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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

Noah DeCastro

Noah DeCastro

Chairman

Noah DeCastro is a junior finance major with a certificate in real estate analysis from Maynard, MA. This summer, he will be joining Fidelity investments in their Boston Equity Research Division.

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JP Brennan

JP Brennan

Senior Analyst/DDP Head

John-Paul Brennan is a junior finance major in the Isenberg School of Management from Grafton, MA. For the summer of 2023, John-Paul will be an Equity Research Associate Intern with Fidelity Investments in Boston, MA.

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Aidan Miller

Aidan Miller

Senior Analyst

Aidan Miller is a sophomore finance major from Hanson, MA. Last summer he interned at UBS in private wealth management. This summer he will be an investment analyst intern at the UMass Endowment.

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Sam Yanowitz

Sam Yanowitz

Analyst

Sam Yanowitz is a sophomore finance major from Andover, MA. Next summer he will be interning at LGA CPAs and Business Advisors doing business valuation.

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Aidan McEachern

Aidan McEachern

Junior Analyst

Aidan McEachern is a freshman finance major from Holliston, MA. This spring, he is interning with ZBS Partners as a part of their remote investment research team.

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Siddharth Shah

Siddharth Shah

Junior Analyst

Sid Shah is a freshman finance major from Nashua, NH. He’s interested in pursuing a career in equity research.

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Luke Pasterczyk

Luke Pasterczyk

Junior Analyst

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Liam McGinty

Liam McGinty

Portfolio Manager

Liam McGinty is a junior finance major from Chelmsford, MA. This summer, he will be interning in NYC with Raymond James’ Diversified Industrials Investment Banking group, as well as at Harris Williams in their 2-week M&A Boot Camp.

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CJ Buckley

CJ Buckley

Senior Analyst

CJ Buckley is a sophomore finance major originally from Cincinnati, OH but currently resides in Andover, MA. This summer he will be interning for a private equity company in New York.

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Madeline Peckham

Madeline Peckham

Senior Analyst

Madeline Peckham is a junior finance and applied mathematics double major from Easton, MA and Lincoln, NH. This summer she will be at Harris Williams in their M&A Boot Camp and Cowen in Investment Banking.

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Mike Pietrini

Mike Pietrini

Senior Analyst

Mike Pietrini is a sophomore finance major with a planned certificate in business analytics from Beverly, MA. Next summer he will be interning at Wells Fargo in their Operations – Wholesale Lending team.

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Andres Thomas Cruz

Andres Thomas Cruz

Junior Analyst

Andres is a freshman finance major from Marlborough, MA. This summer, he will be joining Deloitte in their Boston office as a Discovery Intern. In Summer of 2024, he will intern as an Investment Banking Sophomore Analyst at Bank of America in NYC.

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Ada Nystrom

Ada Nystrom

Junior Analyst

Ada Nystrom is a freshman finance major and Chinese minor from Sunderland, MA. She is interested in pursuing a career in investment banking.

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Michelle Nong

Michelle Nong

Junior Analyst

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Marie Maher

Marie Maher

President

Marie Maher is a junior finance major from Melrose, MA. This summer she will be returning to intern at Fidelity Investments in Boston on their Equity Research team.

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Sophia DiFonzo

Sophia DiFonzo

Senior Analyst

Sophia DiFonzo is a sophomore finance major from Berlin, MA. This summer, she will be joining Fidelity Investments in their Boston Investment Research Division on the Real Estate Debt Securities team.

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Hannah Papagno

Hannah Papagno

Senior Analyst

Hannah Papagno is a Junior Finance and Sport Management double major from Stoughton, MA. This summer she will be joining Citi as an intern in their rotational Sales and Trading internship program in NYC.

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Guilherme Eloy

Guilherme Eloy

Junior Analyst

Guilherme Eloy is a freshman finance major from São Paulo, Brazil. This past winter, he interned at Forpus Capital in their investment research team.

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Anthony White

Anthony White

Junior Analyst

Anthony White is a freshman finance major from Melrose, MA. He is interested in pursuing a career in equity research.

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Jack Mackinnon

Jack Mackinnon

Junior Analyst

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Sarayu Bade

Sarayu Bade

Junior Analyst

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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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