INVESTMENT COMMITTEE
A Word from Our Chief Investment Officer...
Caitlyn Kulczyski
Chief Investment Officer
Class of 2026
Dear students, alumni, and Stetson community,
I am honored to serve as the Chief Investment Officer for the 2025–2026 academic year. The Roland George Investments Program (RGIP) continues to offer a distinctive, hands-on education. Students manage a real-money portfolio of $7 million in assets under management while developing the research depth, discipline, and judgment expected in the industry.
RGIP thrives because of a rigorous research process, a student-led investment committee that demands accountability, and a strong mentorship culture. We pair bottom-up security analysis with macro awareness, communicate our ideas clearly, and make decisions that reflect both conviction and risk control.
Under my leadership, our focus this year is simple and purposeful: we will elevate our junior cohort and prepare them to enter the workforce with practical skills that surpass their peers, including financial modeling, thoughtful valuation, portfolio construction, and clear investment writing. We will sharpen our process from idea sourcing to investment debriefs, raising the bar across our Growth, Value, and Fixed Income teams.
Thank you to our faculty mentors, alumni, and supporters who continually pour into this community. I’m excited for what we will build together this year, and I look forward to the research, debate, and results that follow.
Portfolio Managers and Officers
Trustees of the RGIP Program serve as the leaders of the program and sit on the investment committee. Their primary responsibilities include voting on buying and selling securities within each portfolio, developing investment strategies and portfolio asset allocations, and closely monitoring the RGIP portfolios, economic environment, and financial markets.
Lead Sector Analysts
Lead Sector Analysts in the RGIP Program are responsible for overseeing the management and performance of their assigned sectors. Their primary duties include conducting in-depth research on companies within their sector, analyzing economic trends, and evaluating potential risks and opportunities. Additionally, they ensure that investments align with the overall objectives of the program and respond effectively to shifts in the financial markets.
Sector Analysts
Analysts in the RGIP Program support the lead sector analysts by assisting with research and analysis of companies within their assigned sector. Their key responsibilities include gathering financial data, monitoring market trends, and contributing to the evaluation of potential investment opportunities. They help prepare reports and presentations, offering insights that inform buy and sell decisions. Analysts track the performance of individual securities while gaining valuable experience in developing investment strategies and understanding portfolio management processes.
