Team

**President | Analyst, Growth Fund | Analyst, Fixed Income Fund**
**Stephen Bologna-Jill** is a second-year MBA student specializing in finance, accounting and global business. Prior to Stern, Stephen served as a Communications Officer in the United States Marine Corps. After graduation, he will join BMO Capital Markets as an Investment Banking Associate in their Industrials Group.

**Portfolio Manager, Value Fund | Analyst, Fixed Income Fund**
**Bansi Patel** is a second-year MBA candidate at NYU Stern specializing in Finance, Strategy, and Entrepreneurship. Prior to business school, Bansi worked at MetLife Investment Management in their Insurance Asset Management division on a team that managed over $300bn in fixed income assets. He holds a B.S. in Finance and a B.S. in Business Analytics & Information Technology from Rutgers University. Bansi is a CFA® Charterholder.

**Portfolio Manager, Value Fund**
**Yijie Wang** is a first-year Langone Part-time MBA student at NYU Stern. He is currently an AVP and Senior Data Scientist at T. Rowe Price where he focuses on investment data science research. Yijie holds a B.S. in Mathematics from University of Wisconsin Madison and a Master of Finance from MIT Sloan School of Management. He is also a CFA charterholder.

**Portfolio Manager, Growth Fund**
**Boyuan (Bo) Zheng** is an MBA candidate at NYU Stern specializing in finance, sustainable business, and strategy. Before Stern, Bo spent over three years at Restaurant Brands International. He oversaw the financial performance, strategic partnerships, and investments in Burger King’s North America division. Bo likes to explore and learn new things in all ways from watching YouTube to engaging in personal conversations. His current interests include Investing/Impact Investing, Culinary & Food, Board & Strategy Games, and Cultural Learning. Bowen graduated magna cum laude from Babson College with a bachelor degree in business administration and will join Houlihan Lokey in its Consumer, Food & Retail group after graduation.

**Portfolio Manager, Growth Fund**
**Chui Qing (King) Meng** is an MBA candidate at NYU Stern specializing in finance and strategy. King works for Prudential Financial’s Enterprise Risk Management team where he is responsible for validating actuarial and finance models. King holds a B.A. in Actuarial Science from University of Waterloo.

**Portfolio Manager, ESG Fund**
**John McDonald** is a second-year MBA candidate at NYU Stern, specializing in finance and strategy. He spent the summer of 2022 in consulting at Strategy&. Prior to Stern he worked in engineering at Ford Motor Company. He holds a Bachelor of Science from Carnegie Mellon University and a Master of Science from University of Michigan.

**Portfolio Manager, ESG Fund**
**Mahwish Mahbub** is a second year MBA student specializing in finance and strategy. She spent the summer of 2022 as an investment banking summer associate within Morgan Stanley. Prior to Stern, Mahwish worked as a compliance officer at Bank of America, where she rotated across across different roles from supporting the firm's Fixed Income Trading Desk to its Chief Investment Office. She holds a Bachelor of Arts in Economics from New York University.

**Portfolio Manager, Fixed Income Fund | Analyst, Growth Fund**
**Ahmed Bahgat** is an MBA candidate at NYU Stern specializing in Banking, FinTech, and Quantitative Finance. He will be joining Piper Sandler as an Investment Banking Associate in their Financial Services Group post-MBA. Prior to Stern, Ahmed worked as a Project Manager in the Treasury/Chief Investment Office at JP Morgan Chase. He holds a Masters in Economics and a B.S. in Finance & Economics from Rutgers University.

**Portfolio Manager, Fixed Income Fund | Analyst, ESG Fund**
**Prateek Gupta** is a second-year MBA candidate at NYU Stern, specializing in finance and strategy. He spent the summer of 2022 as a summer consultant with Kearney. Prior to Stern, Prateek worked as a market risk manager with the equity derivatives trading desk for Credit Suisse in London, UK. He holds a Master of Economics and a Bachelor of Engineering degree from BITS Pilani, India.

**Analyst, Value Fund**
**Ashley Hough** is a second-year MBA candidate at NYU Stern, specializing in quantitative finance and global business. Prior to Stern, Ashley worked as an institutional municipal bond trader at Morgan Stanley for five years. Following graduate school, Ashley plans to join the J.P. Morgan Private Bank as an investment specialist. She holds a B.A. in Political Science from Duke University.

**Analyst, Value Fund**
**Justin Ferrer** is a second-year MBA student at NYU Stern specializing in finance and accounting. Prior to Stern, Justin worked in sales and trading on Susquehanna International Group's ETF desk. He holds a B.A. from Dartmouth College in Economics and Quantitative Social Sciences. Justin spent the summer working in Equity Research at Morgan Stanley and plans to join the firm full-time upon graduation.

**Analyst, Value Fund**
**Tom Wisnewski** is a MBA candidate at NYU Stern specializing in finance. This past summer he was a Summer Associate at Rothschild & Co in M&A Advisory. Prior to Stern, Tom worked in Audit and Valuation Advisory services at Deloitte. He holds a B.S. in accounting and finance from University of Delaware and is CPA and CFA charterholder. After graduation, he will be returning to Rothschild & Co’s M&A team.

**Analyst, Growth Fund**
**Arvind Murugapan** is a second-year MBA student at NYU Stern. He previously worked as an audit and assurance professional at KPMG and at his family firm in India. Arvind graduated with a Bachelor of Commerce degree from Loyola College, University of Madras. He spent the summer working in the investment banking division of Barclays Industrials Group.

**Analyst, Growth Fund**
**Fange (Albert) Xu** is a second-year MBA student at Stern. Prior to Stern, Albert began his career as an auditor and financial advisor at PwC and EY and subsequently worked as a venture capitalist focusing on enterprise tech, digital health, and fintech sectors. He spent the last summer at the private equity investment team of StepStone Group. He received his BBA in professional accountancy from the Chinese University of Hong Kong and his CPA from the Hong Kong Institute of Certified Public Accountants.

**Analyst, Growth Fund**
**Mo Nejmeddine** is a second-year MBA candidate at NYU Stern, specializing in finance and banking. He completed his internship as a Private Equity Summer Associate at Crux Capital Partners. Prior to Stern, Mo was a senior consultant at Accenture M&A services in Paris where he helped drive cross-border transactions for clients. Upon graduating from Stern, he will also receive an MBA from his alma mater, HEC Paris.

**Analyst, Growth Fund**
**Stephanie** **Ruddy** is an MBA candidate at NYU Stern specializing in strategy. Prior to Stern, Stephanie worked as an M&A strategy consultant at EY-Parthenon. She holds a B.A. in Accounting from the Pennsylvania State University and received her CPA certification. Stephanie will be returning the EY-Parthenon in the growth strategy group with a focus in consumer products post-graduation.

**Analyst, Growth Fund**
Yudhajit Datta is an MBA candidate at NYU Stern specializing in finance and strategy. Prior to Stern, Yudhajit worked as a technology, finance, and M&A consultant at Deloitte. He holds a B.Tech in electrical and electronics engineering from the National Institute of Technology Calicut. Yudhajit interned as an Investment Banking Summer Associate at Financial Technology Partners.

**Analyst, ESG Fund**
**Erica Ursin-Smith** is a second-year MBA candidate at NYU Stern specializing in corporate finance and financial instruments & markets. Prior to business school, Erica worked on the investment team at Hall Capital Partners, helping build and manage customized, global, multi-asset class portfolios for families, endowments, and foundations. She spent the summer working in private wealth management at Goldman Sachs and will be returning full-time after graduation. Erica holds a B.A. in economics and english from Boston College.

**Analyst, ESG Fund**
**Rachel Craig** is a second-year MBA candidate at NYU Stern. This summer, she completed an internship as a Summer Associate at Deloitte. Prior to Stern, Rachel was the Associate Director for Policy and Diplomatic Affairs at AJC in Washington, D.C. In this capacity, Rachel led the organization's work to combat online hate, directed diplomatic engagement, and oversaw social media advertising. Rachel holds a bachelor's degree from Washington University in St. Louis.

**Analyst, Value Fund**
**Anna Zhang** is an MBA candidate at NYU Stern specializing in finance and sustainable business and innovation.Before Stern, Anna worked as a macroeconomic research analyst covering EU, US and emerging markets for 4+ years. She holds a B.A. in Accounting and Finance at University of Exeter and Masters in Accounting and Finance at LSE.

**Analyst, Value Fund**
**Alan Lee** is a second-year MBA candidate at NYU Stern, specializing in finance and economics. Prior to Stern, Alan worked as an M&A Analyst at Trust&Co Investimentos in Brazil. He holds a Bachelor of Electrical Engineering at Universidade Federal do Rio Grande do Sul.

**Analyst, Value Fund**
**Dor Boneh** is a first-year MBA candidate at NYU Stern, specializing in finance and Strategy. Prior to Stern, Dor was Chief Operating Officer at Alubon LTD., a façade contractor . He holds a B.S. in Mechanical Engineering from the Polytechnic Institute of NYU.

**Analyst, Value Fund**
**Jack Huang** is an MBA candidate at NYU Stern specializing in Finance, Financial Instruments and Markets, and Banking. Prior to Stern, Jack worked as the Deputy Director of Research at Canalyst - a fintech company based in Canada focusing on servicing 300+ buy-side investors in their investment decision-making process by providing them with 4000+ financial models covering N.A. equities. Jack graduated with a Bachelor of Commerce degree from the University of British Columba and is a CFA charterholder. He will be joining Evercore this summer as a Summer Associate in the Investment Banking Group.

Analyst, Value Fund | Analyst, Fixed Income Fund

Mateos Vartparonian is a first-year MBA candidate at NYU Stern specializing in Financial Instruments & Markets, Real Estate and Entrepreneurship. Prior to business school, Mateos worked as manager at Rose Knight Capital, a LatAm based single family office focused on alternative investments. He holds a B.S. in Business Economics from Torcuato di Tella University (Argentina).

Analyst, Value Fund | Analyst, Fixed Income Fund

Oliver Wu is a first-year MBA candidate at NYU Stern specializing in Finance. He will be spending the summer in the Sponsors and Leveraged Finance group at UBS. Prior to Stern, Oliver worked in real estate investment and development, and he received a B.S. in Business also from Stern.

**Analyst, Value Fund**
**Raj Maheshwari** is a first year MBA student, specializing in Finance. Prior to Stern, Raj worked in Deutsche Bank in the Fixed Income division and later in Rothschild & Co in the Global Advisory team. He holds a B.Tech + M.Tech dual degree from Indian Institute of Technology Bombay. He plans to join American Century Investments as an intern this summer.

**Analyst, Value Fund**
**Yosef Glatter** is an MBA candidate at NYU Stern specializing in Corporate Finance and Banking. Prior to business school, Yosef worked at Deloitte focusing on their hedge and mutual fund practices. While at Stern, he currently works at Lakeside Capital Holdings as an Investment Associate. This summer he will be interning as an Investment Banking Summer Associate at Lincoln International LLC.

**Analyst, Growth Fund**
**Elle Kim** is a first-year MBA student at Stern specializing in Finance. Prior to Stern, Elle worked in the biggest conglomerates of S.Korea with C-Suites in Strategy teams, helping short and long-term strategies and diversifying portfolios. She will spend this summer working in the Credit Suisse Retail&Consumer Group. Elle Kim holds a B.A. from Waseda University, Japan, and M.A. from Seoul National University, Korea.

Analyst, Growth Fund

Lambert Cao is an MBA candidate at NYU Stern specializing in quantitative finance and strategy. Prior to Stern, Lambert spent 4+ years working in investment banking and corporate PE. He holds B.S. from Carroll School of Management at Boston College with co-concentrations in finance and business analytics.