JCU’s Challenge Team advisor Antony Aveni with students (L-R): Tim Dempsey, Marie Jacobs, Molly Traverso and Zach Von Ryan. (Not pictured: Brian Papich and Dr. Feng Zhan)

A team of students representing John Carroll University’s Boler School of Business is the winner of this year’s local CFA Institute Research Challenge. The JCU team members are: Timothy Dempsey, Marie Jacobs, Brian Papich, Molly Traverso, and Zachary Von Ryan. CFA Society Cleveland sponsors the event, which was held on February 17, 2018 at the City Club of Cleveland. The John Carroll students are now preparing to compete in the regional competition, scheduled for next month in Boston, Massachusetts.

The Chartered Financial Analyst (CFA) Research Challenge is an annual competition that provides university students with hands-on mentoring and intensive training in financial analysis. Students work in teams to research and analyze a publicly traded company.  Teams write a detailed research report on their assigned company with a buy, sell, or hold recommendation and are asked to present and defend their analysis to a panel of industry professionals.

Each team researched The Sherwin-Williams Company.

In total, the local competition included students representing 11 area colleges and universities. Advisors for Boler’s CFA Challenge team are Anthony Aveni, CFA, executive in residence for Economics and Finance, and Feng Zhan, Ph.D., Mulwick Scholar and Assistant Professor of Finance. Aveni is an industry mentor and Zhan is the faculty advisor for the team.


John Carroll University’s John M. and Mary Jo Boler School of Business offers program concentrations in seven professional fields, leading to the degree of Bachelor of Science in Business Administration (B.S.B.A.) or Bachelor of Science in Economics (B.S.E.). The Boler School of Business also offers graduate programs leading to the Master of Business Administration (M.B.A.) and Master of Science in Accountancy (M.S.Ac.) degrees.

Posted on February 23, 2018