Officers of the Operations and Finance Committee
Lydia Samuel
President
Jonathan Pino
Vice President
Aarya Walvekar
Vice President
Officers of the Investment Committee
Matthew Rickard
President
Raheeg Joari
Vice President
Kurshat Gheni
Vice President
Officers of the Risk Committee
Katuta Kapinka
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 2024
Marco Favro – Financial Management Analyst, Accenture
Chris Lindholm – George Mason University Graduate
Hamza Al-Asadi – AFP Senior Associate, Vanguard
Abdullah Khalid – CADP Analyst, J.P. Morgan Chase
Simon Kanazeh – Analyst, FBB Capital
Sri Medicherla – Investment Analyst, Cambridge Associates
Class of 2023
Kanwal Ahmad – ML Software Engineer, Expedition Technology Inc
Kevin Mocknick – Finance Transformation Advisory Associate, KPMG
Decker Barborek – Graduate Student, George Mason University
Gilberto D Carrillo – Advisory Analyst, Deloitte
Jianyu Ren – Graduate Student, Duke University
Lucas McCarthy – Project Finance Associate, Origis Energy
Patrick McManus – Private Wealth Management Analyst, J.P. Morgan Chase
Zachary Cooper – Financial Analyst, Leidos
Ben Cortez – Private Wealth Management Analyst, Bank of America
Class of 2022
Elena Baydina – Financial Analyst, The Apsen Institute
Amber Wilkins – Financial Analyst, Integral Federal
Tyler Harb – Senior Capital Markets anad Risk Analyst, Capital One
Julianna Silinsky – Data Analyst, Actfore
Lincoln Berkson – Senior Financial Management Analyst, Accenture
Cameron Hair – M&A Associate, Pipaya Partners LLC
Class of 2021
Mike Brynda – Financial Analyst, NRUCFC
Maximilian Simkins – Senior Consultant, Blake Wilson Group LLC
Aidan Eccles – Financial Analyst, Stonebridge LLC
Robert Bowers – Director, Verizon
Christian Hayes – Business Controller, Aimpoint
Natalia Palacios – Securities Operations Associate, Freddie Mac
Ioanna Baranga – Portfolio Analyst, Edward Jones
Manya Vij – Associate, Thales Capital Partners
Stephanie Fincher – Financial Analyst, U.S. Department of The Navy
Brian Peirce – M&A Associate, Rock Hall Partners LLC
Hatoon Altoaimi – Senior Consultant, PWC
Elan Guzman – Senior Associate, Kroll
Ethan Ioannou – Financial Analyst, Leidos
Valerie Mayer – Team Admin, UBS
Daniel Arguedas-Cornejo – Accounting Clerk, Fairfax County Circuit Court
Ana Garcia – Financial Controller, Freddie Mac
Zach McKannan – Founder, FMV Financial
Class of 2020
Attila Kiss – Associate, Diona
Ryan Morris – Financial Management Associate Manager, Accenture
Alexis Jackson – Finance and Enterprise Performance Consultant, Deloitte
Sufia Abdul Rauf – Investor, Haveli Investments
Taylor Smith – Portfolio Manager, Freedom Bank
Dylan Peacock – Investment Banking Associate, Berkshire Global Advisors
Morgan Rink – Financial Analyst, ANTHC
Oriela Poga – Senior Financial Analyst, Exelon
Juancarlos Figueroa – Compliance Auditor, Calibre Group CPA
Mauricio Blas – Associate, Parabilis
Michael Braaten – Consultant, MDB Consulting
Polina Kapovska – Personal Banker, Citi
Eric Dzik – Associate, Evermay Wealth Management
Eleanor Kazarian – Associate, Newmark
Class of 2019
Fabio Morlando – M&A Analyst, Sella IB
Léo Icard-Mondoloni – Hedge Fund Rates Sales, Morgan Stanley
Jamie Coles – Program Financial Analyst, Anduril Industries
Jessica Durand Delgado – FP&A Manager, ASM Research
Karim Azero – Senior Associate, Fannie Mae
Ryan Kitzhaber – Pricing and Analytics Manager, Wiley Rein LLP
Omar Shaat – Data Science and Strategy Consultant, Deloitte
Ali Kahil – Director, Cresset
Khalid Al-Masri – Senior Director, Barings
Justin Boileau – Investments and Capital Markets Analyst, Freddie Mac
Myriam Cisse – Portfolio Analyst, IFC
Eleri Burnett – Decision Science Analyst, USAA
Sam Fadle – Senior Financial Analyst, MGAC
Baylee Deivert – Associate, J.P. Morgan Chase Private Capital
Troy Watson – Consultant, Deloitte
Christian Gameos – Financial Analyst, VFI Corporate Finance
Ashley Reichert – Wealth Advisor, Focus Partners Wealth
Class of 2018
Henning Dirks – Assistant VP, Sumitomo Mitsui Banking Corporation
Ano Glonti – Founder, 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 Consultant, Fidelity
May Thinnyun – Staff, Marcum LLP
Ioana Anastasescu – Financial Systems Analyst, Bowman Consulting
Evan Duke – Program Financial Analyst at Noblis ESI
Brandon Nestor – Investor, FTV Capital