Leadership: Spring 2020
PORTFOLIO MANAGERS – SPRING 2020
FIXED INCOME FUND
(L-R) Christopher Benken, Kyle Lyman, Ashton Kozlowski, Andrew Faggio, Mario Wilson, Marissa Grasso, Matt Ryan, Steve Berman, Eric Fontaine, Chadd Willett, Sean Cappellini, Jonathan Allen, Brendan Curtin
EQUITY FUND- SPRING 2020
THE EXECUTIVE COMMITTEE – Spring 2020
(l-r) Christopher Benken, Cole Hollis, Elizabeth Surabian, Eric Fontaine, Mitch Zaniboni, Nathan Cullivan, Erica Burke, Shea Mahan
The Executive Committee is responsible for the overall performance of the portfolio. They ensure investment decisions are in line with the long-term objectives of the Fund. The Board, consisting of the six committee chairs, sets the overall investment strategy for the semester. This includes deciding on the sector weighting recommended by the Macroeconomic Committee.
The Executive Committee serves as a liaison between the Portfolio Managers and the course professor, providing feedback on the structure and content of the Portfolio Management and Securities Analysis classes. The Executive Committee takes the responsibility of interviewing applicants, recommending changes to the Investment Policy Statement, delegating and ensuring the completion of individual committee obligations, and ensuring a smooth transition between Portfolio Management classes.
PORTFOLIO MANAGERS – Spring 2020
Front Row (L-R): Andrew Nolan, Colin Hurley, Mitch Zaniboni, Elizabeth Surabian, Erica Burke, Olivia Green, Dylan Toumayan, Mateo Laverde, Kyle Scafariello
Middle Row (L-R): Nathan Zaslow, Donato Caracciolo, Cole Hollis, Christopher Dodd, Zhengyan Chen, Kiernan Haley, Jax Theriault, Shea Mahan
Back Row (L-R): Andre Gomez, Michael O’Brien, Nathan Cullivan, Tyler Zinko, Brian Chant, Jack Aigner, Eric Fontaine, Matthew Dona, Billy Wysocki
CONSUMER SECTOR – Spring 2020
(l-r) Tyler Zinko, Jack Aigner, Colin Hurley, Brian Chant, Donato Caracciolo
EMU SECTOR – Spring 2020
(l-r) Nathan Zaslow, Cole Hollis, Olivia Green, Mitch Zaniboni
INFORMATION TECHNOLOGY SECTOR – Spring 2020
(l-r) Matthew Dona, Zhengyan Chen, Dylan Toumayan
COMMUNICATION SERVICES SECTOR – Spring 2020
(l-r) Kiernan Haley, Kyle Scafariello, Nathan Cullivan
INDUSTRIALS SECTOR – Spring 2020
(l-r) Jax Theriault, Billy Wysocki, Andre Gomez
FINANCIALS & REAL ESTATE SECTOR – Spring 2020
(l-r) , Eric Fontaine, Christopher Dodd, Shea Mahan
HEALTHCARE SECTOR – Spring 2020
(l-r): Mateo Laverde, Elizabeth Surabian, Michael O’Brien, Andrew Nolan, Erica Burke
SECURITIES ANALYSTS – Spring 2020
PREVIOUS STUDENT LEADERSHIP
THE EXECUTIVE COMMITTEE – Fall 2019
(l-r) Brian Seserman, Stephen Jones, Michael Barry, Hunter Quinn, Alexis Arsenis, Juan Gonzalez, Joe Goncalves
PORTFOLIO MANAGERS – Fall 2019
Front Row (L-R): Jiahao Zhang, Nathan Kriplin, Derek Westhaver, Austin Bertrand, Alexis Arsenis, Michael Lynch, Matthew Stafford, Peter Vise, Joseph Goncalves
Back Row (L-R): Jaret Petruzzelli, Matthew Early, Kavan Drake, Scott Bagley, Michael Barry, Hunter Quinn, Robert Davis, Brian Seserman, Benjamin Lewis, Juan Gonzalez, Kyle Marek, Jack Molito, Matthew Ferrugiari
CONSUMER SECTOR – Fall 2019
(l-r) Kavan Drake, Jack Molito, Jiahao Zhang, Scott Bagely
EMU SECTOR – Fall 2019
(l-r) Brian Seserman, Jaret Petruzzelli, Juan Gonzalez
INFORMATION TECHNOLOGY SECTOR – Fall 2019
(l-r) Benjamin Lewis, Matthew Ferrugiari, Joseph Goncalves
COMMUNICATION SERVICES SECTOR – Fall 2019
(l-r) Hunter Quinn, Michael Lynch, Rob Davis
INDUSTRIALS SECTOR – Fall 2019
(l-r) Nathan Kriplin, Austin Bertrand, Matthew Early
FINANCIALS & REAL ESTATE SECTOR – Fall 2019
(l-r) Kyle Marek, Peter Vise, Michael Barry
HEALTHCARE SECTOR – Fall 2019
(l-r): Derek Westhaver, Alexis Arsenis, Matthew Stafford
SECURITIES ANALYSTS – Fall 2019
PREVIOUS STUDENT LEADERSHIP
THE EXECUTIVE COMMITTEE– Spring 2019
(l-r) Matt Plaziak, Ryan Aravind, Bailey Medeiros, Michael Chodziutko, Nicholas Pietrantozzi, Kushagra Sachdeva, Cameron Iarrobino
CONSUMER SECTOR– Spring 2019
(l-r) Jack Callahan, kevin Quigley, Markus Borjestedt, Sophie Mulcahy
EMU SECTOR– Spring 2019
(l-r) Ryan Aravind, Michael Chodziutko, Vedant Vyas
INFORMATION TECHNOLOGY SECTOR– Spring 2019
(l-r) Chris Rollins, Bailey Medeiros, Chris Jenkins, Kushagra Sachdeva
COMMUNICATION SERVICES SECTOR– Spring 2019
(l-r) Jordan Friedman, Tyler Poland, Michael Pascuccio
INDUSTRIALS SECTOR– Spring 2019
(l-r) Matthew Plaziak, Tyler Lord, Nicholas Pietrantozzi, Mark Gravina
FINANCIALS SECTOR– Spring 2019
(l-r) Brett Miner, Andrew McAvoy, Trevor Weingarten
HEALTHCARE SECTOR– Spring 2019
(l-r): Kyle Svenson, Blake Schneider, Andrew Zilonis
CONSUMER SECTOR– Spring 2018
EMU SECTOR– Spring 2018
CONSUMER SECTOR– Fall 2017
EMU SECTOR– Fall 2017
FINANCIAL SECTOR– Spring 2018
HEALTHCARE SECTOR– Spring 2018
FINANCIAL SECTOR– Fall 2017
HEALTHCARE SECTOR– Fall 2017
INDUSTRIAL SECTOR– Spring 2018
TECHNOLOGY SECTOR– Spring 2018
INDUSTRIAL SECTOR– Fall 2017
TECHNOLOGY SECTOR– Fall 2017
FIXED INCOME FUND
PORTFOLIO MANAGERS- Fall 2017
PORTFOLIO MANAGERS- FALL 2019
(L-R) Stephen Jones, Matthew Mancini, Shane Cardi, Lauren Lo, Stephen Henshaw, Owen McCoubrey