Officers of the Operations and Finance Committee
Lydia Samuel
(President)
Aakriti Adhikari
(Vice President)
Richard Tamrisa
(Vice President)
Officers of the Investment Committee
Mohamed El Hadj Sidi
(President)
Raheeg Joari
(Vice President)
Kurshat Gheni
(Vice President)
Officers of the Risk Committee
Peter Liu
(President)
Abigia Abebe
(Vice President)
Yashkaran Sidhu
(Vice President)
Eray Tulun
(Vice President)
Junior Analysts
Luigi Bilibio
Aakriti Adhikari
Alex Handley
Mohamed El Hadj Sidi
Fund Supervisors
Trevor Montano
Trevor Montano, a benefactor of the Montano Student Investment Fund, is a Mason alumnus who cofounded the Fund along with Dr. Derek Horstmeyer. Montano is a Chartered Financial Analyst and a Founder and Managing Member of West Potomac Capital LLC.
Dr. Alexander Philipov
Office: Enterprise 227
Phone: 703-993-9762
Dr. Philipov completed his MS in Resource Economics at the University of Massachusetts Amherst and PhD in Finance at Boston College. His research focusing on asset pricing, risk management, and credit risk has been published in the Journal of Finance, the Review of Financial Studies, the Journal of Financial Economics, the Journal of Financial and Quantitative Analysis, and other finance and economics journals.
Dr. Derek Horstmeyer
Office: Enterprise 107
Phone: 703-993-9761
Dr. Horstmeyer completed his MS in Financial Mathematics at Stanford University and PhD in Finance and Business Economics at the University of Southern California. His research focuses on boards, ETF & mutual fund performance, and hedge fund activism. In addition to publications in the Quarterly Journal of Finance and Managerial Finance, Horstmeyer writes a monthly column for the Wall Street Journal, and his work has been cited in outlets such as Forbes, Bloomberg, CNBC, Fortune, and many others.
Former Officers of the Fund
Class of 2025
Katuta Kapinka – FX Derivatives Analyst, UBS
Raheeg Joari – Portfolio Management Analyst, JP Morgan Asset Management
Aarya Abhijit Walvekar – Finance Intern, Financial Growth Partners
Class of 2024
Marco Favro – House of Representatives Intern, US Congress
Hamzah Al-Asadi – AFP – Senior Associate, Vanguard
Clarita Orosco Gutierrez – Bilingual Tutor, xAI
Abdullah Khalid – Chief Investment Office Trade Support – Fixed Income, JP Morgan
Simon Kanazeh – Portfolio Analyst and Trade Specialist, FBB Capital Partners
Sri Medicherla – Investment Analyst, Cambridge Associates
Class of 2023
Kanwal Ahmad – ML Software Engineer, Expedition Technology Inc
Kevin Mocknick – Federal Finance Transformation Advisory Associate, KPMG
David Carrillo – Advisory Analyst, Deloitte
Lucas McCarthy – Project Finance Associate, Origis Energy
Patrick McManus – Analyst, JP Morgan
Zachary Cooper – FP&A Analyst, Leidos
Benjamin Cortez – Wealth Management Analyst, Bank of America Private Bank
Class of 2022
Elena Baydina – Financial Analyst, The Aspen Institute
Amber Wilkins – Senior Financial Analyst, Integral Federal Inc.
Tyler Harb – Senior Capital Markets and Risk Analyst, Trade Analytics and Valuation, Capital One
Lincoln Berkson – Senior Client Financial Management Analyst, Accenture Federal Services
Cameron Hair – Associate, Pipaya Partners LLC
Class of 2021
Michael Brynda – Financial Analyst, NRUCFC
Maximilian Simkins – Senior Consultant – Financial Analyst, Blake Willson Group LLC
Aidan Eccles – Project Controller, Aston Carter Staffing & Talent Solutions
Robert Bowers – Distinguished Systems Architect – Technology and Product Development, Verizon
Christian Hayes – Business Controller, Aimpoint Inc.
Natalia Palacios – Securities Operations Professional, Freddie Mac
Ioana Baranga – Portfolio Analyst, Edward Jones
Manya Vij – Associate, Thales Capital Partners
Stephanie Fincher – Financial Management Analyst, U.S. Department of The Navy
Brian Peirce – Mergers & Acquisitions Associate, Rock Hall Partners LLC
Hatoon Altoaimi – Senior Consultant, PwC Middle East
Elan Guzman – Senior Associate, Kroll
Ethan Ioannou – Program Finance Analyst, Leidos
Valerie Mayer Lopez – Team Administrator, UBS Financial Services
Daniel Arguedas-Cornejo – Accounting Clerk, Fairfax County Circuit Court
Ana Garcia – Financial Controller Prf, Freddie Mac
Zachary McKannan – Founder, FMV Financial LLC
Class of 2020
Attila Kiss – Senior Business Consultant, Diona
Ryan Morris – Client Financial Management Associate Manager, Accenture Federal Services
Alexis (Jackson) Coles – Finance & Enterprise Performance Analyst, Deloitte
Sufia Abdul Rauf – Investor, Haveli Investments
Taylor Smith – Due Diligence Associate, Parabilis
Dylan Peacock – Investment Banking Associate, Berkshire Global Advisors
Morgan Rink – Financial Analyst II, ANTHC
Oriela Poga – Senior Financial Analyst, Exelon
Juancarlos Figueroa – Compliance Auditor, Calibre CPA Group PLLC
Mauricio Blas – Senior Credit Analyst, altbanq
Michael Braaten – Consultant, MDB Consulting LLC
Polina Kapovska – Personal Banker, Citi
Eric Dzik – Securities Trader & Senior Client Service Associate, Evermay Wealth Management
Eleanor Kazarian – Associate, Newmark
Class of 2019
Fabio Morlando – M&A Associate, Sella Investment Banking
Léo Icard-Mondoloni – Hedge Fund Rates Sales, Morgan Stanley
Jamie Coles – Program Financial Analyst, Anduril Industries
Jessica Durand Delgado – Financial Planning & Analysis Manager, ASM Research
Karim Azero – Senior Associate, Fannie Mae
Ryan Kitzhaber – Pricing and Analytics Manager, Wiley Rein LLP
Omar Shaat – AI & Data Manager, Deloitte
Ali Kahil – Director, Cresset
Khalid Al-Masri – Senior Director, Barings Portfolio Finance
Justin Boileau – Financial Performance & Market Risk Analytics Professional – Investments and Capital Markets, Freddie Mac
Myriam Cisse – Portfolio Analyst, IFC
Eleri Burnett – Decision Science Analyst I, USAA
Sam Fadle – Senior Financial Analyst, MGAC
Baylee Deivert – Associate, JP Morgan Private Capital
Troy Watson – Senior Consultant, Deloitte
Christian Gameos – Financial Analyst, VFI Corporate Finance
Ashley Ann Brooks – Wealth Advisor, Focus Partners Wealth
Class of 2018
Henning Dirks – AVP – Leveraged Finance, Sumitomo Mitsui Banking Corporation
Ano Glonti – Founder and CEO, TradeUpToWallStreet
Rudy Kessinger – Managing Director, Senior Equity Research Analyst, D.A. Davidson
Cory Brooks – Wealth Advisor, Focus Partners Wealth
Abdilkhaliq Halane – Finance Manager, American Express
Nainoksha Kaushal – Financial Advisor, Edward Jones
May Thinnyun – Auditor, U.S. Department of the Interior
Ioana Anastasescu – Finance Specialist, GIS Benefits
Evan Duke – Program Financial Analyst, Noblis ESI
Brandon Nestor – Investor, FTV Capital