Investment Group

With a new year comes a new Bellarmine University Investment Group. The BUIG has chosen to consolidate the previous seven member investment panel into three executive positions: President, Vice President of Investment Relations, and Vice President of Investment Strategy. We are also introducing the new positions of Senior and Junior Analysts into our structural hierarchy. Concentrating these executive roles will lead to more efficient and effective decision making, which requires a unanimous decision, while allowing the analysts' to specialize in a sector or industry. Each position maintains unique responsibilities that contribute to a dynamic top-down approach. The following includes a brief insight into each position.

President: Acts as the chief executive officer for the organization, overseeing club officers and members to ensure club operations run smoothly. The president also holds regular meetings with club advisor.

VP of Investment Relations: Acts as the liaison between our organization and the Bellarmine Administration Executives and is in charge of raising capital.

VP of Investment Operations: Manages the Sustainable Equity Balanced Fund’s holdings and balances the portfolio within clearly defined constraints outlined in BUIG’s philosophy and strategy.

Senior Analyst: Presents transaction proposals to the Executive Officers and maintains a watch list for his or her sector(s).

Junior Analyst: Provides weekly reports and specialized support to the respective Senior Analyst for his or her holding(s).

  • President - Richie Dvorak
  • VP Investment Relations - Mike Adkerson
  • VP Investment Operations - Katie Gathof
  • Senior Analysts - Max Clemons, Adam Sterrett, Trevor Connor, Kristina Corley, Hunter Epperson, Zeeshan Bhatti and Henry Crowdus
  • Junior Analysts - Ryan Lane, Jacob Johnson, Mike Ziegler, Casey Phillips, Ian Collins, Luke Woodard, Mary Elaine Kuo, Dylan Hart, Jake Corrigan, Alex Laun, C.J. Skinner, Matt Higgs, Samim Mohammadwali, Carson Fuller

Organizational Flow Chart