Fall 2026 Portfolio Team

Heads of Portfolios


Balaji Marella

Balaji is a senior from Orlando studying Finance and Mathematics. In his free time, he enjoys watching football, reading novels, and hanging out with friends.

Avyay Tulsan Long Short

Avyay Tulsan

Avyay is a senior from Kolkata, India studying Finance and Data Science. In his free time he enjoys playing golf, poker, and gaming.

Long-Short Equity

Portfolio Managers

Nico Lupin

Nico Lupin is a junior from New Orleans, LA studying finance. In his free time, he enjoys playing jazz piano, djing, and playing tennis.

Tony Wang Long Short

Tony Wang

Tony is a junior from Ottawa, Canada studying Business and Political Economy. In his free time, he enjoys working out, playing the piano, and exploring the city.

Long-Short Equity Members

Jack Puchalski Long Short

Jack Puchalski

Jack is a senior from Charlotte, NC and studies finance and economics. In his free time, he likes to travel, read, and lift.

Mariah Rui Long Short

Mariah Rui

Mariah is a senior from Toronto, Canada studying Finance and Data Science at Stern. In her free time, she enjoys dancing, playing tennis, and exploring NYC.

Andrew Cheng Long Short

Andrew Cheng

Andrew is a senior from Toronto, Canada and is studying finance and data science at Stern. In his free time, he enjoys snowboarding, curating music playlists, and road cycling.

William Huang Long Short

William Huang

Will is a senior from Devon, PA studying Finance and Computer Science. In his spare time, he enjoys cooking, calisthenics, and reading novels.

Alp Kabatas

Alp is a junior from London, UK studying finance. In his free time, he enjoys binging Netflix, discovering new restaurants, and working out.

Teo Meng Long Short

Teo Meng

Teo is a junior from Toronto, Canada, studying Finance and Statistics. In his free time, he enjoys skiing and listening to music.

Anika Pophali

Anika is a sophomore from New Jersey studying Finance and Math. In her free time she enjoys watching baseball, reading the New York Times, and trying new restaurants.

Dash Schwaegler

Dash is a sophomore from Seattle, Washington studying Finance and Data Science. In his free time, he enjoys learning about history, throwing the football, and playing poker.

Anirudh Reddy Long Short

Anirudh Reddy

Anirudh is a senior from Monroe Township, NJ studying finance and data science. In his free time, he enjoys working out, drinking coffee, and playing chess.

Nina Wang

Nina is a sophomore from Beijing, China, studying Finance, Operations, and minoring in Food Studies. In her free time, she enjoys baking, archery, and watching Formula 1.

Jack Zhao

Jack is a sophomore from Beijing, China studying Liberal Studies. In his free time, he enjoys soccer, poker, and astronomy.

Eshaan Chanda

Eshaan is a sophomore from Nashville, TN studying Finance & Real Estate. In his free time, he enjoys watching NFL, playing pool, and trying new restaurants across the city.


Global Macro

Portfolio Managers

Global Macro Members

Yash Tibrewal Macro

Yash Tibrewal

Yash is a senior from Cincinnati, Ohio studying finance and math. In his free time, he enjoys watching the Bengals and Cavs, playing tennis, and working out.

Jay Shah Macro

Jay Shah

Jay is a senior from Mumbai, India studying Finance and Statistics at Stern and Math at Courant. In his free time, he enjoys playing poker, watching cricket, and traveling.

Joseph Broderick

Joseph is a senior from South Pasadena, California studying Finance and Accounting. In his free time, he enjoys golfing and watching old movies.

Crystal Huang Macro

Crystal Huang

Crystal is a senior from Texas planning to study finance. In her free time, she enjoys watching dramas, crocheting, and deluding herself into thinking she's a master chef by watching cooking videos.

Rebecca Teng Macro

Rebecca Teng

Rebecca is a junior from Sudbury, MA studying business and political economy with a minor in math. In her free time, she enjoys exploring the city, nature walks, and finding good deals.

Jalaja Saireddy Macro

Jalaja Saireddy

Jalaja is a junior from Edison, New Jersey studying Finance and Math. In her free time, she enjoys playing poker, watching Formula 1, and listening to music.

Julia Huang

Julia is a sophomore from Long Island, NY studying Finance and Econometrics. In her free time, she enjoys playing her violin, dancing, and painting.

Catherine Dang

Catherine is a sophomore from Hangzhou, China studying Finance and Data Science. In her free time, she enjoys skiing, painting, and playing the piano.

Sebastian Arevalo

Sebastian is a sophomore from Vancouver, Canada studying Economics. In his free time, he enjoys, bouldering, soccer and naming flags.

Siddhi Nirgude

Siddhi is a sophomore from Portland, OR studying Finance. In her free time, she enjoys fencing and playing with her dog.

Tanishk Khetan

Tanishk is a sophomore from Edison, New Jersey studying Finance and Data Science. In his free time, he enjoys hiking, watching movies, and traveling.

Rain Ou

Rain is a sophomore from Toronto, Canada studying Finance and Math. In her free time, she enjoys snowboarding, crocheting, and cubing.


Allison Lee Macro

Allison Lee

Allison is a junior from Haworth, NJ studying Finance and Accounting. In her free time, she enjoys baking, watching the Simpsons, and doing her skincare.

Helen Pan Macro

Helen Pan

Helen is a senior from Edmonton, Canada studying finance. In her free time, she enjoys tea journaling, reading, and playing the piano.

Brian Zhou Macro

Brian Zhou

Brian is a junior from Dallas, TX studying finance and data science. In his free time, he enjoys watching and playing sports, exploring scenic nature spots, and singing.

Quantitative

Portfolio Managers

Takahiro Aiki Quant

Takahiro Aiki

Takahiro is a junior from Tokyo, Japan, studying Finance, Econometrics and Mathematics. In his free time, he plays/watches basketball and plays chess.

Kevin Xiao Quant

Kevin Xiao

Kevin is a junior from NYC studying finance and data science. In his free time, he enjoys playing poker, dancing, and learning the piano.

Quantitative Members

Aaron Kaiser Quant

Aaron Kaiser

Aaron is a senior from Solon, Ohio studying Finance and Mathematics. In his free time he enjoys soccer, watching baskeball, and playing chess.

John Quigley Quant

John Quigley

John is a senior from Spokane, Washington studying Mathematics and Computer Science. In his free time, he enjoys climbing, coding, and watching hockey.

Alfred Zhao

Alfred is a senior from Charlotte, NC studying Mathematics and Finance. In his free time, he enjoys playing poker, learning languages, and exploring farmers' markets.

Sam Esteban Quant

Sam Esteban

Sam is a senior from Loudoun, Virginia studying Mathematics and Computer Science. In his free time, he likes playing and listening to music and playing chess.

Ethan Lin Quant

Ethan Lin

Ethan is a junior from NYC studying Mathematics and Physics. In his free time, he plays baseball for the NYU Violets and does competitive math.

Brian Shen Quant

Brian Shen

Brian is a juinor from Lincolnshire, Illinois studying Finance and Mathematics. In his free time, he enjoys watching basketball, listening to music, and lifting.

Emily Shi

Emily is a sophomore from the Bay Area studying Computer and Data science. In her free time, she enjoys playing golf, mobile gacha games, and reading.

Michael Chen

Michael is a sophomore from NJ studying Mathematics. In his free time, he plays piano and does competitive math.

Jim Wang

Jim is a sophomore from Zhubei, Taiwan studying Finance and Data Science. In his free time, he enjoys hiking, basketball, and board games.

Auriane Lin

Auriane is a sophomore from Paris, France studying Finance and Econometrics. In her free time, she enjoys watching One Piece and playing chess.

Chengzhi Wang

Chengzhi is a sophomore from Mountain View, CA studying Finance and Data Science. In his free time, he enjoys classical singing, playing chess, and playing tennis.

Justin Chen Quant

Justin Chen

Justin is a senior from Fairfax, VA studying Finance and Mathematics. In his free time, he likes to go to the gym, visit art museums, and play chess.

Vishakh Sandwar Quant

Vishakh Sandwar

Vishakh is a senior from Charlotte, NC studying Math and Economics. In his free time he enjoys watching the Green Bay Packers and Charlotte Hornets, and playing tennis.

Rahul Jayachandran Quant

Rahul Jayachandran

Rahul is a junior from Glastonbury, CT studying computer science and mathematics. In his free time he enjoys playing piano and reading.

Ari Shah

Ari is a sophomore from Wilton, CT studying Finance and Math. In his free time, he enjoys running, table tennis, and food reviewing.

Sean Xia

Sean is a sophomore from Shanghai, China studying Mathematics and Computer Science. In his free time, he enjoys tea, mountain climbing, badminton, and reading novels.