A sampling of career accomplishments of recent Archway Investment Fund alumni:
Jessica (LaRoche) Pouliot ’07 / Cambridge Associates
Jess is a Director in the Client Services Group at Cambridge Associates (CA), where she is responsible for a digital product suite that delivers proprietary research, benchmarks, and data to stakeholders. In addition, Jess has various project management responsibilities with a focus in the Private Investments (Private Equity/Venture Capital) space creating new benchmarks, conducting analyses, and supporting broader research efforts at CA. She has extensive experience in the performance reporting space having spent four years in that area before moving to her current role.
Jess earned a BS in Finance and a minor in Legal Studies from Bryant and was part of one of the first classes managing the Archway Investment Fund. She is a CFA Exam Level II Candidate.
Matthew T. O’Rourke ’09 / Windsail
Matt is a Vice President at WindSail and is responsible for managing the firm’s portfolio of investments. In addition, he provides support to underwriting, due diligence and other corporate activities at the firm. In the last ten years, Matt has managed over $450 million in AUM across 50+ portfolio companies. Prior to joining WindSail, Matt was a Vice President and Senior Portfolio Manager at Salus Capital Partners, LLC where he structured and managed a portfolio of asset-based loans to lower-middle market businesses across the U.S. and in Canada. Prior to joining Salus Capital, Matt was an Assistant Vice President at People’s United Bank. He is a member of the Commercial Finance Association and the Turnaround Management Association.
Megan McKenzie ’11 / Stadio della Roma
Megan is a Senior Analyst with Stadio della Roma, focused on the development and financing of a soon-to-be-constructed soccer stadium and mixed-use development in Rome, Italy for the AS Roma soccer club. Prior to that, she worked at John Hancock where she focused on fixed income research covering a variety of industries including retail, consumer products, travel/leisure, and sports, including stadium and arena finance. Megan graduated magna cum laude from Bryant with a B.S. in International Business with concentrations in Finance and Spanish. She was a member of the Honors Program and The Archway Investment Fund.
Jennifer Rousseau ’11 / Cherrystone Angel Group
Jennifer manages Cherrystone Angel Group’s operations and serves on the firm’s Steering, Screening and Due Diligence Committees. She has experience in screening deals, determining valuation models and conducting market research for several verticals, including pharmaceutical, medical devices, software, hardware and internet/mobile applications. She advises portfolio companies on fundraising strategies, term sheet negotiations and works with the CEOs to keep investors updated.
Jenn serves on several boards including UMASS Dartmouth’s Center for Innovation, the RI Business Plan Competition, the Chamber’s Innovation Providence, TechCollective, the Global Investor Forum and The Capital Network.
She graduated Summa Cum Laude from Bryant with a B.S. in Finance and a minor in Legal Studies. She received the Delta Sigma Pi Scholarship Key, awarded to the graduating senior with the highest cumulative academic average, as well as the Jack H. Rubens Leadership in Finance Award.
Nicholas Muscatiello ’15 / Eaton Vance
Nicholas became an Equity Portfolio Associate on Eaton Vance Management’s equity team in 2017. He is responsible for equity risk management in addition to portfolio strategy and analytics. Before joining Eaton Vance, he was an investment management consultant covering a broad range of investment managers at FactSet and a defined benefit client analyst at Mercer Investments. Nick earned a B.S. in Business Administration with a Finance concentration from Bryant.
Chris Anzivino ’16 / Dell
Chris participated in the AIF during his Junior and Senior year, focusing on the Consumer sector. During his Senior year, he was the Fund’s head of compliance on the Executive Committee. After graduating, Chris worked as a Financial Analyst with Dell’s Finance Development Program. He is currently working with a team to build the fiscal year plan for the Infrastructure Solutions Group, using the financial modeling and analysis skills he learned in The Archway Fund.
Evan DaSilva ’16 / Ernst & Young
Evan graduated from Bryant with a dual concentration in Accounting and Finance and a minor in Pre-Law. He currently works in Boston at Ernst & Young (EY) as a consultant in the Fraud Investigation and Dispute Services (FIDS) practice. His work primarily focuses on Anti-Bribery/Anti-Corruption (ABAC), Anti-Money Laundering (AML), financial statement fraud, corporate compliance programs, and pharmaceutical marketing compliance. He is a candidate to become a Certified Public Accountant (CPA).
Elizabeth Field ’16 / State Street Bank
Elizabeth Field is a Senior Associate at State Street Bank working in Client Operations servicing ETFs, Money Market Funds, and Mutual Funds. As a member of the Client Operations team, she is responsible for facilitating communication between State Street Bank and their clients by preforming tasks such as derivative processing, securities valuation, and trade monitoring.
William Heffernan ’16 / Parametric
Bill is pursuing his career at Parametric where he is responsible for coordinating with custodial banks to receive client account information. He produces daily investment management reports used by portfolio managers to trade existing accounts. He earned a B.S. in Finance from Bryant with a concentration in Economics.
Abe M’Bodj ’16 / Provident Healthcare Partners
Abe is an Investment Banking Analyst with Provident Healthcare Partners. He seeks to build and maintain relationships with executives across disciplines within the healthcare industry and works closely to support senior members of the Provident team. He is active in all phases of the transaction process, with a focus on transaction execution, valuation, and origination. Prior to joining the Provident team, Abe was a collateral analyst with Northern Trust. He graduated from Bryant with a B.S. in Business Administration and concentrations in Finance and Political Science. While at Bryant, he was a member of the varsity football team and the Executive Committee of the Archway Investment Fund.
Staci Rezendes ’16 / Corbett Mason Group (Morgan Stanley)
Staci Rezendes is a member of the Corbett Mason Group, a private wealth management team at Morgan Stanley. The group services high net worth clients with a focus on company executives, offering portfolio management, family planning, business planning, banking & lending, and insurance recommendations. Staci manages day-to-day client relationships and creates 10b5-1 stock plans for applicable clients of publicly-traded companies. She also rebalances client portfolios and manages the team’s venture capital relationships. Staci graduated from Bryant with a dual degree in Finance and Applied Analytics.
Guillaume Sabourin ’16 / Progressly
Guillaume works on the sales team at Progressly, a venture-backed SaaS startup in Silicon Valley that is building the world’s first cloud-based Operational Performance Management platform. As the first Sales Development Representative at the company, Guillaume sourced partnerships with companies like Chevron & DTE Energy. He is responsible for finding and qualifying opportunities within the energy industry, the company’s key vertical, and is involved in all phases of the deal process from prospecting to closing. He also plays a role in shaping the overall go-to-market strategy for the company, along with communicating product feedback from the front lines. Guillaume earned a B.A. in Economics from Bryant, was a member of the varsity tennis team, and led the Macroeconomic Committee of The Archway Investment Fund.
Shane O’Brien ’16 / FactSet
Shane entered the financial industry as a Fixed Income Consultant for FactSet Research Systems. His role entails working with Portfolio Managers, Performance Teams, and Credit Analysts on a regular basis to ensure that they are maximizing the value of our portfolio management and analytics offerings. The Archway Investment Fund opened Shane’s horizons to the world of investing: how to conduct thorough research, follow market trends, and balance portfolio attributes to maximize performance and minimize risk. In his day-to-day work, he helps clients uncover the value of their fixed income and multi-asset class portfolios, have a solid foundation to understand what their goals are and how to reach them. The Archway fund prepared Shane immensely for the road ahead, and challenged him to find a unique approach to his decision making.
Jon Malchiodi ’16 / Liberty Mutual
Jon works for Liberty Mutual Insurance in Boston. He started in the Financial Management Program (FMP), a 2 year rotational program with three different analyst roles. It has been a great opportunity to quickly gather a wide range of experiences in a short period of time, and it allows him to work on new challenges every day. The AIF prepared Jon to handle these challenges by teaching him how to think both broadly and differently. While his work is not tied directly to the stock market, he is able to use the analytical and critical thinking skills that the AIF demands of its students. He is faced with many questions that require “deep diving” into big data, and thinking critically is a requirement to find the answers his team is looking for. Some of the tricks Jon learned from having to make models in the AIF are things that he still uses everyday.
Nicole Kelly ’17 / Accenture
Nicole is a Client Financial Management (CFM) Analyst at Accenture, where she supports a Diamond Client throughout the contract lifecycle. She graduated from Bryant with a degree in International Business and concentrations in Finance and Chinese. During the Fall 2015 semester, she studied abroad in Shanghai, China, where she focused on Chinese language and business culture.
Tommy Belger ’17 / FactSet
Tommy works as a consultant for FactSet, where everyday he works with portfolio managers and investment bankers to help them utilize FactSet’s workstation, so they can easily and efficiently analyze companies they see fit to invest in. The AIF program helped Tommy in his career by enhancing both his presentation skills and knowledge base of the market and economy. The Archway program was a key component that prepared Tommy for where he is today.
Tom Pingree ’17 / Amica Mutual Insurance
Tom works as an Equity Investment Analyst at Amica, covering U.S. stocks in the tech sector. He is responsible for conducting research and making recommendations for Amica’s investment portfolios. Tom graduated Summa Cum Laude from Bryant, earning a B.S. in Business Administration with concentrations in Finance and Economics. He is currently a Level II Candidate in the CFA program. Tom credits the Archway Investment Fund for his decision to pursue a career in investments.
John Templeman ’17 / Graduate Student
John is a full-time MBA student at Bryant University with a specialization in Business Analytics. Prior to entering graduate school at Bryant, John was a financial planning associate with Financial Benefit Services Corporation. He graduated from Bryant with a B.S. in Business Administration with a double concentration in Finance and Economics and a minor in Spanish. While at Bryant, he was a member of the varsity tennis team and was a team captain his senior year. He joined the Archway Investment Fund as a senior and was a part of the Executive Committee who together won Best Growth Portfolio for the AIF at the 2017 Quinnipiac G.A.M.E. Forum. John’s experience in Archway Investment Fund both confirmed his decision to pursue a career in investments and prepared him with the skills necessary to be successful in the industry.
James Poulakidas ’17 / Anheuser Busch
James is a member of Anheuser Busch InBev’s management trainee program. As part of the program, he has travelled throughout the country learning all aspects of the business from brewing to sales and marketing. His time is mainly spent on conducting data analysis aimed at driving sales execution and profitability in the Massachusetts, New York, New Jersey, and Ohio markets.
During his time at Bryant, James was a part of the AIF’s executive committee as the fund’s compliance officer. He graduated in 2017, with a degree in Finance and Applied Analytics.