Welcome Summer Associates 2021

We began the Associate's program in 2015 as yet another way to give back to our community. Our mission: to provide college students with a true working knowledge of all functions of a publicly held asset manager. The students learn how to manage the daily routine of an office, understand compliance and shareholder servicing as well as how to run a portfolio. 


Jianna Franklin – University of California, Los Angeles

Jianna just finished her freshman year at UCLA, where she is currently a Pre-Mathematics/Applied Science major. She graduated from San Marin High School in 2020 as a recipient of the Principal’s High Honor Award with a cumulative GPA of 4.26, and the Student-Athlete Award as a member of the Varsity Cheerleading Team. She is looking forward to attending school in person in the fall.

Nick Rodi – Wesleyan University

Nick Rodi has completed his junior year at Wesleyan University, double majoring in Computer Science and Economics. He is on the Men’s Lacrosse Team, and in spring 2019 qualified for the NCAA Championship and made it to the 3rd round. Nick attended St. Ignatius College Preparatory – Class of 2018, and graduated on the Principal’s Honor Roll list. 

Lucie Ellis – University of Notre Dame 

Lucie Ellis is a rising sophomore at The University of Notre Dame in The Mendoza College of Business pursuing a double major in Business Analytics and Economics. She is involved in the Notre Dame Dance Company, Student International Business Council, Undergraduate Women in Business, and Breen-Phillips Hall Council. Lucie graduated from Petaluma High School in 2020 as Salutatorian (GPA 4.5) and Student Body President.