Fall 2025 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 Tulsyan
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
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
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
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
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
Will is a senior from Devon, PA studying Finance and Computer Science. In his spare time, he enjoys cooking, calisthenics, and reading novels.
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.
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
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.
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
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.
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.
Global Macro Members
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
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.
Helen Pan
Helen is a senior from Edmonton, Canada studying finance. In her free time, she enjoys tea journaling, reading, and playing the piano.
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
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
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.
Quantitative
Portfolio Managers
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
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
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
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
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.
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
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.
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.
Rahul Jayachandran
Rahul is a junior from Glastonbury, CT studying computer science and mathematics. In his free time he enjoys playing piano and reading.
Brian Shen
Brian is a junior from Lincolnshire, Illinois studying Finance and Mathematics. In his free time, he enjoys watching basketball, listening to music, and lifting.
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.
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.
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.
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.