Executive Board

Meet the 2026–2027 leadership driving CUWMC’s mission to train the next generation of wealth and asset management leaders.

Executive Leadership

Roman Annan

Roman Annan

Co-President

Class of '28, Financial Economics and Special Concentration in Business Management. Former Intern at Ascension & SkyBridge Capital. Incoming Private Equity Summer Analyst at StepStone Group.

Sofia Torrecillas

Sofia Torrecillas

Co-President

Class of '28, Financial Economics. Former Investment Advisory Intern at Boa Vista Investimentos. Incoming Goldman Sachs PWM Summer Analyst.

Amelie Brenninkmeijer

Amelie Brenninkmeijer

External Vice President

Class of '28, Economics & Mathematics. Former Summer Analyst at Bregal Investments and Private Equity Intern at Jerikho Investment Management.

Santiago Quintero

Santiago Quintero

Internal Vice President

Class of '29, Economics and Mathematics. Former Wealth Intern at Morgan Stanley.

Tanay Nandan

Tanay Nandan

Treasurer

Class of '29, Financial Economics. Economic Advisor for the Office of Paul D. Wolfowitz. Former Research Analyst at Verdus Capital.

Delfina Diotti

Delfina Diotti

Secretary

Class of '28, Financial Economics. Former Asset & Wealth Management Intern at The Rockwell Financial Group. Incoming Asset and Wealth Management Summer Analyst at J.P. Morgan.

Division Leadership

Eli Dubin-Ramos

Eli Dubin-Ramos

Private Banking Division Co-Head

Class of '28, Columbia College. Visitor Services Assistant at The Frick Collection and former Impressionist and Modern Art Intern at Christie's.

Marco Sit

Marco Sit

Private Banking Division Co-Head

Class of '29, Architecture and Economics. Former Investment Banking Analyst at Worldwide Capital Corporation and Valuation Analyst at ESG Real Estate Laboratory.

Akansha Gupta

Akansha Gupta

Investment Management Division Co-Head

Class of '28, Barnard College, Economics–Statistics. Former Technology Private Equity Analyst at Zeus Global and Asset Management Analyst at Kotak Alternate Asset Managers.

Charlotte Lorraine

Charlotte Lorraine

Investment Management Division Co-Head

Class of '29, Psychology and Economics. Former Intern for Blue Owl's GP Strategic Capital Group.

Marsi Hadjieva

Marsi Hadjieva

Financial Planning Division Co-Head

Class of '28, Financial Economics Major and Minor in Political Science. Prior Private Equity Intern at BValue and incoming Columbus Private Wealth Management Intern.

Angelina Chen

Angelina Chen

Financial Planning Division Co-Head

Class of '29, Economics and Psychology. Former Project Management and Sales Intern at Greenworks North America and China.

Directors

Luciana Piro

Luciana Piro

Director of Digital Strategy & Growth

Class of '29, Cognitive Science. Researcher at Caltech and Intern at FWD, a social app startup.

President Emeriti

  • Anghelo Adrian Chavira-Barrera
  • Leen Alawi Alshorafa
  • Kyle Shrader