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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.

 

Our Structure

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Please note this structure changes with each semester depending on member count. For detailed explanations about roles and responsibilities, 

 

Current Members

Patrick Dillon

Patrick Dillon

Portfolio Manager

Patrick is a junior finance major from Merrimac, MA. This summer he will be joining KeyBanc Capital Markets in their Investment Banking division.

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Chris Caputo

Chris Caputo

Markets Co-Head

Chris is a senior finance & economics major from Milton, MA. After graduation, he will be joining Santander in NYC as an analyst for their Global Transaction Banking team.

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Nick Simmons

Nick Simmons

Senior Advisor

Nick Simmons is a senior quadruple degree candidate studying mathematics, economics, computer science, and philosophy. He will be working in early stage venture capital at Starship Ventures in San Francisco.

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Marie Maher

Marie Maher

Senior Analyst

Marie is a sophomore finance major from Melrose, MA. This summer she will be joining Fidelity as an intern in their DISE Program.

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Stephen Townsend

Stephen Townsend

Senior Analyst

Stephen is a senior Computer Engineering major from Westford, MA. In previous summers, he worked as a Systems Engineering Intern for the United States Air Force.

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CJ Buckley

CJ Buckley

Junior Analyst

CJ Buckley is a freshman finance major from Andover, MA. He is currently pursuing a career in Equity Research.

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Aidan Miller

Aidan Miller

Junior Analyst

Aidan Miller is a freshman Finance major from Hanson, MA. This summer he will be interning at Hingham Street Partners, a private wealth management group at UBS.

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Veda Nagaraja

Veda Nagaraja

Chairwoman

Veda is a junior Finance major from Lexington MA. This summer she will be joining J.P. Morgan in their Structuring and Origination division. 

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Isaac Piliavin

Isaac Piliavin

Markets Co-Head & Senior Analyst

Isaac is a senior finance and economics dual degree from Milton, MA. After graduation, he will be joining Barclays in NYC as a part of their Equity Research division.

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Trevor Collins

Trevor Collins

Senior Analyst

Trevor is a senior finance major from Belmont, MA. Upon graduation, he will be joining Evercore in their Equity Research division.

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Liam McGinty

Liam McGinty

Senior Analyst

Liam McGinty is a sophomore finance major from Chelmsford, MA. This summer he will be an Investment Analyst at the UMass Foundation Investment Office.

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Victoria Drejsa

Victoria Drejsa

Semester Abroad

Victoria is a junior finance major from Easthampton, MA. This summer, she will be joining Credit Suisse in their NYC Investment Banking division.

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Connor Casey

Connor Casey

Junior Analyst

Connor is a sophomore finance and biology double major from Leominster, MA. He is currently pursuing an investment banking co-op at Pharus Advisors.

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Hannah Papagno

Hannah Papagno

Junior Analyst

Hannah Papagno is a Sophomore Finance and Sport Management double major from Stoughton, MA. She is looking to pursue a career in equity research or investment banking.

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Yesha Patel

Yesha Patel

Director of Research

Yesha is a junior economics and biochemistry and molecular biology double major from Nashua, NH. This summer she will joining Evercore in their Equity Research division.

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Danielle Maguire

Danielle Maguire

Senior Advisor

Danielle is a senior finance major with a certificate in data analytics from North Andover, MA. After graduation, she will be joining Oppenheimer in their Boston Investment Banking division.

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Ali Daddio

Ali Daddio

Senior Analyst

Ali Daddio is a senior finance major with a certificate in business analytics and real estate from Norwell, MA. Upon graduation, she will be joining Goldman Sachs in their NYC Investment Banking division.

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Jared Pillard

Jared Pillard

Senior Analyst

Jared is a junior finance and economics double major from Pembroke, MA. This summer he will be joining Berkeley Research Group as a Turnaround and Restructuring Summer Associate.

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Shaelyn Fitzgerald

Shaelyn Fitzgerald

Semester Abroad

Shaelyn is a junior finance and economics double major from Newton, MA. Last summer she was summer intensive scholar with Girls Who Invest and interned at Loomis Sayles on the Growth Equity Strategies Team.

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Noah Decastro

Noah Decastro

Junior Analyst

Noah is a Sophomore Finance Major from Maynard, MA. This past summer he was an associate marketing analyst for Telemynd.

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Madeline Peckham

Madeline Peckham

Junior Analyst

Madeline Peckham is a sophomore Finance and Applied Mathematics double major from Easton, MA. She is pursuing a career in equity research or investment banking.

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Victoria Silva

Victoria Silva

President

Victoria is a junior finance major from West Boylston, Massachusetts. This summer, she will be interning with RBC Capital Markets in their Global Research division after interning with the Global Commodity Strategy team.

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Declan Gray-Mullen

Declan Gray-Mullen

Senior Advisor

Declan Gray-Mullen is a first year M.S. Computer Science student from Amherst, MA. He currently works as a Research Assistant in the CICS.

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Dennis Evgenov

Dennis Evgenov

Senior Analyst

Dennis Evgenov is a junior finance major from Carlisle, MA. Currently, he is business operations intern for Addition Wealth, a fintech company.

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Al Situmorang

Al Situmorang

Senior Analyst

Al is a senior finance major from Jakarta, Indonesia. After graduation, he will be joining Cowen as a TMT Investment Banking Analyst in New York.

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JP Brennan

JP Brennan

Junior Analyst

John-Paul is a sophomore finance major from Grafton, MA. This past winter he was a Strategic Finance Intern for the healthcare startup HealthQuarters, based in NYC.

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Sophia DiFonzo

Sophia DiFonzo

Junior Analyst

Sophia DiFonzo is a Freshman Finance major from Berlin, MA. She is interested in pursuing a career path in investment banking.

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Kaiji Uno

Kaiji Uno

Junior Analyst

Kaiji Uno is a freshman mathematics and economics major from Brookline, MA. He is looking to pursue a career in Quantitative Trading.

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Role Descriptions

Leadership

Our Leadership team is responsible for all fund administrative tasks which includes 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 and developing during their time in the fund  to actively prepare for recruitment.

The 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. The President focuses on the inner functioning of the fund, ensuring that it runs smoothly and all administrative tasks are handled. Lastly, the Director of Research is responsible for the development of analysts in the fund by leading them throughout meetings and teaching the necessary foundations of effective equity research.

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 are promoted to a 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 to present to the fund. 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.