Scotty Brown

PRESIDENT

Scotty Brown, from Chattanooga, Tennessee is a Junior Finance major. He joined TCMS in 2024 and previously served as Co-Director of Development. He has completed internships in finance and government, including as an Investment Banking Summer Analyst for Pinnacle Financial Partners in Charlotte, NC and as an intern at the U.S. Senate in Washington, D.C.

Scotty is currently the Assistant Student Director and a Junior Bloomberg Analyst in the Masters Investment Learning Center as well as a Haslam Torch Fund manager, member of the Business Honors Council, an Officer in the University of Tennessee Investment Group, and part of the Haslam Leadership Scholars and Haslam Business Fellows programs.

In Summer 2026, Scotty will be joining J.P. Morgan’s investment bank in New York as a Summer Analyst.

Charlie Curtis

President OF VOLUNTEER CAPITAL

Charlie Curtis, from Newtown, Connecticut is a Senior Finance major and previously served as President of TCMS. He joined the TCMS Academy in the spring of his freshman year. Charlie has gained experience across various fields, including investment banking and private equity, working as a Spring Intern at El Toro Capital Management and as a General Partner Funds Summer Analyst for General Atlantic. Currently, he is a Senior Bloomberg Analyst at the Masters Investment Learning Center and previously served as a McClain Torch Fund manager.

Charlie interned with the Technology & Industrial Software M&A team at Lazard in Charlotte, NC, where he will be returning following graduation.

Lucas Heifner

VICE PRESIDENT OF OPERATIONS

Lucas Heifner, from Nashville, Tennessee is a Junior Finance major and previously served as Director of Operations for TCMS. He joined the TCMS Academy in the spring of his freshman year. He has gained experience in the capital markets by completing several internships, including as a Private Equity Analyst-Intern at El Toro Capital Management and an Equity Research Summer Analyst for Thompson Research Group. Currently, he is a Junior Bloomberg Analyst in the Masters Investment Learning Center, and is also involved in the University of Tennessee Investment Group and the Financial Management Association.

In Summer 2026, Lucas will be joining Lazard’s Technology & Industrial Software M&A team in Charlotte, NC as a Summer Analyst.

Josh Sievers

VICE PRESIDENT OF DEVELOPMENT

Josh Sievers, from Jackson, Tennessee is a Junior Finance major and previously served as Director of Membership for TCMS. He joined TCMS in 2024 and has completed internships in equity research and private equity, most recently for Greater Sum Ventures. He joined the investment banking team at XLCS Partners in Summer 2025 and is currently a Junior Bloomberg Analyst in the Masters Investment Learning Center as well as President of the Financial Management Association, an officer in the University of Tennessee Investment Group, and part of the Haslam Business Fellows Program.

In Summer 2026, Josh will be joining Jefferies’ TMT team in Charlotte, NC as a Summer Analyst.

Cayle Beltran

SENIOR ADVISOR

Cayle Beltran, from El Paso, Texas is a Senior Finance major and previously served as Co-Director of Development for TCMS. He joined TCMS in 2023 and is currently a Senior Bloomberg 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.

Cayle interned with the Tech & Defense coverage group at Regions Bank in Charlotte, NC, where he will be returning following graduation.

Andrew Brown

SENIOR ADVISOR

Andrew Brown, from Winston-Salem, North Carolina is a Senior Finance major and previously served as VP of Operations for TCMS. He joined TCMS as a freshman in 2022, leading to multiple finance internships. Andrew has experience in equity research and venture capital. He is currently the Student Director and a Senior Bloomberg Analyst in the Masters Investment Learning Center, a Haslam Torch Fund Manager, and President of the University of Tennessee Investment Group.

Dr. 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.

Dr. 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.