Events:

The semester is now over, but here are some things to look forward to for next year!  
  • Multiple very powerful alumni coming to teach different investment techniques
  • Networking Trips to the UMass Club in Boston
  • Going to JP Morgan for a boot camp on Valuation Techniques

 

Contacts

UMass Student Managed Fund Officers

General Contact:

SMF Email: smf.umass@gmail.com

SMF Team:



Michael Harper

Chairman/President

Class of 2009

Michael is the Chairman of the Minuteman Equity Fund, and President of the Investment Club. He was born in Springfield, Massachusetts, and moved to Rochester, New York in 1989, where he has lived ever since. Michael decided to return to the New England area by attending the University of Massachusetts-Amherst, where he is a student in the Isenberg School of Management. Last summer, Michael returned to Rochester to intern at Peregrine Capital Partners, LLC., an investment banking boutique, as well as Crossbridge Financial Group, LLC., a financial advisory firm.

Major: Finance

Minor: Economics

Hometown: Rochester, New York

Interests: Snowmobiling, skiing, golfing and watching the Patriots.

Experience: Peregrine Capital Partners, LLC- Investment Banking Boutique; Crossbridge Financial Group, LLC- Financial Advisory.

Email: mharper@student.umass.edu

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Andrew Dunham

Portfolio Manager

Class of 2009

Andrew is a junior pursuing a triple major. He has already completed his Finance and Economics majors, and is in the process of completing his Mathematics major and information technology minor in his remaining year. His interests include building financial models and immersing himself in finance and mathematics. In his spare time he enjoys doing logic puzzles and playing chess.

Major: Finance, Economics and Mathematics

Minor: Information Technology

Hometown: Ware, Massachusetts

Interests: Building financial models, immersing himself in finance and mathematics, logic puzzles and Chess

Email: adunham@student.umass.edu

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Jacob Gordon

Chief Economist/Strategist

Class of 2009

Jacob is the Chief Economist of The Minuteman Equity Fund. He was born in Northampton, Massachusetts and moved to Amherst, M.A in 1992 where he continues to reside. He is a junior economics major. Last summer he worked at the Political Economy Research Institute as a research assistant analyzing the economics of solar energy. His interests include sports, the news and hip-hop.

Major: Economics

Hometown: Amherst, Massachusetts

Interests: Sports, the News and hip-hop

Experience: Political Economy Research Institute- Research Assistant in Solar Energy Sector.

Email: jggordon@student.umass.edu



Jonathan Mauro

Chief Investment Officer

Class of 2009

Jon is a junior from Worcester, MA and is a Finance and Economics dual-major.
Jon has been a member of the Investment Club, and the Management Fund since the Fall of 2007. Apart from the fund, Jon is also Treasurer of Isenberg Honors Council and a member of the Finance Society. Aside from attending various UMass sporting events, in his spare time you can find Jon enjoying a round of golf or bowling a 300 or two. This summer he will be an intern in SABIC Innovative Plastics’ Global Financial Development Program.

Majors: Finance and Economics

Hometown: Worcester, Massachusetts

Interests: UMass Sports, Golfing and Bowling

Experience: SABIC Innovative Plastics- Global Financial Development Program

Email: jmauro@student.umass.edu

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Ryan Flynn-Kasuba

Chief Investment Officer

Class of 2009

Ryan is currently studying abroad in Germany. Upon his return to the school Ryan will assume the position of Chief Investment Officer. Originally from Lanesborough, Massachusetts, Ryan is a duel major in finance and economics. He is also pursuing a duel minor in Spanish and German. In his free time he enjoys hiking and reading.

Majors: Finance and Economics

Minors: Spanish and German

Hometown: Lanesborough, Massachusetts

Interests: Hiking and Reading

Email: rflynnka@student.umass.edu

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Candice Lo

Head of Fund Development

Class of 2009

Candice Lo is Head of Fund Development for the Student Management Fund. Her directive is to promote and grow the size of the Fund. Candice was born in Hong Kong and lived there for the first ten years of her life when she then moved to Woodcliff Lake, New Jersey in 1997. She is currently a junior Finance major with a double minor in Economics and Chinese. The summer after her freshman year, she returned to Hong Kong for a summer internship within Citigroup’s Cards Business department. She returned to Citi for a second summer at their Central Citigold Wealth Management Branch in a customer service oriented position. She will be spending her 2008 summer in Boston as an intern within KPMG’s Transactions Advisory Services. Candice enjoys horseback-riding, photography, traveling, and volunteering for philanthropic organizations.

Major: Finance

Minors: Economics and Chinese

Hometown: Hong Kong, China

Interests: Horseback-riding, photography, traveling, and volunteering for philanthropic organizations.

Experience: Citigroup Cards Business; Citigroup Wealth Management; KPMG- Transactions Advisory Services.

Email: cwlo@student.umass.edu

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Michael Schiraga

Co-Founder/Former Chairman

Class of 2008

Michael is the Co-Founder and Former Chairman of the Student Managed Fund. Born and raised in Dedham, MA, Michael was very involved in both the Lacrosse and Soccer teams at Dedham High School. Upon joining the Isenberg School as a freshman, he got involved in starting the Investment Club with the hopes of obtaining real money to manage. Now as a Senior Finance major, his hard work and efforts have come to fruition. Michael will be working at FTI Consulting next year in their Corporate Turnaround and Restructuring group.

Major: Finance

Minors: Economics and Information Technology

Hometown: Dedham, Massachusetts

Interests: Lacrosse, New England Sports, Travel, the Stock Market

Experience: EMC Corporation- Financial Planning and Analysis

Post-College Plans: FTI Consulting- Corporate Turnaround and Restructuring.

Email: Mschirag@student.umass.edu

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Eric Mish

Former Chief Investment Officer

Class of 2008

Eric is a Senior Finance major with a concentration in Investments and a minor in Economics. He is actively involved in the Investments Club and has been involved in the UMass Student Managed Fund since its inception. His sophomore year he interned at Liberty Mutual’s investment group in Boston, and during his Junior year he worked in Washington, DC with Booz Allen & Hamilton. Eric is from Marlborough Massachusetts and will be working at General Electric in the Financial Management Program when he graduates. Eric enjoys traveling, sports, and brewing beer.

Major: Finance

Minor: Economics

Hometown: Marlborough, Massachusetts

Interests: Travel, Sports and brewing beer.

Experience: Liberty Mutual- Investments Group; Booz Allen & Hamilton- Consulting Intern.

Post-College Plans: General Electric- Financial Management Training Program (FMP)

Email: emish@student.umass.edu

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Matthew Powers

Former Chief Investment Officer

Class of 2008

Matthew is a senior Finance major from Paxton, MA. In his role as former Chief Investment Officer, Matthew put many of his finance skills and experience to the test. He will be putting this knowledge to use at Goldman Sachs & Co. next year in their trading operations group. Matthew has had internships with both Dearden Asset Management and Goldman Sachs in his sophomore and junior year respectively. Matthew is interested in soccer, squash, traveling and fine dining.

Major: Finance

Hometown: Paxton, Massachusetts

Interests: Soccer, Squash, Traveling and fine dining.

Experience: Dearden Asset Management; Goldman Sachs.

Post-College Plans: Goldman Sachs- Trading Operations Group.

Email: mtpowers@student.umass.edu

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