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Captains'​ Educational Enrichment Fund

Captains'​ Educational Enrichment Fund


Captains'​ Educational Enrichment Fund's financial review

Employees

27


Captains'​ Educational Enrichment Fund information

Purpose:To provide students with hands-on experience managing two real dollar financial portfolios and to serve as an outlet for students to engage in various research competitions. The CEE-Fund is both a student, and a registered 501(c)(3) organization that is dedicated to furthering the education offered at Christopher Newport University students, both personally and professionally. As of 2023, ...
Purpose:To provide students with hands-on experience managing two real dollar financial portfolios and to serve as an outlet for students to engage in various research competitions. The CEE-Fund is both a student, and a registered 501(c)(3) organization that is dedicated to furthering the education offered at Christopher Newport University students, both personally and professionally. As of 2023, we are hovering around $400,000 of Assets Under Management, with the aim to achieve healthy portfolio growth within our risk tolerance. The CEE-Fund assets are divided between two portfolios, the Endowment Portfolio and the CEE-Fund portfolio. The CEE-Fund operates through three teams; the Finance team who handles portfolio management, the Investment team who manages portfolio construction, and the Operations team, who handles compliance, marketing, and outreach. With the expansion of our portfolios, the CEE-Fund will continue to fund student scholarships within the University.Mission:The CEE-Fund is a 501(c)(3) that enhances the educational experience of all Christopher Newport students through teaching students the true ins and outs of managing a portfolio, providing professional experience in managing a Non-Profit Organization, and funding valuable student initiatives, scholarships, and development of Christopher Newport University.Vision:The CEE-Fund is recognized as the premier developer within the Christopher Newport University community of financial knowledge and literacy as well as non-profit development and management.Current E-Board Positions: Trevor Plesko, Chief Executive Officer (CEO), Finance Major Maggie Traverse, Chief Financial Officer (CFO), Finance MajorDaniel Smith, Chief Information Officer (CIO), Finance Major Bennett Cooper, Chief Operations Officer (COO), Marketing Major Additional URLs: Instagram: https://www.instagram.com/cnuceefund/?hl=en

Captains'​ Educational Enrichment Fund industries

Educational & investing
Investment management
Financial services

Captains'​ Educational Enrichment Fund's financial review

Employees

27

Employees

Investment Analyst
Investment Analyst
Team Lead
Investment Analyst
President

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