Leadership: Fall 2019

FIXED INCOME FUND

PORTFOLIO MANAGERS– Fall 2019

(L-R) Stephen Jones, Matthew Mancini, Shane Cardi, Lauren Lo, Stephen Henshaw, Owen McCoubrey

 

EQUITY FUND

THE EXECUTIVE COMMITTEE – Fall 2019 
(l-r) Brian Seserman, Stephen Jones, Michael Barry, Hunter Quinn, Alexis Arsenis, Juan Gonzalez, Joe Goncalves 

 

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 – 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