Leadership


Charlie Curtis

President

Charlie Curtis is a junior finance major from Newtown, Connecticut, and has served as President of TCMS since 2024. He joined the TCMS Academy in the spring of his freshmen year.

Charlie has gained experience across various fields, including private equity, working as a Spring Intern at El Toro Capital Management and as a Fund Summer Analyst at General Atlantic. Currently, he is a Junior Analyst at the Masters Investment Learning Center and will be joining Lazard this summer on their Technology & Industrial Software M&A team in Charlotte, North Carolina.


Scotty Brown

Co-director of development

Scotty Brown, from Chattanooga, Tennessee is a sophomore finance major at the University of Tennessee. He joined TCMS in 2024 and has completed internships in economic development and local and federal government, most recently for the U.S. Senate. he is currently on staff in the Masters Investment Learning Center as well as a member of the Business Honors Council, Former President of the Economics Club, and part of the Haslam Leadership Scholars Program. This summer, he will be joining the investment banking team at Pinnacle Financial Partners in Charlotte, and in Summer 2026 he will be joining J.P. Morgan’s investment bank in New York.

 

Cayle Beltran

Co-director of development

Cayle Beltran, from El Paso, Texas is a junior finance major at the University of Tennessee. He joined TCMS in 2023 and will be joining the tech & defense coverage group at Regions Bank in Charlotte, North Carolina this summer. He is currently a junior analyst in the Masters Investment Learning Center as well as a Carroll Torch Fund manager. He also serves as the Director of Sales and Trading for the University of Tennessee Investment Group and is a member of the Haslam Business Fellows Program and 1794 Honors & Scholars Program.


Andrew Brown

vice president of operations

Andrew Brown, a junior from Winston-Salem, North Carolina, is majoring in finance at the Haslam College of Business. He joined the Tennessee Capital Markets Society (TCMS) as a freshman in 2022, leading to multiple finance internships. Andrew has experience in equity research and venture capital. He is currently a Junior Analyst at the Masters Investment Learning Center, a Haslam Torch Fund Manager, and Vice President of the University of Tennessee Investment Group.

 

Lucas Heifner

Director of operations

Lucas Heifner is a sophomore finance major from Nashville, Tennessee. He joined the TCMS Academy in the spring of his freshman year. He has gained experience in the capital markets by completing an externship with Energy Innovation Capital, and more recently, serving as an Private Equity Analyst-Intern at El Toro Capital Management for 6 months. Currently, he is an Ambassador in the Masters Investment Learning Center, and is also involved in the University of Tennessee Investment Group and the Financial Management Association.


Alex Magnotta

Director of outreach

Alex Magnotta is a sophomore honors finance student from Hellertown, PA. He serves as the Recruitment Chair for Pi Kappa Alpha and the Director of Outreach for the Tennessee Capital Markets Society. In Spring 2024, he interned as an Asset Management Spring Analyst at Colton Alexander, gaining experience in portfolio management and investment analysis. During the Summer of 2024, he worked as an Accounting & Operations Intern at XponentL, a data consulting startup, where he focused on financial reporting and operational efficiency. Most recently, he has been an Investment Banking Intern at Excalibur, a boutique advisory firm, and is actively pursuing a career in investment banking.

 

Josh Sievers

Director of membership

Josh Sievers, from Jackson, Tennessee is a sophomore finance major at the University of Tennessee. He joined TCMS in 2024 and has completed internships in equity research and private equity, most recently for Greater Sum Ventures. He will be joining the investment banking team at XLCS Partners in Summer 2025 and is currently on staff in the Masters Investment Learning Center as well as a Vice President of the Financial Management Association, an officer in the University of Tennessee Investment Group, and part of the Haslam Business Fellows Program.


Henry Andrews

director of finance

Henry Andrews is a Sophomore pursing a degree in finance at the Haslam college of business. He Previously interned with El Toro Capital, where he gained exposure to Private Equity. Henry’s interest include restructuring and private credit.

 

Finley Roland

Director of marketing

Finley Roland is a freshman from Chattanooga, Tennessee pursuing a degree in Finance with a minor in Spanish Language. Outside of her position as Marketing Director for Tennessee Capital Markets Society, she serves as an officer for the Alpha Zeta chapter of the professional business fraternity of Delta Sigma Pi. Additionally, she is a member of the Tennessee Consulting Club and is part of the Chancellor’s Honors Program where she actively contributes to the community by serving as the Marketing Team Lead for the Honors Student Engagement Council.


Joshua Reaves

Director of Communications

Joshua Reaves is a sophomore studying Finance and Business Analytics with a minor in Economics. Originally from Bartlett, Tennessee, he is involved in the Business Fellows Honors Program, Haslam Ambassadors, Business Honors Council, Student Advisory Council, and the Peer Mentor Program. His primary interests include macroeconomics, global markets, and geopolitics.

 

Will Laney

Junior Advisor

Will Laney is a junior finance student from Murfreesboro, Tennessee, concentrating in accounting. He joined the Tennessee Capital Markets Society (TCMS) in the spring of his freshman year, which led to new opportunities, starting with a data analytics internship at HP. Currently, Will is a Junior Analyst at the Masters Investment Learning Center and an Investment Analyst Intern at the UT Investment Office, where he focuses on corporate credit research. This summer, he will join AllianceBernstein as an Investment Summer Analyst.


Faculty Advisors


Michael Yates

Michael Yates, Ph.D, is a clinical associate professor of finance in the Haslam College of Business at the University of Tennessee. He received his Ph.D. in Finance at the University of Texas at Austin in 2007 and has previously held the position of clinical assistant professor and faculty director of the MS Finance program at Georgia State University and assistant professor at Auburn University. His labor economics paper “Strike Three: Discrimination, Incentives and Evaluation” was published in the American Economic Review and has been cited in the New York Times, USA Today, Time.com and elsewhere.

Phillip Daves

Dr. Daves received the Ph.D. in Business Administration (Finance) at the University of North Carolina at Chapel Hill, and is an Associate Professor in the Department of Finance at The University of Tennessee. His research, teaching, and consulting interests are in asset pricing, derivative securities, firm valuation, and corporate finance. He has published academic research papers in such journals as The Journal of Finance, Applied Financial Economics, The Financial Review, and The International Journal of Finance.