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, Chemistry, and 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. Incoming Analyst at Bregal Investments. Former Private Equity Intern at Jerikho Investment Management.

Santiago Quintero

Santiago Quintero

Internal Vice President

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

Tanay Nandan

Tanay Nandan

Treasurer

Class of '29, Financial Economics. Incoming Research Analyst at Verdus Capital.

Delfina Diotti

Delfina Diotti

Secretary

Class of '28, Financial Economics. Incoming 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.

Marco Sit

Marco Sit

Private Banking Division Co-Head

Class of '29, Architecture and Economics. Incoming Investment Banking Analyst Intern at Worldwide Capital Corporation.

Dylan Wang

Dylan Wang

Investment Management Division Co-Head

Class of '29, Operations Research–Financial Engineering & AI Minor. WM Intern at Lyons, VC Intern at IgniteXL, and Staff Writer at Columbia Emerging Markets Review.

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

Dillon Ring

Dillon Ring

Director of Education

Class of '28, Financial Economics & Jazz. Former WM Research at D.A. Davidson.

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