SMIF History

SMIF was created in 1993 to provide a "hands-on" experience in research, investing, portfolio management, and the dynamics of the equity markets. The Board of Trustees started the program with a transfer of $200,000 from the University's endowment. As of 2024, this amount has grown to include over $1.2 million.

Managers are chosen through a rigorous selection process that encompasses an application, formal interview, and written research report. The existing managers make all decisions with oversight from SMIF faculty advisors. Once selected, managers take courses in an "investment track" consisting of Financial Management, Fixed Income & Derivatives, Investments and Security Analysis, and Portfolio Management.

The managers also receive one unit of academic credit for their participation in the Fund. Meetings are held at least once a week throughout the entire year to evaluate the status of the portfolios and execute any other administrative duties that are pertinent to its success.

SMIF is completely equity based and is split into a Growth Fund and a Value Fund. The two funds are each comprised of approximately eight managers. A General Manager actively participates in both funds and ensures the professional management of SMIF as a whole."

Managers act as security analysts and portfolio managers. Through many different research sources, information is gathered in an attempt to lead to a buy or sell decision. Practical investment knowledge, exercised through field trips, internships, and a close working relationship with market professionals, has enhanced the educational experience for the fund managers.

The Fund maintains working relationships with alumni and other professionals in the financial services industry, acting as mentors for the managers of the portfolio. The managers work with faculty advisors from the finance department as well as with an advisory board consisting of investment professionals in the Richmond community. Each year, the Fund continues to improve and plays a unique role in the finance curriculum. Through high caliber students, determination, and professional conduct, SMIF will remain one of the most unique and prestigious programs offered at the University of Richmond.

Past Managers

Expand All
  • 2024-25

    General Manager
    Eloise Richter

    Growth Fund
    Matt Pisani (Head Manager)
    Pete Proscia (ESG Manager)
    Mustafa Amandykuly
    Ethan Gail
    Will Galbraith
    Ashley Minns
    Sophie Salmini
    Lucy Rand
    Sam Walker

    Value Fund
    Charlie Von Stade (Head Manager)
    Blainey Burke (ESG Manager)
    Alexa Kim (VP of Recruitment)
    Samyog Adhikari
    Ben Francolini
    Jake Giarraputo
    Will Glowacky
    Anthony Ierna
    Leo Rosenbaum
    Matteo Zeppieri

  • 2023-24

    General Manager
    Carter Eaton

    Growth Fund
    Will Lynch (Head Manager)
    Brian Blevins (ESG Manager)
    Landon Rychener (VP of Recruitment)
    Charlie Benson
    Ryan Hillier
    Luke Krogh
    Brian Park
    Landon Rychener
    Annie Serrao

    Value Fund
    Natalie Null (Head Manager)
    Gina Bao (ESG Manager)
    Jake Glickman
    Xipeng Ke
    Brady Lang
    Luke Notaro
    Kenin Sharku
    Ethan Skelly

    Annual Report

  • 2022-23

    General Manager
    Grace Wightman

    Growth Fund
    Ying Zhu (Head Manager)
    John Mulligan (ESG Manager)
    Bryan Kurey
    Hampton Massie
    Anna Snopkowski
    Danny Sollecito
    Ben Stueck
    Michael Todd

    Value Fund
    Will McKane (Head Manager)
    Gabrielle Grossman (ESG Manager)
    Michael Bocchiaro (VP of Recruitment)
    Stephen Caluori
    Lisa Feng
    Sam Lawler
    Alex Molinaro
    John Sollecito
    Sarah Zhao

  • 2021-22

    General Manager
    Payton Van Den Heuvel

    Growth Fund
    Alex Cook (Head Manager)
    Lana Pucci (ESG Manager)
    Brock Cannon
    Mihir Chinai
    Erica Grosso
    David Nadwodny
    Jack Phillips
    Ryan Silverman
    Nicole Willis

    Value Fund
    Stephanie Gridley (Head Manager)
    Emily Mendelson (ESG Manager)
    Tyler Donsky (VP of Recruitment)
    Hunter Chalhub
    Daniel Coyle
    Michael Pilkington
    Buford Reid
    Ying Zhu

  • 2020-21

    General Manager
    Michael Ukrainskyj

    ESG Head Manager
    Rachel Perry

    Growth Fund
    Lizzie Reedy (Head Manager)
    Michael Baker
    Jack Bonomo
    Ayushman Padia
    Susan Pelczar

    Value Fund
    John Nugent (Head Manager)
    Michael Procaccino (VP of Recruitment)
    Ben Addeo
    Michael Limongelli
    Michael Loughran
    Isabel Nonemaker
    Jason Reynolds

    Annual Report

  • 2019-20

    General Manager
    Claire Griffiths

    Growth Fund
    Sheldon McMeans (Head Manager)
    Alexandra Kohnert (VP of Recruitment)
    Bennett Cooper
    Will Gladstone
    Blake Goodman
    Caleb Michalak
    Andrew Nummy
    Lexi Serek
    Kathryn Shea

    Value Fund
    Ben Smith (Head Manager)
    Laughlin Ashe
    Ross Dimchev
    Marty Durkin
    Michael Elliott
    Chris Gilbert
    Katrina John
    Kirsten Lee
    Caroline Zerkle

    Annual Presentation

  • 2018-19

    General Manager
    Jeremy Lacy

    Growth Fund
    Bobby Piluso (Head Manager)
    Christian Berardo
    Brad Gibson
    Luke Knott
    Kate Schlinke
    Keenan Shepard
    Jack Tierney
    Jess Wilson
    Ying Wu

    Value Fund
    Matt Freda (Head Manager)
    Julian Baretta (VP of Recruitment)
    Pedro Balaban
    Casey Begoon
    Chilton Gaines
    Rishabh Jain
    Ryan McCaffrey
    Ryan Pasquali
    Dennis Smith

    Annual Report

  • 2017-18

    General Manager
    Joao Galbier

    Growth Fund
    Benjamin Barad (Head Manager)
    Anthony Faraino
    Raymond Kanyo
    Oliver Merison 
    Kieran O’Connor
    Luke Perda
    Haley Preschutti
    Kylie Regan

    Value Fund
    Ryan Byrnes (Head Manager)
    Nelson Baetjer
    Doug Butman
    Alexander Cover
    Connor Flanagan
    Tyler Grosse
    Elizabeth Sullivan
    Cade von Gal

    Annual Presentation

  • 2016-17

    General Manager
    Megan Troy

    Growth Fund
    Christopher Hartman
    Rob Ibarguen
    Stathi Kyriakides
    Matthew Leto
    Rowland Mayor
    Michael Walsh
    Sean Walsh
    Wanli Zhang

    Value Fund
    Matthew Celona
    John Franceski
    Han Kweon
    Gregory Nodaros
    Callie Reis
    Dodo Stavrev
    Ellie Sullivan
    Natalie Swanson

    Annual Report

  • 2015-16

    General Manager
    Peter Donohue

    Growth Fund
    Tom Fickinger (Trader)
    Matt Brookman
    Jack Clark
    Nate Cohen
    Connor Cole
    Divij Dugar
    Peter Ghiorse
    Aaron Hamburger

    Value Fund
    Chris Ahn (Trader)
    Jill Cestaro
    Mark Downey
    Brian Gramolini
    Brad Rigoli
    Greg Stern
    Kendall Stevenson
    Bryce Yoo

    Annual Report

  • 2014-15

    General Manager
    Jake O’Donnell

    Growth Fund
    Kevin Alloway
    George Appling
    George Beck
    Kelly Becker
    Jared Bloom
    Laura Levy
    Saifali Shaikh
    Michael Vivirito

    Value Fund
    Sean Baker
    Marty Berkowitz
    Abby Gilmartin
    Connor Koorbusch
    Camille Pittman
    Skye Samse
    Chris Silvey
    Jack Stillwagon
    Curtis Robbins

  • 2013-14

    General Manager
    Brenden Gallinek

    Growth Fund
    Leland Kutay (Trader)
    Rachel Cascio
    Erjon Dobi
    Michael Forsyth
    Shashi Krishnan
    Colin Santoro
    Tony Tomassetti

    Value Fund
    Ryan Grant (Trader)
    Charlie Boles
    Andy First
    Ryan Gardner
    Will Harris
    Justin Karr
    Payton Porter
    Benjamin Weisburger

  • 2012-13

    General Manager
    Mario Lipari

    Growth Fund
    Lawrence Richardson (Trader)
    Andrew Gromer
    Aroon Jeyakumar
    Brianna Leporace
    Joseph Moon
    Todd Nitsche
    Taylor Nyhoff
    Greg Sam
    Daniel Staff

    Value Fund
    Garrison Weaver (Trader)
    John Allen
    Sarah Bullard
    Joseph Gulli
    Connor Roat
    Austin Santoro
    Sunny Wang
    Lucy Wise
    Zachary Yezzi

  • 2011-12

    General Manager
    Mark Pepe

    Growth Fund
    Marko Patrk (Trader)
    Kyle Grace
    James Fair
    Brittany Kneidinger
    Chris Rigoli
    Charles Perkins
    Matt Williamson
    Jamie Wilson

    Value Fund
    Frederico Ciner (Trader)
    Liam Billings
    Devin Cassels 
    Ryan Connolly
    Neville Hemming
    Kristjan Kaar
    Emily LaFave
    Anthony Marino

  • 2010-11

    General Manager
    Michael Collins

    Growth Fund
    Jason Zito (Trader)
    Chelsea Babcock
    Jonathan Bridge
    Jonathan Hunter
    Dylan Morley
    Zachary Remsen
    Kelly Tidwell
    Jian Zhu

    Value Fund
    Chris Kostoulas (Trader)
    JonRyan Bartrug
    Emily Dolo
    Semih Durmus
    Matthew McDermott
    Kelly Padden
    Charles Smead
    Kaitlin Spensley

  • 2008-09

    General Manager
    Mike Weiss

    Growth Fund
    Farah Mian (Trader)
    Mike Fredrickson
    Gheorghe Grecca
    Kendra Hammond
    Nick Keches
    Bryan Pendleton
    Scott Weir

    Value Fund
    Ryan Hill (Trader)
    Kyle Bishop
    Julien Bommier
    Logan Finerty
    Alaina Melichar
    Charlie Widner

  • 2007-08

    General Manager
    Brennan O’Brien

    Growth Fund
    Jeremy Weisberg (Trader)
    Michael Fisher
    Deyllen Harrington
    Jon Howe
    Nora Nagle
    Mike Sumbs
    John Vigliotti

    Value Fund
    Andrew Blazar (Trader)
    Imran Choudhury
    Phil Hartman
    Joe Lipari
    Ben Lucas
    Tara Riccio
    Matt Rosenthal

  • 2006-07

    General Manager
    Donald B. Fries Jr.

    Growth Fund
    John White (Trader)
    Erica Eiler
    Jonathan Gerst
    Grant Hosking
    Larry Napolitano

    Value Fund
    Chris Ribando (Trader)
    Juan Bancalari
    Brian Garrett
    Colleen Pratt
    Jordan Rice

    GARP Fund
    Konstantin Karchinov (Trader)
    Matt Benkert
    Elliot Goldwater
    Elizabeth McWhirt
    John Meredith
    Chris Osborne

  • 2005-06

    General Manager
    Michael Murphy

    Growth Fund
    Kyle Harder
    John Hoffman
    Kevin Jornlin
    Chris Lahoud
    Niya Naneva

    Value Fund
    Alicia Blackburn
    Scott Celander
    Andrew Geer
    Scott Johnson
    Andrew Lobo

    GARP Fund
    Scott Bissett
    Brian Crivella
    Matt Goodspeed
    Kristin Keane
    Joe Morrison
    Mike Schmidt

  • 2004-05

    General Manager
    Bradley Oswald

    Growth Fund
    Lindsay Cressy
    Brent Engel
    Jesse Libby
    Gardner Tripp
    Alessandra Valenti

    Value Fund
    Richard Elder III
    Mark Hofman
    Allison Keough
    Todd Prince
    Lindsay Sivard
    Matt Troy

    GARP Fund
    TJ DaSilva
    Stephen Douglas
    Brandon Halm
    Jennifer Parkes
    Ashleigh Ross

  • 2003-04

    General Manager
    Matthew Shelhorn

    Growth Fund
    Chris Bernard
    Jessica Marino
    Michael Otway
    Kristin Rowe
    Devin Wakeman

    Value Fund
    Ryan Feeney
    Will Mirshak
    Brian Ruhmann
    Jessica Schwartz
    Jack Stimac

    GARP Fund
    Mike Barlettano
    Steve Pang
    Michael Robertson
    Emily Schendel
    Tom Rittle

  • 2001-02

    General Manager
    Eric Genco

    Growth Fund
    Joseph Benanti
    Mark DiGiacomo
    Eric Hines
    Danielle Troy
    Daniel Zimmerman

    Value Fund
    Renee Aldrich
    RJ Dougherty
    Mihir Patel
    Robert Trout
    Devin Weisleder

  • 2000-01

    General Manager
    Ryan FitzSimons

    Growth Fund
    Hardik Doshi
    Julie Hawkins
    Scott Kaufmann
    Jamie Schmidt
    Nicholas Standlick

    Value Fund
    Jason Benzinger
    David Etimadi
    Robert Gilliam
    Michael Kelter
    Josh Kuder

    Annual Report

  • 1999-00

    General Manager
    Jeremy Blackman

    Growth Fund
    David Allebach
    Robert Anderson
    Laurie Ogle
    Chris Pannell
    Marley Walsh

    Value Fund
    James Brecker
    Jesse Davis
    Robert Ethington
    Graham McGirr
    Brad O’Dell

  • 1998-99

    General Manage
    Ryan Gable

    Growth Fund
    Bill Barnshaw (Trader)
    Laurie Desalvo
    Brian Dolan
    Marc Langefeld
    Rudy Letsche

    Value Fund
    Michelle Hagedorn (Trader)
    Jason Block
    Bogdan Fleschiu
    Andrew Kerr
    Theresa Wills

    Annual Report

  • 1997-98

    General Manager
    John Stilmar

    Growth Fund
    Brad Mowbray (Broker Liaison)
    Amanda Ballard
    Greg Bondi
    Kelly Thomas

    Value Fund
    Ginger Mitchell (Broker Liaison)
    Chris Harris
    Robyn Lindaberry
    Devereaux Salley
    Scott Walter

    Annual Report

  • 1995-96

    John Dix
    Tim Froehlich
    Sean Hollingshead
    Richard Koll
    Alice Lee
    Steve Poulos
    Andrew Wert

  • 1994-95

    Chuck Alexander
    Greg Barna
    Spencer Dillard
    Scott Eldridge
    Matt Hanson
    Sean Hollingshead
    Rich Koll
    Ryan Licari
    Coleigh McKay
    Meredith Stoddard

  • 1993-94

    Frank Allen
    Daniel Mead
    Ed Rick
    Ben Sabloff
    Jim Sherman
    Greg Speth
    Allison Ziemer