2003 Student Portfolio Managers

 ASAM 2003 Class

Kahlil Andrews

coming soon...

 

Wing Wu

Wing Kei Au (FEMBA 2003) is working as a Senior Process Engineer for Jazz Semiconductor, a start-up semiconductor foundry located in Newport Beach, California. He has five years of experience in the semiconductor industry. He passed level 1 of the CFA examination in July 2002 and is pursuing the Chartered Financial Analyst designation. He holds M.S. and B.S. degrees in chemical engineering from UCLA and UC Berkeley. His career goal is to be a portfolio manager, focusing on high technology/semiconductor sector.

 

Tim Ascough

Tim Ascough is concentrating in finance and entrepreneurship at the Anderson School of Business. He holds a M.S. in mechanical engineering from CSUF and a B.S. in aeronautical engineering from Purdue University. He is currently working as a structural design and analysis engineer at the Dryden Flight Research Center.

 

Jonathan Bailly

Jonathan is concentrating in finance, accounting and entrepreneurship at the Anderson School and is a Level II CFA Candidate. He holds an M.A. in economics from New York University and a B.A. in political science from Vassar College, and speaks Spanish and Danish. Directly prior to attending Anderson, Jonathan was a macroeconomist for Wrightson Associates, a Wall Street bond market research boutique. He also has experience in intellectual property research and securities law. Jonathan is currently coordinating the ASAM Money Manager Speaker Series, a forum for distinguished local money managers. Jonathan spent the summer as a graduate associate in the corporate treasury of the Walt Disney Company, focusing on management of the alternative investments portion of the company's pension portfolio.

 

Erik Bernhardt

Prior to entering the Anderson Business School, Erik Bernhardt spent four years at Cambridge Associates in Washington DC, an investment consulting firm servicing non-profit endowed institutions. As a senior consulting associate, he was responsible for 15 clients and conducted in-depth analysis in areas such as asset allocation, portfolio construction and risk, alternative investment strategies, and quantitative performance simulations. Erik also served as manager for the 10-member consulting associate group and handled hiring, training, and resource allocation decisions. This past summer, he worked for Pacific Alternative Asset Management Company, a hedge fund-of-funds firm in Irvine, and was responsible for evaluating hedge fund managers as well as quantitative modeling and research. While at Anderson, Erik is focusing on finance and entrepreneurship and is also active in school organizations, recently founding the Anderson Tennis Club. He graduated with highest honors from Principia College in St. Louis with a BA in business administration and history.

 

David DeWolf

David has spent the last several years as Director of Corporate Finance for North American Scientific, a public medical device company. His responsibilities included development of the financial strategy for the company, merger and acquisition analysis, financial integration for acquired companies, and overall financial analysis of company operations. Previously, he worked with Sand Hill Capital and Transamerica Technology Finance in financing venture capital supported emerging technology companies. David also has experience as the Finance Manager for Fox Broadcasting in its Sports division and with Twentieth Century Fox?s International Theatrical division. David started his career with Price Waterhouse LLP., where he earned his CPA in 1995. His interests include SCUBA diving and all beach related activities. David is currently a member of UCLA?s Executive MBA class of 2005.
 

James Capizzi

James Capizzi (FEMBA 2003) is currently a financial analyst for the City of Torrance where he focuses on strategy and audit activities. James received his Bachelor's Degree in Laser Physics and officer commission from the U.S. Air Force Academy in 1994. He held various strategic and financial management positions in nuclear, space, and intelligence R&D programs. James left active duty as a Captain in 2001, but still periodically acts as a civilian consultant for the Global Positioning System and Air Force Reservist for the Space Based Infrared System. James plans to enter the investment management industry after his graduation from the Anderson School.

Eric Ellingsen

Prior to attending the full time program at the UCLA Anderson School of Management, Eric spent 4 years at California Bank & Trust in San Diego where he held various positions within corporate finance. Most recently he worked as Assistant Vice President of Financial Planning, focusing on forecasting and budgeting, asset & liability management, and fixed income investment analysis. He received a BBA in international business from James Madison University. Originally from Oslo, Norway, Eric lived in Venezuela and Canada before moving to the U.S. In his spare time Eric enjoys traveling, cooking and soccer.

Brian Hsieh Brian Hsieh is a Vice President and Portfolio Manager for Wells Fargo Private Asset Management located in Newport Beach, CA. He is a member of a portfolio management team that manages $2.5 billion of assets in equity, fixed-income and balanced portfolios for trust and individual high net worth clients. Prior to joining Wells Fargo, Brian spent several years with Morgan Stanley Dean Witter, Private Client Services. In addition, Brian is a Chartered Financial Analyst (CFA) charterholder and a member of the Association of Investment Management and Research (AIMR). He is also third-year MBA student in the UCLA Fully Employed program and the class manager for the Anderson Student Asset Management Fund.

Robert Huntsman

Robert Huntsman is concentrating on Finance, Strategy and Real Estate at the Anderson School at UCLA. Robert holds an A.B. in Economics at Stanford University and was Phi Beta Kappa. Prior to attending the Anderson School, Robert was a Senior Manager of Business Development and Strategic Planning at DIRECTV Broadband, where he led the company's sales and marketing forecasting and strategy efforts. During the prior summer Robert was a Product Manager Intern for Progressive Insurance, where he developed the initial pricing and marketing strategies for entering markets valued at $150 million and performed a comprehensive strategic assessment of Progressive's $1 billion Commercial Vehicle division.

Robert Kramer

Mr. Kramer is FEMBA student at the Anderson at UCLA. He is focusing on finance and will graduate in June 2003. He is currently employed with the United States Department of Justice where he is Division Counsel of the FBI's Los Angeles Office. He is also a federal prosecutor and investigates and prosecutes federal offenses including, securities fraud, investment fraud, accounting fraud and bank fraud. In addition to his law degree, Mr. Kramer has a B.S. in accounting and finance.

Ning Liu

Mr. Liu has a strong background in risk management, numerical simulation, statistical data analysis, and computer modeling. His post-MBA aspiration is to leverage his strong quantitative skills to develop a career in the financial services industry, particularly in investment management. As a member of the ASAM, he is primarily responsible for using quantitative tools such as BARRA software to construct and balance risk optimized portfolios. Mr. Liu has a Master of Science in Nuclear Engineering, and he will complete his MBA at the Anderson School by 2003.

Brian Mech

Brian Mech is concentrating in finance and strategy at the Anderson School. Currently he serves as a senior scientist and project manager at a start-up medical device company called Second Sight, where he oversees the design and development of a retinal prosthesis and advises on strategic planning issues and corporate acquisitions. Prior to this he spent two years as a Research Scientist in the nuclear engineering school at the University of Michigan. He holds a Ph.D. in materials science and a B.A.Sc in engineering science from the University of Toronto.

Rebecca Rhodes

Becky Rhodes uses her CFP and CPA training as assistant portfolio manager and financial planner at the Brentwood investment firm of Weinberger Asset Management, Inc. Becky, who is concentrating in finance at UCLA, and is a candidate for level 2 of the CFA exam. Becky began her career as a tax consultant with the national accounting firm of Touche Ross & Company. In after hours, Becky has been a subscriber to the LA Opera since the Company's inception. Opera is that delightful amalgam of music, art and literature that exercises her UCLA undergraduate degree in Russian, as well as French.

Thomas Stevens

coming soon...

Li Tang

Li Tang (FEMBA 2003) is a Project Manager for John Deere, special technology division. He has five years of experience in the telecom industry. He holds M.S. and B.S. degrees in electrical engineering from New Jersey Institute of Technology and Beijing Institute of Technology. While at UCLA, his coursework has focused on finance and accounting; he is pursuing the Chartered Financial Analyst designation. His interests include stamp collection and photography.

David Yagiela

David Yagiela is concentrating in finance and real estate at the Anderson School of Business. After graduation David plans on seeking employment in corporate finance, real estate, or investment management. Currently David is a project lead for testing the attitude control flight software on a high profile government satellite program at Boeing Satellite Systems. David graduated with high honors from the University of Michigan with a Bachelors degree in aerospace engineering. His interests include golf, beach volleyball and kayaking.

Lori Zarutsky

Prior to attending Anderson, Lori spent four years in New York at Merrill Lynch and Goldman Sachs. As a structured products specialist she developed and managed relationships with clients in Latin America and the U.S. structuring deals in both the emerging and developed markets. Her areas of expertise include fixed income, credit and foreign exchange derivatives. Lori is a Certified Financial Analyst (CFA) and holds a Bachelor of Commerce in finance from the University of British Columbia where she graduated with honors. As a portfolio manager for the university's Portfolio Management Foundation, she co-managed an endowment fund of approximately $1.5 million. Lori spent the summer at the Walt Disney Company as a graduate associate in the Foreign Exchange Risk Management area of the company's corporate treasury.