Team

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President
Vikram Gulati is in the second year of his MBA at the NYU Stern School of Business. Prior to Stern, he worked for five years as a commercial banker for Citibank in India, managing large corporate client relationships. Vikram is an avid cyclist and runner, and also loves hiking in the Himalayas. He holds a Bachelors' degree in Engineering and a Masters' degree in Finance.

 
 
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Co-Portfolio Manager, Growth Fund
Charles Perron-Piche is a second year MBA student at NYU Stern. Prior to beginning his MBA, Charles worked four years as an Equity Research Associate in the Industrials sector at Desjardins Capital Markets in Canada. He graduated with a B.B.A. and a M.S. in Market Finance from HEC Montreal in 2012 and 2015, respectively. He is also a CFA Charterholder.

 

Co-Portfolio Manager, Growth Fund

Divya Singaravelu is a second year MBA at NYU Stern specializing in Finance and Investment Management. Prior to Stern, she was a Management Consultant at KPMG New York. Divya began her career as a broadcast journalist covering business and financial news for prominent South Asian networks, including NDTV, India's largest news broadcaster. Divya has a Master's degree in data and investigative journalism from Columbia Journalism School and a Bachelor's degree in Engineering and Technology from Madras University.

 

Co-Portfolio Manager, Value Fund

Ila Agarwal is originally from India and attended University of Delhi, majoring in Economics and Accounting. Prior to Stern, she worked as an Investment Analyst with an investment fund in New Delhi. Prior to that, she worked under transaction advisory and assurance for 3 years. Currently, she is a first year MBA at NYU Stern specializing in Financial Management and Strategy.

 

Co-Portfolio Manager, Value Fund

Carolyn Silverman is an MBA student in the Langone Program specializing in Finance and Strategy.  She has held various roles at Franklin Templeton, where she has worked for the past 5 years.  Her current role is as a Business Strategy Analyst, focusing on firm business plan evaluation and assessing joint ventures with hedge fund start-ups and FinTech firms.  Before Franklin Templeton, she worked in advertising sales at Time Inc. Carolyn holds a BA in History from Trinity College in Hartford, Connecticut.

 

Co-Portfolio Manager, Fixed Income Fund

Zheng Zang, CFA has a B.S. and a B.A.E. from Peking University in Beijing, China. Prior to Stern, he was a Senior Financial Analyst at a Chinese macro hedge fund covering global energy market. He spent his summer working in the Investment Banking Division of Morgan Stanley and intends to return to the firm after graduating.

 

Co-Portfolio Manager, Fixed Income Fund

Tim Zhao is a Second-year MBA candidate at NYU Stern School of Business. Prior to Stern, Tim worked as an Equity Analyst in a New York based Hedge Fund, where he helped the fund covered Chinese investible companies in TMT industry. Tim holds a B.S. in Business Administration from University of Southern California  and is a CFA Charterholder and FRM. Tim Currently serves as a Co-PM for the Fixed Income fund and an analyst for the Growth Fund.

 

Analyst, Growth Fund

Robert Herzka has a B.A. in Business Management from Fairleigh Dickinson University. He spent two years in healthcare administration at a rehabilitation center overseeing client relations and operational efficiencies. He previously interned at Shavit Capital, a boutique Private Equity fund based in Israel which invests and advises healthcare startups through the IPO process.

 

Analyst, Growth Fund

Neil Karandikar has a B.A. in Economics from the University of Chicago.  Prior to Stern, he worked as a financial consultant devising trading strategies for investment management clients.  He spent the past summer at American Century Investments as an Investment Analyst Summer Associate.

 

Analyst, Growth Fund

Amy (Ahyun) Kim is a first year MBA student at NYU Stern specializing in Finance and Financial Markets & Instruments. Prior to Stern, she worked as a CPA at Ernst and Young in their Transaction Advisory Services practice for five years. This summer, she interned at Aflac Global Investments as a credit research analyst focusing on food and beverage sector. She holds a Bachelor’s degree in Economics and Financial Economics at Ewha Womans University in South Korea.

 

Analyst, Growth Fund

Neesha Khanna joined Credit Suisse Equity Research in June 2013 in the Energy sector. She covered 17 Offshore and Onshore drilling companies and was the Senior Associate on the team. Prior to Credit Suisse, Neesha held internship positions at Credit Suisse, ISI, and ROTH Capital. She has a Bachelors of Science degree from Lehigh University's College of Business and Economics and currently is pursuing a Masters of Business Administration from NYU Stern School of Business. She is a CFA Level II candidate.  

 

Analyst, Growth Fund

Austin (Renzhong) Ma: has a B.S in Finance and Accountancy (double major) from Miami University ,Prior to Stern, he has worked as an market consultant in Wolfe Research. He also spent 5 years working China in Morgan Stanley Huaxin, CITIC Securities previously

 

Analyst, Growth Fund

Doris Nan received her B.B.A. in Accounting and Economics from Hong Kong University of Science and Technology. Prior to Stern, Doris worked at Barclays and Goldman Sachs, primarily focused on risk analysis and execution of equity and equity derivative transactions. She spent the past summer as Equity Research Associate at Goldman Sachs.

 

Analyst, Growth Fund

Tapan Sabnis has a B.S. in Computer Science from Georgia Tech. Prior to Stern, he worked in Product Management for the Private Wealth group within Fidelity Investments. He spent the last summer working as a Technology Solutions Consultant at Google.

 

Analyst, Growth Fund, Fixed Income Fund

Parth Shah is a second year MBA student at NYU Stern specializing in Quantitative Finance and Law and Business. Prior to Stern, he worked as a Senior Analyst in the Product Control division at Deutsche Bank, focusing on interest rate derivatives. He holds a B.Com. from Mumbai University and has cleared all three levels of the CFA exams.

 

Analyst, Growth Fund

Wenjun Wu, CFA has a B.S. in Economics from Shanghai University of Finance and  Economics. Prior to his MBA, he has been working for over five years in retail banking risk management and property-casualty insurance sector research.

 

Analyst, Value Fund

William Pitt has a B.A. in History from the University of Warwick in the UK. Prior to Stern, William worked as a consultant at Deloitte and as the head of an impact investing charity. He spent the past summer as an Investment Banking Associate in the Global Industrials Group at Credit Suisse, where he will return full time.

 

Analyst, Value Fund

Joseph Diaz earned a B.S in Accounting with a minor in Business Information Systems from Lehigh University.  Currently completing his MBA part-time, Joe works at a $22 billion equity-focused asset management firm as a Trade Support analyst where he works alongside the investment, trading and middle office teams: providing trade execution support, building trading programs and developing portfolio analytics for the firm.

 

Analyst, Value Fund

Eric Warters is originally from Ft. Lauderdale, FL and attended University of Central Florida, double majoring in Finance and Accounting. Prior to Stern, Eric spent 5 years with Merrill Lynch, primarily in their Wealth Management practice. He is a CFA charterholder and member of the Graduate Finance Association and Student Investment Management & Research Society here at NYU Stern. An avid hockey fan and bookwork, Eric enjoys spending his free time supporting the Florida Panthers or lost in a good non-fiction book

 

Analyst, Value Fund

Janet Hong has a B.S. in Finance and Economics from University of Pittsburgh. Prior to Stern, she worked in finance for four years, with roles including credit risk reporting, sales and trading interest rate strategy, and macroeconomic research, in addition to earning her CFA. She spent the past summer at Principal Global Investors in their equity investments group, where she conducted fundamental research on a variety of sectors and markets, including International Large Cap, Emerging Markets, and Small Cap.

 

Analyst, Value Fund

Ce Wang, CFA, has a B.S. from Rutgers University where he majored in Finance and minored in Economics. While attending Stern, Ce also works in Morgan Stanley, where he manages technology solutions for the credit risk department. Prior to Morgan Stanley, he worked in Citigroup as a business analyst with responsibilities in data analysis and integration. Ce is a CFA Charterholder and passionate about equity research and investment.

 

Analyst, Value Fund

Chuck Swartz earned a Bachelor of Science in Management from Tulane University.  Prior to attending Stern, Chuck was a management consultant with experience in a variety of different industries, including: Financial Services, Oil & Gas (Midstream), Pharmaceuticals, Flexible Packaging, Chemicals, Freight Shipping, and Private Equity.