Get to know our leadership team
John T. Pierce '18 (Co-Chair, Lead Portfolio Manager)
John Pierce is the Co-Chair and Lead Portfolio Manager of the Oberlin Finance and Investment Club. Under Pierce’s leadership the club has doubled it's membership, and has outperformed its benchmark for the second straight year. Since taking over leadership of the club in the fall of 2015, Pierce has revamped the club’s investment strategy, placing greater emphasis on fundamental valuation techniques. Pierce was instrumental in bringing multiple Training the Street seminars to Oberlin’s campus making Oberlin 1 of 60 undergraduate institutions to offer these opportunties to its students.
Upon graduation in the spring of 2018, Pierce will join Nomura Securties as an analyst in the Global Markets group. During the summer of 2017 Pierce worked in Morgan Stanley's Fixed Income Sales and Trading division, as a Summer Analyst. During the summer 2016, Pierce worked as a Summer Analyst on the High Grade Fixed Income Portfolio team at PineBridge Investments in New York. While at PineBridge, Pierce analyzed and reported on credit quality across current and perspective holdings. Additionally, Pierce built models to analyze relative value across the IG Credit sectors, and analyze pre-payment risk of securities within the team’s Securitized Products position. During summer of 2015 Pierce worked as a Summer Analyst in the Investment Banking Group at KGS-Alpha Capital Markets in New York. At KGS, Pierce’s primary responsibilities included, the creation pricing models, industry research and transaction modeling. Over winter terms, Pierce spent time at MIAC Analytics and Westfield Research. At MIAC in 2016, Pierce worked on the Whole Loan Trading Desk, where his primary responsibilities included loan tape analysis and stratification, as well as cash flow modeling. At Westfield Research in 2015, Pierce worked in a research function, providing historical data analysis of futures contracts in hopes of determining calendar roll optimization.
Pierce’s other on campus activates include tutoring Intermediate Macroeconomics, Principles of Finance, Introductory Economics and Introductory Statistics. Additionally, John is a member of the Oberlin Men’s Lacrosse where he is an offensive midfielder, and a member of the conference's Academic Honor Roll.
Pierce is an Economics Major originally from Ridgewood, New Jersey.
Aaron Kreiner '19 (Co-Chair, Head of Quantitative Analysis)
Aaron Kreiner is the Co-Chair and Head of Quantitative Investments for the Oberlin Finance and Investment Club. Aaron recently stepped in as Co-Chair, while continuing to run the Quantitative Investments portion of the club's strategy. Under Aaron's leadership, the club has outperformed the benchmark for the 2nd time. During his time with the club, Aaron has created stock selection algorithms, performed technical analysis of equity price-volume trends, and ran regressions to correlate macro factors with equity prices.
Over the past Summer, Aaron worked at MIAC (Mortgage Industry Advisory Company) on the Whole Loan Sales and Trading Desk. He built whole loan amortization tables to model principle cash flows based on pre-payment and default scenarios, programmed VBA input modules to model whole loans against 10-Year Treasury yields to benchmark whole loan performance, created Brownian Motion and Mean-Reversion interest rate models to project loan pre-payment speeds and price future cash flows, and programmed loan input template in VBA to process and map client loan tapes to automatically stratify them by pool characteristics such as geography, credit, and principle balance. During Winter Term 2016, Aaron studied and applied stochastic calculus and probability methods to equity trends. These techniques have been increasingly used to study high frequency trading and randomized processes in financial derivatives. Aaron's interests lie in quantitative finance, trading, and research.
On Campus, Aaron is an Economics and Mathematics Double Major with a Minor in Computer Science. Additionally Aaron tutors upper level mathematics and statistics.
Aaron is originally from Chicago, Illinois.
Lynn Giam '19 (Head of Research)
Lynn Giam is the Head of Research for the Oberlin Finance and Investment Club. Joining in her sophomore year, Lynn participated in the 2015 Training the Street Seminar on Corporate Valuation. Since the past year, Lynn has contributed in stock research and improved communication between the club and the Oberlin student body. As the Head of Macroeconomics Research, Lynn will discuss current economic trends and analyse their impacts on the stock market.
Lynn is a double degree student majoring in Performance Violin and Economics. Her past summer engagements include attending Aspen Music Festival 2015, Meadowmount School of Music 2016 on full scholarship, Sustainable Development Youth Conference and a summer internship at Dhoby Dental Surgery LLP. In the Sustainable Development Youth Conference, Lynn explored imminent problems in economic development and researched their impacts on the environment. Furthermore, she worked with other students to propose possible solutions to a panel of judges.
In her musical pursuit, Lynn was the sole beneficiary of $30,000 from Culina Pte Ltd in 2012 and a prize winner of the BRAND'S® Music Changes Lives 2011 Competition. She is currently under the tutelage of Professor Gregory Fulkerson.
Lynn, as an active member of the Oberlin student body, is part of Koreo, a student dance group. She was also selected to be part of the Student-Faculty Partnership Program 2016 where the faculty member and student discuss effective course framework and teaching methods. Lynn currently work as a student assistant to a senior cataloguer in the Oberlin Conservatory Library.
Maya Marrero English '20 (Head of Community Outreach)
Maya Marrero English is the Head of Community Outreach for the Finance and Investment Club. During her first year in the club Maya has conducted research on consumer goods.
Maya is originally from Chino Hills, California, and is planning on majoring in Economics, with a Computer Science minor. This past summer Maya worked as an intern, at Art AIDS Art, a non profit that promotes education and sustainable economic development in South Africa.
On Campus, Maya is a Bonner Scholar, and completes 10 hours of community service a week as a site leader for America Counts and a Ninde tutor. She is also the student liaison between community service and athletics, and competes on the Oberlin Track and Field team.
Meet our Sector Heads....
Noah Gabriel '20 (Head of Financials and Associate Head of Quantitative Analysis)
Noah Gabriel is the Head of Financials and Associate Head of Quantitative Analysis for the Oberlin Investment Club. He is a second year pursuing degrees in Economics and History.
During the summer of 2017, Noah interned with ALA Planning and Caramondani Bros. in Nicosia, Cyprus, helping to write and edit environmental impact assessments. Additionally, he worked for Phoebe Koundouri, Greece’s top environmental economist, and wrote a briefing on ecosystem valuation methodology. Noah has a passion for technical analysis, and enjoys reading in depth about stock and forex charting indicators and strategies.
Outside of economic pursuits, Noah plays rugby for Oberlin College, where he is also the treasurer. He is originally from Berkeley, California.
Federico Consuegra '18 (Head of Portfolio Analytics)
Federico Consuegra is the Associate Head of Portfolio Analytics for the Oberlin Student Finance and Investment Club. He majors in Economics, minors in French, and has been involved with the club since his Freshman year.
During summer 2017, Federico worked as an analyst at Elizabeth Park Capital Management, a hedge fund focused on banks. While at Elizabeth Park, Federico learned about valuing financial services firms and about M&A activity within the financial services sector. He also has a strong interest in emerging markets. He has previously worked as a research assistant studying firm behavior in Brazil and founded a charity to help children in underprivileged communities have access to sporting equipment. Federico is also part of the Varsity Football Team at Oberlin College.
Federico is originally from Cartagena, Colombia.
Sarah Conner '18 (Head of Energy)
Sarah Conner is the Energy Sector Head for the Oberlin Finance and Investment Club. Joining her Junior year abroad, she has contributed market research across all sectors. Sarah is a Senior majoring in Economics and Art History.
Sarah was a 2017 Summer Analyst at BNP Paribas where she worked with the Project Finance team. There she was involved in the advisory, structuring, debt origination, and execution of the non-recourse financings of renewable energy sources. During her Junior year, Sarah studied Finance at Paris Dauphine, a prestigious business school in France. In the Summer of 2016, she was a Capital Markets Summer Analyst at MIAC (Mortgage Industry Advisory Company) who aided in ALM, analysed CMBS, and assisted with valuations.
On campus Sarah is a member of the Oberlin Women’s Lacrosse team and a Docent at the Allen Memorial Art Museum. Her family currently resides in Paris, France.
Jabree Hason '20 (Head of Materials)
Jabree Hason is the Sector Head of Materials for the Oberlin Finance and Investment Club. He is pursuing a degree in Economics and intends to graduate in Spring 2020. Jabree joined the club during his freshman year and has made contributions to stock research on a weekly basis.
Jabree used the summer of 2017 to advance his knowledge on financial regulation through an internship at Toronto-Dominion Bank. At Toronto-Dominion, he worked on numerous projects and familiarized himself with the anti-money laundering laws set forth in North American financial institutions. He has also participated in a finance accelerator program sponsored by Barclays, where he was introduced to the concepts of financial statements, valuations, discounted cash flows, and leverage buyout models.
In addition to his interest in finance, Jabree immerses himself in community service as an Oberlin College Bonner Scholar and is the co-founder of The Hason Children Foundation, a nonprofit organization based out of the Greater Philadelphia region. He is also a member of the Oberlin College Football team where he plays defensive back.
Jabree is originally from Sicklerville, NJ.
Charles Kwanin '20 (Head of Telecommunications, and Information Technology)
Charles Kwanin is the Head of the Telecommunications and Information Technology Sector of the Oberlin Finance and Investment Club. Originally from Kumasi, Ghana, Charles is a 2nd year student double majoring in Computer Science and Economics. Charles is very interested in leveraging the power of computing in financial modelling and visualization of data. He is always on the lookout for Tech companies whose products are innovative and disruptive in their field. Charles likes to monitor the trends in African markets, and researches how information technology can be used to improve said markets.
On campus, Charles wears many hats. As a Bonner Scholar, he teaches math at the Boys and Girls Club of Oberlin, putting in at least 10 hours of service every week. He is also Co-chair of the African Students’ Association.
Jubreel Hason '20 (Head of Healthcare)
Jubreel Hason is the Sector Head of Healthcare for the Oberlin Finance and Investment Club. He is majoring in Economics.
During summer 2017, Jubreel had the opportunity to participate in the Morgan Stanley Freshman Enhancement Program, where he was able to engage in enriching training and shadowing sessions to better understand functions within the Institutional Securities Group at Morgan Stanley. He also worked as a Compliance Intern at Toronto-Dominion Bank during summer 2017. At Toronto-Dominion, he assisted the data analytics team in ensuring adherence to fair banking regulation as applicable to Regulation C of the Dodd-Frank Wall Street Reform and Consumer Protection Act.
Outside of the classroom, Jubreel is a Bonner Scholar, through which he volunteers as a student business analyst for the Oberlin Business Partnership and as a math coach at the Oberlin Boys and Girls Club. He is also a member of the Oberlin College Football team as a defensive back. Additionally, Jubreel is a co-founder of The Hason Children Foundation, a non-profit that assists children who have lost a parent.
Jubreel is originally from Sicklerville, New Jersey.
Ian McCague '18 (Head of Utilities and Industrials)
Ian McCague is currently a rising senior at Oberlin College and serves as the Head Utilities and Industrials for Oberlin Finance and Investment Club. Ian is an Mathematical Economics major, and will also complete a minor in mathematics upon graduation. This summer, Ian interned with First National Bank Corporation as a Corporate Banking and Capital Markets Summer Analyst where Ian served a number of roles, primarily consisting of credit analysis and assistance towards the management of a portfolio of syndicated loans. Ian has also spent time at Stone Pier Capital, a boutique M&A financial and strategic and advisory firm. Additionally, Ian has studied abroad at both Trinity College Dublin and London School of Economics and Political Science. Lastly, Ian plays midfield for Oberlin's Varsity Men's Lacrosse Team and hopes to someday attend graduate school to obtain a JD-MBA dual degree.
Elijah Aladin '19 (Head of Consumer Goods)
Elijah Aladin is the head of research for the consumer sectors in the Oberlin Finance and Investment Club’s portfolio. Since joining the club, Elijah has worked closely with the leadership team to build and conceptual foundation of financial knowledge for new members as the club expands, like recommending restructuring the club’s investment pitch format in order to facilitate more time for informed discussion amongst all members.
Over the past summer, Elijah worked auditing over 200 budgets for the Oberlin College Student Activity Fund. He also coordinated with colleagues to independently manage a small fund. Doing this Elijah learned and applied elementary concepts of portfolio management, equity valuation, and stock selection. He will continue to hone these skills over winter term, during which he hopes to me exposed to more nuanced financial models.
Outside of class, Elijah is the acting Treasurer of the Student Activity Fund, where he manages and helps allocates approximately$1.4 million annually. He is a tutor in the Writing Center at the college as well as a general tutor for the local middle and high school in Oberlin. In his free time, he enjoys singing and studying statistical gambling theory.
Elijah is a third year at Oberlin College majoring in Economics with a Mathematical concentration and minors in Africana Studies and Rhetoric.