Giving Back And Paying It Forward At Acumen Wealth Advisors
Here on our campus - the University of Tennessee at Chattanooga - students manage a real stock portfolio like a mutual fund at an investment firm.
It’s called the Student-Managed Investment Learning Experience Fund - or SMILE Fund - at the Gary W. Rollins College of Business - and the fund has a real client, the UC Foundation.
Reese Veltenaar, a College of Business alum, is on The SMILE Fund’s advisory board.
He’s co-founder and managing partner of Acumen Wealth Advisors here in Chattanooga.
Grant Allen - an alum of UTC and The SMILE Fund - is a portfolio manager and partner at Acumen.