Morgan as a junior. Ebberhart was an active member of the USF community during his time as a student, participating in the Student Finance Association, The Real Estate Society and the Free Thinkers Club.

While at USF, Ebberhart was a member of the Applied Security Analysis (ASA) Program, which gives students hands-on experience in stock analysis, evaluation and sales presentation, leading to the purchase of securities through the Student Managed Investment Fund. Ebberhart expressed how important this learning experience was to him as a student and how it helped him transition into the professional world.

鈥淎s a finance student, if you want to be competitive out of school, it is so important to get into a program like the ASA,鈥 he said. 鈥淲e learned things that you do not get to experience in the classroom.鈥

Leo Chen, with the Kate Tiedemann School of Business and Finance who leads the ASA class, was essential to Ebberhart鈥檚 education.

鈥淭he individual time that you get with Professor Chen is so important,鈥 the former student said. 鈥淵ou learn things listening to him that you will apply when you enter the workforce. My ASA classmates and I are all so grateful to Leo Chen and the relationships that were built during our time together.鈥

The group remains close, he said, staying in touch and helping one another whenever possible.


Darin Ostrowski

Darin Ostrowski

Kopernik Global Investors, LLC.

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Darin Ostrowski came to USF in 2016 a