USIF 2015 Managers

Center for Investment Studies
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Zachary Bergenfeld

Zachary Bergenfeld is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business with a minor in Political Science. While at USC, Zach has been a Marshall Student Ambassador and a member of the USC Trojan Knights, the Trojan Investing Society, and the USC Men’s Club Ultimate Frisbee team. He has previously interned as an Investment Banking Summer Analyst at StoneCastle Partners in NYC and at GreenTree Inns Hotel Management Group in Shanghai, China. This past summer, Zach interned at Morgan Stanley in their Leveraged Finance group in NYC. He will be returning to Morgan Stanley’s Leveraged Finance group following graduation. Originally from Ardsley, New York, Zach enjoys playing and watching sports, playing guitar, cooking, and spending time with his friends in his spare time. He eventually hopes to one day manage his own fund.

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Gianni Chen

Gianni Chen is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the fall of 2015. He also has a minor in Economics. While at USC, Gianni has been a senior member of the USC Shinkendo and Kazan Taiko performance groups. Regarding work experience, he has previously interned at Ying Han Investment and at Frontline BioVentures as a Summer Analyst. In his spare time, Gianni enjoys creating video games, practicing martial arts, and cooking Italian food.

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Jonathan Dorfman

Jonathan Dorfman is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and his B.S. in Accounting at the USC Leventhal School of Accounting and will be graduating in the spring of 2015. While at USC, Jon has been an executive board member of Pi Kappa Phi Fraternity, the captain of the USC Club Baseball Team, a mentor in the TIS Investment Banking Mentorship Program, and a member of the Marshall Sports Business Association. Regarding work experience, he has previously interned with GMI Ratings, a leading corporate governance firm headquartered in Manhattan. This past summer, Jon interned as a Summer Analyst for the Counterparty Risk Group of J.P. Morgan Asset Management in New York. He will return to J.P. Morgan following graduation. In his spare time, Jon enjoys playing basketball, watching baseball games, and reading.

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Tiffany Eu

Tiffany Eu is currently pursuing her B.S. in Business Administration at the USC Marshall School of Business and her B.S. in Accounting at the USC Leventhal School of Accounting and will be graduating in the spring of 2015. While at USC, Tiffany has been involved in the Trojan Investing Society, and Career Advantage Program. Originally from Hong Kong, she has previously interned there at LGT Bank on the investments team, and at Allianz Global Investors on the Finance & Controlling team. She will be joining Cornerstone Research as an analyst in Downtown Los Angeles after her graduation. In her spare time, Tiffany enjoys practicing yoga, swimming, and hiking.

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Joseph Harari

Jose (Joseph) Harari is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the Spring of 2015. While at USC, Joseph has been involved in Sigma Alpha Mu fraternity, volunteered as a soccer coach with Coaching Corps in the local community, and currently serves as the VP of the College Diabetes Network chapter at USC. Regarding work experience, Joseph interned for the USC Investment Office in the Fall of 2014 and has previously worked as an intern for Morgan Stanley Private Wealth Management in Miami, Safra Asset Management in NYC, and UBS Wealth Management in Los Angeles. . For Joseph, exercising and eating healthy are a very important part of his life and he loves to follow sports and travel with his family.

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Josh Hartley

Josh Hartley is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the spring of 2015. He also has a minor in Mathematical Finance. While at USC, Josh has been an active leader of the Phi Gamma Delta fraternity, serving as both Vice President and Treasurer. Regarding work experience, he has previously interned at UBS Financial Services. This summer, Josh interned for Payden & Rygel Investment Management, in Los Angeles, California. Born and raised in Nashville, Tennessee, Josh enjoys sports, fitness, and cooking in his spare time.

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Ifeanyi Jemie

Ifeanyichukwu (Ifeanyi) Jemie is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the fall of 2015. He also has an emphasis in finance. While at USC, Ifeanyi has been the Director of Technology of the USC Private Equity/Venture Capital Club and the Director of Investment of the USC TAMID Investment and Consulting Group. Regarding work experience, he has previously worked at Cetera Financial Group in El Segundo, CA and Kaiser Permanente in Pasadena, CA. He is currently the Financial Officer of Psycho Films, a start-up media production company. This summer, Ifeanyi interned as a Sales & Trading Analyst for Citi in NYC. In his spare time, Ifeanyi enjoys film, reading finance literature, and making music.

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Andy Li

Andy Li is currently a student pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the spring of 2015. While at USC, Andy has served as the Director of Special Events for Trojan Investing Society and as the Vice President for USC Investment Banking Society. Regarding work experience, he has previously interned as a Summer Analyst at Kerburn Rose, a boutique investment bank in NYC. Upon graduation, Andy plans on pursuing a career in investment banking. In his spare time, Andy enjoys traveling, cooking, reading, and spending time with family and friends.

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Samuel Loke

Samuel Loke is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and his B.S. in Accounting at the USC Leventhal School of Accounting and will be graduating in the Fall of 2015. He also has a minor in Popular Music. While at USC, Sam has been the President of the AZ Consulting, the Co-President of the USC Consulting Club, and the President of Alpha Kappa Psi, a business fraternity at USC. This summer, he will be interning at Citi in their M&A Group in Singapore. In his spare time, Sam enjoys writing for an online pop culture magazine and practicing Muay Thai.

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Kenneth Mang

Kenneth Mang is currently pursuing his B.S. in Business Administration with a minor in Mathematical Finance at the USC Marshall School of Business and will be graduating in the spring of 2015. While at USC, Ken has been most actively involved in Society 53 and the Trojan Investing Society. Regarding work experience, he has previously interned in PWM at UBS and as a hedge fund analyst at BHIC LLC. This summer, Ken interned as a Summer Analyst for Stifel in San Francisco and will be returning there after graduation as a Full Time Analyst in their consumer group. In his spare time, Ken enjoys running and playing soccer.

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Sinjin Sato

Sinjin Sato is currently pursuing his B.S. in Business Administration at the USC Marshall School of Business and will be graduating in the spring of 2015. He also has a minor in Construction Planning and Management. While at USC, Sinjin has been Vice President of the USC Baseball Club team. Regarding work experience, he has previously interned for Holder Construction Company as an Office Engineer Intern. In his spare time, Sinjin enjoys playing baseball and golf, reading, and listening to country music.

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Kathleen Siswanto

Kathleen Siswanto is currently pursuing her B.S. in Business Administration at the USC Marshall School of Business and her B.A. in Biological Sciences at the USC Dornsife College of Letters, Arts, and Sciences and will be graduating in the spring of 2015. While at USC, Kathleen has been the Chair of the Trojan Scholars Society, Co-Founder of the Undergraduate Research Consortium, and an early inductee of Phi Beta Kappa. Regarding work experience, she has previously interned at Wedbush Securities, where she worked in health care equity research. This past summer, Kathleen interned as an Investment Banking Analyst for Citigroup in San Francisco and will be returning there after graduation as a full time analyst. A Rose Hills Fellow, Kathleen has done stem cell research in City of Hope National Cancer Center and in the Edythe Broad CIRM center and has two publications pending with relations to stem cells and genomic engineering. She is currently finishing up her thesis on biotechnology IPO waves. She is also passionate about investing, public health, scenic hiking, and vocal arts.

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Ashley Song

Ashley Song is currently pursuing her B.S. in Business Administration with an emphasis in Finance. While at USC, Ashley has been involved with Los Angeles Community Impact, Daily Trojan, and Delta Sigma Pi, a professional business fraternity. On campus, she also has been working as a research assistant for the Department of Marketing for the past four years. Her work experience includes interning at Merrill Lynch as a Seasonal Client Associate and at Goldman Sachs as a Financial Analyst in its Investment Management Division. In her spare time, Ashley enjoys yoga, reading, and watching movies. Upon graduation, Ashley plans to pursue a law degree while maintaining her interest in the financial markets.

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Connie Wang

Connie Wang is currently pursuing her B.S. in Business Administration at the USC Marshall School of Business with an emphasis in finance and will be graduating in the spring of 2015. While at USC, Connie was the President of AIM Consulting, the Vice President of Internal Relations of USC Consulting Club, and a member of Marshall Women’s Leadership Board. Regarding work experience, she previously interned at Frazier Capital Valuation in Downtown Los Angeles. This summer, she was a Risk Management Program Intern at GE Capital. In her spare time, Connie enjoys listening to music, trying new foods, and running.

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Nathalie Yang

Nathalie Yang is currently pursuing her B.S. in Business Administration at the USC Marshall School of Business and her B.S. in Accounting at the USC Leventhal School of Accounting, and she will be graduating in the spring of 2015. While at USC, Nathalie has been the Director of Public Relations of the Chinese Students and Scholars Association, a Resident Assistant in both Century Apartments and Fluor Tower, and a member of Marshall Women’s Leadership Board. Regarding work experience, she has previously interned as a Capital Markets Analyst at Cohen Financial in Chicago and as an Equity Research Analyst at Muddy Waters Research. After graduation, Nathalie is pursuing a career in the investment research industry. In her spare time, Nathalie enjoys traveling, hiking, and painting.

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