The Wharton Undergraduate Finance Club (WUFC) is a student club at the University of Pennsylvania and offers a comprehensive destination for all students interested in finance. From learning to recruiting to networking, we are Wharton's most prominent and largest finance-focused institution. WUFC is committed to promoting equal access to the finance industry and supporting all of its members in achieving their professional goals.
WUFC is composed of 7 committees. The following are descriptions of each of the committees that compose WUFC:
Investment Team offers an enriching opportunity for students to deepen their qualitative and quantitative financial knowledge. From learning valuation and financial modeling skills to other investment topics like trading strategies and alternative investing, the Investment Team is a cornerstone of WUFC's curriculum. Past projects have involved weekly market flashes, industry sector groups, and stock pitch competitions. Each semester, members of the WUFC Investment Team will join one of three Product Groups: Private Equity, Hedge Fund Solutions, and Special Situations for more in-depth financial analysis training, end-of-semester pitches, and mentorship opportunities. All applicants will apply to the general Investment Team, being placed into Product Groups after acceptance.
Corporate Relations Committee identifies, creates and sustains cordial relationships with Wharton Undergraduate Finance Club sponsors. We help our sponsors plan and facilitate campus visits and in the future firm visits. Corporate Relations is the link between the club and its sponsors. We seek to diversify and increase our sponsors' list with the aim of providing our colleagues with more access to the financial industry. Consequently, with more sponsors, we look forward to organizing and facilitating a Wharton Finance Conference like no other. We are in the process of organizing a miniature version of what is to come in the future.
Quantitative Finance Committee aims to further students’ knowledge in both finance and technology. Our committee takes on multiple projects related to quantitative finance. Previously, our committee members learned R, a coding language, created a stock ticker and an automated DCF model, and prepared for quantitative finance interviews. The Quant Committee seeks individuals from diverse backgrounds hoping to learn more about the intersection of finance and technology/data.
Events Committee is committed to designing meaningful spaces for club members to interact with one another and to broaden their capacities regarding career and academic disciplines. We collaborate with other committees and clubs to organize and manage logistics for all events. In the 2023 term, we are aiming to implement new initiatives benefiting our committee members and for the Wharton community as a whole. In the past, these events have included educational speaker series, networking events with alumni, educational workshops, and more!
Membership Committee focuses on building and solidifying long lasting relationships within the community. From planning social events to creating resume books, we aim to strengthen not only pre-professional networks, but also genuine connections. In the past, we have hosted finance events such as OCR workshops as well as bi-annual formals, holiday dinners, and general board meetings
Marketing Committee is divided into three branches: Strategy &amp; Research, Communications, and Design. S&amp;R is in charge of analyzing data in regards to the Penn population and creating marketing strategies to attract and retain new members. Communications is in charge of executing the promotion of events and WUFC’s brand. Design works to create the designs for marketing materials (graphic design, video, or photography) for WUFC events and corporate sponsors. Overall, the marketing committee uses design and strategy to further WUFC’s mission of enhancing the financial knowledge and interest of our members
Case Team (Open to All) is aimed at educating and preparing students who are interested in competing in case competitions. The meetings will be centered around developing crucial skills such as financial modeling and business strategy for the purpose of guiding students through stock pitches and cases. Through both a diverse and deep coverage of material, including industry analysis, financial statement analysis, and corporate valuation, members will gain skills to set them up for success in case competitions, recruiting, and upper-level business courses.​
Our GBMer Engagement Plan can be viewed here: https://drive.google.com/file/d/15giQRnoriCu8XixNZyCPLiqmYlNAUK9c/view?usp=sharing

Adit Ghosh

Member

Abraham Franchetti

Officer

Akash George

Alima Aset

Ansh Jakatimath

Benjamin Gao

Brianna Lin Lin

Callie Milner

Connor Dawson

Daminika Sobal

Frank Ma

Gabriela De Oliveira

Jack Eli Ford

Joshua Frazier

Kah Kheng Gan

Katie Oh

Malia Sanghvi

Marissa Vosberg

Matthew Kadaev

Michael Chen

Mitchel Wang

Nicholas Diamond

Robbie Gamble

Vedha Sitlani

Victoria Zhu

Aarav Sethia

Abril Bustamante

Ada Chen

Akshat Juneja

Albert Caceres-Rosales

Allen Yao

Amy Hong

Amy Zhang

Andy Troczynski

Angela Chen

Anirudh Bharadwaj

Anonymous

Aryaman Meswani

Ayan Lateef

Bailey Greenwald

Bhavana Chamarthi

Bianca Arriaga

Caroline Ircha

Chandler Cheung

Chiara Bargellesi

Christine Kang

Daniel Song

Dominic Olaguera-Delogu

Ebun Ajao

Edward Chen

Elena Paz

Eli Glazer

Emily Shaw

Franklin Cheng

Gabriel Mora

Gabriel Pulido

Hao Cui

Hayong Choung

Javier Garcon

Jehseok Kim

Jeslyn Li

Jesse Behar

Justin Hughes

Kartik Pillai

Katherine Shaw

Lachlan Mclaren

Leah Golubchik

Liam Umbs

Lucas Wu

Luke Williams

Marlon Richter

Mats Kjelle-Skjelbred

Matt Ruud

Matthew Fernando

Maximillian Surveyor

Morgan Bjorklund

Muhammad Vakil

Nathan Lang

Neo Matsuyama

Noah Bushong

Patrick Mckeigue

Quan Dao

Rachel Doman

Ria Kokkengada

Ron Batra

Sam Ngiam

Sean Oh

Shrey Kakkar

Steven Chang

Ted Kwee-Bintoro

Terrance Ji

Tiffany Fu

Vivian Xiao

Will Goelz

Xiaoshen Ma

Yanfu Ou

Wharton Undergraduate Finance Club

The premier undergraduate finance organization & comprehensive destination for students interested in finance.

Wharton Undergraduate Finance Club

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Parents of Wharton Undergraduate Finance Club