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Investment Club: 2016 SMIFC Speakers

John C. Ayre, CFP

John AyreJohn oversees investment processes and strategies as well as risk management for the Asset Management Group. He has more than 20 years of experience in portfolio management, specializing in trust and institutional asset management, and is a Certified Financial Planner™ (CFP). Before joining First Financial, he served as Senior Portfolio Manager for First National Bank (FNB) Corporation. He earned his bachelor's degree in Business Administration at Norwich University in Vermont.

 

Chuck Boughton

Charles BoughtonChuck Boughton has been a member of the Business and Accountancy faculties at Truman State University since 2004. Professor Boughton has been involved as faculty mentor with Truman's SMIF "The Bulldog Student Investment Fund" since its inception in 2011. He is an ardent supporter and proponent of the types "hands on" learning that opportunities like SMIF involvement provide.

 

Kevin P. Davitt

Kevin DavittKevin Davitt is a Senior Instructor at CBOE Options Institute, which is the educational arm of the exchange. Kevin joined CBOE in 2015. Prior to his work with The Options Institute, he was a successful Market Maker on the floor of the CBOE and PHLX for LETCO Trading/TD Options as well as Market Street Securities. Davitt traded a variety of Equity, ETF, and Index options between 1999 and 2007. He also has extensive experience in commodity option trading. Kevin has worked with retail and institutional clientele in a brokerage capacity.

Davitt has provided commentary for Bloomberg, Reuters, Barchart, Inside Futures and various other market based media. He is a graduate of Marquette University (Finance and Political Science). Kevin is a proud Evans Scholar Alum. Outside of work he enjoys time with his wife,young son,and dog. Kevin likes to read, run,and see live music.

Benjamin R. Dye

Benjamin DyeBenjamin joined First Financial Bank in June 2012 as a Loan Review Analyst and has been with Asset Management since January 2014. He is responsible for the management of trust investments as well as servicing individual client accounts. Ben received his bachelor's degree in Finance from Indiana State University and his MBA with a finance concentration from Ohio University.

 

Dr. Mahmoud M. Haddad

Mahmoud HaddadDr. Haddad is a professor of Finance at the college of Business And Global Affairs,The University of Tennessee at Martin. He received a BA and MBA in Accounting from Minnesota State University,and Ph.D. in Finance from The University of Alabama . He taught finance at Wayne State University, The University of Tennessee at Martin, University of Alabama, Arab American University - Jenin, American University of Armenia, American University of Beirut, Al-Quds university, Eastern Michigan University and Minnesota State University. Dr. Haddad is certified in e-teaching and learning, he has broad experience in Distant and Online teaching at both the graduate and undergraduate levels.

Dr. Haddad has published over 30 papers. His papers have been published in leading refereed journals. Dr. Haddad was the Financial and Accounting Manager at the American Family Insurance Co., the Executive Director of Research at the Palestinian Monetary Authority, the Vice President for Administrative and Financial Affairs and Dean of College of Business and Financial Sciences at Arab American University and a Research Scholar and Head of Economic and Social Studies Division at the Emirates Center for Strategic Studies and Research. He.is the co-director of the UTM Tennessee Valley Authority Investment Challenge program and a UDAID visiting scholar and senior financial education consultant.

Kevin Hincks

Kevin HincksKevin Hincks is a senior specialist in the Trader Group at TD Ameritrade. Kevin answers a myriad of client questions-from equities, options and futures to the ins and outs of TD Amer itrade's industry-leading trading platform, thinkorswim. He is also co-host of Swim Lessons, the weekly thinkorswim user show,and host of "The Options Hour" which can be found on the Tiger Financial News Network.

Kevin has been trading on an exchange membership without interruption since January 1986 and previously owned and operated the original Designated Primary Market-Maker (DPM) for GE and Pepsico options on the Chicago Board Options Exchange (CBOE).As a native Chicagoan, Kevin still actively trades Agriculture futures on the Chicago Mercantile Exchange (CME)/Chicago Board of Trade (CBOT).

Randall K. Minas, CFP

Randy MinasRandall K. Minas (Randy), Certified Financial Planner™ professional,is an Executive Vice President and Financial Advisor with the Private Client Group of City Securities Corporation. He has over 37 years of experience in the financial services industry,specializing in managed money, municipal bonds, as well as implementation of estate planning strategies,financial, and retirement planning.

Randy earned his bachelor's degree in management and a minor in accounting from Indiana State University where today he serves on the Board of Trustees. He also serves on the ISU Foundation Board and is Chair of the Investment Committee at ISU. Through generous donations he and his wife, Nancy, created a foundation which has established the Randall and Nancy Minas Financial Trading Room at the university's College of Business.

Elisha Davis Porterfield, CFP

Elisha PorterfieldElisha Porterfield, Certified Financial Planner™, is a Financial Advisor with the Private Client Group of City Securities Corporation. Elisha has over 12 years of experience in the financial services industry, specia lizing in retirement & financial planning. In addition to being a Certified Financial Planner™ professional, Elisha holds FINRA Series 7, 63, 66, and 24 securities licenses, as well as her Indiana Life & Health Insurance license with a Long Term Care addition.

Elisha graduated from Culver Academies and went on to earn a Bachelor of Science degree in Finance from Butler University in Indianapolis, Indiana. She is a resident of Valparaiso,Indiana, where she lives with her husband and serves as Chair of the Finance Committee for the Valparaiso First United Methodist Church and as the President of the Valparaiso chapter of lions Clubs International.

Shawn A. Sabau, CFP

Shawn SabauShawn A. Sabau, Certified Financial Planner™ professional, is a Senior Vice President and Financial Advisor with the Minas Sabau Porterfield Group of City Securities Corporation. Shawn has over fifteen years of experience in the financial services industry, specia lizing in investment management, municipal bonds, retirement planning, implementation of estate planning strategies, and tax-efficient investing.

In addition to being a Certified Financial Planner™ professional, Shawn holds FINRA Series 7,63 and 65 securities licenses, as well as his Indiana Life Insurance license. He is a life-long resident of Crown Point, Indiana, and graduated from Purdue University with a bachelor's degree.Shawn and his wife, Stephanie, have two children. Shawn enjoys coaching youth sports and spending time with his family.

Sarah Tallent

Sarah TallentSarah Tallent joined City Securities' Private Client Group in 2014. As a Registered Financial Associate,Sarah assists in all areas of client services. Sarah holds FINRA Series 7 and 66 securities licenses,as well as her Indiana Life & Health Insurance license. Prior to City Securities,

Sarah gained experience as an Investor Services Administrator at HedgeServ Corporation.Sarah earned her Bachelor of Science Degree in Financial Counseling and Planning from Purdue University,with a minor in Business Management.  Sarah currently resides in Crown Point, Indiana with her husband.

Veda Williams-Ross

Veda Williams-RossVeda Williams-Ross is a Registered Financial Associate with the Private Client Group of City Securities Corporation.Veda has over 30 years of experience in the financial services industry, specializing in client service,required minimum distributions of individual retirement accounts,and operations of managed money accounts.

Veda earned her bachelor's degree from St. Joseph's College in Rensselaer, Indiana. Veda holds FINRA Series 7 and 66 securities licenses, as well as her Indiana Life Insurance license. She currently resides in Country Club Hills, Illinois with her husband and adult son.