Current Board of Directors and Sector Heads
Board of Directors
Richard J Barber, AIF®, AAMS®, CMFC®, Director
RJ is the Director of the Binghamton Investment Fund and Zurack Trading Room. He also serves as a Financial Advisor at Lesko Financial Services. Formerly, he served private clients as a Wealth Management Advisor & Financial Planner for Visions Investment Services, a division of Visions FCU, as well as is the Chairman of the Visions Investment Services Community Impact Fund. RJ has over 20 years of experience in the financial services industry and maintains numerous securities registrations, insurance licenses, and professional designations from across the industry.
Lauren Levine, Equities Portfolio Manager
Lauren is the Equities Portfolio Manager of the Binghamton Investment Fund. Previously, she was the Sector Head of the Consumer Discretionary Sector. She is a senior studying Business Administration with concentrations in Finance and Management Information Systems, with a minor in Education. She is also the Executive Vice President of Women in Finance. She has held internships with Jefferies in Equity Research and Breckinridge Capital Advisors in their Municipal Credit Research division, along with participating in the Girls Who Invest Summer Intensive Program. This past summer, she interned in Equity Research at Morgan Stanley. She will be returning full-time after graduation. Lauren enjoys working out, playing volleyball, and listening to podcasts.
Adrian Ng, Alternatives Portfolio Manager
Adrian is the Alternatives Portfolio Manager of the Binghamton Investment Fund. Previously, he was the Sector Head of the Financials Sector. He is a senior majoring in Business Administration with a concentration in Finance and a minor in Math. He has held an internship in Investment Banking at CohnReznick Capital. This past summer, he interned in Investment Banking at Guggenheim Partners in the Structured Product Origination group. He will be returning full-time after graduation. In his free time, Adrian enjoys working out, watching movies, and hanging out with friends.
Adam Kawalek, Board of Directors
Adam is a member of the Board of Directors for the Investment Fund. Previously, he served as the Sector Head of the Communication Services Sector. He is a senior majoring in Business Administration with a concentration in Finance and a minor in Economics. He is President of the Finance Society and Senior Vice President of the Dean’s Mentoring Program. He has held internships within Equity Research at Jefferies covering Technology, Media, and Telecom within Indian markets as well as in Venture Capital at Newlin Ventures. This past summer, he interned in Investment Banking at Perella Weinberg Partners. He will be joining Investment Banking at Houlihan Lokey full-time after graduation. His interests include camping, classic rock, Game of Thrones, hiking, Marvel, Curb Your Enthusiasm, and tennis.
Ryan Levine, Board of Directors
Ryan is a member of the Board of Directors. Previously, he served as the Sector Head of the Technology Sector. He is a senior double majoring in Finance and Philosophy, Politics, and Law. Ryan has held internships with Jefferies Equity Research on their Consumer Health team and BubbleTable, a restaurant booking startup, as a Strategy Development Intern. This past summer, he interned in Equity Research at Jefferies. He will be returning full-time after graduation. His interests include tennis, podcasts, and the New York Giants.
Phil Vattes, Board of Directors
Phil is a member of the Board of Directors. Previously, he served as the Sector Head of the Energy Sector. He is a senior majoring in Business Administration with concentrations in Finance and Management Information Systems. He has held an internship at Phoenix Financial Services where he helped with Private Equity deals and clients. This past summer, he interned at Nomura as a Finance Analyst. He will be returning full-time after graduation. His interests include working out, playing soccer, and hanging out with friends.
Katie Bennorth, Board of Directors
Katie is a member of the Board of Directors and is the Sector Head of the Healthcare Sector. She is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems, with a minor in History. Katie is the President of the PwC Scholars program. She has held internships in Equity Research with Jefferies covering Restaurants and at Goldman Sachs as a Transaction Banking Analyst. She will be joining Equity Research at Morgan Stanley next summer. She has previously studied abroad at The London School of Economics and enjoys Formula One, volleyball, and baking.
Max Grossberg, Board of Directors
Max is a member of the Board of Directors for the Investment Fund. Previously, he served as the Sector Head of the Utilities and Renewables Sector. He is a senior studying Accounting with a concentration in Finance. He has held an internship at Leviton, an electrical engineering firm, with their Project Management Team. This past summer, he interned at RBC Capital Markets in their FICC Origination Division. His interests include the New York Yankees, New York Giants, NBA Basketball, volunteering, and trying new foods.
Bethany Goldstein, Board of Directors
Bethany is a member of the Board of Directors and is the Sector Head of the Household & Personal Products Sector. She is a junior majoring in Business Administration with concentrations in Finance and Business Analytics. She is on the Executive Board for Women in Finance. She has held an internship in Corporate Finance at Prudential Financial. She will be joining Houlihan Lokey's Private Funds group next summer. Her interests include concerts, traveling, and movies.
Jack Margolius, Board of Directors
Jack is a member of the Board of Directors and is the Fixed Income Sector Head within the Alternatives sleeve. He is a junior, majoring in Business Administration with a concentration in Finance. He has held internships with Argo Partners in Sales & Trading, Hedgeye Risk Management, and Jefferies Equity Research where he covered Gaming, Lodging. He will be joining Barclays Equity Research next summer. Jack’s interests include hockey, skiing, and golf.
Sector Heads
Caitlin McMahon, Communication Services
Caitlin is the Sector Head of the Communication Services Sector. She is a junior majoring in Accounting with a concentration in Finance. She is also the Vice President of Internal Development for the Finance Society. She has held internships in Equity Research at Jefferies with the ESG team and in Accounting at Legrand North America. She will be joining Investment Banking at Evercore next summer in the Equity Capital Markets group. Her interests include crocheting, hiking, and Survivor.
Emily Milone, Consumer Discretionary
Emily is the Sector Head of the Consumer Discretionary Sector. She is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems. She is the Vice President of Student Affairs for the Finance Society. She has held internships in Equity Research at Jefferies covering Interactive Entertainment and in Sales at Schroders. She will be joining Sales & Trading at Bank of America next summer. Her interests include reading, concerts, and Marvel.
Sarah McKay, Consumer Staples: Food & Beverage
Sarah is the Sector Head of the Food & Beverage Sector. She is a senior getting her Masters of Business Administration in Finance. She is the Grad TA for Finance 311, a Women in Finance Mentor, and Entrepreneurial Finance Independent Researcher. She has held an internship under the CFO in the Finance Department of her local hospital. This summer, she will be interning in Wealth Management at Goldman Sachs in the Executive Financial Management group. She will be returning full-time after graduation. Her interests include Harry Styles, Formula One Racing, traveling, music, and tennis.
Bethany Goldstein, Consumer Staples: Household & Personal Products
Bethany is the Sector Head of the Household & Personal Products Sector and is a member of the Board of Directors. She is a junior majoring in Business Administration with concentrations in Finance and Business Analytics. She is on the Executive Board for Women in Finance. She has held an internship in Corporate Finance at Prudential Financial. She will be joining Houlihan Lokey's Private Funds group next summer. Her interests include concerts, traveling, and movies.
Jacy Schneider, Energy
Jacy is the Sector Head of the Energy Sector. He is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems. He is the Vice President of Markets Recruiting for the Finance Society and the Development Vice President of the Transformational Leaders Program. He has held an internship in Equity Research at Jefferies covering Machinery and Industrials. He will be joining Equity Research at Barclays next summer. His interests include powerlifting, movies, filmmaking, swimming, and traveling.
Aidan Milroy, Financials
Aidan is the Sector Head of the Financials Sector. He is a junior majoring in Economics, specializing in Financial Economics. He has held an internship in Private Wealth Management at Morgan Stanley in the Nagarajan Group. He will be returning to Private Wealth Management at Morgan Stanley next summer. His interests include golf, hiking, traveling, movies, and his dog.
Katie Bennorth, Healthcare
Katie is the Sector Head of the Healthcare Sector and a member of the Board of Directors. She is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems, with a minor in History. Katie is the President of the PwC Scholars program. She has held internships in Equity Research with Jefferies covering Restaurants and at Goldman Sachs as a Transaction Banking Analyst. She will be joining Equity Research at Morgan Stanley next summer. She has previously studied abroad at The London School of Economics and enjoys Formula One, volleyball, and baking.
Jack Schaffer, Industrials
Jack is the Sector Head of the Industrials Sector. He is a junior majoring in Accounting and Finance, with a minor in History. He is the Vice President of Investment Banking Recruiting for the Finance Society. He has held internships in Equity Research with Jefferies covering Multi-Industrials, and in Wealth Management with Ameriprise Financial Services. He will be joining Investment Banking at Canaccord Genuity next summer in the Technology group. His interests include weightlifting, cooking, traveling, and the New York Giants.
Jonathan Ngo, Materials
Jonathan is the Sector Head of the Materials Sector. He is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems. He is the President of Delta Sigma Pi. He has held internships in Equity Research with Jefferies covering Technology and at Wells Fargo as a Software Engineer. He will be joining Equity Research at Truist next summer. His interests include tennis, guitar, and science fiction novels.
Shayna Nguyen, Real Estate
Shayna is the Sector Head of the Real Estate Sector. She is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems. She has held an internship in Equity Research at Barclays and participated in the Girls Who Invest Online Intensive Program. She will be joining Equity Research at JPMorgan Chase. Her interests include Legos, hiking, and cooking.
Ryan Reilly, Technology: Hardware
Ryan is the Sector Head of the Hardware Sector. He is a junior studying Business Administration with a concentration in Finance. He has held an internship in Private Equity at Taglich Private Equity. This summer, he will be interning in Investment Banking at BNP Paribas. Some of his personal interests include skiing, golf, fitness, baseball, classic rock, and country music.
James Davide, Technology: Software
James is the Sector Head of the Software Sector. He is a junior majoring in Business Administration with a concentration in Finance. He is is the Vice President of Education for the Finance Society. He has held internships within Equity Research at Jefferies covering Software as well as in Investment Banking at Colebrooke Capital. He will be joining Private Equity at LLR Partners next summer. His interests include poker, Breaking Bad, weightlifting, and the New York Jets.
Ethan Agro, Utilities & Renewables
Ethan Agro is the Sector Head of the Utilities & Renewables Sector. He is a junior majoring in Accounting with a concentration in Finance. He will be joining Investment Banking at Evercore next summer in the Equity Capital Markets group. His interests include basketball, baseball, Italian, and Seinfeld.
Historical Sector Heads
Fall 2022 – Spring 2023: Billy Hofving (Equities Portfolio Manager), Daniella Smith (Alternatives Portfolio Manager), Adam Kawalek (Communication Services), Lauren Levine (Consumer Discretionary), Torrey Jacobson-Evans (Consumer Staples), Burke Sansiviero (Fall 2022, Energy), Phil Vattes (Fall 2022, Financials; Spring 2023, Energy), Adrian Ng (Spring 2023, Financials), Ethan Gee (Healthcare), Dianna Nielsen (Fall 2022, Industrials), Kaily Ishikawa (Spring 2023, Industrials), Yehuda Silverman (Materials), Kyle Gregor (Real Estate, Fall 2021), Justin Narlinger (Real Estate, Spring 2022), Ryan Levine (Technology), Max Grossberg (Utilities)
Fall 2021 – Spring 2022: James Russo (Equities Portfolio Manager), Hyeon Joon Shin (Alternatives Portfolio Manager), Vincent Huang (Communication Services), Eric Cassar (Consumer Discretionary), Gaby Knafelman (Consumer Staples), Chris Levins (Energy), Travis Maguire (Financials), Hannah Kozlenko (Healthcare), Abby Sneddon (Industrials), Michael Caccavale (Materials, Fall 2021), Steven Quinlivan (Materials, Spring 2022), Brandon Wexler (Real Estate, Fall 2021), Amanda Luong (Real Estate, Spring 2022), Adrian Erazo (Technology), Billy Hofving (Utilities)
Fall 2020 – Spring 2021: Dominic Macri (Equities Portfolio Manager), Adam Fields (Alternatives Portfolio Manager), Zachary Halperin (Communication Services), Amanda Luong (Consumer Discretionary), Bailey Burklund Ryan (Consumer Staples), Steven Quinlivan (Energy), James Russo (Financials), Nicole Su (Healthcare), Christopher Suchecki (Industrials), Paul Lubicich (Materials), Jacob Hochheiser (Technology), James Morris (Utilities)
Fall 2019 – Spring 2020: Connor Wilson (Equities Portfolio Manager), Daniel Mottes (Alternatives Portfolio Manager), Michael Maceluch (Communication Services), Dominic Macri (Consumer Discretionary), Janvi Choudhary (Consumer Staples), Matthew Catton (Energy), Jonathan Burke (Financials), Joanne Cheng (Healthcare), Vienna Buscher (Industrials), Jonathan Lin (Materials), James Sorrentino (Technology), Anthony Giacalone (Utilities)
Fall 2018 – Spring 2019: Daniel Smith (Energy, Portfolio Manager), David Weinstein (Communication Services), Ryan Powderly-Gross (Consumer Discretionary), Scott Mirenberg (Consumer Staples), Zach Cooke (Consumer Staples), Aahan Naik (Energy), Connor Lundrigan (Financials), Jonathan Heller (Financials), Alexandra Gerber (Healthcare), Tatyana Edelshteyn (Healthcare), Daniel Zarotsky (Industrials), Connor Wilson (Materials), Daniel Mottes (Technology), Aaron Fruchter (Utilities)
Fall 2017 – Spring 2018: Eric Dohn (Technology, Portfolio Manager), Ryan Powderly-Gross (Consumer Discretionary), Zach Cooke (Consumer Staples), Daniel Smith (Energy), Jonathan Heller (Financials), Alexandra Gerber (Healthcare), Daniel Zarotsky (Industrials), Aahan Naik (Materials), David Weinstein (Telecom), Nicholas Gaynor (Utilities)
Fall 2016 – Spring 2017: Robert Pim (Healthcare, Portfolio Manager), Ronnie Sanon (Financials, Portfolio Manager), Eric Hurd (Consumer Discretionary), Jason Weber (Consumer Staples), Liam Hayes (Energy), Dan Wang (Industrials), Joe Powers (Materials), Eric Dohn (Technology), Brandon Hohenberg (Telecom), Nicholas Gaynor (Utilities)