Portfolio Managers
Our Portfolio Managers (PMs) head each of our investing teams and some also lead development teams. All started out as investment team members earlier in their times at Penn, and have the knowledge and experience to mentor younger students.
Consumer Retail
Mohammad Yaghi
Mohammad, a senior in the Huntsman Program, studies International Studies and Business. He enjoys studying a variety of investment strategies, weightlifting, and reading about global affairs.
shafira putri
Shafira is a senior from Indonesia studying Finance and Management. This past summer, she interned in investment banking at M. Klein & Company. In her free time, she enjoys running, reading, and trying new bakeries.
Ethan Bhatia
Ethan is a junior from the Washington DC area studying Finance and Business Analytics. This summer, he worked in investment banking at Bank of America in the bay area. Ethan is also a member of Tactical Opportunities. In his free time, he likes listening to house music, traveling to different countries, and has recently been trying to work on his golf swing.
Energy
alexander garcia
Alex is a senior in Wharton studying Finance. Last summer, he interned at PJT in their strategic advisory group. The summer before that he was at JP Morgan in their investment banking division. Outside of school, Alex enjoys reading, hiking, and watching the Yankees.
Iveena Mukherjee
Iveena is a junior from Hockessin, Delaware, in the M&T program studying Bioengineering & Finance/AI. In her free time, she enjoys trying new cheeses, making playlists, and running along the Schuylkill.
Peter Moody
Peter is a senior from Los Angeles studying Finance in Wharton and Political Science in the College. Last summer, he interned at Moelis in their generalist investment banking program. In his free time, Peter enjoys running, cooking, and spending time with friends.
Financials
Brian Niedermeier
Brian is a junior from Philadelphia studying Finance and legal studies. Sophomore summer, he interned at Brookfield in their industrials private equity group. Junior summer, Brian interned at TD Cowen in their technology investment banking group. Beyond finance, Brian enjoys running, woodworking, and learning new instruments.
aMIEL sHAH
Amiel is a senior from New Jersey studying Finance, Stats, and CS. Last summer, he interned at Lazard. In his free time, Amiel likes playing music and staying active.
aNDREW lANGMUIR
Andrew is a junior from Cherry Hill, New Jersey studying Finance. He has interned in investment research, real estate, and at a search fund. In his free time, Andrew enjoys swimming, playing pickleball, and spending time with friends.
Global Macroeconomic
dylan kang
Dylan is a senior from Los Angeles studying Finance and Accounting. Last summer, he interned at Bain Capital focusing on performing nonperforming credit. In his free time, Dylan enjoys playing waterpolo, cooking, and eating out.
Saranya AnantapaNtula
Saranya is a junior from Phoenixville, PA in Systems Engineering and Finance in M&T. This summer, she worked as a quant at JS Trading, systematizing discretionary macro strategies. In her free time, she enjoys taking photos, hiking up perilous mountains, and reading!
Olivia yang
Olivia is a senior from Austin studying Finance and Business Analytics. In her free time, Olivia enjoys running, hiking, and home poker games.
Healthcare
eRIC zHANG
Eric is a senior from New Jersey in the Vagelos LSM program studying Biology and Finance. Last summer, he interned at Centerview Partners on their healthcare team in San Francisco. In his free time, Eric enjoys playing squash and other racket sports as well as going on runs along the Schuylkill River.
aLEXANDER kANG
Alex is a junior from New Jersey studying Biology and Finance through the LSM program. He previously interned at a gene editing startup and will be joining Citi's healthcare group next summer. In his free time, Alex enjoys snowboarding, playing the clarinet and ukulele, and exploring new restaurants.
michel collet
Michel is originally from Vancouver and is currently pursuing a dual degree in Finance and Biology. He spent the past summer in Investment Banking at Goldman Sachs' healthcare group. Outside of school, Michel enjoys playing racket sports and alpine skiing.
Industrials
Sabrina Zhang
Sabrina is a senior from Los Angeles studying Finance and Accounting. She is currently a Portfolio Manager of Industrials and was formerly Co-President of WITG. On campus, she is also involved in Arts House Dance Company, Violet Quaker, and Penn Appetit. Last summer, she interned at Qatalyst Partners, a technology investment bank. In her free time, Sabrina enjoys reviewing restaurants, golfing, and learning about cleantech.
Jack Patel
Jack is a rising senior from Dothan, Alabama studying finance and political science. He’s currently a member of the Industrials and Global Macro teams. In his free time, he enjoys reading, running, and watching college football.
david liu
David is a senior from Maryland studying finance, legal studies, and math. Previously, he interned at Lazard’s Restructuring group and Scopia Capital Management. Outside of WITG, he is also involved in VQ and WUDIG. In his free time, David enjoys playing basketball, lifting, and eating food.
Quantitative Investment Strategies (QIS)
vICTOR wANG
Victor is a senior from Orlando studying Mathematics, Statistics, and Finance. He's interned at Akuna Capital and Optiver as a quantitative trader and research intern respectively. In his free time, Victor enjoys trading prediction market contracts, learning about history, and telling himself he's going to start running.
lEO lI
Leo is a Junior from Singapore and California studying Mathematics and Quantitative Finance. Last summer, he interned as a quantitative trader at DV Trading and as a quantitative researcher at Feynman Point Asset Management. Next summer, he will join Susquehanna (SIG) as a quantitative trader. In his free time, he enjoys poker, rubik’s cube, powerlifting, golf, and betting on random stuff!
Cheng How Koh
Cheng How is a senior from Singapore studying Finance, Computer Science, and Data Science. Across the past two summers, he interned at Verition on a fixed income and macro pod, and worked at an early-stage search fund as an M&A intern freshman summer. In his free time, he enjoys playing poker, watching Formula 1, staying up-to-date with the markets, and discovering new trading opportunities.
Real Estate
sARAH wANG
Sarah is a junior from Chicago studying Economics. Last summer, she interned at Brookfield on their Real Estate team in New York City and previously interned in early-stage venture capital. Outside of WITG, Sarah enjoys competing on Penn's Varsity Tennis Team, as well as attending concerts, swimming in the ocean, and learning about behavioral psychology.
Sarthak Shrestha
Sarthak is a senior from Washington in the Huntsman Program, studying Finance, International Studies, and French. Last summer, he interned at Starwood Capital Group and the previous summer at JPMorgan. In his free time, he enjoys cars, running, weightlifting, and building out his Beli.
Michael Shapiro
Michael is a senior from Maryland majoring in Urban Studies and Political Science, and minoring in Urban Real Estate and Development. Last summer, he interned at Goldman Sachs with the Urban Investment Group. In his free time, Michael enjoys playing football, spending time with friends, and exploring Philadelphia.
Roman Vandemark
Roman is a junior studying Finance and Real Estate. Last summer, he worked at Cerberus Capital Management on their real estate team. Roman also serves as President of Sigma Chi. In his free time, he enjoys fishing and spending time outdoors.
Special Situations Group (SSG)
Kah Kheng Gan
Kah Kheng is a Senior from Singapore studying Finance and Statistics. Previously, he interned at D1 Capital, Farallon Capital, and Qatalyst Partners. Outside of WITG, he is the President of PEVC and CIO of Violet Quakers. In his free time, Kah Kheng enjoys running, hiking, and playing chess.
Otakar Korinek
Otakar is a junior in the Wharton School from Prague, Czech Republic. Last summer, he interned at Evercore’s restructuring group. In his sophomore summer, he interned at Finepoint Capital, focusing on credit and special situations.
Olivia yang
Olivia is a senior from Austin studying Finance and Business Analytics. In her free time, Olivia enjoys running, hiking, and home poker games.
Tactical Opportunities
Ayush Tripathi
Ayush is a junior from Austin studying engineering. Last summer, he interned at TPG with their Credit Solutions team. Outside of WITG, Ayush is involved with Global Platinum Securities.
Rohan Srivastava
Rohan is a senior from Australia studying Finance and Statistics. Previously, he worked in restructuring at Centerview Partners and long/short equities at Gumshoe Capital Management.
Jason Yoo
Jason is a junior from Washington D.C. studying Finance and Statistics. Last summer, he interned at TPG with their Credit Solutions team. Outside of WITG, Jason is involved with Global Platinum Securities.
Technology, Media, and Telecommunications (TMT)
Carson wang
Carson is a senior from Virginia studying Finance and Statistics. Last summer, he interned at Centerview Partners. He previously worked in growth investing at Coatue and in tech private equity at Permira. In his free time, Carson enjoys hiking, filmmaking, and playing tennis.
Madhav Sharma
Madhav is a senior from New Delhi studying Computer Science & Finance in M&T. Last summer, he interned at Morgan Stanley on their macro trading desks. In his sophomore summer, he interned at Tesla within their energy business. He enjoys watching soccer and playing poker.
Kevin Shi
Kevin is a junior from Shanghai studying finance and statistics. Last summer, he interned at Sora Investors in long/short equities. In his free time, Kevin enjoys reading and playing basketball.
