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.

**Katie Bennorth, Equities Portfolio Manager**
Katie is the Equities Portfolio Manager. 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.

Bethany Goldstein, Alternatives Portfolio Manager

Bethany is the Alternatives Portfolio Manager. 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.

**Jake Byrne, Board of Directors**
Jake is a member of the Board of Directors and is the Materials Sector Head. He is the Vice President of Markets Recruiting for the Binghamton Finance Society. He is a Junior majoring in Business Administration with concentrations in Finance and Management Information Systems. He will be joining Equity Research at KBW next summer. His interests include the New York Jets, Chelsea, and Breaking Bad.

**Bradley Smith, Board of Directors**
Brad is a member of the Board of Directors and is the Sector Head of the Consumer Discretionary Sector. He is a junior majoring in Business Administration with a concentration in Finance. Previously, he has held internships in Accounting with JK Tobin Construction and Accounting at Legrand North America. He will be joining Investment Banking at Nomura next summer. His interests include golf, hockey, biking, and traveling

**Matthew McGoldrick, Board of Directors**
Matthew is a member of the Board of Directors and is the Sector Head of the Energy Sector. He is a junior majoring in Business Administration with a concentration in Finance. He has held internships at Sakira LLC, a search fund focusing on vertical software, and at Wolfe Research, a sell-side Equity Research Firm. He will be joining Investment Banking at Piper Sandler next summer in their Financial Services Group. His interests include golf, tennis, movies, and the Green Bay Packers.

**Aidan Milroy, Board of Directors**
Aidan is a member of the Board of Directors, and a senior studying economics with a specialization in financial economics. Previously, he spent two years in the healthcare sector before becoming sector head of the financials sector. He has held an internship at Morgan Stanley within their Private Wealth Management Division, and is looking to pursue his Masters of Science in Data Analytics upon graduation. Some of his personal interests include playing the piano/cello, golf, traveling abroad, hiking, and his dog.

Equities Sector Heads

**Denis Sadrijaj, Communication Services**
Denis is the Sector Head of the Communications Services Sector. He is a junior majoring in Business Administration with a concentration in Finance. He is also the Vice President of Investment Banking Recruiting for the Finance Society. He has previously held internships in Equity Research at Jefferies, and Credit at Metropolitan Commercial Bank. He will be joining Investment Banking at JP Morgan next summer. His interests include *Peaky Blinders*, soccer, weight lifting, and ice cream.

**Bradley Smith, Consumer Discretionary**
Brad is a member of the Board of Directors and is the Sector Head of the Consumer Discretionary Sector. He is a junior majoring in Business Administration with a concentration in Finance. Previously, he has held internships in Accounting with JK Tobin Construction and Accounting at Legrand North America. He will be joining Investment Banking at Nomura next summer. His interests include golf, hockey, biking, and traveling

**Roman Charan, Consumer Staples: Food & Beverage**
Roman is the Sector Head of the Food & Beverage Sector. He is also the Vice President of Alumni Relations for the Finance Society. This is his second year on the Executive Board. He is a junior majoring in Business Administration with a concentration in Finance. He is the Consumer Staples Sector Head for the Binghamton Investment Fund. He will be joining Investment Banking at Houlihan Lokey next summer. His interests include traveling, working out, and music.

**Joseph LoRubbio, Consumer Staples: Household & Personal Products**
Joseph is the Sector Head of the Consumer Staples Personal and Household Products sector. He is a junior majoring in Business Administration with a concentration in Finance. He has previously held internships in Equity Research at Jefferies and in Financial Consulting at Berkeley Research Group. He will be joining Investment Banking at Raymond James next summer in their Capital Structure Advisory group. His interests include Basketball, Running, and *Love Island*.

**Matthew McGoldrick, Energy**
Matthew is a member of the Board of Directors and is the Sector Head of the Energy Sector. He is a junior majoring in Business Administration with a concentration in Finance. He has held internships at Sakira LLC, a search fund focusing on vertical software, and at Wolfe Research, a sell-side Equity Research Firm. He will be joining Investment Banking at Piper Sandler next summer in their Financial Services Group. His interests include golf, tennis, movies, and the Green Bay Packers.

**James Scherer, Financials**
James is Sector Head of the Financials Sector. He is a senior majoring in Business Administration with concentrations in finance. He has held an internship at Driver Up Auto Hedge Fund working on the auto loan ABS portfolio strategies. This upcoming semester he will be interning at Jefferies Equity Research on the Materials team. His interests include golf, football, and the New York Yankees.

**Garce Spoto, Healthcare**
Grace is a Junior majoring in Business Administration with a concentration in Finance and Management Information Systems. She is the sector head of the Healthcare Sector of the Investment Fund and previously interned with Jefferies in their Equity Research Division on the Restaurants team. This summer, she participated in Girls Who Invest as a Summer Intensive Program Scholar, and next summer, she will be interning with Morgan Stanley in Equity Research. In her free time, Grace enjoys going to the beach, rollerblading, crocheting, and doing hot yoga.

Thomas Ujfalvi, Industrials

Thomas is the Industrials Sector Head for the Binghamton Investment Fund. He is the Vice President of Education for the Binghamton Finance Society. He is a junior majoring in Business Administration with a concentration in Finance. He has held an internship at Sakira LLC, a search fund focusing on vertical software. He will be joining Investment Banking at Guggenheim Partners next summer. His interests include basketball, ABBA, Star Wars, the Philadelphia Eagles, and traveling.

**Jake Byrne, Materials**
Jake Byrne is a member of the Board of Directors and is the Materials Sector Head. He is the Vice President of Markets Recruiting for the Binghamton Finance Society. He is a Junior majoring in Business Administration with concentrations in Finance and Management Information Systems. He will be joining Equity Research at KBW next summer. His interests include the New York Jets, Chelsea, and Breaking Bad.

**Melanie Luque, Real Estate**
Melanie 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. Melanie is on the executive board of the Women in Finance Development Program. She has participated in the Girls Who Invest Summer Intensive Program and held an internship in Private Equity at TPG covering Internet, Digital Media, and Communications. Next summer, she will be joining Sales & Trading at Bank of America. Her interests include music, fashion, hiking, and her dog.

**Andino Caminiti**, **Utilities & Renewables**
Andino is the Sector Head of the Utilities & Renewables Sector. He is a junior majoring in Business Administration, with a concentration in Finance, and a minor in German Studies. This past summer, he interned at PineBridge Investments in their Private Funds Group. His interests include golf, reading, Scorsese films, traveling, and vinyl

Alix Masse, Technology

Alix is the sector head of the Technology sector. He is a junior double-majoring in Math: Actuarial Sciences and Business Administration with a concentration in Finance as well as minoring in Spanish. Last summer, Alix interned at AIG in their Healthcare Claims division and next summer, he will be doing investment banking at Morgan Stanley in the Financial Institutions group. Some of his personal interests include playing soccer, tennis, surfing, and poker.

Alternatives Sector Heads

**Samuel Brugger, Commodities**
Sami is the Commodities Asset Class Head of the Binghamton Investment Fund and a Senior Analyst in the Energy Sector. He is a junior majoring in Business Administration with a concentration in Finance and Management Information Systems. Previously he interned in the Financial Wellness department at Visions Federal Credit Union and was a member of the Finance Development team of Financial Literacy for the Youth (FLY). His interests include weightlifting, playing guitar, surfing, traveling, and *One Piece*.

Theo D'Onofrio, Credit

Theo is the Asset Class Head of Credit. He is a junior majoring in Business Administration with concentrations in Finance and Management Information Systems. Outside of the investment fund, he is a Junior Vice President of the Dean's Mentoring Program and a member of the PwC Scholars Program. He has held internships as an Investment Analyst at Still Lake Capital and in Credit Research at Octagon Credit Investors. He will be joining Investment Banking at Société Générale next summer. His interests include weightlifting, The Sopranos, One Piece, reading and filmmaking.

**Yoni Menasha**, **Emerging Markets**
Yoni is junior majoring in Business Administration with concentrations in finance and business analytics. He has held an internship at Chestnut Holdings working on the commercial real estate side of the business. This upcoming semester he will be interning at Jefferies Equity Research on the Restaurants team. On campus, he is on the executive board of the Sports Management Group and a part of the EY Scholars Program. His interests include cooking, golf, and the San Francisco 49ers.

**Ari Wechsler, Treasuries**
Ari is the Asset Class Head of Treasuries. He is a junior pursuing a dual degree in Mathematics and Business Administration with a concentration in Finance, and is the President of the Men’s Club Ultimate Frisbee team. He is interning in Equity Research at Jefferies this fall, covering Technology, Media, and Telecom. His interests include hiking in the Adirondacks, snowboarding, Manchester City, and *The Bear*.

Shayna Nguyen, Currenices

Shayna is the Currencies Asset Class Head on the Alternatives Sleeve. She is a senior majoring in Business Administration with concentrations in Finance and MIS. Previously she was the sectorhead of the real estate sector. She has held internships in Equity Research at Barclays and participated in the Girls Who Invests Online Intensive Program. This past summer, she interned on the telecommunications Equity Research team at JPMorgan where she will be returning full time. Her interests include trying new restaurants, reading, and traveling.

**Emily Milone, Asset-Backed Securities** **and Mortgage-Backed Securities**
Emily is the Asset Class Head for Asset-Backed Securities and Mortgage-Backed Securities. She is a senior majoring in Business Administration with concentrations in Finance and Management Information Systems. She has previously interned in Equity Research at Jefferies, in Sales at Schroders, and in the Sales & Trading division at Bank of America. She will be returning to Bank of America in their Global Markets division after graduation. Her interests include reading, concerts, and theater.

Historical Sector Heads

Fall 2023 - Spring 2024: Lauren Levine (Equities Portfolio Manager), Adrian Ng (Alternatives Portfolio Manager), Caitlin McMahon (Communication Services), Emily Milone (Consumer Discretionary), Sarah McKay (Consumer Staples: F&B), Bethany Goldstein (Consumer Staples: H&PP), Jacy Schneider (Energy), Aidan Milroy (Financials), Katherine Bennorth (Healthcare), John Schaffer (Industrials), Jonathan Ngo (Materials), Shayna Nguyen (Real Estate), James Davide (Technology), Ethan Agro (Utilities)

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)