Team

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President | Analyst, Growth Fund
Raymon Halim is a second-year MBA student at NYU Stern, and has a B.S. in Business Administration from the University of Southern California. Prior to business school, he spent time at the Capital Group as well as Ernst & Young. He spent his summer as an Investment Banking Associate at Credit Suisse, where he will be returning full-time.

 
 
 
 
 
 
 
 
 
 
 
 
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Co-Portfolio Manager, Growth Fund

Ryan Snope

 

Co-Portfolio Manager, Growth Fund

Michael Lee is an MBA student in the Langone Program at NYU Stern, specializing in finance and strategy. He has as B.S. and M.S. in Electrical and Computer Engineering from Rutgers University. Prior to Stern, he worked for five years at AT&T as an engineer for various technologies including the wireless and international undersea network.

 

Co-Portfolio Manager, Value Fund

Andrew Hanna


 

Co-Portfolio Manager, Value Fund

Peng Ser is a second year MBA candidate at NYU Stern School of Business and has a BA in Law and Business from the University of Warwick. Prior to Stern, Peng worked as a Finance lawyer in London at Norton Rose Fulbright LLP advising both bank and borrowers on loan and security documents as well as restructurings. She spent the past summer as a summer associate in the Credit Research department of Aflac Global Investments.

 

Co-Portfolio Manager, Fixed Income Fund | Analyst, Growth Fund

Daniel Jaw

 

Co-Portfolio Manager, Fixed Income Fund & ESG Fund

Lance He received his B.A. in Finance from Suzhou University, China. Prior to Stern, Lance worked at Private Equity firm and hedge fund as analyst and investment manager primarily focused on growth companies. At Stern he specializing in Quantitative Finance and Fin-tech. He is CFA level 2 candidate.

 

Co-Portfolio Manager, ESG Fund

Zhipeng (Leo) Liu joined China Everbright Assets Management, a leading asset management company in Hong Kong in Nov 2014. He covered Hong Kong and China listed equities and was a key member of the award-winning Everbright China Focus Fund. He graduated from The Chinese University of Hong Kong with a Bachelor of Science degree in Risk Management. Leo is a CFA charterholder.

 

Analyst, Growth Fund

Guanyi Wang has a B.S. in Economics from Tsinghua University in Beijing and MSc in Economics from Hong Kong University of Science and Technology. Prior to Stern, he worked five years in investment banks focusing on fixed income and debt capital market.

 

Analyst, Growth Fund

Bryce Mendes is a second-year MBA student at NYU Stern. He previously worked at PwC in their assurance practice, and is a Certified Public Accountant. Bryce graduated from the University of North Carolina with a B.A. in Economics and Spanish, and received his master of accounting degree from UNC's Kenan-Flagler Business School.

 

Analyst, Growth Fund

Beatriz del Rio is in the focused Technology MBA and has a J.D. in Law and B.A. in Business from ICADE Universidad Pontificia Comillas in Madrid, Spain. Prior to Stern, Beatriz worked as a venture capital investor at Seaya Ventures. Prior to that, she worked in the Infrastructure Private Equity division of GIC Singapore and the Mergers & Acquisitions division of Morgan Stanley.

 

Analyst, Growth Fund

Daniel Mendelsohn is an MBA2 specializing in Corporate Finance, Accounting and FinTech. Prior to attending Stern, Daniel worked at Office Depot as a member of their Corporate Financial Planning & Analysis team. Most recently, Daniel interned as a Summer Investment Banking Associate at Goldman Sachs in the firm’s Financial Institutions Group, where he will be returning full-time upon graduation.

 

Analyst, Growth Fund

Riazul Islam is a second-year MBA student specializing in Product Management and Business Analytics, and has a B.S. from NYU Stern. Prior to rejoining Stern, Riaz worked at Gartner as an internal strategy consultant and ZS Associates as a business analytics consultant. He spent the previous summer working as a Product Management intern at Verizon Smart Cities.

 

Analyst, Value Fund

Sam Simpson-Dore is a second-year MBA student. Prior to Stern, Sam worked as an Engineer and a Project Manager in the nuclear power industry. Sam holds an MSc in Mechanical Engineering from the University of Pennsylvania and a BEng in Mechanical Engineering from the University of Edinburgh. He spent the summer at Lazard in the Industrials group in New York and will be returning after graduation.

 

Analyst, Value Fund

Helena Duffee has a B.S. in Economics and English from Tulane University. Prior to Stern, she worked as a Financial Economist at Fannie Mae, primarily in support of their credit risk transfer programs. She spent the last summer as an Investment Banking Associate at Guggenheim Securities, where she will return full time.

 

Analyst, Value Fund

Adam Kayali is a second year MBA student specializing in Finance, Accounting and Strategy. Prior to Stern, Adam worked at GoldenTree Asset Management in the Operations group. He graduated from Baruch College with a B.B.A. in Finance and Investments. Adam spent his summer at Guggenheim Securities as an Associate in their generalist pool.

 

Analyst, ESG Fund

Benjamin Gottesdiener, CFA, is a second-year MBA student at NYU Stern, specializing in Corporate Finance, Management of Operations and Technology, and Sustainable Business. He has a B.A. in Political Science from Washington University in St. Louis. Prior to Stern, Ben spent 4 years at Bank of America Merrill Lynch as an equity research associate covering the energy infrastructure, chemical and agriculture sectors.

 

Analyst, ESG Fund

Jamison Friedland is a second-year MBA student specializing in Sustainable Business and Corporate Finance. Prior to NYU, Jamison graduated from Northwestern University as an economics major. He began his career trading, first in equity options before transitioning into fixed income, primarily interest rates. Before starting at Stern, Jamison interned with various social impact roles at organizations including Rainforest Alliance and NYU Stern Center for Sustainable Business.