Student-Managed Fund

TIA Investment Fund

Gain real-world experience managing a diversified equity portfolio with guidance from faculty advisors and industry mentors.

About The Fund

What is the TIA Investment Fund?

The TIA Investment Fund is a student-managed portfolio that provides hands-on experience in equity research, financial modeling, portfolio management, and investment decision-making.

Student analysts are organized into sector teams covering Technology, Financials, Consumer Discretionary, and Communication Services. Each team is responsible for generating investment ideas and monitoring existing holdings within their sector.

The fund operates under the oversight of a faculty advisor and follows a formal investment process modeled after professional asset management firms.

$1.0M

Notional Assets Under Management

Student Analysts

20+

Holdings

First

Year Active

Educational Purpose

What You'll Learn

The fund serves as a practical classroom where students develop professional investment skills.

Security Analysis

Learn to analyze stocks using fundamental analysis, including financial statement analysis, valuation methods, and industry research.

Portfolio Management

Understand portfolio construction, risk management, diversification strategies, and performance attribution.

Investment Presentations

Develop and present professional stock pitches to the investment committee, defending your teams's thesis under scrutiny.

Team Collaboration

Work alongside motivated peers in sector teams, learning to collaborate effectively on investment decisions.

Fund Leadership

Meet the Leadership Team

Jared Getzler

Founder

Jared is a co-founder and the inaugural Portfolio Manager of the TIA Investment Fund, where he now serves in an advisory capacity, providing strategic guidance to the fund he helped establish.

Currently, Jared is a Credit Analyst at First National Bank Coastal Community (FNBCC). He specializes in financial statement analysis, credit underwriting, and risk assessment for the bank’s lending portfolio.

Previously, Jared was an Analyst at Halifax West, focusing on buy-side M&A and debt advisory for independent sponsors and founder-led businesses. He also completed an internship at Simon Quick Advisors, an RIA managing over $9B in assets, where he conducted due diligence on hedge fund, private equity, and alternative credit managers.

Jared holds a BBA in Finance from Florida Atlantic University.

Reid Robertson

Portfolio Manager

Reid is a junior at FAU, studying economics. He currently works in Investor Relations and will soon transition into asset management. He holds both SIE and Series 65 certifications.

Mikayal Faisal

Associate Portfolio Manager

Mikayal currently serves as the Associate Portfolio Manager of the fund, where he oversees portfolio asset allocation, performance reporting, capital raising initiatives, and cross-sector coordination. Previously, he served as the fund’s inaugural Senior Head of the Consumer Discretionary/Staples sector, leading a team of analysts in developing equity valuations, financial reports, and financial models based on company earnings and regulatory filings.

In addition to his role with the fund, Faisal currently works as an Investment Banking Intern and Securities Analyst at Kingswood Group. He previously served as a Broker and Money Manager at Pinnacle Investments, where he also helped co-found a financial advisory and consulting initiative focused on providing guidance and financial education to underserved and low-income individuals.

Faisal is pursuing a Bachelor’s degree in Finance and Data Analytics at Florida Atlantic University.

Sector Teams

Explore Our Coverage Areas

The fund is divided into four sector teams, each responsible for generating and monitoring investment ideas within their area.

Connor Oglesby

Senior Analyst

Connor Oglesby is a Senior Analyst on the Technology Sector of the TIAIF/ Previously, he worked as a Universal Banker at Citibank, where he was recognized as a top performer (Leaders Circle) for his work managing client relationships, financial services, and financial growth. Connor was also VP of Finance for the professional business fraternity, Delta Sigma Pi, where he oversaw chapter financial operations, budgeting, and forecasting. Connor is a senior at Florida Atlantic University, graduating Fall 2026 with a BBA in Management Information Systems and a minor in entrepreneurship.

Harry Leiber

Senior Analyst

I am Harry Leiber.

Jose Velasquez-Vicente

Junior Analyst

Hello! My name is Jose Luis Velasquez-Vicente and I am a sophomore at Florida Atlantic University studying Finance and serving as an Equity Research Analyst for the TIA Investment Fund, where I cover the financials sector. I joined the fund because I wanted to understand how financial institutions actually work and dive deep into their risk and returns. Growing up, I watched my father build a landscaping business without anyone explaining how banks lend or how capital works, and that gap motivated me to study the financials sector directly. As a first-generation student, I approach every analysis with the mindset of someone who knows the stakes for founders and small business owners where acquiring capital right presents the difference between survival and failure. Beyond the fund, I am bilingual in Spanish and English, and I am an active strategist in consulting through REM and Company at FAU. My career goal in the finance industry is to become an investment banker, then move into private equity, and eventually build ownership in founder-led businesses.

Blayden Rogers

Senior Analyst

My name is Blayden Rogers, I am a finance major and entrepreneur. I played a role as a junior analyst in the first ever Consumer Discretionary & Staples sector at FAU. Throughout my time in the sector, I was able to grow my knowledge in investment strategies, as well as build a better understanding of large company metrics and performance data. Now I will be serving as the Senior Analyst for the Consumer Discretionary and Staples sector starting Fall 2026.

Andrew Search

Junior Analyst

Hello, my name is Andrew Search and I am currently a Freshman at Florida Atlantic University. I am a Buisness major with a concentration in Accounting. I joined the firm because I have a passion for company analysis especially on the consumer side. Currently a junior analyst for the Consumer sector, I have learned a lot about how to correctly evaluate a company and how to back up claims about research done. I would definitely recommend it to anybody who wants to learn how real world companies analyze firms, and anyone who may have some skills in managing a portfolio, but wants more experience.

Bode Monson

Senior Analyst

I am a finance student at Florida Atlantic University and an independent research analyst specializing in essential infrastructure, utilities, energy, telecommunications, and industrials. As the founder of Aurora Labs, I have authored over 20 research papers on macroeconomics, quantitative finance, and valuation while building proprietary financial models and automation tools to streamline analysis.

Brianna Pol

Junior Analyst

Hi, my name is Bri. I’m originally from Miami and recently earned my Bachelor’s degree in Finance from the University of Central Florida. I’m currently pursuing my Master’s in Finance while continuing to explore my passion for investing and the financial markets. Outside of school, I love trying new foods, attending concerts, and spending time at the beach. I’m always looking for opportunities to continue growing both personally and professionally.

Brandon McElligott

Junior Analyst

My name is Brandon McElligott and I am Senior Finance major from Whitestone,NY. I’m currently an analyst in the Essential Infrastructure Sector.

Join The Fund

Application Process

Interested in becoming a fund analyst? Here's how to apply.

Submit Application

Complete the online application form with your resume and statement of interest.

Interview

Answer technical and behavioral questions with the fund's leadership.

Onboarding

Selected analysts join a sector team and begin contributing to the fund.

Apply to Join the Fund

Requirements

Who Can Apply?

We welcome applications from dedicated students who meet the following criteria.

Active TIA member in good standing
Completed at least one semester with TIA
Strong interest in equity investing
Ability to commit 5-8 hours per week
Demonstrated analytical and communication skills

Ready to Take Your Skills to the Next Level?

Join the TIA Investment Fund and gain real-world portfolio management experience.

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