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Edward Jones Portfolio Challenge
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By Liz Warren-Pederson


Five finalist teams presented their work on the Edward Jones Portfolio Challenge to a group of judges – and Eller alumni – from the company’s Tempe office.

The competition challenges student teams to design a wealth management portfolio for a fictitious client.

Daniel Cardella, Ryan Graham, Josh DeYoung, and Cooper Kowalski topped the competition.

ROI Platinum

The winning team, ROI Platinum (left to right): Daniel Cardella, Ryan Graham, Josh DeYoung, Cooper Kowalski.
Photo courtesy Eller Undergraduate Programs.

“I believe our team’s focus on the client’s needs, as well as selecting high-quality companies, gave us the edge,” said Graham (Eller Accounting and Finance ‘15). “Our entire team had knowledge of equities and fixed-income securities, and we were able to intelligently justify our portfolio’s composition.”

“One teammate took the lead in developing a strong fixed-income understanding,” said Cardella (Eller Accounting ‘15). “It was the most essential aspect of the project.”

In addition to applying class work in a case setting, the competition was also an opportunity to network with alumni. Tony Yuan (Eller Finance and Entrepreneurship ‘12) helped coordinate the competition, which he won when he was a student at Eller.

“This experience allowed me to understand how a real-world investing firm develops a portfolio to meet the needs of a client,” Cardella said. “It also allowed me to network with some highly successful professionals from Edward Jones.”

“The opportunity to work with exceptional fellow students in such a well-run competition was amazing,” Graham said. “As sophomores and future Eller graduates, my teammates and I improved our presentation skills and networked with some very knowledgeable and successful individuals from Edward Jones. The fact that we won was icing on the cake.”

Top photo by Matthew Goodwin.

Daniel Cardella, Ryan Graham, Josh DeYoung, Cooper Kowalski