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

Charlie Forbes

President

Evan Salentine

Vice President

Sheldon Deng

Treasurer

Griffin Haase

Pitch Logistics Co-Chair

Elena Wallenfang

Pitch Logistics Co-Chair

Umer Sohail

Member Relations Chair

 

 

Taran Katta

Marketing Chair

Travis Bradford

Career Development Co-Chair

Brennan Flaherty

Career Development Co-Chair

Chris Duffy

Recruitment Chair

Kevin Wenzel

Event Chair

Portfolio Analysts


Travis Bradford - tbradford@wisc.edu
Expected Graduation: Spring 2021
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Sheldon Deng - sdeng44@wisc.edu
Expected Graduation: Spring 2023
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John Dietz - jgdietz@wisc.edu
Expected Graduation: Spring 2021
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Max Fischer - mtfischer3@wisc.edu
Expected Graduation: Spring 2022
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Brennan Flaherty - bwflaherty@wisc.edu
Expected Graduation: Spring 2022
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Charles Forbes - crforbes@wisc.edu
Expected Graduation: Spring 2023
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Elise Gerard - egerard@wisc.edu
Expected Graduation: Spring 2021
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Griffin Haase - ghaase@wisc.edu
Expected Graduation: Spring 2021
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Trip Hanley - whanley2@wisc.edu
Expected Graduation: Spring 2020
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Patrick Hoffman - pjhoffman@wisc.edu
Expected Graduation: Spring 2021
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Hanyang Huang - hhuang323@wisc.edu
Expected Graduation: Spring 2021
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Taran Katta - tkatta@wisc.edu
Expected Graduation: Spring 2022
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Ivan Kyle - itkyle@wisc.edu
Expected Graduation: Spring 2021
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Tien Zhuen Lee - tlee234@wisc.edu
Expected Graduation: Spring 2020
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Wei Shan Lim - wlim25@wisc.edu
Expected Graduation: Spring 2020
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Kyle Lindgren - klindgren3@wisc.edu
Expected Graduation: Spring 2020
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Tony Mattioli - tmattioli@wisc.edu
Expected Graduation: Spring 2020
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Nicholas Mott - njmott@wisc.edu
Expected Graduation: Spring 2021
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Ari Natansohn - natansohn@wisc.edu
Expected Graduation: Spring 2021
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Nick Okon - okon2@wisc.edu
Expected Graduation: Spring 2020
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Evan Salentine - esalentine@wisc.edu
Expected Graduation: Spring 2023
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Erik Sundberg - rsundberg@wisc.edu
Expected Graduation: Spring 2021
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Elena Wallenfang - ewallenfang@wisc.edu
Expected Graduation: Spring 2022
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Kevin Wenzel - kmwenzel3@wisc.edu
Expected Graduation: Spring 2023
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Jacob Wolk - jlwolk@wisc.edu
Expected Graduation: Spring 2022
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Associate Members


Jordan Aberson - jaberson@wisc.edu
Expected Graduation: Spring 2021
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Peter Ackerman - pwackerman@wisc.edu
Expected Graduation: Spring 2022
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Vineet Agarwal - vagarwal33@wisc.edu
Expected Graduation: Spring 2022
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Phil Lorge - plorge@wisc.edu
Expected Graduation: Spring 2023
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Isabella Alvarez - ipalvarez@wisc.edu
Expected Graduation: N/A 2022
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Jacob Anderson - jsanderson7@wisc.edu
Expected Graduation: Spring 2023
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Tommy Anderson - tanderson43@wisc.edu
Expected Graduation: Spring 2022
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Brody Andes - bdandes@wisc.edu
Expected Graduation: Spring 2023
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Andrew Arrondo - aarrondo@wisc.edu
Expected Graduation: Spring 2023
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Ashutosh Bakre - asbakre@wisc.edu
Expected Graduation: Spring 2023
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Zarvaan Balaporia - balaporia@wisc.edu
Expected Graduation: Spring 2023
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wuzhen han - whan55@wisc.edu
Expected Graduation: Fall 2021
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Michael Beardmore - mebeardmore@wisc.edu
Expected Graduation: Spring 2022
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Carson Biber - cbiber@wisc.edu
Expected Graduation: Fall 2022
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Andrew Bingen - bingen2@wisc.edu
Expected Graduation: Spring 2023
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Vineet Agarwal - vagarwal33@wisc.edu
Expected Graduation: Spring 2022
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Noah Bleustein - bleustein@wisc.edu
Expected Graduation: Spring 2022
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Eric Boehmke - eboehmke@wisc.edu
Expected Graduation: Spring 2021
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Wylie Boelter - wboelter2@wisc.edu
Expected Graduation: Spring 2020
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Michael Book - mbook@wisc.edu
Expected Graduation: Spring 2020
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Nick Tumilty - ntumilty@wisc.edu
Expected Graduation: Spring 2021
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Scott Cederberg - scederberg@wisc.edu
Expected Graduation: Spring 2021
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yingran chen - ychen722@wisc.edu
Expected Graduation: Spring 2021
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Chili Chen - cchen473@wisc.edu
Expected Graduation: Fall 2021
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James Ma - yma255@wisc.edu
Expected Graduation: Spring 2021
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Cooper Clynch - cclynch2@wisc.edu
Expected Graduation: Spring 2020
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Joshua Cohen - jecohen3@wisc.edu
Expected Graduation: Spring 2022
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Jackson Coldiron - jcoldiron@wisc.edu
Expected Graduation: Spring 2021
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Carson Cook - cccook4@wisc.edu
Expected Graduation: N/A 2023
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Michelle Cotting - mcotting@wisc.edu
Expected Graduation: Spring 2023
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Casey VanSpankeren - cvanspankere@wisc.edu
Expected Graduation: Spring 2022
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Wilson Ding - yding75@wisc.edu
Expected Graduation: Spring 2021
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Khloe Ding - ding97@wisc.edu
Expected Graduation: Fall 2021
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James Domach - jdomach@wisc.edu
Expected Graduation: Spring 2022
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Yuxuan Dong - ydong66@wisc.edu
Expected Graduation: Spring 2020
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Jacob Donovan - jdonovan3@wisc.edu
Expected Graduation: Spring 2022
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Brendan Dooley - bmdooley@wisc.edu
Expected Graduation: Spring 2022
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Evan Dorschner - ecdorschner@wisc.edu
Expected Graduation: Spring 2021
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David Furlan - dfurlan@wisc.edu
Expected Graduation: Spring 2020
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Max Drescher - mpdrescher@wisc.edu
Expected Graduation: Fall 2019
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Jacob Thorsen - jthorsen2@wisc.edu
Expected Graduation: Spring 2020
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Wilson Ding - yding75@wisc.edu
Expected Graduation: Spring 2021
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Jacob Dudley - jdudley3@wisc.edu
Expected Graduation: Spring 2022
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Cal Dudley - jcdudley@wisc.edu
Expected Graduation: Spring 2022
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Chris Duffy - caduffy@wisc.edu
Expected Graduation: Spring 2022
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William Dunk - wdunk@wisc.edu
Expected Graduation: Spring 2022
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Gunnar Edlund - gedlund@wisc.edu
Expected Graduation: Spring 2022
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Travis Eilers - teilers@wisc.edu
Expected Graduation: Spring 2021
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Eli Eiseman - eseiseman@wisc.edu
Expected Graduation: Fall 2023
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Nickolaus Epperson - nepperson@wisc.edu
Expected Graduation: Spring 2022
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AJ Ervin - ervin2@wisc.edu
Expected Graduation: Spring 2023
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Charlie Esson - Cesson@wisc.edu
Expected Graduation: Fall 2023
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Nate Etzel - nretzel@wisc.edu
Expected Graduation: Spring 2023
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Tynan Eurwongpravit - teurwongprav@wisc.edu
Expected Graduation: Spring 2021
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Zev Fagan - zfagan@wisc.edu
Expected Graduation: Spring 2023
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Zheyuan Feng - zfeng47@wisc.edu
Expected Graduation: Spring 2021
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Brennan Flaherty - bwflaherty@wisc.edu
Expected Graduation: Spring 2022
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Kevin Ford - kjford@wisc.edu
Expected Graduation: Spring 2022
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Charlie Franks - cjfranks@wisc.edu
Expected Graduation: Spring 2022
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Jeffrey Fraus - fraus@wisc.edu
Expected Graduation: Spring 2022
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Expected Graduation:
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Patrick Gallaher - pgallaher@wisc.edu
Expected Graduation: Spring 2022
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Christian Galvan - cmgalvan@wisc.edu
Expected Graduation: Spring 2022
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Max Gantman - mgantman@wisc.edu
Expected Graduation: Spring 2022
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Ryan Garson - garson2@wisc.edu
Expected Graduation: Spring 2023
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Chris Gear - cgear@wisc.edu
Expected Graduation: N/A 2022
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Nate Reistetter - reistetter@wisc.edu
Expected Graduation: Spring 2022
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Terry Ghanty - ghanty@wisc.edu
Expected Graduation: Spring 2021
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Luke Glagola - lglagola@wisc.edu
Expected Graduation: Spring 2023
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Matthew Gochee - gochee@wisc.edu
Expected Graduation: Fall 2021
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Jared Goldberg - jigoldberg3@wisc.edu
Expected Graduation: Spring 2021
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Benjamin Kieffer - bkieffer2@wisc.edu
Expected Graduation: Spring 2023
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Bryce Haas - bhhaas@wisc.edu
Expected Graduation: Spring 2023
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Cameron Hake - chake@wisc.edu
Expected Graduation: Spring 2023
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wuzhen han - whan55@wisc.edu
Expected Graduation: Fall 2021
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Nick Hare - nrhare@wisc.edu
Expected Graduation: Spring 2022
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Christopher Harte - charte2@wisc.edu
Expected Graduation: Fall 2022
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Robert Holland - rholland2@wisc.edu
Expected Graduation: Spring 2023
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Graham Held - gmheld@wisc.edu
Expected Graduation: Spring 2023
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Peter Horsfall - phorsfall@wisc.edu
Expected Graduation: Spring 2021
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Emily Hilger - echilger@wisc.edu
Expected Graduation: Spring 2022
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Andrew Bingen - bingen2@wisc.edu
Expected Graduation: Spring 2023
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Robert Holland - rholland2@wisc.edu
Expected Graduation: Spring 2023
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Peter Horsfall - phorsfall@wisc.edu
Expected Graduation: Spring 2021
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Hanyang Huang - hhuang323@wisc.edu
Expected Graduation: Spring 2021
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MIANZHI HUANG - mhuang89@wisc.edu
Expected Graduation: Spring 2021
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Benjamin Kieffer - bkieffer2@wisc.edu
Expected Graduation: Spring 2023
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Jamison Huseth - Huseth@wisc.edu
Expected Graduation: Spring 2022
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Kyunghoon Hyun - khyun4@wisc.edu
Expected Graduation: Spring 2020
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Mohammed Jaffri - mjaffri@wisc.edu
Expected Graduation: Spring 2020
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Benjamin Kieffer - bkieffer2@wisc.edu
Expected Graduation: Spring 2023
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Reid Kagan - rckagan@wisc.edu
Expected Graduation: Spring 2022
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Vineet Agarwal - vagarwal33@wisc.edu
Expected Graduation: Spring 2022
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Wilson Ding - yding75@wisc.edu
Expected Graduation: Spring 2021
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Alex Kelly - aekelly3@wisc.edu
Expected Graduation: Spring 2023
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Sam Keller - sfkeller@wisc.edu
Expected Graduation: Spring 2021
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Alex Kelly - aekelly3@wisc.edu
Expected Graduation: Spring 2023
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Benjamin Kieffer - bkieffer2@wisc.edu
Expected Graduation: Spring 2023
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Anders Kilen - akilen@wisc.edu
Expected Graduation: Spring 2022
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Dong Kyun Kim - dkim574@wisc.edu
Expected Graduation: Spring 2021
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Kellen Krahn - kekrahn@wisc.edu
Expected Graduation: Spring 2022
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Tyler Wallen - twwallen@wisc.edu
Expected Graduation: Spring 2022
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Hannah Larsen - hdvincent@wisc.edu
Expected Graduation: Spring 2020
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Hao Liu - cdlarson4@wisc.edu
Expected Graduation: Spring 2023
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Tyler Wallen - twwallen@wisc.edu
Expected Graduation: Spring 2022
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Duc Le - dale5@wisc.edu
Expected Graduation: Spring 2021
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Ethan Lee - dlee372@wisc.edu
Expected Graduation: Fall 2022
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Alex Lefkowitz - alefkowitz2@wisc.edu
Expected Graduation: Spring 2022
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Lukas Leijon - Leijon@wisc.edu
Expected Graduation: Spring 2022
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Ian Leonhardt - ileonhardt@wisc.edu
Expected Graduation: Spring 2022
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Grant Levin - glevin3@wisc.edu
Expected Graduation: Spring 2020
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Sarah Levine - silevine@wisc.edu
Expected Graduation: Spring 2023
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Dan Pickett2 - dspickett@wisc.edu
Expected Graduation: Spring 2022
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Dylan Lindow - dlindow@wisc.edu
Expected Graduation: Spring 2021
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Jordan Myles - jmyles@wisc.edu
Expected Graduation: Spring 2022
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Jack Lipstone - Jlipstone@wisc.edu
Expected Graduation: Spring 2023
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Expected Graduation:
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Alex Lefkowitz - alefkowitz2@wisc.edu
Expected Graduation: Spring 2022
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Kaden Locey - klocey@wisc.edu
Expected Graduation: Spring 2022
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yulin long - ylong27@wisc.edu
Expected Graduation: Fall 2021
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mitch lopez - mlopez27@wisc.edu
Expected Graduation: Spring 2023
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Phil Lorge - plorge@wisc.edu
Expected Graduation: Spring 2023
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Jacob Lyons - jmlyons2@wisc.edu
Expected Graduation: Spring 2022
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Andrew Manderfeld - amanderfeld@wisc.edu
Expected Graduation: Spring 2022
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James Ma - yma255@wisc.edu
Expected Graduation: Spring 2021
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Joshua Maier - jsmaier@wisc.edu
Expected Graduation: Spring 2022
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Reid Kagan - rckagan@wisc.edu
Expected Graduation: Spring 2022
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Nick McAndrew - nmcandrew@wisc.edu
Expected Graduation: Spring 2022
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Marwan McBride - mkmcbride3@wisc.edu
Expected Graduation: Spring 2021
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Conor McCarthy - cpmccarthy5@wisc.edu
Expected Graduation: Fall 2020
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Joseph McGlynn - jmcglynn@wisc.edu
Expected Graduation: Fall 2022
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Sarah Michel - sdmichel@wisc.edu
Expected Graduation: Spring 2023
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Ray Mielke - rjmielke@wisc.edu
Expected Graduation: Spring 2023
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Roth Mizell - rmizell@wisc.edu
Expected Graduation: Spring 2022
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Steven Muzzey - muzzey@wisc.edu
Expected Graduation: Spring 2022
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Adi Paret - aparet@wisc.edu
Expected Graduation: Spring 2022
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Joe Neal - jdneal2@wisc.edu
Expected Graduation: Spring 2023
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Victor Nelson - vanelson2@wisc.edu
Expected Graduation: Spring 2022
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Adam Neuburger - Aneuburger@wisc.edu
Expected Graduation: Spring 2022
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Maxwell Newman - mnewman5@wisc.edu
Expected Graduation: Spring 2021
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Emma Nolan - ebnolan@wisc.edu
Expected Graduation: Spring 2023
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Jack O'Hare - johare@wisc.edu
Expected Graduation: Spring 2023
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Matthew Gochee - gochee@wisc.edu
Expected Graduation: Fall 2021
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Carson Biber - cbiber@wisc.edu
Expected Graduation: Fall 2022
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Alexander Pantazon - pantazon@wisc.edu
Expected Graduation: Spring 2022
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Andrew Bingen - bingen2@wisc.edu
Expected Graduation: Spring 2023
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Ishan Patel - ivpatel@wisc.edu
Expected Graduation: Fall 2022
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Joseph Peiser - jpeiser@wisc.edu
Expected Graduation: Fall 2021
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Cameron Hake - chake@wisc.edu
Expected Graduation: Spring 2023
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Cade Peterson - cepeterson6@wisc.edu
Expected Graduation: Spring 2022
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Karl Pfaender - pfaender@wisc.edu
Expected Graduation: Spring 2021
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Dan Pickett2 - dspickett@wisc.edu
Expected Graduation: Spring 2022
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Umer Sohail - usohail@wisc.edu
Expected Graduation: Spring 2022
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Casey VanSpankeren - cvanspankere@wisc.edu
Expected Graduation: Spring 2022
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Jack Pollock - jdpollock@wisc.edu
Expected Graduation: Spring 2022
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Ali Rahman - ajrahman@wisc.edu
Expected Graduation: N/A 2022
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Nolan Raike - Raike@wisc.edu
Expected Graduation: Spring 2023
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Nate Reistetter - reistetter@wisc.edu
Expected Graduation: Spring 2022
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Nicholas Richards - nerichards@wisc.edu
Expected Graduation: Spring 2021
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George Richardson - gorichardson@wisc.edu
Expected Graduation: Spring 2023
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william richman - wrichman@wisc.edu
Expected Graduation: Spring 2022
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Tara Rosacker - rosacker@wisc.edu
Expected Graduation: Spring 2022
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Jonathan Rossing - jdrossing@wisc.edu
Expected Graduation: Spring 2022
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Ethan Rupp - Erupp@wisc.edu
Expected Graduation: Spring 2023
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Noah Schmelzer - njschmelzer@wisc.edu
Expected Graduation: Spring 2023
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Connor Sapiente - sapiente@wisc.edu
Expected Graduation: Spring 2023
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Amber Schmaling - alschmaling@wisc.edu
Expected Graduation: Spring 2021
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Eli Eiseman - eseiseman@wisc.edu
Expected Graduation: Fall 2023
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Noah Schmelzer - njschmelzer@wisc.edu
Expected Graduation: Spring 2023
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Cameron Hake - chake@wisc.edu
Expected Graduation: Spring 2023
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Hunter Schwehr - hschwehr@wisc.edu
Expected Graduation: Spring 2023
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Hunter Schwehr - hschwehr@wisc.edu
Expected Graduation: Spring 2023
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Abby Shaffer - ajshaffer@wisc.edu
Expected Graduation: Spring 2022
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Benjamin Shapiro - bdshapiro@wisc.edu
Expected Graduation: Spring 2023
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Maxwell Silverman - mesilverman3@wisc.edu
Expected Graduation: Spring 2023
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Avi Silverman - alsilverman3@wisc.edu
Expected Graduation: Fall 2022
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yulin long - ylong27@wisc.edu
Expected Graduation: Fall 2021
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Umer Sohail - usohail@wisc.edu
Expected Graduation: Spring 2022
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Expected Graduation:
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Spencer Sparks - sssparks2@wisc.edu
Expected Graduation: Spring 2023
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Pranav Srivastava - psrivastava8@wisc.edu
Expected Graduation: Spring 2022
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Joshua Steckler - jsteckler@wisc.edu
Expected Graduation: Spring 2023
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George Richardson - gorichardson@wisc.edu
Expected Graduation: Spring 2023
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Ananth Subramanya Mudigere - amsubramanya@wisc.edu
Expected Graduation: Spring 2023
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Erik Sundberg - rsundberg@wisc.edu
Expected Graduation: Spring 2021
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Leo Tapper - ltapper@wisc.edu
Expected Graduation: Spring 2020
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Zachary Teuscher - zteuscher@wisc.edu
Expected Graduation: Spring 2022
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Spencer Sparks - sssparks2@wisc.edu
Expected Graduation: Spring 2023
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Nick Tumilty - ntumilty@wisc.edu
Expected Graduation: Spring 2021
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Gunnar Edlund - gedlund@wisc.edu
Expected Graduation: Spring 2022
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Carson Biber - cbiber@wisc.edu
Expected Graduation: Fall 2022
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Test User - dspickett@wisc.edu
Expected Graduation: N/A 2020
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Austin Valus - valus@wisc.edu
Expected Graduation: Spring 2022
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Casey VanSpankeren - cvanspankere@wisc.edu
Expected Graduation: Spring 2022
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Akarsh Vasisht - avasisht@wisc.edu
Expected Graduation: Spring 2022
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Evan Venne - evenne@wisc.edu
Expected Graduation: Spring 2023
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Eli Verdun - esverdun@wisc.edu
Expected Graduation: Spring 2023
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Alec Wahl - aawahl2@wisc.edu
Expected Graduation: Spring 2023
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Sam Waldman - smwaldman@wisc.edu
Expected Graduation: Spring 2022
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Joee Xiang - jxiang25@wisc.edu
Expected Graduation: Spring 2023
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Wan Akmal Zarif Wan Zalizan - wanzalizan@wisc.edu
Expected Graduation: Spring 2020
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Yiting Wang - wang2245@wisc.edu
Expected Graduation: Spring 2020
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Ziqi Wang - zwang999@wisc.edu
Expected Graduation: Fall 2021
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Andrew Bingen - bingen2@wisc.edu
Expected Graduation: Spring 2023
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Kelly Wegmann - wegmann2@wisc.edu
Expected Graduation: Spring 2020
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Josh Weinberg - Jmweinberg2@wisc.edu
Expected Graduation: Spring 2023
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Jonathan Wittman - Jwittman2@wisc.edu
Expected Graduation: Spring 2021
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Sylvia Wong - xwang2235@wisc.edu
Expected Graduation: Fall 2019
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Sylvia Wong - xwang2235@wisc.edu
Expected Graduation: Fall 2019
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Nick Woods - ngwoods@wisc.edu
Expected Graduation: Spring 2022
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Test User - dspickett@wisc.edu
Expected Graduation: N/A 2020
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Joee Xiang - jxiang25@wisc.edu
Expected Graduation: Spring 2023
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Xingjian Yan - xyan62@wisc.edu
Expected Graduation: Spring 2021
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Zoey Yang - zyang369@wisc.edu
Expected Graduation: Spring 2020
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Vishnu Yarlagadda - vyarlagadda@wisc.edu
Expected Graduation: Spring 2022
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Michael Yee - mryee@wisc.edu
Expected Graduation: Spring 2022
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Declan Young - dcyoung2@wisc.edu
Expected Graduation: Spring 2023
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Jijie Zhang - jzhang998@wisc.edu
Expected Graduation: Spring 2022
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CMC Advisors