The Wharton Investment and Trading Group (WITG, for short) is the premier undergraduate institution for professional preparation in finance-related careers. As the largest finance/education-oriented organization at Penn, our investment and development teams both teach the principles of value investing, trading, business analysis, and quantitative finance, between development sessions and active pitches/work under the supervision of team portfolio managers (PMs).

Business Development

Education

Finance

Investment Management

Trading & Exchanges

Wharton Investment and Trading Group

Alex Zhao

Avery Ciatto

Colin Ng

Justin Schwartz

Hayong C.

Abby Portnoy

Cameron Molnar

Conrad Brown

Emily Shaw

Anna Bay

Arjun Nargolwala

Carl Yang

Andrew Shi

Abraham Franchetti

Ariel Zhou

Jack Nelson

Kampton Kam

The Investment Analysts at Wharton Investment and Trading Group conduct in-depth financial research, evaluate market trends, and analyze investment opportunities across various sectors, including consumer retail, real estate, technology, media, telecommunications (TMT), and global macroeconomics. They prepare detailed reports, models, and presentations to support portfolio managers in making informed investment decisions and actively contribute to investment pitches and portfolio management strategies.

Investment Analysts

Investment Analysts

About

Team members