Tip Hogerty

Tip Hogerty

Summer Research Intern

Followers of Tip Hogerty1000 followers
location of Tip HogertyNeenah, Wisconsin, United States

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  • Timeline

  • About me

    Finance Major at Wake Forest University

  • Education

    • Universitat Autònoma de Barcelona

      2023 - 2023

      Study abroad

    • St. Mary Central High School

      2017 - 2021
      High School Diploma
    • Wake Forest University School of Business

      2023 - 2025
      Finance
    • Wake Forest University

      2021 - 2025
      Finance, General Senior

      Activities and Societies: Pre-Wall Street Career Track, Finance Club, Chi Psi Fraternity, Dow Jones Club, Deacon Case Competition Club

  • Experience

    • North Star Asset Management

      Jun 2021 - Jul 2021
      Summer Research Intern

      -Completed and presented a 24-page research PowerPoint on the future of the Metaverse and Roblox (ticker: RBLX); spoke on the infrastructure buildout, data advertising, and social products. -Provided a complete analysis of Roblox, its game economy, fee structure, growth drivers, competitive strengths, financial statements, and its risks to growth/weaknesses.

    • North Star Asset Management

      May 2022 - Aug 2022
      Full-time Equity Research Analyst Intern

      - Conducted research on five publicly traded companies spanning multiple industries, gained experience within Capital IQ through researching these companies- Gave a complete analysis of all companies, such as analyzing each one's products, competitors, financials, M&A transactions, growth drivers, and competitive advantages - Presented each of these research reports to the firm's investment management team- Created valuation recommendations using a DDM and completed financial statement analysis; also provided forecast estimates for EPS, share price, and revenue growth. Show less

    • TD Securities

      Mar 2023 - Mar 2023
      Selected STEP Participant
    • Global Case Competition at Harvard

      Mar 2023 - Mar 2023
      Executive Analyst and Team Member - Harvard Case Competition: Siemens and Vestas Acquisition

      As a buy-side analyst at IFSA Network, I conducted an M&A analysis on Siemens and Vestas.As a Deacon Case Competition Club member, I collaborated with a team of exceptional finance students to develop financial models, present final decks, and compete against top university analysts. My role involved in-depth quantitative, qualitative, and comparative analysis.

    • Baird

      Jun 2023 - Aug 2023
      Private Wealth Management Intern
    • TD Securities

      Jun 2024 - Aug 2024
      Global Markets Summer Analyst

      Global Markets Summer Analyst | Rotated on Prime Brokerage (Securities Lending, Capital Introduction, Fund Introduction), Cross Asset Sales (Treasuries, Agencies, SSA's, MBS, Corporates) and Rates Trading (Swaps, Treasuries, Volatility, Agencies)

  • Licenses & Certifications

    • Open Water Scuba Diver

      PADI
      Jul 2023
    • Series 7

      FINRA
      Jul 2025
    • Intermediate options- trading strategies

      Corporate Finance Institute® (CFI)
      Oct 2021
      View certificate certificate
    • Series 63

      FINRA
      Aug 2025
    • Series 57

      FINRA
      Sept 2025
    • Securities Industry Essentials (SIE)

      FINRA
      Jul 2023
  • Honors & Awards

    • Awarded to Tip Hogerty
      Dean's List Wake Forest University Dec 2021 Fall 2021
  • Volunteer Experience

    • Student of the Year fundraiser

      Issued by The Leukemia & Lymphoma Society on Mar 2019
      The Leukemia & Lymphoma SocietyAssociated with Tip Hogerty
    • Junior leadership team Co-chairman

      Issued by The Leukemia & Lymphoma Society on May 2019
      The Leukemia & Lymphoma SocietyAssociated with Tip Hogerty