PARTNERS
Trevor Cefalu
Partner, Portfolio Manager
Trevor is a senior in Wharton studying Finance and Business Analytics. Previously, he was a summer analyst at Credit Suisse where he worked on the cash equities and global credit products Sales and Trading desks. Next summer, he will be returning full time to Credit Suisse where he will be a Sales and Trading fixed income analyst. Trevor is a member of the varsity football team at Penn, and he enjoys working out, reading, watching sports, and spending time with friends.
Partner, Portfolio Manager
Trevor is a senior in Wharton studying Finance and Business Analytics. Previously, he was a summer analyst at Credit Suisse where he worked on the cash equities and global credit products Sales and Trading desks. Next summer, he will be returning full time to Credit Suisse where he will be a Sales and Trading fixed income analyst. Trevor is a member of the varsity football team at Penn, and he enjoys working out, reading, watching sports, and spending time with friends.
Zareh Kaloustian
Partner, Portfolio Manager
Zareh (Z) is a senior studying Cognitive Science and Consumer Psychology. This past summer, he interned at Post Road Group in Stamford. He will be returning to Post Road full time. Z plays on the Penn Men's Golf team, and can be found on the course in most of his free time.
Partner, Portfolio Manager
Zareh (Z) is a senior studying Cognitive Science and Consumer Psychology. This past summer, he interned at Post Road Group in Stamford. He will be returning to Post Road full time. Z plays on the Penn Men's Golf team, and can be found on the course in most of his free time.
Pat McInerney
Partner, Discretionary Strategies Group
Pat is a senior in Wharton studying Finance and Management. Previously, he was a Summer Analyst at Atlas Holdings, a private equity fund focusing on manufacturing and industrials. Next year, he will be working full-time for Accenture Strategy. Pat enjoys exercising, camping and hiking, and following Philly sports.
Partner, Discretionary Strategies Group
Pat is a senior in Wharton studying Finance and Management. Previously, he was a Summer Analyst at Atlas Holdings, a private equity fund focusing on manufacturing and industrials. Next year, he will be working full-time for Accenture Strategy. Pat enjoys exercising, camping and hiking, and following Philly sports.
Taylor Auman
Partner, Discretionary Strategies Group
Taylor is a senior in the College studying health policy & law, with a minor in international development. This past summer, he was an investment banking summer analyst at Goldman Sachs in New York. Previously, he interned at Bank of America Merrill Lynch in their Energy and Power investment banking group. He will be returning to Goldman Sachs full time. Taylor enjoys distance running, rowing, and keeping up with Philadelphia sports teams.
Partner, Discretionary Strategies Group
Taylor is a senior in the College studying health policy & law, with a minor in international development. This past summer, he was an investment banking summer analyst at Goldman Sachs in New York. Previously, he interned at Bank of America Merrill Lynch in their Energy and Power investment banking group. He will be returning to Goldman Sachs full time. Taylor enjoys distance running, rowing, and keeping up with Philadelphia sports teams.
Eric Ganshaw
Senior Partner, Discretionary Strategies Group
Eric is a junior in the College studying Economics and Math, along with a minor in Computer Science. This past summer, Eric was a summer analyst at Morgan Stanley in New York. Previously, he interned at Merrill Lynch Wealth Management. He also plays on the Penn Men's Golf team.
Senior Partner, Discretionary Strategies Group
Eric is a junior in the College studying Economics and Math, along with a minor in Computer Science. This past summer, Eric was a summer analyst at Morgan Stanley in New York. Previously, he interned at Merrill Lynch Wealth Management. He also plays on the Penn Men's Golf team.
Gerard Ferrario
Senior Partner, Discretionary Strategies Group
Gerard is a junior in Wharton studying Finance. This past summer, he was a summer analyst at DCS Advisory, a boutique investment bank in New York. Previously, he interned at Volos Portfolio Solutions and First Round Capital.
Senior Partner, Discretionary Strategies Group
Gerard is a junior in Wharton studying Finance. This past summer, he was a summer analyst at DCS Advisory, a boutique investment bank in New York. Previously, he interned at Volos Portfolio Solutions and First Round Capital.
Se Young Cheong
Partner, Portfolio Manager
Se Young is a junior in the Huntsman Program, studying Finance, Real Estate, and Spanish. Previously, he worked in acquisitions at Resource Real Estate and as a real estate intern at The Steinbridge Group, a close ended real estate fund. Next summer, he will be working at PGIM Real Estate, the real estate investment business of Prudential.
Partner, Portfolio Manager
Se Young is a junior in the Huntsman Program, studying Finance, Real Estate, and Spanish. Previously, he worked in acquisitions at Resource Real Estate and as a real estate intern at The Steinbridge Group, a close ended real estate fund. Next summer, he will be working at PGIM Real Estate, the real estate investment business of Prudential.
Max Hammer
Partner, Portfolio Manager
Max is a junior in the College of Arts & Sciences studying International Relations and Environmental/Energy Public Policy. Previously, he was a summer analyst at TPG Sixth Street Partners, TPG's distressed/special situations group, and an intern with the Overseas Private Investment Incorporation (OPIC), the U.S. government's development finance institution. He has also worked at Tudor Investment Corporation and Stone Forest Capital, LLC. Next summer, he will be interning with the IT Services investment banking unit of Cowen and Company in New York. Max enjoys sports, history, and travel.
Partner, Portfolio Manager
Max is a junior in the College of Arts & Sciences studying International Relations and Environmental/Energy Public Policy. Previously, he was a summer analyst at TPG Sixth Street Partners, TPG's distressed/special situations group, and an intern with the Overseas Private Investment Incorporation (OPIC), the U.S. government's development finance institution. He has also worked at Tudor Investment Corporation and Stone Forest Capital, LLC. Next summer, he will be interning with the IT Services investment banking unit of Cowen and Company in New York. Max enjoys sports, history, and travel.
Kirk Waller
Partner, Quantitative Opportunities Group
Kirk is a junior in the College from Lexington, VA.
Partner, Quantitative Opportunities Group
Kirk is a junior in the College from Lexington, VA.
Ryan Telesca
Senior Partner, Quantitative Opportunities Group
Ryan is a sophomore in SEAS studying Computer Science. Previously, he was an analyst at Nin Ventures and a programmer at Life Cycle Engineering. Next summer he will be interning at Refinitiv as a Bank Loans Analyst. Ryan enjoys running, swimming, and hiking.
Senior Partner, Quantitative Opportunities Group
Ryan is a sophomore in SEAS studying Computer Science. Previously, he was an analyst at Nin Ventures and a programmer at Life Cycle Engineering. Next summer he will be interning at Refinitiv as a Bank Loans Analyst. Ryan enjoys running, swimming, and hiking.
Daniel Winston
Partner, Discretionary Strategies Group
Daniel is a freshman in Wharton studying Management and Finance. Previously, he was a summer intern at Jadian Capital, a real estate private equity fund in New York. Daniel enjoys playing table tennis, working out, and all things food-related.
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Partner, Discretionary Strategies Group
Daniel is a freshman in Wharton studying Management and Finance. Previously, he was a summer intern at Jadian Capital, a real estate private equity fund in New York. Daniel enjoys playing table tennis, working out, and all things food-related.
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Richard Xie
Partner, Discretionary Strategies Group
Richard is a freshman in Wharton studying finance and behavioral economics. In his free time, he enjoys hiking, photography, and pickup basketball.
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Partner, Discretionary Strategies Group
Richard is a freshman in Wharton studying finance and behavioral economics. In his free time, he enjoys hiking, photography, and pickup basketball.
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Photo Credits: Maria Curry, others
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