Investment Advisory Board
Directing Our Department With Experience
The College of Business and Economics (CBE) Investment Management and Scholarship Endowment Fund was established to:
- Establish ongoing mentoring relationships between the investment management and finance community and students who prepare quarterly presentations for the Board
- Provide a real life investment learning experience for students
- Serve as a source of funding for annual scholarships to students in CBE
The Investment Management and Scholarship Fund Advisory Board serve as mentors for students who analyze the portfolio on a quarterly basis and review current and future investments for the fund.
Current Advisory Board Members
- Holly D'Annunzio, CFAO,D'Annunzio Consulting Group, LLC
- Ben Bortner, CFA, formerly White Bison Capital, LLC, WWU '10
- Michael Cromer, CFA, formerly US Bank
- Ben Esget, Wealthmark, LLC
- Mike Guidon, CFA, Goldman Sachs, WWU '05
- James Falcone, AIF, Fulcrum Wealth Advisors, WWU '89
- Brett Manning, CFA, Federal Home Loan Bank, WWU '98
- Touk Sinantha, CFA, AltraVue Capital, LLC
- Anthony Zackery, CFA, Zevenbergen Capital Investments, WWU '10
- Matthew Beardsley, CFA, Russell Investments
- Laurent Birade, Moody's Analytics
- Bryce Fegley, CFA, CIPM, Saturna Capital, LLC