General Meeting
Nov
8
7:45 PM19:45

General Meeting

Fixed income is back?

Join us on Wednesday, November 8th to learn more about our distinguished guest speaker, John Tuohy! He will share his profound insights in the field of fixed income and in his current role at SWBC.

John Tuohy is CEO of SWBC Investment Services, LLC, a Broker/Dealer and SWBC Investment Company, an SEC Registered Investment Advisor (RIA). In this role, John is responsible for identifying, developing, and executing the division’s strategic plan and all business development, sales, and marketing activities.

John joined SWBC in 2015 as one of the Managing Directors of Investment Services Capital Markets (ISCM), helping establish the company’s first ever fixed income trading desk. He has 19 years of experience in business development, sales, and investment/wealth management—15 of those with Advisors Asset Management, ending his time with the company as Senior Vice President, leading a national sales team of more than 100 representatives. He has achieved the Million Dollar Producer designation 10 times.

John is a graduate of Providence College with a Bachelor of Science in Business Management. He holds the FINRA Series 7, 24, 63, and 66 licenses.

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Breaking Barriers: Women in Finance Panel Discussion
Nov
2
6:00 PM18:00

Breaking Barriers: Women in Finance Panel Discussion

Join us Thursday November 2nd @ 6:00pm CST in an exciting panel discussion on Women in Finance. You’ll hear from 3 incredible Investment Society and UTSA Alumni - Diana Cuervo, Gabriela Martinez Elizondo, and Stephany Ohaz. Our panelists will be sharing their journeys into finance, their experiences as women in finance, advice for women and students interested in breaking into finance, and their thoughts on the future of the financial services industry. This panel is a fantastic opportunity to connect with female leaders, ask questions, and learn more about the financial industry. All are encouraged to attend!

 

Event Agenda

6:00pm - 7:10pm: Panelist Introductions

7:10pm - 7:40pm: Moderated Panel Discussion

7:40pm - 7:55pm: Open Q&A Session

7:55pm - 8:00pm: Closing Remarks

 

Meet Our Moderator

Rachel Boyda

Rachel Boyda is a Financial Advisor at Wells Fargo Advisors whose focus is delivering the highest quality investment experience and advice to families, investors, and business owners to plan and execute a path to a successful financial future.

 

Rachel graduated from The University of Texas at San Antonio with a Bachelor’s degree in Finance and started her career as a Registered Client Associate at Morgan Stanley. After years’ experience she joined Wells Fargo Advisors as a Financial Advisor. Since joining, she has obtained the designation of Chartered Retirement Planning Counselor™ and Certified Divorce Financial Analyst®. Rachel currently serves on The University of Texas at San Antonio Alvarez College of Business Alumni Council as President and is also a member of the Dallas Young Professional group under the Dallas Regional Chamber of Commerce.

 

Meet Our Panelists

Diana Cuervo

Diana Cuervo is a Portfolio Manager at Blackstone, managing $100B of AUM for Insurance Clients, focused on asset allocation and portfolio management.

Before joining Blackstone, Ms. Cuervo was a Vice President at Goldman Sachs Asset Management working as a portfolio manager in NYC. She also worked as a structured product trader, junior portfolio manager, and research analyst in London, NY, and Salt Lake City in prior years while at GS.

Ms. Cuervo graduated summa cum laude with a Masters and a Bachelors degree in Finance from the University of Texas at San Antonio and is originally from Bogota, Colombia.

Stephany Ohaz

Stephany is an Associate in the Sustainable Investing Group where she invests under the inclusive Growth Fund, a global growth equity / private equity strategy that seeks to invest in education, workforce development, healthcare, financial services, and communities with the goal to improve the access, affordability, and outcomes for the underserved population alongside delivering market rate returns.

She began her career in the Global Banking and Markets division in 2019 and subsequently held roles within Goldman’s Sustainability and Impact platforms such as One Million Black Women. 

Stephany earned a B.B.A. and B.Sc from the University of Texas – San Antonio.

Gabriela Martinez Elizondo

Gaby Martinez graduated from UTSA in 2014 with a Bachelor’s in Finance. After graduating, she joined the Risk Division at Goldman Sachs where she is currently part of the Analytics and Reporting team focusing on Market Risk.

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Investment Society General Meeting
Nov
1
7:45 PM19:45

Investment Society General Meeting

Join us Wednesday, November 1st to learn more about our distinguished guest speaker, Kevin Espinosa! He will share his profound insights in the field of investment banking and in his current role at Jefferies.

This is fantastic opportunity to connect with Kevin and to ask any insightful questions you may have. See you there!

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LinkedIn & Networking Workshop
Sep
26
5:00 PM17:00

LinkedIn & Networking Workshop

  • Financial Studies Center (FSC) (map)
  • Google Calendar ICS

Anna Almaraz is a MBA candidate at the University of Texas at San Antonio pursuing a concentration in entrepreneurship and leadership.

Join our LinkedIn Workshop to craft and amplify your personal brand and conduct specialized searches that empower you to find and connect with precisly the individuals who align with your career aspirations and goals. Unlock the secrets to effective networking for career success, internships, and personal branding. Don’t miss this opportunity to boost your professional journey!

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