A huge congratulations to several of our students!

Out of 800 team who competed in the CFA Equity Research Competition, the Eccles School would like to congratulate two of our teams, who ended up taking first and second in the state’s CFA equity research competition.

Team Members

Team 1

• Chase Lindsey
• Joe Malach
• Arman Oganov
• Mark Storey

Team 2

• Kyle Asay
• Nathan Johnson
• Andres Lancheros
• Taylor Swenson

Students spent several months preparing a detailed written equity analyst’s report and presented their findings to a panel of investment banking professionals.

For the fourth consecutive year, one of the Eccles School’s teams will advance to the Americas competition, which will bring together the top 50 or 60 teams from North, Central and South America. The undergraduate students beat out teams of MBA students from other schools in Utah.

Judges said “it is clear that we have an amazing program.”

Elizabeth Tashjian, the team’s faculty adviser, said much credit needed to go to Jeff Coles for his valuation class, to Bonita Austin for her strategy class, to Robert Dubil and Becky Flynn for Finance Club and Emerging Finance Professionals (EFP), and to Michael Thornton, an alumnus of our programs and our industry mentor.