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OUR TEAM

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

Structure

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, 

Members

Current Members

CJ Buckley

CJ Buckley

Portfolio Manager

CJ Buckley is a senior finance major, with a German minor, originally from Cincinnati, OH. This summer, he is a Long/Short Equity Analyst for Point72 in their Academy Program at the NYC office.

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Sam Yanowitz

Sam Yanowitz

Advisor

Sam Yanowitz is a senior finance major from Andover, MA. This summer, he is Sales & Trading Summer Analyst at Citibank in the NYC office.

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Michelle Nong

Michelle Nong

Co-Director of DDP

Michelle Nong is a junior finance major, originally from Ho Chi Minh, Vietnam. This summer, she is an Investment Management and Research intern at Commonwealth Financial Network.

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Anthony White

Anthony White

Senior Analyst - Basics & Industrials

Anthony White is a junior finance major from Melrose, MA. This summer, he is working as an Equity Research Summer Analyst at Bradley, Foster, and Sargent Inc. in Hartford, CT.

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Jack MacKinnon

Jack MacKinnon

Senior Analyst - Energy

Jack MacKinnon is a junior finance major from Franklin, MA. He is interested in pursing a career in equity research.

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Andrew Galjan

Andrew Galjan

Junior Analyst - Consumer

Andrew Galjan is a sophomore finance major from Glastonbury, Connecticut. He is interested in pursuing a career in investment research.

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Nicole Karev

Nicole Karev

Junior Analyst - TMT

Nicole Karev is a sophomore finance and applied mathematics major from Bedford, MA. During the school year, she will be an intern at Loomis Sayles doing credit research.

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Danny Diskin

Danny Diskin

Junior Analyst - Energy

Danny Diskin is a sophomore finance major from Medford, MA. He is interested in pursuing a career in investment banking.

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Shivnath Shankar

Shivnath Shankar

Junior Analyst - Utilities

Shivnath Shankar is a sophomore computer science major, originally from Southborough, MA. He is interested in a career in investment banking or software development.

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Mike Pietrini

Mike Pietrini

President

Mike Pietrini is a senior finance major with a planned certificate in business analytics from Beverly, MA. This summer, he is interning at J.P. Morgan as an Equity Research Summer Analyst.

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Ada Nystrom

Ada Nystrom

Director of Outreach & Development

Ada Nystrom is a junior finance major and Chinese minor from Sunderland, MA. Next summer, she will be a Summer Analyst on the Investor Relations Team (Credit) at Ares Management in New York.

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Aidan McEachern

Aidan McEachern

Senior Analyst - TMT

Aidan McEachern is a junior finance major from Holliston, MA. He is interested in pursuing a career in investment banking.

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Guilherme Eloy

Guilherme Eloy

Senior Analyst - REITs

Guilherme Eloy is a junior from São Paulo, Brazil covering Energy. This summer, he is an Investment Banking Summer Analyst at Bank of America in NYC.

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Luke Pasterczyk

Luke Pasterczyk

Senior Analyst - Financials

Luke Pasterczyk is a junior economics and mathematics double major from Longmeadow, MA. Next summer, he will be joining Alpine Investors as a Private Equity Summer Analyst.

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Liam Fox

Liam Fox

Junior Analyst - Health Care

Liam Fox is a sophomore finance major from Johannesburg, South Africa and currently resides in Jacksonville, FL. This summer, he is an Equity Research Summer Analyst at Twenty Fifty Capital in Charleston, SC.

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Théo Bradley

Théo Bradley

Junior Analyst - TMT

Théo Bradley is a sophomore finance major, with a biology minor, from Harvard, MA. This summer, he is interning with Lumos Capital Group doing ed-tech venture capital.

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Miles Rosman

Miles Rosman

Junior Analyst - Basics & Industrials

Miles Rosman is a sophomore economics major, from Arlington, VA. He is interested in pursuing a career in investment banking.

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Lauren Heye

Lauren Heye

Co-Director of Marketing

Lauren Heye is a junior marketing major with a planned certificate in business analytics from Upton, MA. This summer she will be working at The TJX Companies as a merchandising intern.

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Aidan Miller

Aidan Miller

Advisor

Aidan Miller is a senior finance major from Hanson, MA. This summer, he is an Investment Banking Summer Analyst at J.P. Morgan.

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Sophia DiFonzo

Sophia DiFonzo

Co-Director of DDP

Sophia DiFonzo is a senior finance major from Berlin, MA. This summer, she interned at Fidelity Investments on the Real Estate Debt Securities team.

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Andres Thomas Cruz

Andres Thomas Cruz

Senior Analyst - Health Care

Andres Thomas Cruz is a junior finance major from Marlborough, MA. This summer, he is an Investment Banking Summer Analyst at Bank of America in New York City.

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Siddharth Shah

Siddharth Shah

Senior Analyst - Consumer

Siddharth Shah is a junior finance major from Nashua, New Hampshire. Next summer, he will be an Equity Research Summer Analyst at Evercore ISI.

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Sarayu Bade

Sarayu Bade

Senior Analyst - Utilities

Sarayu Bade is a junior finance major from Framingham, MA. Next summer, she will be an Investment Banking Summer Analyst at Brown Gibbons Lang & Co. in the Chicago office.

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Markus Pierre

Markus Pierre

Junior Analyst - REITs

Markus Pierre is a sophomore management major from Marion, MA. He is interesting in pursuing a career in investment banking

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Trisha Raj

Trisha Raj

Junior Analyst - Consumer

Trisha Raj is a sophomore finance major from Wayland, MA. She’s interested in pursuing a career in equity research.

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Navya Jha

Navya Jha

Junior Analyst - Financials

Navya Jha is a sophomore economics major from Bangalore, India. She is interested in pursuing a career in investment banking.

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Taylor Hill

Taylor Hill

Co-Director of Marketing

Taylor Hill is a junior marketing major from Point Pleasant, New Jersey. On campus, she is a teaching assistant for Marketing 301 and is a member of the marketing committee for Isenberg Women in Business.

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Role Descriptions

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 Chairman'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.

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.

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