Student Organizations
Penn State Investment Association
The Penn State Investment Association (PSIA) is open to all students from any major or knowledge level. The organization serves in an educational capacity to both educate members and provide tools to help Penn State students succeed in pursuing careers on Wall Street. PSIA also serves to educate members with an interest in personal investing.
Over 400 students attend weekly general body and sector breakout meetings. At the end of each semester, PSIA members may interview to become fund managers in the Nittany Lion Fund.
Penn State Fixed Income Association
The Penn State Fixed Income Association (PSFIA) serves to introduce students to fixed income markets and various Wall Street careers. The organization is open to all students of any major, and freshmen and sophomore students are eligible to interview for Leveraged Lion Capital at the end of each semester.
Penn State Finance Society (PSFS)
The Penn State Finance Society (PSFS) is a Registered Smeal Organization aimed at introducing students to the world of finance. Founded in 2009, PSFS has successfully exposed its members to all avenues of finance and professionals from the Fortune 500. Our Corporate Partners include Bank of America, Vanguard, Johnson & Johnson, and Shell
Meetings are held weekly and students of all majors and years are welcome to attend. Covered topics include finance career paths, professionalism, networking, financial markets, current events, personal finances, and financial modeling. Throughout the year, we host numerous guest speakers, workshops, and networking events.
Those interested in learning more about a specific financial sector and gaining practical, hands-on experience are welcome to interview to join one of our eight sector teams each semester.
If you are interested in any additional information, please visit the Penn State Finance Society website or email us at psfs.psu@gmail.com.
Penn State Asset Management Group (PSAMG)
The purpose of the Penn State Asset Management Group is to create zero-barrier opportunities for students passionate about finance and economics to learn about the effects of various types of securities on a portfolio, while acquiring the skills and knowledge necessary for working in Finance.
The Asset Management Group (AMG) is a student-run derivative paper portfolio fund at Penn State. AMG strives to allow students of all backgrounds to learn and refine the knowledge and skills necessary to obtain internships and full-time positions on Wall Street and other prestigious financial institutions.
We are dedicated to not only advancing our members' initial interest in the financial markets, but helping them reach their ultimate career goals.
FinTech Group
FinTech made great strides at Penn State during the 2024-2025 academic year. First, the Finance department launched a new undergraduate class called Finance and Technology that provided more than 60 students with a rigorous deep dive into the FinTech industry. Taught by Stefan Lewellen, the Stuart and Michele Rothstein Early Career Professor and an Assistant Professor of Finance, the class was well-received by students and benefitted significantly from substantial industry input during the design process. Particularly valuable input was provided by Jeff Gido ’94, Partner and Global Head of FinTech Investment Banking at Goldman Sachs, who also visited the class both virtually and in person. The class also welcomed visits from numerous guests including John Strackhouse ’79, Vice Chairman at Caldwell Partners, Henry L. Ines ’98, CEO and Founder of Chainparency, and Dean Cory Phelps.
The FinTech Group also grew in leaps and bounds during the 2024-2025 year. Headed by Michelle Zheng ’26, the club grew significantly in membership and established a number of working groups, each focused on a specific part of FinTech (equities, ETFs, VC, tech, etc.). As part of these efforts, the club has started to run a paper portfolio of FinTech investments. During 2024-2025, the group also held numerous general body meetings that educated members about the FinTech industry and about how to analyze and value FinTech companies. The group also welcomed a number of FinTech industry visitors, including Alex DeLitta and Gabriella Tolotta from JPMorgan and David Lin and Ben Zhu from Linvest21.
The pinnacle of both the class and the club’s activities in 2024-2025 was the launch of the inaugural Penn State FinTech App Competition, which took place on Friday, April 25th. The competition featured 10 student groups presenting novel FinTech app ideas to a panel of distinguished judges including Jeff Gido ’94, Jason Barg ’04, Partner at Lovell Minnick Partners, Charlie DeBow ’01, Managing Director at JustPark, and Glenn Fodor, CFA, CFO of Bill360. The top three teams collected not only bragging rights but also $8,000 in prize money made possible by the Jeff and Wendy Gido – Goldman Sachs Distinction in Financial Technology Fund.
In the coming year, the class and the club look to educate even more students about this growing part of the economy, and there are plans to turn the App Competition into a nationwide competition featuring teams from schools all over the country. Stay tuned!