History
Capital Management Club was formed in 2009 by undergraduates at the University with a passion for investing. The original group included 30 hard-working business students that collectively managed a long-short limited partnership. Members performed rigorous industry and company analysis in presenting ideas to the Club's portfolio managers.
In 2014, the Club was re-organized in association with the Business School's Hawk Center for Applied Investment Analysis to broaden participation and shift the focus primarily from portfolio management and market analysis to security analysis and issue selection, which better aligns with the interest of members. The Club regularly meets to review member investment pitches. Pitches receiving a favorable vote from at least 60% of members are purchased in a real-money portfolio sponsored by Hawk Center.
The initial portfolio donation from the Hawk Center of $100,000 has since grown to an over $300,000 real world equity portfolio. The students are grateful for the initial donation and have learned from executing transactions and watching the results over time. The "Portfolio Analyst" designation is awarded to students actively participating in Club activities after they have demonstrated competence in security analysis and successfully completed a pitch to the group. Associate membership is open to any student interested in investing. All members receive access to and training in using the Factset Research service and gain additional exposure to Bloomberg.
Portfolio Analysts
Jake Rivard - jrivard2@wisc.edu
Expected Graduation: Spring 2025
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Logan Rehwinkel - lrehwinkel@wisc.edu
Expected Graduation: Spring 2025
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Sam Stelling - sjstelling@wisc.edu
Expected Graduation: Spring 2025
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Thomas Graeb - graeb@wisc.edu
Expected Graduation: Spring 2025
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Will Kiser - wkiser@wisc.edu
Expected Graduation: Spring 2025
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Tanner Bence - tbence@wisc.edu
Expected Graduation: Spring 2025
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Jeffery Hecht - jrhecht@wisc.edu
Expected Graduation: Spring 2025
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Jack Stell - jstell@wisc.edu
Expected Graduation: Spring 2025
​​Mason Strain - mstrain@wisc.edu
Expected Graduation: Spring 2025
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Andrew Meuler - andrew.meuler@wisc.edu
Expected Graduation: Spring 2026
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Ethan Shefchik - eshefchik@wisc.edu
Expected Graduation: Spring 2026
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Alex Ariker - aariker@wisc.edu
Expected Graduation: Spring 2026
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Thomas Dupont - tcdupont@wisc.edu
Expected Graduation: Spring 2026
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Colin Pieroth - cpieroth@wisc.edu
Expected Graduation: Spring 2026
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Kyle Carter - kyle.carter@wisc.edu
Expected Graduation: Spring 2026
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Andrew Villareal - agvillareal@wisc.edu
Expected Graduation: Spring 2027
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Zachary Burstein - zachary.burstein@wisc.edu
Expected Graduation: Spring 2027
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Romeo Trikolas - rtrikolas@wisc.edu
Expected Graduation: Spring 2027
​Jonathan Gary - jxgary@wisc.edu
Expected Graduation: Spring 2025
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Michael Kinzfogl - mkinzfogl@wisc.edu
Expected Graduation: Spring 2025
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Sam Fischer - sdfischer2@wisc.edu
Expected Graduation: Spring 2025
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Stefania Lawrence - smlawrence4@wisc.edu
Expected Graduation: Spring 2025
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Jacob Hoertdoerfer - jhoertdoerfe@wisc.edu
Expected Graduation: Spring 2025
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Tyler Chapman - tschampan@wisc.edu
Expected Graduation: Spring 2025
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Caden Piefer - c.piefer@wisc.edu
Expected Graduation: Spring 2025
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Matthew Shapiro - msshapiro3@wisc.edu
Expected Graduation: Spring 2025
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Spencer Callaway - scallaway@wisc.edu
Expected Graduation: Spring 2025
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Peter Culp - pculp@wisc.edu
Expected Graduation: Spring 2025
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Liam Gerard - liam.gerard@wisc.edu
Expected Graduation: Spring 2026
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Colin Foley - cmfoley@wisc.edu
Expected Graduation: Spring 2026
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Adam Dolan - acdolan@wisc.edu
Expected Graduation: Spring 2026
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Charlie Wheeler - cmwheeler2@wisc.edu
Expected Graduation: Spring 2026
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Trevor Foemmel - trevor.foemmel@wisc.edu
Expected Graduation: Spring 2027
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Alison Peters - alison.peters@wisc.edu
Expected Graduation: Spring 2027
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Lucy Charles - lncharles@wisc.edu
Expected Graduation: Spring 2027
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Harry Falk V - harry.falk@wisc.edu
Expected Graduation: Spring 2027
Resume Book
Faculty Advisor
Greg Edwards
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Co-Director of the Hawk Center for Investment Analysis
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3547 Grainger Hall
Diversity, Equity, and Inclusion
The Capital Management Club is committed to creating and supporting an environment made up of members from all backgrounds. Diversity and inclusion helps foster a high level of innovation and achievement, and we value the unique ways each person’s identity, culture, and background can help serve to better our organization and our community.
As a business organization, we recognize that the business field as a whole needs to make improvements regarding DEI. The Capital Management Club is a part of that, but we promise to commit ourselves to making this club one where people of all identities are accepted. By working together to implement new initiatives, we will continue to achieve excellence, while building an environment that is welcoming and inclusive for all.