UNC Kenan-Flagler Business School

Shaping Leaders, Driving Results

UNC Kenan-Flagler Business School

Private Wealth Management

Mission | Leadership Team

Mission

The Private Wealth Management Club aims to provide first and second year students with a deep comprehension of the Wealth Management business, educational activities, networking opportunities and the proper tools to succeed during internships and post-graduate careers.

Leadership Team

Rafael Couto - President

CoutoEducation B.S. in Economics, Ibmec – Brazil; Postgraduate Certificate in Finance, Fundacao Dom Cabral - Brazil
Pre MBA work: Assistant Private Banker, Itau Private Bank – Brazil
Goal as President : To promote the Wealth Management business within the Kenan Flagler community and to foster an educational environment to prepare students to succeed during their recruiting process and at their careers after graduation.

Contact:

Justin Stone- VP of Finance

StoneEducation: BBA in Finance & Philosophy, College of William and Mary
Pre MBA work: Financial Accountant (CPA), General Dynamics Corporation
Goal as a VP: To help establish and grow the PWM club in support of current and future students pursuing wealth management careers.


Contact: 
 
Jessie Searles - VP of Communications

SearlesEducation: B.A. in Psychology, DePauw University
Pre MBA Work: Advertising Sales at Turner Broadcasting
Goal as VP: To help establish and grow the PWM club in support of current and future students pursuing wealth management careers.

Contact: 

Scott Fellin - VP of Corporate Sponsorship

FellinEducation: B.A. in Exercise Science from Kean University, attended graduate school at Lehigh University
Pre MBA Work: Chief Financial Officer and a Managing Partner of Deo Volente Farms, an entrepreneurial firm that specializes in the breeding of race horses, and the syndication and management of equine assets. 
Goal as VP: To help establish and grow the PWM club in support of current and future students pursuing wealth management careers.

​Contact: