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.

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Jocelyn Lee

Jocelyn is a junior from Singapore studying Finance and Statistics at Wharton. She has done internships in Deloitte's M&A Consulting group and Sculptor Capital Management's Asset Based Finance group. In her free time, she enjoys cooking, hiking, and exploring cities.

EMILEE GU

Emilee is a senior from China studying PPE in the College of Arts and Sciences. This past summer, she interned at a long-only hedge fund in HK. Previously, she worked at the Penn Office of Investments and VC firm M13. In her free time, she enjoys running, tennis, and exploring restaurants in Philly.

Donald Le

Donald is a junior from Boston, MA concentrating in Finance and Accounting. Previously, he interned at Moderna and Westfield Capital Management. He is an avid Premier League fan and enjoys long-distance running.

Energy

SAMEER JAIN

Sameer is a senior from Naperville, Illinois studying finance. Beyond WITG, he is involved in the Students Federal Credit Union. He has previously interned at Monarch Capital Group, Millennium Management, and Moelis & Company. In his free time, he enjoys playing tennis and poker as well as long-distance running.

Annie Mun

Annie is a junior from New York studying betsson sportsbook review finance. Previously, she interned at Star Mountain Capital and Blue 9 Capital. In her free time, she likes exploring cities and spending time with friends and family.

Jeongmin Lee

Jeongmin is a junior from the suburbs of chicago in Wharton studying Finance and gender/sexuality studies. He previously interned at First Round Capital and Dimensional Fund advisors. In 10 years, he hopes to be running a café in Brooklyn.

Financials

Arthur Andreev

Arthur is a senior from Boston studying PPE and he is currently a PM of the Financials Team. Outside of WITG, Arthur is involved with Penn Undergraduate Capital Partners (PUCP) and a member of Penn's Fencing Team. This past summer, he worked in Battery Ventures in San Francisco. Previously, he interned at Transaction Insights, a fintech-focused consulting firm, and Blueprint Equity, an early-stage growth equity firm based in San Diego. In his free time, Arthur enjoys backpacking across new countries, spending time with friends, and listening to audiobooks and podcasts.

JACOB SCOTT

Jacob is a senior from Orange County, CA studying finance and he is currently a PM of the Financials Team. This past summer, he interned with J.P. Morgan and will be joining them in New York for full time. In his free time, Jacob enjoys long-distance running, playing basketball, cooking, and screenwriting.

Global Macroeconomic

Andrew Shi

Andrew is a senior from Chicago, IL studying Finance and Behavioral Economics. Outside of WITG, he is involved in Violet Quaker and PennQuest. He previously interned at Ardian focusing on private equity secondaries and FTV Capital focusing on tech growth equity. In his free time, Andrew enjoys biking, traveling, and reading about history and global affairs.

MITCHEL WANG

Mitchel is a senior from Scottsdale, betsson sportsbook Arizona studying Economics in the College of Arts and Sciences. Last summer, he interned with Lazard's restructuring team in New York. Outside of WITG, Mitchel is involved with WUFC. In his free time, Mitchel enjoys following sports, listening to podcasts, and eating at nearby food trucks.

Shiv Sahai

Shiv is a junior from Singapore studying Finance and Statistics. He spent the past summer in investment research at an equities-focused fund, and the previous summer in consumer VC. Next summer, he will be interning with Lazard’s restructuring practice in New York. In his free time, Shiv likes being in the outdoors and hopes to visit all 63 US national parks.

Healthcare

ALEX YUNG

Alex is a senior from Connecticut studying healthcare management and finance in Wharton. He previously interned at Friedom Partners, a healthtech growth PE fund as well as a healthcare-focused family office and healthcare IT startup, having most recently interned as a Summer Analyst at Cohen and Company Capital Markets. Outside of WITG, Alex spends time as a member of the Penn Band, Full Measure and is an active member of Penn RCF. In his free time, Alex enjoys playing bass guitar, shooting photos, and playing ping pong.

PierRe Collet

Pierre is a junior from Vancouver, Canada studying Finance, Accounting, and Biology. Last summer, he interned at BCI in their long-only emerging markets team and next summer he will be joining Morgan Stanley’s healthcare team. In his free time, Pierre enjoys playing poker and skiing.

Nolan Anthony

Nolan is a junior from Boston studying finance and neuroscience. Last summer, he interned at Macquarie in the public equities team. He is currently Co-President of WITG, a PM for the Healthcare Investment Team, and a member of SSG. In his betsson poker review free time, Nolan enjoys going for bike rides, watching cooking shows.

Industrials

MITCHEL WANG

Evelyn Huang

Evelyn is a junior from Texas studying finance. She is the co-PM of Industrials. She spent her last two summers interning in private equity and was a member of Girls Who Invest’s 2024 Summer Intensive Program cohort. She will intern in investment banking next summer. In her free time, she is traveling or reading a book.

Quantitative Investment Strategies (QIS)

Lucas Wu

Lucas is a junior from Bellevue, Washington, studying Computer Science and Finance under the M&T program, and is the PM of the Quantitative Investment Strategies Team. He's a member of the Penn Club Volleyball Team, and was formerly an analyst in the Wharton Analytics Fellows. This past summer, he worked at Jane Street Capital, a global market maker, as a Quantitative Trading Intern, and he enjoys trying new foods, lifting, and playing a variety of sports.

Rudy Roggio

Rudy is a senior from Puerto Rico studying economics and computer science at Penn. Over the past two summers, he’s worked as a quantitative trading intern at TransMarket Group. In his free time, Rudy enjoys trying new restaurants, reading, and playing board games.

James Houghton

James is a junior from New Jersey studying finance, statistics, international studies, and mathematics as part of the Huntsman Program. He previously interned at an asset manager and a fixed-income hedge fund in New York. This summer he will be working as a Quantitative Analyst at Weiss Asset Management. In his free time, he enjoys running, poker, and cooking Italian food.

Real Estate

Klay Koehler

Klay is a senior from the Lehigh Valley, Pennsylvania pursuing concentrations in Real Estate and Finance. He betsson casino spent his sophomore summer on Hines’ New York development team and his junior summer on Sculptor’s real estate team. In his free time, Klay enjoys playing the guitar and spending time outdoors.

Thomas Wright

Thomas is a senior from Milwaukee, Wisconsin in the Huntsman Program in International Studies and Business studying Finance and Real Estate in Wharton and History and Spanish in the College. He has previously interned at Blackstone and Balyasny Asset Management. Outside of WITG, Thomas serves as Co-President of Penn Sports Analytics Group. Thomas is an avid skier and enjoys trying new cuisines.

Special Situations Group (SSG)

XUECHEN YIN

Xuechen, a senior in Wharton, studies Finance and Statistics. This past summer, she worked in PJT Partners’ Restructuring and Special Situations Group in New York. Previously, she worked at Finepoint Capital, a multistrategy hedge fund in Boston. Outside of WITG, she is involved in Global Platinum Securities and Wharton Distressed Investing Group.

Otakar Korinek

Otakar is a junior in the Wharton School from Prague, Czech Republic. Last summer, he interned at Finepoint Capital, focusing on credit and special situations. In his freshman summer, he interned at Credo Crossover fund, looking at infrastructure software companies across the public and private markets.

Jason Hu

Jason is a senior from Maryland studying finance. He has previously interned at Evercore and Sahana Capital. In his free time, Jason enjoys reading, exercising, and traveling.

Audrey Pan

Audrey is a senior from Beijing studying finance and legal studies. She has previously worked at Ares’ Special Opportunities Funds and FACT Capital. Outside of WITG, Audrey is involved in the Wharton Distressed Investing Group and enjoys reading, art, and travel.

Tactical Opportunities

RAYAN YU

Rayan is a senior from Washington, D.C. in the M&T program. This past summer, he worked in Goldman Sachs’ TMT group; previously, he spent time in software at Amazon. Rayan enjoys backpacking, A24 films, and various outdoor sports in his spare time.

OLIVER DALMI

Oliver is a senior from North Dakota, studying Finance and Statistics, as well as pursuing a Master's in Data Science. Previously, he's worked at Houlihan Lokey's Financial Restructuring group, Madison Avenue Partners, a hedge fund, and Supermoon Capital, a VC fund. In his free time, he enjoys programming, reading, and playing poker.

Jay Mammen

Jay is a current junior studying Finance and Statistics at Wharton and Math in the College. This past summer, he worked in convertible bond arbitrage at Capstone Investment Advisors, a $11 billion New York based multistrategy fund. Outside of WITG, Jay is involved with Paragon Global Investments, an intercollegiate fund. In his free time, he enjoys reading about philosophy, playing poker, going on runs, and occasionally rowing.

Technology, Media, and Telecommunications (TMT)

SPENCER MATEEGA

Spencer is a senior from Minnesota studying finance, statistics, and computer science. He has previously interned in technology private equity at Silver Lake, technology investment banking at Morgan Stanley, and software engineering at Meta and Google. Spencer enjoys health and fitness.

Suraj Sait

Suraj is a senior from Rhode Island studying Finance, Accounting, and Data Science. Outside of WITG, Suraj is involved with Violet Quaker, PEVC, and Phi Chi Theta. Previously, he interned at Star Mountain Capital, a lower middle-market asset manager, Maverick Capital, a hedge fund, and PJT Partners, an independent advisory firm, in their Restructuring betsson casino & Special Situations Group. In his free time, Suraj enjoys watching the New England Patriots, playing ultimate frisbee, and reading books by Brandon Sanderson.

Eshaan Doke

Eshaan is a junior from Texas studying finance and accounting at Wharton. This past summer, he interned at FACT Capital, a hedge fund. Next summer, he will be joining Qatalyst Partners in San Francisco. In his free time, Eshaan enjoys reading, playing sports, and traveling.