Our Team

Executive Board
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Jack Grady

Co-President 

Real Estate/Financial
CSOM 2023

Jack is a senior concentrating in Finance from Walpole, Massachusetts. After graduation, Jack will be working as an investment banking analyst in the Mergers & Acquisitions group at Citi, where he previously worked as a summer analyst.

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Nick Iati

Co-President

Consumer

CSOM 2023

Nick is a senior in the Carroll School of Management from Montgomery, New Jersey. He is pursuing concentrations in Finance and Business Analytics. Nick most recently interned in investment banking at UBS, where he will be returning full-time in the Mergers & Acquisitions group.

On campus, Nick is also involved with 4Boston and WZBC Sports Radio. He is an avid New York sports fan, and in his free time, he enjoys playing pickup basketball, listening to podcasts, volunteering, and cooking.

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Annabel Kocks

Vice President

Healthcare

CSOM 2024

Annabel is a junior from San Francisco, California studying Finance and Business Analytics in the Carroll School of Management with a minor in International Studies. Annabel most recently interned at PSP Investments in their Credit Investments group. Next summer, Annabel will be interning as a summer analyst in investment banking at J.P. Morgan Chase & Co. On campus, Annabel is a Class Representative of charity: water and is involved in Women in Business and the Investment Banking Association. In her free time, Annabel enjoys hiking, skiing, playing tennis, and trying new restaurants.

Diego Ly

Portfolio Manager

CSOM 2023

Diego is a senior in the Carroll School of Management pursuing concentrations in Finance and Information Systems with a minor in International Studies. Diego most recently interned at Perella Weinberg Partners, where he will be returning full-time next year. On campus, Diego is also a Student Leader for APPA Volunteers. In his free time, Diego enjoys watching European football and Formula 1, as well as reading Sci-Fi novels and anything geography-related.

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Adam Schadt

Senior Advisor

Healthcare

CSOM 2023

Adam is a senior concentrating in Finance and Information Systems from Redmond, Washington. On campus, he is also a co-founder and board member of BC's Scholars of Finance chapter. In his free time, Adam enjoys skiing and the outdoors. Adam will be returning to UBS's Leveraged Finance & Financial Sponsors group full-time after graduation.

Luke Hendry

Treasurer

CSOM 2024

Luke is a junior in the Carroll School of Management concentrating in Finance and Accounting for Finance. He is originally from Dallas, Texas. This upcoming summer, he will be working as an investment banking summer analyst for RBC Capital Markets. Last summer, Luke interned at Normandy Advisors, an M&A search firm in Boston.

On campus, Luke is a member of the cooking club, Investment Banking Association, and a teaching assistant for the accounting department. During his free time, Luke enjoys cooking, playing pickup basketball, camping, skiing, and traveling.

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Brooke Yoakam

Director & Social Chair 

TMT

CSOM 2024

Brooke is a junior in the Carroll School of Management with concentrations in Finance and Information Systems with a minor in Computer Science. Brooke has been the CEO & Founder of the FinTech app GiftPocket for the last six years and won Boston College’s Strakosch Ventures Pitch Competition.

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Jordan Callahan

Director

Energy

CSOM 2023

Jordan is a senior pursuing Finance and Mathematics at Boston College. After graduation, Jordan will be working as an investment banking analyst in the Healthcare Group at Deutsche Bank, where he previously worked as a summer analyst. Jordan is the Captain of the Boston College Men’s Rowing Team, where he has competed in the Head of the Charles Regatta. Jordan spends his free time lobstering in Cape Cod, deer hunting in upstate New York, and watching the Boston Red Sox.

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Andrew Luntz

Director

Real Estate/Financial 

CSOM 2023

Andrew is a senior from Albany, New York studying Finance in the Carroll School of Management. Andrew most recently interned as an investment banking summer analyst at Moelis & Company, where he will be returning full-time.

On campus, Andrew also serves as the Co-President of the Finance Academy, a panelist for the Student Admissions Program, and is involved with the Men's Rugby Club. In his free time, Andrew enjoys skiing in Vermont, playing doubles tennis, and following the Boston Red Sox. One fun fact is that Andrew has a keen interest in urban development and architecture.

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Elizabeth Spalla

Director

CSOM 2024

Elizabeth is a junior in the Carroll School of Management from Needham, Massachusetts. She is currently pursing concentrations in Finance and Management and Leadership. Last summer, Elizabeth worked as a sales associate at J.Crew and as an office assistant for the Faber Jesuit Community at BC. Next summer, she will be interning as an investment banking summer analyst at Goldman Sachs. On campus, Elizabeth is involved in the Student Admission Program, where she serves as a tour guide, and as an Eagle for the Day host. She also serves as a student ambassador for the UWIN program run by asset management firm Loomis Sales and Company. During her free time, Elizabeth enjoys painting and cooking for friends. She will be running the Cambridge Half Marathon in the fall and is training for the 2023 Boston Marathon in the spring.

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Courtney Keswick

Director 

CSOM 2025

Courtney is a sophomore in the Carroll School of Management concentrating in Finance and Business Analytics. This summer, Courtney spent time traveling, visiting friends and family, and coordinating summer league basketball operations at regional basketball facilities. In her free time, Courtney enjoys going to the beach, hiking, reading, and coaching youth basketball.

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Herman Wan

Director

Industrials

CSOM 2024

Herman is a junior from Seattle, Washington, and he is studying Finance and Mathematics. He is going to intern at Citi this coming summer. On campus, Herman is an RA in the College Road community, and he is a member of Scholars of Finance. Additionally, Herman is an aviation enthusiast and has a private pilot certificate.