OUR TEAM

Each research team has a dedicated Junior and Senior Analyst for investment oversight and recommendations. Leadership and Advisors oversee recruitment, career preparation, workshops, and other administrative responsibilities.

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Our Structure

 
 

Leadership

Our Leadership team is responsible for all administrative tasks for the fund when it comes to meetings, recruitment, interactions with Isenberg, and managing our portfolio. Leadership typically changes on a yearly basis at the beginning of each new year. Although each member of leadership has a distinct role, they work collectively to ensure members are learning during their time in the fund and actively preparing for recruitment.

Simply put, our Chairwoman's main job is career preparation and helping members place competitively within finance and other desired careers. The Portfolio Manager is the sole person in charge of the fund's portfolio and has the ultimate decision of whether or not to buy/sell out of individual equities based on investment recommendations from our sector teams. Finally, the President focuses on the inner functioning of the fund, ensuring that it runs smoothly and all administrative tasks are handled.

Advisors

In addition to the leadership team, a number of advisors also serve the fund in various capacities throughout the semester. These individuals are upperclassmen members that, after serving as senior analysts, take on a new role to share their knowledge with the group as mentors and teachers. In their designated roles, they may advise and assist a specific sector, or take on an aspect of the fund's curriculum or culture as their responsibility.

Senior Analysts

Our Senior Analysts are the heads of each sector team. After serving as a junior analyst, and sometimes a co-analyst, fund members may be promoted to Senior Analyst when they demonstrate readiness to effectively cover a sector and serve as a teacher to a Junior Analyst. As much of the teaching and mentorship in the fund is found in the Senior/Junior relationship, it is pivotal that Senior Analysts are able to lead and educate their Junior. This mentorship also includes assisting a Junior through recruiting, networking, and more. The responsibility for a sector ultimately falls on the Senior Analyst, who must ensure their team and sector's success.

Junior Analysts

Junior Analysts are the other component to the sector pairing, who work under their Senior Analyst on an assigned sector to develop their skills as an analyst and produce high-quality research as a result. These members take advantage of workshops led by leadership and other upperclassmen, lessons with their Senior Analyst, and other mentors in the fund to learn about financial markets, modeling, research, pitching, and the career skills necessary to pursue a career in high finance. Junior Analysts also perform a JA pitch at the end of each semester, which is a solo pitch where they demonstrate everything they have learned over the course of their semester.

Current Members

Leadership

President
Trevor Collins

Trevor Collins '22

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Trevor is a junior finance major and business analytics minor from Belmont, MA. This is his 4th semester in the fund and is the current President. In the past, Trevor has covered the Energy, TMT, and Consumer sectors in MEF, as well as serving on the board of the Finance Society. This upcoming summer he will be interning at Morgan Stanley in their Credit Risk ISG division. In his free time, Trevor enjoys reading, biking, and rock climbing. 

Portfolio Manager
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Isaac Piliavin

Isaac Piliavin '22

Isaac is a junior finance and economics double major from Milton, Massachusetts. This is his 4th semester in the fund, and he is the current portfolio manager. In the past, he has covered the Healthcare and Utility sectors, and served as the co-president of the UMass Finance Society. This summer he will be interning at Barclays in their equity research division. In his free time, Isaac works as an ambassador for the Isenberg School of Management, and enjoys skiing, hiking, and listening to music.    

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Chairwoman
Ali Daddio

Alexandra Daddio '22

Alexandra is a junior from Norwell, Massachusetts pursuing a major in Finance and minoring in Business and Data Analytics. In her fifth semester as a member, following her participation in the Women's Development Program, she is currently the Chairwoman. This past summer, she was an investment analyst intern at Oaktree Capital Management within the Transportation Infrastructure Fund. This upcoming summer she will be interning at Goldman Sachs in their Investment Banking Division. In her free time, she loves to explore new places, enjoy time with family and friends as well as take spin classes.

Advisors

Pat, Shae, Veda

Sector Heads

Senior Analyst
Patrick Dillon

Patrick Dillon is a sophomore from Merrimack, MA pursuing a major in Finance with an Economics minor. He is currently a junior analyst covering consumer discretionary in his second semester in the fund. In his free time Patrick enjoys hiking, skiing, and playing basketball. 

Patrick Dillon '23

Energy & Utilities
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Senior Analyst
Shaelyn Fitzgerald

Shaelyn Fitzgerald is a sophomore from Newton, Massachusetts, pursuing a double major in Finance and Economics. She joined the fund first semester of her freshman year as a member of our Women’s Developmental Program. She is currently a Senior Analyst for the Industrials sector. This summer, Shaelyn will be a Scholar in the Girls Who Invest Summer Intensive Program and is returning to Loomis, Sayles, & CO, as an equity research intern on the Growth Equity Strategies Team. In her free time, she enjoys traveling, listening to music, and spending time with her friends and family. 

Shaelyn Fitzgerald '23

Consumer
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Senior Analyst
Veda Nagaraja

Veda Nagaraja is a sophomore from Lexington, Massachusetts, pursuing a major in Finance and a minor in Economics. She joined the fund the first semester of her freshman year as a part of the Women’s Development Program and is now a Senior Analyst for the Consumer Staples sector. This past summer, she was an Investment Research Analyst at Commonwealth Financial Network. This upcoming summer she will doing Sales and Trading at UBS in New York City, and will be participating in the Online Intensive Program for Girls Who Invest. In her free time, Veda enjoys singing, traveling, reading, listening to music, and spending time with friends and family. 

Veda Nagaraja '23

REITS
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Senior Analyst
Yesha Patel

Yesha Patel is a sophomore from Nashua, NH pursuing a major in Economics on the pre-medicinal track. She is currently in her second semester in the fund and is a junior analyst covering Energy. This summer, she will be conducting research that focuses on cancer drug development at the Massachusetts General Hospital Cancer Center in Boston. In her free time, she enjoys spending time with family and friends, hiking, listening to music, painting, and skiing. 

Yesha Patel '23

Healthcare
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Senior Analyst
Nick Simmons

Nick is a Junior from Norfolk, MA studying mathematics, economics, computer science, and philosophy. He is currently a Senior Analyst covering the Technology, Media & Telecom sector. Nick is pursuing a career in venture capital and has previously worked at Harvard Business School. In his free time, Nick enjoys hiking, skiing, indulging in local cuisine, and reading nonfiction.

Nick Simmons '22

Financials
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Senior Analyst
Victoria Silva

Victoria Silva is a sophomore finance major from West Boylston, Massachusetts. She is currently in her third semester in the fund, and is a senior analyst covering Utilities. This summer, she will be interning as a Global Research intern at RBC Capital Markets in New York City. Outside of her time in the fund, Tori enjoys spending time with family and friends, helping others, playing sports, reading, and creative outlets like drawing and sewing.

Victoria Silva '23

Industrials
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Senior Analyst
Al Situmorang

Almileno Situmorang is a junior finance major from Jakarta, Indonesia. He is currently in his third semester in the fund and is a senior analyst covering the Technology, Media, and Telecom sector. This summer, he will be interning as an Investment Banking summer analyst at Cowen in New York City. In his free time, Al enjoys scuba diving, rock climbing, and watching the Tottenham Hotspurs.

Almileno Situmorang '22

TMT
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Senior Analyst
Stephen Townsend

Stephen Townsend is a junior from Westford, Massachusetts majoring in Computer Engineering. He is a first semester junior analyst covering Basic Materials. Last summer, Stephen was a software engineering intern at Collins Aerospace, a division of UnitedTechnologies, working on projects for the Department of Defense. Stephen is a part of the IEEE Society for Electrical and Computer Engineers. Outside of MEF and school, Stephen enjoys learning about government, politics, and space, as well as running, nordic skiing, carpentry, and spending time with loved ones.

Stephen Townsend '22

Basic Materials
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Junior Analysts

Junior Analyst
John-Paul Brennan

John-Paul is a freshman Finance major from Grafton, Massachusetts. He enjoys investment research because it’s a mix of his favorite interests: mathematics, current events, and human behavior. This is his 1st semester in the fund, and he is currently the junior analyst covering the Utilities sector. He enjoys running, skiing and listening to the Zac Brown Band in his free time.

John-Paul Brennan '24

Consumer
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Junior Analyst
Connor Casey

John-Paul is a freshman Finance major from Grafton, Massachusetts. He enjoys investment research because it’s a mix of his favorite interests: mathematics, current events, and human behavior. This is his 1st semester in the fund, and he is currently the junior analyst covering the Utilities sector. He enjoys running, skiing and listening to the Zac Brown Band in his free time.

Connor Casey '24

TMT
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Junior Analyst
Victoria Dresja

Victoria Drejsa is a sophomore finance major from Easthampton, Massachusetts. This is her second semester as a Junior Analyst and will be covering the consumer staples sector. She is currently a Private Equity Analyst at Semper Investment Company and CDO of the UMass Amherst Chapter of Smart Woman Securities. Outside of school, she works as a hostess at the Hangar Pub and Grill in Amherst. This summer she will be a Summer Intensive Scholar at Girls Who Invest. In her free time, she enjoys meditating, swimming, solo travel, and cooking traditional Polish food with her Grandma.  

Victoria Drejsa '23

Basic Materials
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Junior Analyst
Noah Decastro

Victoria Drejsa is a sophomore finance major from Easthampton, Massachusetts. This is her second semester as a Junior Analyst and will be covering the consumer staples sector. She is currently a Private Equity Analyst at Semper Investment Company and CDO of the UMass Amherst Chapter of Smart Woman Securities. Outside of school, she works as a hostess at the Hangar Pub and Grill in Amherst. This summer she will be a Summer Intensive Scholar at Girls Who Invest. In her free time, she enjoys meditating, swimming, solo travel, and cooking traditional Polish food with her Grandma.  

Noah Decastro '24

REITS
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Junior Analyst
Dennis Evgenov

Dennis Evgenov is a sophomore finance and philosophy double major from Carlisle, Massachusetts. He is in his third semester in the fund and is a junior analyst for the TMT sector. This summer, he will be joining Colonial Bookkeeping & Tax as a staff accountant. In his free time, he enjoys skiing moguls, reading, and cooking. 

Dennis Evgenov '23

Portfolio Management
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Junior Analyst
Marie Maher

Marie Maher is a freshman from Melrose, Massachusetts, pursuing a major in Finance. She joined the fund first semester of her freshman year as a member of our Diversity Development Program. She is currently a Junior Analyst for the Basic Materials sector. In her free time, Marie enjoys pasta making, working out, and spending time with her friends and family.

Marie Maher '24

Healthcare
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Junior Analyst
Liam McGinty

Liam McGinty is a freshman from Chelmsford, MA pursuing a major in Finance and a certificate in Data Analytics. He is currently a junior analyst covering the Industrials sector for his first semester in the fund. In his free time, he enjoys spending time with family and friends, discovering new places, and staying active by hiking or playing basketball. 

Liam McGinty '24

Financials
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Junior Analyst
Colin Nally

Victoria Drejsa is a sophomore finance major from Easthampton, Massachusetts. This is her second semester as a Junior Analyst and will be covering the consumer staples sector. She is currently a Private Equity Analyst at Semper Investment Company and CDO of the UMass Amherst Chapter of Smart Woman Securities. Outside of school, she works as a hostess at the Hangar Pub and Grill in Amherst. This summer she will be a Summer Intensive Scholar at Girls Who Invest. In her free time, she enjoys meditating, swimming, solo travel, and cooking traditional Polish food with her Grandma.  

Colin Nally '24

Industrials
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Junior Analyst
Jared Pillard

Jared Pillard is a sophomore from Pembroke, MA, pursuing a double major in Finance and economics. In his first semester in the fund, he is a junior analyst covering the Technology, Media, and Telecommunications sector. During his free time, Jared enjoys playing golf, fishing, board games, and spending time with friends and family.

Jared Pillard '23

Energy & Utilities
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Recent Graduates

Class of 2020

 

Pat, Shae, Veda