CHASE LOWERY · NEW ORLEANS
I’m a Master of Science in Finance student at Tulane University, concentrating in Financial Data Analytics & Asset Management. My work spans equity research, real estate valuation, and financial modeling. I’m interested in how businesses create value—and how better analysis informs decisions.
Research, analysis & independent projects
Equity research · Darwin Fenner Small Cap Fund
Developed an investment thesis for adding Alarm.com to the student fund’s portfolio, supported by TMT sector research, investment catalysts, and risk analysis. The thesis received board approval.
Team project · Freeman Consulting Group
Worked in a two-person team applying income and market-based valuation methods. Developed assumptions, comparable analysis, and supporting materials for a valuation recommendation.
Graduate coursework · Team analyst
Co-authored a distressed-debt credit pitch evaluating senior secured debt and creditor recoveries. Compared maturity-extension, divestiture, and Chapter 11 scenarios using enterprise-value and recovery assumptions.
Independent finance project · Project lead
Directed development of a Python finance platform integrating Federal Reserve data and financial models. Defined rate dashboards and research tools with documented data sources, model assumptions, and scenario inputs.
Explore projectA. B. Freeman School of Business · New Orleans, LA
Master of Science in Finance · Expected December 2026 Concentration: Financial Data Analytics & Asset Management Coursework: Investment & Asset Pricing, Corporate Finance, SQL Fundamentals & Business Intelligence
Hattiesburg, MS · December 2023
Bachelor of Science in Business Administration · Finance Minor: Management · GPA: 3.5 Coursework: Security Analysis, Financial Management, Real Estate Finance
Equity Research Analyst · January–December 2026
Conducted sector research across technology, media, and telecommunications to identify industry trends, investment catalysts, and key risks. Authored an investment thesis for adding Alarm.com to the fund’s portfolio; the thesis received board approval.
Real Estate Valuation Analyst · January–May 2026
Worked in a two-person team to value a real estate asset using income and market-based valuation methods. Built valuation assumptions, comparable analysis, and supporting materials for a client-style recommendation.
Founder / Nonprofit Initiative Lead · December 2025–May 2026
Developed governance documents and financial-literacy curriculum. Researched local K–12 partnership opportunities and conducted outreach to school administrators.
Wealth Management Intern · September 2023–August 2024
Compiled, formatted, and organized client-review materials for portfolio-update meetings. Authored an investment research memo analyzing how pharmaceutical innovation could affect health-and-wellness consumer behavior and apparel-market growth.
Tulane University · University of Southern Mississippi
Master of Finance Honor Board Representative · September 2025–March 2026 Elected to uphold academic integrity within Tulane’s graduate finance program. USM Student Managed Fund Board Member · January–December 2023 Co-authored and presented investment strategy, trading provisions, and policies for the university’s first student-managed investment fund. Tulane Energy Club · August 2025–present Freeman Consulting Group · August 2025–present
Financial analysis · Data · Research
Microsoft Excel · SQL (joins, aggregation) · Python (NumPy, Matplotlib) Bloomberg Market Concepts · CFA Institute Investment Foundations First principles thinking, systems theory, political economy, complexity science, and plant ecology.
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