Meet the Spring 2021 Team
Portfolio Managers
Brian Huang
Junior Portfolio Manager
Andrew Dai
Junior Portfolio Manager
TMT
Graduating:
Accounting and Financial Management, 2022
Energy Utilities
Graduating:
Accounting and Financial Management, 2023
Matthew Lam
Junior Portfolio Manager
Adam Coe
Junior Portfolio Manager
Materials
Graduating:
Accounting and Financial Management, 2023
TMT
Graduating:
Accounting and Financial Management, 2022
Maanveer Arora
Junior Portfolio Manager
Abbey Fox
Junior Portfolio Manager
Consumer
Graduating:
Accounting and Financial Management, 2023
Healthcare
Graduating:
Accounting and Financial Management, 2023
Julia Boyd
Junior Portfolio Manager
Isaac Dooks
Junior Portfolio Manager
TMT
Graduating:
Accounting and Financial Management, 2023
Industrials
Graduating:
Accounting and Financial Management, 2023
Murtaza Zaidi
Junior Portfolio Manager
Luke Moores
Junior Portfolio Manager
Financial
Graduating:
Accounting and Financial Management, 2023
REITs
Graduating:
Accounting and Financial Management, 2022
Senior Analysts
Sonia Balani
Senior Analyst
Joanne Leung
Senior Analyst
Consumer
Graduating:
Accounting and Financial Management, 2023
TMT
Graduating:
Accounting and Financial Management, 2023
Tristan Jagan
Senior Analyst
Mantej Gill
Senior Analyst
Healthcare
Graduating:
Accounting and Financial Management, 2023
Consumer
Graduating:
Accounting and Financial Management, 2023
Mohamad Rasoul
Senior Analyst
Gursimran Dhillon
Senior Analyst
TMT
Graduating:
Accounting and Financial Management, 2023
Energy
Graduating:
Accounting and Financial Management, 2023
Lucas Ficele
Senior Analyst
Jennie Lin
Senior Analyst
REITs
Graduating:
Accounting and Financial Management, 2023
Industrials
Graduating:
Accounting and Financial Management, 2023
Yifei (Fay) Liu
Senior Analyst
Jeremy Turk
Senior Analyst
TMT
Graduating:
Accounting and Financial Management, 2023
Financial
Graduating:
Accounting and Financial Management, 2023
Junior Analysts
Ryan Trainor
Junior Analyst
Sanovar Singh Bajwa
Junior Analyst
Consumer
Graduating:
Accounting and Financial Management, 2024
Consumer
Graduating:
Accounting and Financial Management, 2024
Jonathan Peever
Junior Analyst
Bhavneet Bhatoa
Junior Analyst
Consumer
Graduating:
Accounting and Financial Management, 2024
Energy
Graduating:
Accounting and Financial Management, 2024
Puneet Kaur
Junior Analyst
Brian Cheung
Junior Analyst
Financial
Graduating:
Accounting and Financial Management, 2024
Financial
Graduating:
Accounting and Financial Management, 2023
Harshesh Naik
Junior Analyst
Adrian Seto
Junior Analyst
Healthcare
Graduating:
Accounting and Financial Management, 2024
Industrials
Graduating:
Computing and Financial Management, 2024
Johnson Lee
Junior Analyst
Ali Khawaja
Junior Analyst
Material
Graduating:
Accounting and Financial Management, 2024
REITs
Graduating:
Accounting and Financial Management, 2024
Alice Qin
Junior Analyst
Harry McCourt
Junior Analyst
TMT
Graduating:
Math/CPA, 2023
TMT
Graduating:
Accounting and Financial Management, 2024
Jared Chung
Junior Analyst
Keshav Chawla
Junior Analyst
TMT
Graduating:
Accounting and Financial Management, 2024
TMT
Graduating:
Computing and Financial Management, 2024
Roberto Babaran
Junior Analyst
Bill Jiao
Junior Analyst
TMT
Graduating:
Accounting and Financial Management, 2023
Utilities
Graduating:
Accounting and Financial Management, 2023