John "Daniel" Kadlic
Cleveland
Summary
Junior student pursuing a double major in Finance and Accounting, equipped with internship experience in Private Equity and Investment Management. Strong analytical skills demonstrated through financial data analysis and portfolio evaluation. Passionate about using my academic and internship experience to grow my knowledge in investment management.
Overview
1
1
year of professional experience
Work History
Investment Management Intern
Wellspring Financial Advisors
Cleveland
05.2025 - 08.2025
- Authored 10+ whitepapers on diverse financial topics to educate younger generations and improve financial literacy.
- Conducted fair value analyses and developed bull/bear outlooks for individual stocks, supporting investment recommendations using programs such as StockCharts and FastGraphs.
- Researched ETFs, equity factors, and emerging investment themes with future growth potential to identify cost-efficient portfolio opportunities.
- Evaluated portfolio risk/return profiles and upside/downside capture to identify strengths and weaknesses.
- Built and optimized portfolios in Excel to maximize the Sharpe ratio, using programs such as Orion Risk Intelligence and Finominal for scenario-based performance simulations.
- Prepared subscription documentation for client investments in private equity and private credit.
Private Equity Intern
Evolution Capital Partners
Cleveland
05.2024 - 08.2024
- Observed underwriting and fundraising processes for active investments.
- Participated in weekly leadership meetings with Evolution and portfolio companies to gain insight into strategy and operations.
- Observed a key add-on acquisition for a portfolio company in the senior living industry.
Education
Bachelor of Science - Finance and Accountancy, Double Major
Miami University, Farmer School of Business
Oxford, OH01.2027
High School Diploma -
University School
Cleveland, OH01.2023
Skills
- Microsoft Excel, PowerPoint, and Word
- SQL and Python programming
- Valuation analysis and portfolio optimization
- Investment research tools
- Portfolio management
Leadership And Campus Involvement
- Theta Chi Gamma Kappa Chapter, Treasurer, Aug. 2024 - May 2025, Collected and managed $200,000+ in rent payments to housing corporation., Collected $90,000+ in member dues.
- Miami University Professional Sales Club, Member, Aug. 2024 - May 2025, Attended monthly meetings with alumni in diverse sales careers., Gained insight into sales versatility and sector-specific skills.
- Accounting Association, Member, Aug. 2024 - May 2025, Participated in monthly meetings exploring accounting’s role in business., Engaged with alumni on accounting career paths and internship opportunities.
Academic Honors
Dean's List, Fall, 2023, Spring, 2024
Timeline
Investment Management Intern
Wellspring Financial Advisors
05.2025 - 08.2025
Private Equity Intern
Evolution Capital Partners
05.2024 - 08.2024
Bachelor of Science - Finance and Accountancy, Double Major
Miami University, Farmer School of Business
High School Diploma -
University School
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