About: Our Team

Presidents

Kai Zhang

Kai Zhang

Before Wharton, Kai was most recently with Goldman Sachs’ equity research group in New York, covering US telecom stocks; prior to that, he worked on GS SUSTAIN, a sell-side strategy team based in San Francisco that focuses on long-term investing and ESG integration. Prior to Goldman, he was a generalist at a long-only equity fund in Chicago. Kai graduated from Washington University in St. Louis with a B.A. in Mathematics and Political Science. This summer, Kai will be interning at Franklin Templeton as an equity analyst. .

Sarah Ogden

Sarah Ogden

Prior to Wharton, Sarah worked as a financial analyst at Apple. She began her career at Goldman Sachs Investment Banking in the Consumer Retail group. Sarah graduated summa cum laude, from Middlebury College with a B.A. in Economics. Sarah will be interning at Viking Global this summer.

VP of Career

Loretta Bu

Loretta Bu

Prior to Wharton, Loretta worked at Citigroup in New York focusing on Fixed Income research and trading. She began her career in Structured Credit Trading, U.S. Rates, and most recently worked as a Strategist in Municipal Research. Loretta graduated from Duke University with a Bachelor of Science degree in Statistics, Finance and Philosophy. Loretta has been a CFA Charterholder since 2018. Loretta will be interning at Capital Group this summer.

Carter Goman

Carter Goman

Prior to Wharton, Carter was an Associate with Enhanced Capital, investing across senior and subordinated debt, mezzanine finance, and tax equity. Prior to that, he worked in investment banking at BNP Paribas and Bank of America Merrill Lynch. Carter graduated from the Honors College at the University of South Carolina with a B.S. in Finance, Economics, and International Business, and a minor in Spanish. He is a CFA charterholder. Carter will be interning at Surveyor Capital this summer.

VP of Speaker Series

Graham Hickman

Graham Hickman

Before coming to Wharton, Graham worked as a Senior Equity Research Associate at Dodge & Cox where he covered Industrials, Aerospace & Defense, and Life Sciences. Prior to Dodge & Cox, Graham attended Brigham Young University where he graduated ​magna cum laude​ with a B.A. in Economics and minors in Global Business, Psychology, and Ballroom Dance. He passed level III of the CFA exam in 2019. This summer, Graham will intern at American Century Investments.

Shirley Shen

Shirley Shen

Prior to Wharton, Shirley worked as a financial manager at PICC Property and Casualty Insurance, which is the largest P&C insurer in Asia. Shirley attended Renmin University of China where she graduated with a B.A. and Master in Accounting. She is a CFA and CPA charterholder. This summer, Shirley will intern at KKR’s Beijing Office.

VP of Finance

Andres Azcarate

Andres Azcarate

Prior to Wharton, Andres was Vice President at Dolphin Capital Partners, a $2bn real estate private equity fund, where he focused on acquisitions and investments in Latin America. Prior to Dolphin Capital, Andres worked as an investment banking analyst at Morgan Stanley. Andres graduated from The University of Notre Dame with a B.B.A. in Finance. This summer, Andres will be interning at Alyeska Investment Group.

VP of Social

Stella Liu

Stella Liu

Stella worked on the Portfolio Management team at Russell Investments in New York, where she focused on multi-asset investing. Previously, she completed a rotational program at J.P. Morgan Investment Management. Stella attended Brown University where she graduated magna cum laude ​with a B.A. in Economics and a Master’s in Business Engineering​. ​She is a CFA charterholder.

Mike Reed

Mike Reed

Prior to Wharton, Michael was an Associate on Oaktree Capital’s U.S. High Yield Bond team where he covered issuers in the metals & mining, healthcare, financial, and technology sectors. Prior to Oaktree, Michael was an analyst on Houlihan Lokey’s Technology, Media & Telecom team. Michael graduated from the University of Southern California with a B.S. in Mechanical Engineering. Michael will be interning in T. Rowe Price’s emerging market credit group this summer.

VP of Women’s Programming

Tori De Metz

Tori De Metz

efore coming to Wharton, Tori worked at United Airlines for 4 years, working primarily in strategy and network planning groups. Tori graduated from Northwestern University with majors in Industrial Engineering and Economics. She will be interning at T. Rowe Price this summer.

VP of International

Li Geng

Li Geng

Prior to Wharton, Li was a commodity research analyst and trader at Louis Dreyfus Company. Before that, Li worked as a chemical engineer with Royal Dutch Shell. She graduated summa cum laude in chemical engineering from Nanyang Technological University in Singapore. Li will be interning at T. Rowe Price this summer.

Junlu Mao

Junlu Mao

Prior to Wharton, Junlu was a director at Sinovation Ventures, a tech-focused venture capital funded by Kai-Fu Lee. He graduated from Fudan University with a LL.B. in International Relations. Junlu will be interning at Fidelity International this summer.

VP of Marketing & Communications

Joseph Kusia

Joseph Kusia

Prior to Wharton, Joseph was an economic analyst for Australia’s government, working at the Department of the Prime Minister and Cabinet, and the Department of Infrastructure. Prior to that, Joseph ran a private real estate development business and was a management consultant at PwC. Joseph graduated from Monash University with a Bachelor of Commerce and Bachelor of Laws (with honors). This summer, Joseph will be interning at William Blair Investment Management and Caro-Kann Capital.

Yifan Peng

Yifan Peng

Prior to Wharton, Yifan was a credit risk analyst at Credit Suisse. Yifan graduated from the National University of Singapore with an honor degree in Finance. He is a CFA charterholder, and will be interning at Fidelity International this summer.

VP of Alumni Relations

Debora Martin

Debora Martin

Prior to Wharton, Debora worked at Scotiabank Peru managing the fixed income (bonds and rates) trading portfolio. Before that, she worked on the investment team at a Peruvian private bank covering Latin American corporate bonds. She graduated from Universidad Peruana de Ciencias Aplicadas, where she majored in Economics and in Finance. This summer she will be interning at Patriot Capital in their mezzanine debt group and at T. Rowe Price on their credit team.

Jacqueline Lee

Jacqueline Lee

Prior to Wharton, Jacqueline was a product specialist within the global multi-asset team at PineBridge Investments. Prior to PineBridge, she was an associate within the management training program at the Bank of New York Mellon. Jacqueline graduated with University Honors from Carnegie Mellon University with a B.S. in Chemical Engineering and minor in Business Administration. She will be interning at PIMCO this summer.

VP of Cross Assets & Alternatives

Sophie Gao

Sophie Gao

Prior to Wharton, Sophie was a financial analyst in the Corporate Business Development and M&A team at ADM. Before ADM, she worked as a credit analyst at Muzinich &Co, covering Asian IG and HY credits. Sophie graduated from Peking University with a B.S. in Finance and Vanderbilt University with a Ms in Finance. She is a a CFA charterholder, and will be interning at William Blair IM this summer.

Daniel Schaefer

Daniel Schaefer

Before Wharton, Daniel was a senior associate at PIMCO in both the Rio de Janeiro and New York offices, where he worked on developing investment solutions for institutional clients spanning central banks, pension funds, and sovereign wealth funds. Daniel graduated from the University of California, Berkeley with a B.A. in Economics. Daniel is a CFA Level III candidate and will be interning this summer at Bank of America Securities with the Leveraged Finance team.