History of the Capital Management Club

The Capital Management Club was formed in 2009 by undergraduates at the University with a passion for investing. The original group included 30 hard-working business students that collectively managed a long-short limited partnership. Members performed rigorous industry and company analysis in presenting ideas to the Club's portfolio managers.

In 2014, the Club was re-organized in association with the Business School's Hawk Center for Applied Investment Analysis to broaden participation and shift the focus from portfolio management and market analysis to security analysis and issue selection, which better aligns with the interest of members. The Club regularly meets to review member investment pitches. Pitches receiving a favorable vote from at least 60% of members are purchased in a real-money portfolio sponsored by Hawk Center.   

Portfolio Analyst designation is awarded to students actively participating in Club activities after they have demonstrated competence in security analysis and successfully completed a pitch to the group. Associate membership is open to any student interested in investing. All members receive access to and training in investment industry research services like Factset and Bloomberg.

Portfolio Analyst Resume Book

Our Executive Board

Travis Bradford

President

Griffin Haase

Vice President

Tien Zhuen Lee

Treasurer

Patrick Hoffman

Pitch Logistics Co-Chair

Kyle Lindgren

Pitch Logistics Co-Chair

Elise Gerard

Member Relations Chair

Trip Hanley

Marketing Chair

Nick Okon

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Elena Wallenfang

Recruitment Co-Chair

Taran Katta

Recruitment Co-Chair

Conor McCarthy

Chair, Event Coordinator

Portfolio Analysts


Travis Bradford - tbradford@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
John Dietz - jgdietz@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Max Fischer - mtfischer3@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Brennan Flaherty - bwflaherty@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Elise Gerard - egerard@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Griffin Haase - ghaase@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Trip Hanley - whanley2@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Patrick Hoffman - pjhoffman@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Hanyang Huang - hhuang323@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Taran Katta - tkatta@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Ivan Kyle - itkyle@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Tien Zhuen Lee - tlee234@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Wei Shan Lim - wlim25@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Kyle Lindgren - klindgren3@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Tony Mattioli - tmattioli@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Nick Okon - okon2@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Erik Sundberg - rsundberg@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Elena Wallenfang - ewallenfang@wisc.edu
Expected Graduation: Spring 2022
LinkedIn


Associate Members


Jordan Aberson - jaberson@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Vineet Agarwal - vagarwal33@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Jacob Anderson - jsanderson7@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Andrew Arrondo - aarrondo@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Zarvaan Balaporia - balaporia@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Michael Beardmore - mebeardmore@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Carson Biber - cbiber@wisc.edu
Expected Graduation: Fall 2022
LinkedIn
Andrew Bingen - bingen2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Noah Bleustein - bleustein@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Eric Boehmke - eboehmke@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Michael Book - mbook@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Scott Cederberg - scederberg@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

yingran chen - ychen722@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Chili Chen - cchen473@wisc.edu
Expected Graduation: Fall 2021
LinkedIn

Jordan Cheng - jjcheng2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Cooper Clynch - cclynch2@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Jackson Coldiron - jcoldiron@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Carson Cook - cccook4@wisc.edu
Expected Graduation: N/A 2023
LinkedIn

Michelle Cotting - mcotting@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Simeon Tomas Delos Santos - sdelossantos@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Sheldon Deng - sdeng44@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Wilson Ding - yding75@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Jacob Donovan - jdonovan3@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Evan Dorschner - ecdorschner@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Max Drescher - mpdrescher@wisc.edu
Expected Graduation: Fall 2019
LinkedIn
Alex Drifka - adrifka@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Robin Du - rdu26@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Jacob Dudley - jdudley3@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Chris Duffy - caduffy@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Gunnar Edlund - gedlund@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Travis Eilers - teilers@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
AJ Ervin - ervin2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Charlie Esson - Cesson@wisc.edu
Expected Graduation: Fall 2023
LinkedIn
Nate Etzel - nretzel@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Tynan Eurwongpravit - teurwongprav@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Brennan Flaherty - bwflaherty@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Charles Forbes - crforbes@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Kevin Ford - kjford@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Jeffrey Fraus - fraus@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
David Furlan - dfurlan@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Patrick Gallaher - pgallaher@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Christian Galvan - cmgalvan@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Max Gantman - mgantman@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Ryan Garson - garson2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Chris Gear - cgear@wisc.edu
Expected Graduation: N/A 2022
LinkedIn
Anthony Genac - genac@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Terry Ghanty - ghanty@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Luke Glagola - lglagola@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Matthew Gochee - gochee@wisc.edu
Expected Graduation: Fall 2021
LinkedIn
Jared Goldberg - jigoldberg3@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Mason Guell - mguell@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Bryce Haas - bhhaas@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Griffin Haase - ghaase@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Cameron Hake - chake@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

wuzhen han - whan55@wisc.edu
Expected Graduation: Fall 2021
LinkedIn
Nick Hare - nrhare@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Jiaqi He - he279@wisc.edu
Expected Graduation: N/A 2022
LinkedIn
Graham Held - gmheld@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

John Hewitt - jwhewitt@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Patrick Hoffman - pjhoffman@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Robert Holland - rholland2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Peter Horsfall - phorsfall@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Hanyang Huang - hhuang323@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
MIANZHI HUANG - mhuang89@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Shiding Huang - shuang368@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Jamison Huseth - Huseth@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Mohammed Jaffri - mjaffri@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Adam Jaszka - jaszka@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Noah Kasten - nkasten@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Taran Katta - tkatta@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Ben Keierleber - keierleber@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Sam Keller - sfkeller@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Alex Kelly - aekelly3@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Anders Kilen - akilen@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Kellen Krahn - kekrahn@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Hannah Larsen - hdvincent@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Connor Larson - cdlarson4@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Caroline Lausly - iausly@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Tien Zhuen Lee - tlee234@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Ethan Lee - dlee372@wisc.edu
Expected Graduation: Fall 2022
LinkedIn

Ian Leonhardt - ileonhardt@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Grant Levin - glevin3@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Sarah Levine - silevine@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
HoTin Li - hli688@wisc.edu
Expected Graduation: Fall 2022
LinkedIn

Dylan Lindow - dlindow@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Jack Lipstone - Jlipstone@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Hao Liu - hliu528@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Eva Lo - mlo23@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Phil Lorge - plorge@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Jacob Lyons - jmlyons2@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Jenny Ma - jma245@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
James Ma - yma255@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Joshua Maier - jsmaier@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Nick McAndrew - nmcandrew@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Conor McCarthy - cpmccarthy5@wisc.edu
Expected Graduation: Fall 2020
LinkedIn
Sarah Michel - sdmichel@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Roth Mizell - rmizell@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Nicholas Mott - njmott@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Steven Muzzey - muzzey@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Jordan Myles - jmyles@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Ari Natansohn - natansohn@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Joe Neal - jdneal2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Maxwell Newman - mnewman5@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Jack O'Hare - johare@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Brady Palzkill - bpalzkill@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Alexander Pantazon - pantazon@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Ishan Patel - ivpatel@wisc.edu
Expected Graduation: Fall 2022
LinkedIn
Benjamin Peterson - btpeterson3@wisc.edu
Expected Graduation: Fall 2021
LinkedIn

Cade Peterson - cepeterson6@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Karl Pfaender - pfaender@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Dan Pickett2 - dspickett@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Jack Pollock - jdpollock@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Nolan Raike - Raike@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Nate Reistetter - reistetter@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Nicholas Richards - nerichards@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
George Richardson - gorichardson@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Jonathan Rossing - jdrossing@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Ethan Rupp - Erupp@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Trevor Sabourin - tsabourin@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Evan Salentine - esalentine@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Connor Sapiente - sapiente@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Amber Schmaling - alschmaling@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Amber Schmaling - alschmaling@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Noah Schmelzer - njschmelzer@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Matthew Schneider - mrschneider@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Mitchel Schneider - mrschneider2@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Hunter Schwehr - hschwehr@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Abby Shaffer - ajshaffer@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Maxwell Silverman - mesilverman3@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Avi Silverman - alsilverman3@wisc.edu
Expected Graduation: Fall 2022
LinkedIn

Kamaljot Singh - ksingh47@wisc.edu
Expected Graduation: Fall 2023
LinkedIn
Umer Sohail - usohail@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Pranav Srivastava - psrivastava8@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Joshua Steckler - jsteckler@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Zach Strober - strober@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Ananth Subramanya Mudigere - amsubramanya@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Erik Sundberg - rsundberg@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Leo Tapper - ltapper@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Zachary Teuscher - zteuscher@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Jack Thiel - jthiel3@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Jacob Thorsen - jthorsen2@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Sam Tuch - tuch@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Nick Tumilty - ntumilty@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Test User - dspickett@wisc.edu
Expected Graduation: N/A 2020
LinkedIn

Akarsh Vasisht - avasisht@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Evan Venne - evenne@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Eli Verdun - esverdun@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Alec Wahl - aawahl2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Sam Waldman - smwaldman@wisc.edu
Expected Graduation: Spring 2022
LinkedIn
Wan Akmal Zarif Wan Zalizan - wanzalizan@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Yiting Wang - wang2245@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Kelly Wegmann - wegmann2@wisc.edu
Expected Graduation: Spring 2020
LinkedIn

Josh Weinberg - Jmweinberg2@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Kevin Wenzel - kmwenzel3@wisc.edu
Expected Graduation: Spring 2023
LinkedIn

Jonathan Wittman - Jwittman2@wisc.edu
Expected Graduation: Spring 2021
LinkedIn
Jacob Wolk - jlwolk@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Christopher Wondolkowski - cwondolkowsk@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Sylvia Wong - xwang2235@wisc.edu
Expected Graduation: Fall 2019
LinkedIn

Joee Xiang - jxiang25@wisc.edu
Expected Graduation: Spring 2023
LinkedIn
Xingjian Yan - xyan62@wisc.edu
Expected Graduation: Spring 2021
LinkedIn

Zoey Yang - zyang369@wisc.edu
Expected Graduation: Spring 2020
LinkedIn
Vishnu Yarlagadda - vyarlagadda@wisc.edu
Expected Graduation: Spring 2022
LinkedIn

Michael Yee - mryee@wisc.edu
Expected Graduation: Spring 2022
LinkedIn


CMC Advisors

Dan Pickett - dan.pickett@wisc.edu
LinkedIn Profile: