Fund Managers

	Barry Gilbert, Managing Director Barry comes to finance from a background in academic philosophy. He holds a Ph.D. in philosophy from Boston University with specializations in intellectual history and social and political thought. Prior to beginning his career in finance, he taught for four years in the writing program at Harvard University and for two years in the philosophy department at Trinity College (Hartford). He began his career in finance with Axiom Valuation Solutions, where he worked as an analyst valuing private firms and various related assets including debt instruments, real estate, and natural resources. In addition to working towards an MS in Finance at Northeastern, he is pursuing the Chartered Financial Analyst (CFA) designation through the CFA Institute and passed the Level III Exam in 2010. He has also been an instructor in Northeastern's on-line MSF and MBA programs.
	Professor Paul Bolster, Supervising Professor A member of the CBA faculty since 1985, Professor Bolster's research and teaching interests are in the areas of investments and portfolio management. His current research examines portfolio risk from the sometimes conflicting perspectives of the portfolio manager, the analyst, and the investor. Professor Bolster serves as a director for several investment funds managed by Gartmore Investment Management in London. He is a member of the Board of Trustees for Woodbury College in Montpelier (VT). Professor Bolster holds the Chartered Financial Analyst designation. He is an active member of the Financial Management Association and the Boston Security Analysts Society.
	Professor Harlan Platt, Supervising Professor Professor Platt is a member of the board of directors of Republic Financial Corporation and the John Hancock Collateral Investment Trust. He previously served on the board of companies on the New York Stock Exchange, the Dublin Stock Exchange and the NASDAQ. Professor Platt was the Faculty Dean for the Turnaround Management Association from 1993 - 2003 where he created their certification exam. Professor Platt is the faculty advisor to the 360 Huntington Fund, the student managed mutual fund which won the world wide distinction at the 2009 RISE contest as the best managed graduate student value based mutual fund. Before joining the College of Business Administration faculty in 1981, Professor Platt was director of electricity research and forecasting for Data Resources, Inc. From 1997 to 1998, he was the Klein Lecturer at Northeastern University.
	Chris Collier, Chief of Research Chris is a part time MBA candidate at Northeastern University with a specialization in Investments and Portfolio Management. As Chief of Research he provides oversight to all of the buy/sell recommendations and presentations within the fund along with heavy analysis of the bi-weekly updates provided by the analysts. Chris provides five years of experience in investor services with State Street Bank, which has enabled exposure to multiple different types of investment vehicles entitling him to a better understanding of the market as a whole. Chris has dual Bachelor’s degree in Accounting and Business Administration from Salve Regina University. He joined the fund in mid-2009 previously serving the roles of a Junior and Senior Analyst and previously as a Sector Manager of the Energy/Materials/industrials/Utilities sector. Read the 2011 shareholder meeting report.
	Matt Brecher, Chief Compliance Officer After a four year career in the U.S. Army JAG Corps, Matt pursued a Bachelors Degree in Political Science at the University of Massachusetts, Amherst. Matt is currently a dual degree JD/MBA candidate at Northeastern University. He has interned with the Chief Justice for the Supreme Court of Wisconsin, Greater Boston Legal Services, and the Northeastern University's Office of General Counsel. As Chief Compliance Officer, Matt is responsible for ensuring compliance with the Huntington 360's Prospectus, Operating Document, and other regulations.
	William Pearce, Sector Manager, Consumer Discretionary/Staples/Finance, Chief Risk Officer William serves as the sector manager responsible for covering the financial and consumer sectors. He has previously worked as the Chief Risk Officer, where he utilized Northfield's Portfolio Optimizer to recommend position sizing for portfolio holdings. William has also served as a research analyst whose research has contributed to many of the 360 Huntington Fund’s investments. Professionally William works as an associate for PanAgora Asset Management where he is responsible for portfolio operations. Prior to his work at PanAgora, William was a corporate action research associate for State Street Corp. William is pursuing his MBA with a finance concentration at Northeastern and will be graduating in 2013. Read William Pearce's purchase summary on Berkshire Hathaway.
	Greg Houghton, Alumni Advisor Greg is a dual MSF/MBA student in the Evening Program at Northeastern University. He joined The Fund in the fall of 2009 as a junior analyst. For the past seven years, Greg has worked in higher education helping student transition from high school to college during the first-year. He holds a BFA in Electronic Imaging from the University of Massachusetts Dartmouth.
	Dr. Kenneth Lavin, Alumni Advisor, Economic Consultant Ken Lavin is an MSF Graduate from Northeastern University. He joined The Fund in the fall of 2009 as an Alumni Advisor. Ken has conducted independent investment and economic research in addition to his medical practice as a podiatrist. He completed a podiatric surgical residency at Brown University and attended podiatric medical school in Chicago. He has a B.A. in Chemistry from Brandeis University.
	Melissa Huynh, Chief Marketing Officer Melissa is a part-time MBA/MSF student at Northeastern University. Melissa has six years of experience as a SEC and Financial Reporting Accountant at the Federal Home Loan Bank of Boston. Prior to that, she had worked as a Senior Operations Specialist at FleetBoston Financial now known as Bank of America. She obtained a BS degree in Management with concentrations in Accounting and MIS from University of Massachusetts Boston. Melissa joined the Fund in May 2010 and was responsible for covering the Basic Materials sector, but currently is responsible for researching equities and presenting buy/sell recommendations in the Technology, Healthcare and Telecommunications sectors as a Senior Analyst. She also acts as Chief Marketing Officer with responsibility for marketing the Fund on NEU and social media websites. She was previously a Chief Reporting Manager with responsibility for coordinating the quarterly reports for The Fund. Melissa is currently a candidate for the CFA Level I exam. Read Melissa Huynh's purchase summary on Apple, Inc. here. Read the 2011 shareholder meeting report.
	Dan Killian, Sr. Analyst Dan Killian is a 3rd year MBA student at Northeastern University. He went to high school in England and graduated from Bates College with a Psychology degree. He then went to work for Computershare, a major multinational Transfer Agent, as a phone associate and now as an Assistant Team Lead. Recently, he was named temporary Team Lead, while his boss took an extended leave. Not only does he manage a team of 15 associates, but he also works directly with major clients, AT&T and Verizon, on customer service satisfaction. Currently, in his second year with The 360 Huntington Fund, Dan has worked as a Jr. Analyst, Sr. Analyst and recently was named a Consumer Staples Analyst. He has presented 8 buy recommendations, with management approving 6 of the presented stocks. Currently, Qualcomm has been his best recommendation with a return over 40%. He hopes to pass the CFA and work in the Investment Industry as a trading analyst.
	James Goodman, Materials Sector Specialist, Sr. Analyst James is an Evening MBA student specializing in Mutual Fund Management. He received his bachelor's degree in finance from the University of Vermont. James currently works for Brown Brothers Harriman in the Corporate Actions department. He also works as the finance manager for JMD Property Management & Construction. James was promoted to Materials Sector Specialist during his third semester with The 360 Huntington Fund.
	Denis Pyatchanin, Jr. Analyst Denis was born in the USSR and grew up in India, and has diverse background. He came to the US to study business, and received a BS in business administration from Bryant University in Rhode Island, double concentrating in management and finance, and minoring in French. He became more and more interested in finance when he took his undergraduate investments class. He started using portfolio simulators online (Wallstreetsurvivor.com, Stocktrak) to experiment with various stock strategies, options and futures. Since he was only minoring in finance, and had a passion for investments and asset management, he decided to pursue a double concentration, adding finance as an addition to his management concentration. He joined Bryant University's Archway Investment Fund, where he learned how to perform financial statement forecasting and stock valuation for the purpose of determining a stock's intrinsic value. Models used were price ratio models, DDM models, FCF models andEV/EBITDA analysis. Over this time, he became proficient with services like Value Line, Factset, Morningstar, S&P Netadvantage, and Mergent. He manages two private portfolios: his own on the US stock market and his family's, on the Singapore Stock Exchange.
	Timothy Broome, Jr. Analyst Tim Broome is enrolled in Northeastern's evening MBA/MSF program. He graduated from Providence College in 2008 with a Bachelor of Science Degree in Business Management and a Concentration in the Development of Western Civilization. After graduation Tim worked as Bank Loan Specialist for State Street Corporation for over two years. Currently Tim is working as a Client Services Representative for State Street Corporation. This position requires him to maintain relationships with assigned Investment Manager and daily monitoring of transactions to prevent or resolve failed trades, overdrafts and other problems. As a Jr. Analyst for The 360 Huntington Fund, Tim is focusing on Infotech, Healthcare, Telecom, and Financials.
	Rick Bihrle, Jr. Analyst Rick Bihrle is currently pursuing a dual degree MBA/MSF with a concentration in investments at Northeastern. He graduated from the University of Massachusetts with a Bachelor of Science degree in Economics and a collateral field in Business. He is currently employed by Putnam Investments where he works in the mutual fund operations division. As a Jr. Analyst for The 360 Huntington Fund, Rick will be focusing on Consumer Discretionary, Consumer Staples, and Financials. Read Rick Bihrle's purchase summary on 3M.
	Timothy Lopes, Jr. Analyst, Chief Risk Officer Timothy Lopes is currently enrolled in Northeastern University’s MBA / MS in Finance dual degree program, specializing in investments. As a junior analyst, he covers the Energy, Industrials, Materials, and Utilities Sectors; he also runs risk models to recommend position sizes of new investments. In 2007, Tim earned a Bachelor of Science in Industrial Engineering from Northeastern. He brings to the fund strong technical and analytical skills with work experience at Raytheon as a manufacturing engineer and an operations manager. Read Timothy Lopes purchase summary on Kinder Morgan Energy Partners, MLP.
	Shuxin Tan, Jr. Analyst Shuxin Tan is a full-time MSF candidate in northeastern, class of 2012. She got the BS degree in 2010, graduated from southwestern university of finance and economics and majored in finance. Shuxin tan has a 7 months internship experience in HSBC as Branch Manager assistant. She is now a Junior Analyst in Energy section.
	George Hachem, Jr. Analyst George Hachem obtained his bachelor degree in Finance from Bentley University in May 2005 and he is currently pursuing his MBA/MSF at Northeastern University. He has 6 years of work experience in Finance and Accounting. He is presently working at State Street as a senior income specialist for a mutual Fund group. George is entering his first semester with The 360 Huntington Fund as a junior analyst focusing on consumer discretionary sector.
	Adam Bogdan, Chief Accounting Officer As CAO, Adam has complete oversight of all accounting functions including daily NAV (net asset value) tracking, cash flow, trading activity, and any donations or funding received. Adam has also served as a research analyst for the fund contributing to equity research and valuation for a number of the funds current holdings. An evening MSF/MBA student at Northeastern University, he is pursuing a dual specialization in international business and investments. Adam graduated from Wayne State University in 2008 with a BSBA, majoring in Finance. Professionally, Adam works as a Performance Analyst at BNY Mellon working on client relationships utilizing a number of different investment strategies across various asset classes. Previously, He worked as an Accounting and Reporting Specialist with the company focusing on large state pension funds.
	Esteban Tirado, Jr. Analyst Esteban is a 2nd year Evening MBA student at Northeastern with a focus in Corporate Finance and Investments. He graduated from the University of Massachusetts Amherst with a degree in Communications. He started his career in Finance at State Street for about 2 years. He later moved on to accept a job at Columbia Management in the Global Wealth and Investment Management division. He is currently an Operations Manager at Columbia and is excited about the opportunity to be apart of the 360 Huntington Fund. He is looking forward to learning a great deal from his peers while also offering his own investment perspectives. This is Esteban's first semester with the fund.
	Langxuan "James" Yin, Jr. Analyst Langxuan comes from a computer science background. He received his bachelor's degree in China from Tsinghua University's Department of Computer Science and Technology, and is at this moment a full-time Ph.D. candidate at Northeastern University's College of Computer and Information Science. Langxuan brings to the Fund four years of experience in interdisciplinary research and statistical analysis, along with expertise in and knowledge of state-of-the-art technologies. He is serving as a Junior Analyst his second semester in the Fund focused on the Technologies Sector.
	Daniel Brassard, Jr. Analyst Dan is a part time MBA student at Northeastern, specializing in Investment Finance and Mutual Fund Management. Dan has spent the past ten years working for Pioneer Investments in Boston, currently serving as supervisor of the Pricing & Corporate Actions Department. His time in the industry has given Dan quite a bit of exposure to the inner-workings of mutual funds, as he works closely with portfolio managers and analysts. Dan has a Bachelors degree in History from College of the Holy Cross. This is his first year with the fund and is currently assigned to the Financial, Consumer Staples, and Consumer Discretionary sectors.
	James Land, Jr. Analyst James Land is a full time student in the MSF Program at Northeastern University. He graduated from the University of Wisconsin - Milwaukee magna cum laude, also earning honors in his Economics major. James Land was also the winner of the 2010 James Martin Modern Physics Prize for undergraduate excellence in that field. Additionally, James was involved in graduate research in the area of Experimental Economics while at UWM. He brings this strong quantitative and research oriented background and is applying it to investment analysis. James joined the 360 Huntington fund in fall 2011 as a junior analyst in the financials, consumer discretionaries, and consumer staples sectors.
	Vince Goater, Jr. Analyst Vince is a Performance Analyst at State Street Bank dealing with alternative investments. He has worked at State Street since 2008 where he began his career within investor services providing custody and accounting services to a globally-recognized client. Vince is currently a junior equity analyst covering the Technology, Healthcare, and Telecommunications sectors. Vince holds a BA from SUNY Geneseo and is an avid outdoorsman.
	Ivy Yangran Sun, Jr. Analyst Ivy Sun is enrolled in the full-time MSF program. She graduated from Huazhong University of Science and Technology in China in 2011 with a Bachelor's Degree of Engineering in Telecommunication Engineering and obtained a Minor Degree of Economics in Investement. She passed the CFA level 1 exam with 8 out of 10 subjects above 70% in June 2011 and is currently a CFA level 2 candidate. Ivy has the internship experience at China Construction Bank as an investement consultant for one month. She joined the fund in 2011 fall as a junior analyst in financials, consumer discretionary and consumer staples sectors.
	Kevin Valickis, Jr. Analyst Kevin is a full-time MBA student at Northeastern University. He graduated in 2007 with a bachelor’s degree in Commerce at McMaster University in Canada. Kevin has post-graduate work experience in a variety of fields like proprietary trading, accounting, market research and corporate finance. He is excited to apply his diverse background as a Junior Analyst in the Consumer Staples/Discretionary sector.
	Jun Lin, Jr. Analyst Jun Lin is in the full-time MSF program. She graduated from Hunan University of China in 2011 as a bachelor of economics in finance. Jun has internship experience in China Gas, CMC Markets, and Singapore Empower Consulting Group. Plus, she has 2 years' experience of stock trade in China. She is now a junior analyst in healthcare/ technology/ telecom sectors.
	Alan Guichard, Jr. Analyst, Compliance Specialist Alan Guichard is currently in the JD/MBA program at Northeastern University and recently worked at a law firm over the summer. Prior to graduate school he majored in Economics-Finance at Bentley University, where he graduated in 2009. Additionally, he worked in import/export in the food service industry as a purchasing manager.
	John Kuhns, Jr. Analyst John is in his second year in the Evening MBA program. He has his bachelor’s degree in Political Science from the University of New Hampshire. He currently works at the Massachusetts Eye and Ear Infirmary in Research Information Technology. This is John’s first semester in the 360 Huntington Fund. He is currently a junior analyst in the Technology, Health, and Telecom sector.
	Cheng Qian, Jr. Analyst Cheng Qian is a full-time MS in Finance candidate at Northeastern University. He graduated from Shanghai University of Finance and Economics with a BA degree. He took an internship in the personal finance department in Citibank (China), Shanghai, in 2010. He is looking forward to be an equity analyst and is preparing to take the FA Level I exam in December 2011. Now he serves as an junior analyst in the fund covering the energy sector.
	Xuanang Chen, Jr. Analyst Xuanang Chen is a full-time MS in Finance graduate student at Northeastern University. He just got a BA degree in China University of Political Science and Law, Beijing. He had an internship in Industrial Bank in Shijiazhuang Branch. He is now a CFA level 1 candidate and preparing for the exam in December 2011. Now he is a junior analyst in the 360 Huntington Fund covering the industrial sector, Applied Industrial Technology.
	Marshall Cady, Jr. Analyst Marshall is an Evening MBA student at Northeastern University specializing in Investments. He graduated from Providence College in 2006 with a Bachelor of Arts in Political Science and a minor in Business. Marshall has several years of experience in government, previously working as a Legislative Coordinator for the Commonwealth of Massachusetts where he primarily worked on fiscal, education, and consumer protection policy. Currently he works for State Street Corporation in their Alternative Investments Services division where he is an Operations Analyst for hedge fund clients. As a Jr. Analyst Marshall will be focusing on Energy, Industrials, Materials, and Utilities.
	Lee Howard, Jr. Analyst Lee is a second year evening MBA student at Northeastern University, specializing in Investments. He graduated from the University of Massachusetts Amherst with a degree in Economics. His professional experience includes employment at State Street Bank as a middle office manager, specializing in FX, equities, and FI; and currently, Lee is employed as a foreign exchange trader at Eastern Bank. Lee has joined the 360 Huntington Fund as a first year junior analyst, and will be covering the energy, industrials, materials, and utilities sectors.
	Seth Bancroft, Jr. Analyst Seth Bancroft is enrolled in Northeastern’s evening MBA/MSF program. He graduated from Tufts University in 2009 with a degree in Economics. Following graduation, Seth began working for Pioneer Investments as a Data Analyst in their Operations department. After a year with Pioneer, Seth took an Analyst position with NEPC, LLC -an Investment Consulting firm in Cambridge. Among other responsibilities, he is in charge of compiling investment manager data and information to be presented to clients. As a Junior Analyst for the Fund, Seth is focusing his research on Energy, Industrial, Materials, and Utilities stocks. Read Seth Bancroft's purchase summary on Kinder Morgan Energy Partners, MLP.
	Alan Guichard, Chief of Research After graduating from Bentley University with a Bachelors Degree in Economics and Finance, Alan worked as a purchasing manager for a yacht provisioning company. Recently, he worked in the litigation department of the Law Offices of Jeffrey S. Glassman. He is currently a dual degree JD/MBA candidate at Northeastern University. As Chief Compliance Officer, Alan is responsible for ensuring compliance with the Huntington 360's Prospectus, Operating Document, and other regulations.
	Licheng Cai, Jr. Analyst, Consumer Discretionary/Staples/Finance Sector Licheng is a MSF candidate at Northeastern University graduating in December 2012 and serves as an analyst in the financial and consumer sectors in the fund. On 11/28/2011, Licheng and his team successfully recommended Jefferies Group, Inc. (NYSE: JEF) at price of $10.90 with comprehensive analysis on the company’s exposure to EU debts, liquidity, and insiders transactions. On 12/20/2011, the company disclosed earning much higher than expectation and the price rallied by 22% to $14.50. Licheng also had experience in Shanghai as Audit Team Member working on IPO project and as Citibank Personal Banking Intern offering financial advice to bank clients. From his academic and professional experience, Licheng developed huge interests in investment and contributes to the fund with his own analysis.
	John Aughavin, Sr. Analyst John received his undergraduate degree from Northeastern University in 2006 with a dual degree in Accounting and Finance with a minor in Economics. Currently, he works for Wellington Management Company where he is a Senior Financial Analyst supporting both the Real Estate and Information Services divisions. Prior to that, he has worked at A.G. Edwards & Sons, Samet & Co. PC, and Loomis Sayles & Co. John is in the part-time program working towards his MSF/MBA degree with a concentration in Corporate Finance and Investments from Northeastern and was introduced to the 360 Huntington Fund in the winter of 2011.
	Juan Tirado, Jr. Analyst Juan Tirado is currently enrolled in Northeastern University’s Executive MBA program with a concentration in Investments and Global Management, graduating in May 2012. Juan provides eight years of investment management operations experience to the fund and has worked at Putnam Investments, Ixis Asset Management, and Bank of America. He graduated from Boston College with a degree in Business. This is Juan’s second semester participating in the fund as an Equity Analyst covering Energy/Materials/industrials/Utilities sector.
	Elvira Garcia, Jr. Analyst Elvira Garcia is currently enrolled as a full-time MBA student at Northeastern University. As an international student she has worked in the construction sector of the Dominican Republic, the commercial banking industry in Spain, and as a sales consultant in the United States. After graduating Boston College in 2009 with a BS in General Management, Elvira obtained a Master’s of Science in Administrative Studies with a focus in Financial management.

360 Huntington Fund Alumni for 2012