Undergraduate Student Managed Funds

The undergraduate Student Managed Funds class at Villanova began in the spring of 2004 with a $100,000 investment from Maria and Stephen Stumpf, in memory of Eugene Arnone and Lawrence Lerer. In 2015, the Drew O’Donoghue Healthcare Sector fund was initiated, and is now also funded with $100,000. The fund was created in memory of Drew O’Donoghue, a Villanova student, by virtue of an endowment from his family and friends. These funds employ a socially responsible, top-down investment strategy, with a focus on sector and industry rotation.

Fund Info & Current Holdings

+ Undergraduate Students

J.P. Tantleff

J.P. Tantleff    

Hometown: Bernardsville, New Jersey        

Majors: Finance & Business Analytics                    

Work Experience: BGC Partners, UBS      

Interests: Basketball, Football, Golf

Andreas Papadourakis

Andreas Papadourakis           

Hometown: Cherry Hill, New Jersey

Majors: Finance

Minors: International Business         

Work Experience: Credit Portfolio Group at J.P. Morgan  

Interests: Music, Reading, Soccer

Hayden Marcotte

Hayden Marcotte

Hometown: North Attleboro, Massachusetts

Majors: Finance & Accountancy                 

Work Experience: Financial Advisor Services at Dimensional Fund Advisors, Economic & Valuation Services at KPMG     

Interests: Basketball, Golf, Skiing

Kyle Erickson

Kyle Erickson 

Hometown: Medfield, Massachusetts           

Majors: Finance & Honors   

Minors: Accountancy & Philosophy 

Work Experience: Investment Intern at Emory Investment Management  

Interests: Film, Music, Philosophy

Jack Hern

Jack Hern

Hometown: Hingham, Massachusetts          

Majors: Finance & Economics                     

Work Experience: Morgan Stanley Wealth Management Capital Markets

Interests: Boating, Fishing, Intramural sports

Steve Pinone

Steve Pinone Jr.

Hometown: Royersford, Pennsylvania         

Majors: Finance & Accountancy                 

Work Experience: Sales & Trading Summer Analyst at Bank of America Merrill Lynch

Interests: Athletics, Music, Politics

Steve Pinone

Drew Smith

Hometown: Burke, Virginia  

Majors: Finance & Business Analytics        

Minors: Accountancy

Work Experience: Analytics Intern at J.P. Morgan Chase  

Interests: Golf, Traveling, Washington D.C. Sports

Alyssa Lopes

Alyssa Lopes  

Hometown: Berkeley Heights, New Jersey  

Majors: Finance        

Minors: Accountancy

Work Experience: Analyst at J.P. Morgan in Credit Portfolio Group

Interests: Cooking, Tennis, Spending time with family and friends

Alyssa Lopes

Thomas Couture        

Hometown: New York, New York   

Majors: Finance & Business Analytics                    

Work Experience: KPMG   

Interests: Hanging out with friends, Poker, Sports

Ryan Less

Ryan Less

Hometown: Kinnelon, New Jersey   

Majors: Finance & Real Estate                    

Work Experience: Wealth Management at Merrill Lynch  

Interests: Sports, Movies, Music

Jonathan Meyer

Jonathan Meyer

Hometown: East Longmeadow, Massachusetts       

Majors: Finance, Accountancy & International Business                

Work Experience: Fixed Income Summer Analyst at Schroders Investment Management N.A.  

Interests: Fishing, Hockey, Fishing

Connor Harte

Connor Harte 

Hometown: Smithtown, New York  

Majors: Finance & Accountancy                 

Work Experience: Capital Markets Accounting Advisory at PwC

Interests: Guitar, Soccer, Traveling

Tess Cusate

Hometown: Morristown, New Jersey

Majors: Finance & Management      

Minors: Marketing, International Business

Concentration: Consulting   

Work Experience: UBS       

Interests: Guitar, Paddle boarding, Tennis

Shawn Conlin

Shawn Conlin 

Hometown: Bolton, Massachusetts  

Majors: Finance        

Minors: Economics   

Work Experience: Fixed Income Capital Markets Rotational Program at TD Securities, Equity Research at C.L. King & Associates         

Interests: Fitness, Golfing, Skiing

Emily Brown

Emily Brown

Hometown: Buffalo, New York       

Majors: Accountancy & Finance                  

Work Experience: Capital Markets Accounting Advisory at PwC

Interests: Buffalo sports, Running, Snowboarding

Naomi Vora

Naomi Vora

Hometown: West Chester, Pennsylvania      

Majors: Finance        

Work Experience: Trading Summer Analyst at Goldman Sachs    

Interests: Hiking, Running, Traveling

Elisa Stavola

Elisa Stavola  

Hometown: Holmdel, New Jersey    

Majors: Finance & Real Estate        

Minors: Business Analytics  

Work Experience: Summer Financial Analyst at Goldman Sachs  

Interests: Art, Markets, Travel

Armen DiFilippo

Armen DiFilippo

Hometown: Skippack, Pennsylvania

Majors: Finance & Accountancy                  

Work Experience: Bank of America Merrill Lynch; PwC  

Interests: Wealth management, Capital markets, Philadelphia sports

Ryan Sumberac

Ryan Sumberac

Hometown: Rockville Centre, New York    

Majors: Finance        

Minors: Business Analytics & Management Information System   

Work Experience: Charles River Associates           

Interests: Baseball, Financial markets, Golf

Connor Hill

Connor Hill    

Hometown: Ambler, Pennsylvania   

Majors: Accountancy, Economics & Finance                      

Work Experience: Finance Analyst at Point72       

Interests: Golf, Financial markets, Philadelphia Eagles

jablonski

James Jablonski
Instructor, Finance
Director, Applied Finance Lab

If you are interested in supporting or contributing to Student Managed Funds at Villanova, please contact James Jablonski at james.jablonski@villanova.edu