Willie D. Davis Finance & Investment Lab
Investing In Our Students
Explore investing, advising and fund management in real-time.
Students use cutting edge, professional terminals to trade with real money in UW-Green Bay's Willie D. Davis Finance and Investment Lab. The lab terminals are set up to encourage engagement between students and their instructor and prepare them for finance-related careers through practical, immersive experiences with our CFA-recognized Student Managed Investment Fund.
Trading Floor Facilities
The Willie Davis Finance and Investment Lab is a collaborative classroom space and lab environment designed for hands-on business education.
Trading Sim Lab Terminals
This 36-seat trading lab accommodates business class trading floor simulations, and anything from the instructor’s terminal can be projected to the projector on the wall, as well as to those four screens at the same time.
Ticker Feed
The stocks displayed in the ticker feed is continuously updated in a colorful whirl and can be customized to feature those in the Student Managed Investment Fund portfolio or local companies. The space is equipped with LED tickers, displays and with Bloomberg Terminals for market data and Morningstar Terminals for fundamental data.
Advisory Board
The Advisory Board offers mentorship opportunities to students and guidance for programming and insight on technology that is central to the delivery of a modern business education.
Financial Planning & Literacy
A partnership focused around financial literacy with the emerging Personal Financial Planning Program will drive community impact and foster a commitment to social responsibility as well as support the Cofrin School of Business’ stand-alone Finance major and Personal Financial Planning minor designed for Certified Financial Planning (CFP®) certification. The community asked for these programs, and we have responded!
Willie D. Davis
Green Bay Packers Pro Football Hall of Famer, #87
Willie D. Davis
The Green Bay Packers honored the late Packers great and Pro Football Hall of Famer Willie Davis with a $250,000 impact grant toward the establishment of the Willie D. Davis Finance & Investment Laboratory within the University's rapidly growing Cofrin School of Business.
Finance & Investment Lab Advisory Board
Ramon Garrido-Mateos
Partner at Copper Harbor Investment Advisors, LLCGreen Bay, WI
Daniel J. Wotruba
Director of Wealth Management & Shareholder at KerberRose Wealth Management, LLCNew Franken, WI
Zach Mersberger
CFA, Co-CEO/Co-COO/Financial Advisor at Mersberger Financial Group, Inc.Sheboygan Falls, WI
Mark Tumpach
CFA, and Portfolio Manager and Senior Equity Analyst at Kellogg Asset ManagementGreen Bay, WI
Justin Seidl
Founder & CEO at SequoirGreen Bay, WI
AJ Tracy
Investor at Lagom EndeavorsGreen Bay, WI
Brett Schroeder
Executive Vice President at American National BankAppleton, WI
Zachary Gilson
Wealth Management Advisor U.S. Bancorp InvestmentsGreen Bay, WI
Wael Rashidi
CFP, ChFC, RICP, Managing Director - Financial Advisor at RBC Weath ManagementGreen Bay, WI
Have Questions?
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