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Experience · 6 entries
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2023
Private Equity Analyst
Jul 2023
Radial is a private equity firm focused on investing in middle-market businesses serving consumer and industrial markets. We invest in businesses where our team can apply their prior experience and network of industry relationships to bring insights and support our management partners.
We are team-oriented and foster collaborative relationships with our partners. Our experienced team has invested successfully together for over a decade with a history of consistently delivering value for all stakeholders.
2022
Managing Director
May 2022
Student Managed Investment Fund
This is no mere “stock-market game.” Each semester, 28 junior and senior finance students work together to invest a million dollars of Fordham University’s actual endowment. The result — in addition to a proud track record of above-the-benchmark performance — is a hands-on learning experience like no other.
Gabelli’s Student Managed Fund is a Unique Opportunity
Lots of schools have programs like this one. What makes Gabelli’s Student Managed Investment Fund different?
-Our fund is larger than most at just under $2 million
-Ours is a multi-asset-class, internationally invested fund. While other universities’ students are restricted to investing in domestic stock, Fordham undergraduates have the freedom to experiment with international and domestic securities, bonds, commodities, and foreign exchange.
Your Role: Analyst and Portfolio Manager
Advised by finance professor James R. Kelly, who also designed the Gabelli School’s secondary concentration in value investing, the Student Managed Investment Fund program spans two semesters: Participants act as sector-specific analysts in their first term — in areas from emerging markets to energy to healthcare — and move on to become portfolio managers in the second.
The Student Managed Investment Fund experience is an element of distinction on any finance student’s résumé. Alumni of the fund have gone on immediately after graduation to front-office positions at prestigious financial institutions such as Goldman Sachs, Barclays Bank, and J.P. Morgan.
2021
Equity Research Summer Analyst
May 2021
Portolan Capital Management, LLC is a Boston-based SEC registered investment adviser focused on small- and mid-cap equity investing. Portolan employs fundamental analysis and rigorous primary research in its investment decisions and active management of its portfolios. Portolan services qualified individuals, private and public institutions through its management of separate accounts, pooled investment vehicles and within sub-advisory relationships.
2020
Board Member - Diversity, Equity, and Inclusion Board
Jan 2020
Founded in 1920, the mission of the Fordham University Gabelli School of Business is to inspire and empower positive global change, developing students into compassionate business leaders and supporting faculty members and students in the ongoing acquisition and generation of new knowledge. The Gabelli School has become a driver of social innovation by equipping graduates to be business leaders who understand and meet the need for sustainability in business and who are able to harness the power of social responsibility for both financial success and societal
impact. Through our many graduate and undergraduate degree programs; a diverse range of faculty research initiatives and centers, we work collectively to redesign business as a sustainable force for prosperity.
Equity Research Analyst
Jan 2020
Smart Woman Securities is a 501(c)3 not-for-profit organization whose mission is to educate undergraduate women on investment and finance. Through instructive seminars, mentoring initiatives and meetings with successful investors such as Warren Buffett, SWS provides resources upon which women can build greater knowledge of the financial markets.
As a result, we are empowering a new generation of female investors with greater investment knowledge and financial influence.
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