About: Our Team

Presidents

Helen Zhang

Helen Zhang

Prior to Wharton, Helen was an assistant vice president in the direct private equity group at GIC Special Investments in New York. Prior to GIC, Helen worked in distressed and special situations at HIG Capital and in investment banking at Moelis & Company. Helen graduated summa cum laude from Columbia University with a B.A. in economics-mathematics and a concentration in psychology. This summer, she will be interning with Fidelity.

Allison Zhao

Allison Zhao

Prior to Wharton, Allison worked as a L/S equity analyst at Point72 Asset Management. Prior to that, Allison was an investment banking analyst in the Power & Utilities group at Barclays. She graduated magna cum laude from Harvard with an AB in Chemistry. She will be interning at Capital Group this summer.

VP of Career

Matthew Carlone

Matthew Carlone

Matthew Carlone is a first-year MBA Candidate at The Wharton School. Prior to Wharton, Matthew spent two years at the DLL Group performing data analytics. Prior to DLL, he spent four years as an equity analyst at Casey Capital, a value-oriented long/short equity fund. Matthew graduated from Johns Hopkins University with a BA in Economics. Matthew has been a CFA Charterholder since 2017 and will be interning with Fidelity Investments this summer as an equity research analyst.

Jason Peterson

Jason Peterson

Prior to Wharton, Jason helped start the Strategic Technology Investment group at Roivant Sciences, a biopharmaceutical and healthcare technology company, where he invested in early-stage healthcare technology companies. Prior to Roivant, he was a Biodesign Fellow at Texas Medical Center, Equity Research Associate at Oppenheimer, and a Portfolio Management Analyst at BlackRock. Jason has an MPH from Columbia and a BA in History from Yale College. He will be interning at Capital Group this summer.

Athena Xie

Athena Xie

Prior to Wharton, Athena was a Senior Equity Research Associate at Credit Suisse covering financials. Prior to Credit Suisse, she worked at BlackRock focusing on multi-assets strategies. Athena graduated from University of Chicago with an AB in Economics. She will be interning at MFS this summer. Athena has been a CFA Charterholder since 2018. .

VP of Treks

Tega Edah

Tega Edah

Prior to Wharton, Tega worked as an emerging market sovereign debt analyst on the investment arm of Aetna Insurance. Tega graduated from Mount Holyoke College with a BA in Economics. This summer, she will be interning at Vanguard focused on high yield credit research and at Cooke and Bieler focused on equities.

Daniel Zhu

Daniel Zhu

Prior to Wharton, Daniel served as an equity research associate with Dodge & Cox in San Francisco for four years, where he helped covered Chemicals, Transportation, and Media & Internet sectors. He graduated from The University of Chicago with a double major in Mathematics and Economics. Daniel will be interning with T. Rowe Price this summer.

VP of Speaker Series

Karina Martin

Karina Martin

Prior to Wharton, Karina was a Senior Underwriter / VP in the Commercial Real Estate group at PNC Bank in New York. During her two years there, she managed a $1B portfolio of REIT and real estate private equity fund investments. Prior to that, Karina was a residential broker in Boston's Back Bay and spent three years at TD Bank in its REIT & Investment Fund group. She graduated from Boston University with a BS in Business Administration with a concentration in Finance. Karina will be interning at T. Rowe Price in London this summer.

Simon Reale

Simon Reale

Prior to Wharton, Simon worked at FS Investments as a Portfolio Management Associate focused on private credit investment vehicles. Prior to FS Investments, he held multiple roles in investment operations at Janney Montgomery Scott and Eaton Vance. Simon, a CFA charterholder, graduated Cum Laude from Georgetown University with a BS in Finance and International Business. He will be interning with Susquehanna International Group this summer.

VP of Finance

Edward Velasquez

Edward Velasquez

Prior to Wharton, Edward worked at Heritage Partners, an investment platform focused on franchised businesses. Prior to that, he was an investment banking associate at Goldman Sachs in the Technology, Media and Telecom Group. Edward graduated from Baruch College with a BBA in Finance. He will be interning at Marshall Wace this summer.

VP of Social

Timothy Khoury

Timothy Khoury

Prior to Wharton, Tim was an Associate at Evercore Partners, where he worked on Technology M&A in their Menlo Park, CA and London offices. Prior to Evercore, Tim worked at Nomura in their UK M&A team in London. Tim graduated from the University of Cambridge where he studied mathematics at Gonville and Caius College. Tim will be interning at Strategic Value Partners in Greenwich, CT this summer.

Sarah Weber

Sarah Weber

Prior to Wharton, Sarah worked in medical research and covered the biotechnology sector on the sell-side at Piper Jaffray. She graduated from Williams College with a BA in Psychology and Neuroscience and is in the Healthcare Management program at Wharton. This summer, Sarah will intern at Nantahala Capital, a long/short hedge fund, covering healthcare equities.

VP of Women’s Programming

Katy Fang

Katy Fang

Katy Fang is a first-year MBA at The Wharton School. Prior to Wharton, Katy worked at Citi Research in Hong Kong for two years, covering Hong Kong and Taiwan financial stocks. Prior to that, she worked at J.P. Morgan Asset Management as a rotational analyst. Katy graduated from The Chinese University of Hong Kong with a BSc. in Quantitative Finance. She will be interning at Causeway Capital this summer as an equity research analyst. Katy is a CFA Charterholder.

Arlene Wang

Arlene Wang

Prior to Wharton, Arlene worked at Dimensional Fund Advisors in account management. She graduated with a BA in Economics and Public Policy Studies from the University of Chicago. She will be interning at PIMCO this summer.

VP of International

Cheryl Chen

Cheryl Chen

Prior to Wharton, Cheryl worked at Didi Chuxing (~$50b China rise-sharing company) for one year doing tech investing. Prior to that, she worked at the Boston Consulting Group in New York and Shanghai. Cheryl graduated from University of Norte Dame with a BBA in Finance. She will be interning at Capital Group this summer.

Serena Yoon

Serena Yoon

Prior to Wharton, Serena worked at Coller Capital, focusing on private equity secondaries based in Hong Kong. Prior to Coller Capital, she worked at Leveraged Finance team of HSBC and Financial Institutions Group at Barclays. She graduated from Korea University with BA in Economics with Honors. She will intern at BlackRock’s Global Allocation Fund in the summer of 2019.

VP of Marketing & Communications

Matthew Frustaci

Matthew Frustaci

Prior to Wharton, Matthew worked in strategy at CircleCI, a devops software company. Prior to that, he was an associate at Summit Partners, where he focused on growth-stage technology investments. Prior to Summit Partners, he was an investment banking analyst at Robert W. Baird. Matthew graduated from the University of Notre Dame with degrees in Finance and History. He will be interning at T. Rowe Price this summer.

VP of Alumni Relations

Daniyar Alimbayev

Daniyar Alimbayev

Prior to Wharton, Daniyar worked at Balyasny Asset Management on the Deep Research Team, where he performed forensic accounting diligence. Prior to Balyasny, he was an analyst in the M&A group at Visor Capital, a boutique investment bank. Daniyar graduated from Lomonosov Moscow State University with a master’s degree in Applied Math and Computer Science. He will be interning at AB Arya Partners this summer.