Retired Mutual Fund Manager
Pratima is a retired fund manager with experience at Fidelity Investments as Director of Research and member of an equity team managing assets of high net worth families and charitable entities.
Matthew Apkarian, CFA MBA'20
Associate Director, Product Development, Cerulli Associates
Matt is a former Executive Portfolio Manager of the Babson College Fund. His professional career has been spent in several roles at Fidelity Investments, most recently as an Investment Data Analyst for Strategic Advisers.
Paurav Barot MSF’20
Investment Analyst, Mass General Brigham Investment Office
Paurav is a former Materials/Energy analyst for the Babson College Fund. He has experience as a research analyst specializing in Renewable energy and Basic materials. Paurav currently works as an investment analyst at the Mass General Brigham Investment Office.
Brittany Bascom MBA'16
Global Head of Investment Analysis, John Hancock
Brittany has experience in investment product development, asset manager selection, and investment oversight of performance and risk across retail, institutional, and retirement business globally at John Hancock.
Retired Manager, Research and Instruction
Jack has over 30 years of experience in managing, budgeting, evaluating, and utilizing information products, market data services, and third-party research services for investment management, banking, and consulting enterprises.
Lilia Chobanova MSF'18
AVP, Investment Strategy, Wellington Management
Lilia is a former member of the Quant team and was Executive Portfolio Manager of the Babson College Fund. Lilia has several years of experience in Asset Management, currently an Investment Strategy Analyst at Wellington Management.
Edward Ciancarelli, CFA, ’00
Principal & Senior Portfolio Manager, The Colony Group
Edward has over twenty years’ experience in equity research and portfolio management. He currently manages The Colony Group’s Small Cap, International Developed and Emerging Market strategies. In his prior role at Eaton Vance, he conducted fundamental research on European and Japanese equities across all sectors with a focus on financials and technology.
Richard Grasfeder, CFA, MBA’05
Senior Portfolio Manager, Nixon Peabody LLP
Richard co-manages the firm’s internally managed fundamental equity strategies and heads the firm’s equity research efforts. His prior equity research experience includes sell-side research within the technology sector, and buy-side research covering technology, energy, industrials, materials, and utilities, and managing a technology sector fund.
Patrick Gregory, CFA
Managing Director, Stephen D. Cutler Center for Investments and Finance, Faculty Director, Babson College Fund Director, Senior Lecturer
Patrick Gregory, CFA is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. Before joining the faculty, Patrick was an institutional portfolio manager at FM Global from 2007-2015, where he managed the Healthcare, Internet, and Telecom sectors of a $6 billion equity portfolio. He was also responsible for the evaluation, selection, and ongoing evaluation of third-party investment managers.
John Hickling, CFA
Retired Hedge Fund Manager
John was a mutual fund manager at Fidelity Investments for many years, spending much of his career managing the firm’s international funds. He then launched an international long/short hedge fund that he later sold in 2007.
VP, Investment Analysis, FM Global
Adam has 20 years of experience in asset management/ownership as a research analyst, client-facing portfolio manager, and allocator across a $16.5B portfolio of global equities, fixed income, and absolute return investments.
Colleen MacPherson, CFA, MBA’14
Director of Research, Portfolio Manager, Penobscot Investment Management Company
Colleen has over ten years experience in the finance industry, having spent time at Brown Brothers & Harriman and Eaton Vance prior to her current role as Director of Research and Portfolio Manager at Penobscot Investment Management Company.
George Massey MBA’20, MSF’21
Managing Member, Ellisville Harbour Partners
George is a former Materials/Energy analyst for the Babson College Fund. While at Babson, George launched Ellisville Harbour Partners, a global, concentrated strategy investing in companies with emerging technologies in frontier markets.
James Spencer, CFA '73
Former CIO, Cambridge Trust Co.
Jim has over 25 years of experience in investment management with expertise covering specialty chemicals. He is the former CIO of Cambridge Trust Company. Institutional Investor Magazine named Jim a member of its All American Research Team for eight years.
Retired Hedge Fund Manager
Holland has extensive experience as a research analyst and portfolio management for long/short equity funds, with expertise in technology, energy, and natural resource sectors.