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Leadership

Colin Andrews

Chief Investment Officer
Colin Andrews

 Colin is a Finance Major in the College of Business at California State University San Marcos. He is a senior and plans to enter the investment industry as an equity research analyst performing business valuations. Colin is currently a CFA level II candidate and plans to continue his pursuit of the coveted designation upon graduation. In his free time, he enjoys surfing, playing golf, and working out.

https://www.linkedin.com/in/colin-andrews-45b23b167

 
Chief Economist: Zavon Paschall

Zavon is a Finance Major in the College of Business at California State University San Marcos. He is a senior and is obtaining a minor in both Economics and Music Technology. He is a member of the Sigma Chi fraternity at the Cal State campus. Zavon enjoys using his creative outlet and aspires to work in the music industry or the sustainability sector.

LinkedIn Link: https://www.linkedin.com/in/zavon-paschall-4505b5173
 
Marketing Director: Cory Brennan

Cory is a Global Business Management Major in the College of Business at California State University San Marcos. He is a senior and is obtaining a minor in both Marketing and Psychology. He plans to travel abroad to Europe and the United Kingdom. Cory enjoys adventuring around the city of San Diego and playing video games in his spare time.

LinkedIn Link: https://www.linkedin.com/in/cory-brennan-a30879141
 
Chief Accountant: Tara Moore

Tara is a Finance Major in the College of Business at California State University San Marcos. She is currently the acquisitions and asset management intern at a private equity commercial real estate firm in San Diego. Tara is a junior and hopes to become the Analyst for her current firm post-graduation. Tara enjoys hiking, indoor cycling, and playing tennis in her spare time.

LinkedIn Link: https://www.linkedin.com/in/tara-moore1
 
Consumer Discretionary/Staples: Jack Johnson

Jack is a Finance Major in the College of Business at California State University San Marcos. Jack plans to take the CFA exam after graduating with the hopes of becoming a financial analyst. He enjoys lifting weights at the gym and staying healthy. Jack also enjoys studying baseball, especially the evaluation of players in the MLB and its affiliates.  He is currently in the process of creating his own model for predictive analysis.

LinkedIn Link: https://www.linkedin.com/in/jack-johnson-b7a08b171

 
Energy and Utilities: XingYu Wu

XingYu is a Finance Major in the College of Business at California State University San Marcos. XingYu also goes by Shawn and is senior. Shawn is bilingual in English and Mandarin. He plans to apply for an MBA at either ___ or ___. Shawn enjoys spending his free time with his family attending picnics.  He also enjoys reading philosophical fiction.


LinkedIn Link: https://www.linkedin.com/in/wxycn
 
Financials & Real Estate: Jake Bailey

Jake is a Finance major in the College of Business at California State University San Marcos. Jake is a senior and hopes to become a financial analyst post-graduation. He has worked for Stone Brewing Company for the last six years and describes himself as a motivated finance student eager to begin translating his classroom knowledge into real world problem solving. Jake is a craft beer enthusiast and enjoys hiking with his dog tucker in his free time. 

LinkedIn Link: https://www.linkedin.com/in/jacob-bailey-472502175
 
Healthcare: Andres Chavez

Andres is a Finance major in the College of Business at California State University San Marcos. Andres is a senior and is currently exploring opportunities in investment analysis and financial technology. He has previously worked as an accounting assistant at Premier Agency Services Limited. Andres considered himself to be a tech geek and has built many of his own computers. He enjoys camping and skateboarding with his close group of friends.


LinkedIn Link: https://www.linkedin.com/in/andres-chavez-3b845388
 
Information Tech & Communication: Rigoberto Hernandez

Rigoberto is a Finance major in the College of Business at California State University San Marcos. He is a senior and plans to acquire a CFA designation after graduation. Rigoberto aims to become an equity research analyst and hopes to further his education by acquiring a masters. Rigoberto enjoys working on off road vehicles and cars.  He is learning the programing language python and enjoys reading in his spare time. 


LinkedIn Link: https://www.linkedin.com/in/rigoberto-hernandez-b14a19159
 
Industrials & Materials: Elliot Estrada

Elliot is a Finance major in the College of Business at California State University San Marcos. He is a senior and plans to seek opportunities in treasury management post-graduation. Elliot previously worked as an accounting assistant, then was promoted to accounts payable, and eventually worked his way up to the internal auditing department. In his free time, he enjoys playing computer games, practicing strength building exercises, and reading self-improvement books.

LinkedIn Link: https://www.linkedin.com/in/elliottestrada