William Barrett

VPPM @ Bentley Investment Group - Trading Room Manager @ HCFS - Student @ Bentley University

Role: Vice President of Portfolio Management at Bentley Investment Group
Location: Concord, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About William Barrett

Senior at Bentley University double majoring in Economics-Finance and Computer Information Systems, while also completing a Master\'s in Finance degree during Undergraduate education- Experienced in asset management, equity research, and data analytics capabilities related to portfolio optimization and international finance- Student Manager of the Bentley Trading Room, the largest academic trading floor in the United States with access to Bloomberg, Factset, S&P Capital IQ, Morningstar, and Refinitiv software- Vice President of Portfolio Management for the Bentley Investment Group, a student-run, long-only equity fund with $2.5M AUM. Directly responsible for fund allocation, portfolio management, and investment operations for 7 sectors while leading institutional knowledge on equity research and financial modeling- Previous intern at value-oriented equity investment fund Colrain Capital and financial advisory firm Journey Wealth Partners- Professional research experience at MIT and Bentley University across STEM and finance topics including international hedging strategies, neurohaptics, higher education, and martian habitat construction

Experience

Vice President of Portfolio Management
Bentley Investment Group
Apr 2025 — Present · Waltham, MA, US
Lead portfolio manager for two long-only equity funds with combined $2.5M AUM- Long-only fundamental equity- Long-only ESG thematic fundamental equity

Education

Bentley University
Bachelor's degree, Economics-Finance + Computer Information Systems Dual Degree
Bentley University
Master's degree, Finance

Contact information

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Work email
•••••@bentleyinvestmentgroup.org
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Current company

Bentley Investment Group

Capital Markets · 235 employees · Founded 1997 · Waltham, Massachusetts, United States

The Bentley Investment Group (BIG) is a student organization that is responsible for managing a portion of Bentley University\'s endowment. The fund originated in 1997, with an original allocation of $250K and has grown to more than $2.5M AUM under the group\'s financial decisions. Today BIG is one of the largest Student Managed Investment Funds (SMIF) in the nation by membership size with over 1,600 registered members on Campus Groups and more than 60 analysts and portfolio managers. The group’s goals are to achieve capital appreciation of the portfolio, while providing an educational experience to members. BIG seeks to run as a long-only equity fund focusing on investment exposure to intermediate and large capitalization companies allocated across seven industries. Using an active fundamental investment approach, BIG adds value to the investment process by making weighted decisions in sectors and individual securities.

bentleyinvestmentgroup.org

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