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The elite student-managed investment fund at Gardner-Webb University

Portfolio Management Group

Who Are We?

The Portfolio Management Group (PMG) at Gardner-Webb University is a collegiate investment organization with ~ $175,000 AUM. We are a fully student-run fund that focuses on long-only opportunities within the equity and fixed-income markets.

 

Founded in 2023 by Luis Alejandro Ramirez (BBA '24), Diego Ezquerro (BBA '23),

Laci Paul (BBA '24), and the guidance of our faculty advisor, Dr. Robert Quillinan, J.D. 

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Our Mission

The PMG mission is to provide real-world portfolio management experience through the application of sound financial stewardship. PMG will impart student members with technical knowledge of investing, develop advanced financial literacy, and provide leadership opportunities consistent with the management of a profitable financial investment portfolio, consistent with our Christian faith. 

 

Supported by the Godbold College of Business at Gardner-Webb University, our group applies the learning and analytical skills fostered by liberal arts and the moral and ethical values of the Christian faith into our business practices. 

Analyst
Program

Requirements:

  • Freshman, Sophomore, or Junior status

  • 3.0 GPA

  • All majors are welcome to apply

Portfolio Manager
Program

Requirements:

  • Junior, Senior, or Graduate status

  • 3.3 GPA

  • All majors are welcome to apply

Placements

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110 South Main Street,

Boiling Springs, NC, USA

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