Your  Account:

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.

Colin Andrews LinkedIn


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.

Zavon Paschall LinkedIn

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.

Cory Brennan LinkedIn

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.

Tara Moore LinkedIn

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.

Jack Johnson LinkedIn


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. Shawn enjoys spending his free time with his family attending picnics.  He also enjoys reading philosophical fiction.

XingYu Wu LinkedIn

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. 

Jacob Bailey LinkedIn

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.

Andres Chavez LinkedIn

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. 

Rigoberto Hernandez LinkedIn

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.

Elliott Estrada LinkedIn