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Originally from Bolivia, Sergio is an international student passionate about financial markets, leadership, and academic growth. This fall, he will be serving as a Teaching Assistant under Dr. Ferris in the Department of Finance, working as a Trading Room Assistant, serving as Student Director of the Professional Leadership Program, and taking on the role of Portfolio Manager for the Student Investment Group, where he helps lead student-managed investment strategies.

Take a deep dive on Sergio's thoughts on the value of discipline, curiosity, and getting involved on campus.

1. What inspired you to pursue a degree in Finance and how has your perspective on the field evolved during your time at UNT?
I've always had a strong interest in business and numbers, and finance seemed like the perfect way to bring the two together. What began as a general interest has grown into a deeper comprehension of the complexity and diversity of the field. This happened thanks to the opportunity to learn about the various specialized career paths that finance offers during my time at UNT.

2. As a Portfolio Manager for the Student Investment Group, you help manage a $1.4 million portfolio. What have been some of your biggest takeaways from this experience?
There are some high standards when managing our portfolio, along with some challenges. We keep a close eye on economic developments, market conditions, and risk management. The value of teamwork and communication in the investment decision-making process has been one of my main lessons learned. I've been able to gain useful skills from this experience in leadership, equity research, and company valuations that will help me in my future work.

3. How has your role as a Student Director in the Professional Leadership Program shaped your leadership style and professional development?
Even though I will formally start my position as a Student Director this fall, my time as a PLP member has greatly influenced my development. I've gained confidence, been forced to venture outside of my comfort zone, and become more proactive in the pursuit of new opportunities. I now see how important it is to network strategically and to lead with initiative and compassion. I can't wait to use these abilities in my position as a student mentor.

4. You’ve had the opportunity to represent RCOB at events with industry leaders—can you share a moment or lesson that really stood out to you?
One of the highlights was representing the RCOB at the BlueVault Alts Summit in March. It was a great opportunity to gain more knowledge about alternative investments and experience real-world business insights. I also had the chance to network with several professionals who kindly shared their knowledge and are now a part of my growing network. The occasion served as a reminder of the importance of retaining curiosity and making friends outside of the classroom.

5. What does mentorship mean to you, and how has it influenced your academic or professional path?
I have benefited greatly from mentoring during my journey. I have had the opportunity to network with many professionals across DFW who generously donated their time and knowledge. I was fortunate enough to be mentored by Mr. Rodney Bridgers while I on my first semester at PLP. His advice helped me better understand what it takes to grow professionally and gave me clarity on how to set meaningful goals.

6. How do you stay motivated to continuously grow and learn, even when faced with challenges?
My active participation in clubs, events, and other activities helps me stay motivated. I like to be around accomplished professionals and students who motivate me to push myself, be curious, and never give up. But I've discovered that motivation fluctuates, which is why I think discipline is crucial. By giving my daily life structure and purpose, I have maintained consistency even when I don't feel my best. For me, the biggest difference has been the discipline to show up, keep learning, and take baby steps forward.

7. What advice would you give to other students who are looking to get involved and make the most of their time at UNT?
I believe it is up to the student to determine the worth of their time at UNT. You are differentiating yourself if you get involved with organizations, faculty, and other students. At UNT, we have some outstanding professors who are prepared to go above and beyond to help their students succeed in the long run. So, I would recommend joining a club that interests you, talk to your professors outside of class (you don't even need to talk about class), and connect with UNT's extensive alumni network to gain knowledge from them.

8. What’s a skill or mindset that you think is essential for success in today’s business world—and how did you develop it during college?
I believe one of the most important skills to possess is networking. To refine this skill and grow my network, I started contacting professionals, usually via email. In the email, I introduce myself, establish a connection (perhaps they went to UNT or we have a mutual contact), and politely request fifteen minutes of their time so that I can learn more about their background and career objectives. At first, approaching these people can be intimidating, but I've found that most are willing to lend a hand and share their knowledge. My discussions have been very helpful and often result in real, lasting relationships that can serve as a compass.

9. As you prepare for the next chapter, what are you most proud of from your time at UNT?
I am incredibly proud that I decided to choose UNT as my educational home. Through my involvement in academics, organizations, events, and workshops, UNT has served as the cornerstone for my professional and personal development. The most notable aspect of the institution is the community it cultivates, always encouraging and focused on service. I've learned that true success involves more than just personal accomplishment. It's about making a difference and supporting others alongside you.