Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) Employee Directory

Investment ManagementCalifornia, United States11-50 Employees

Founded in 2014, SJSU Spartan Fund is a highly selective, leading undergraduate investment fund at the San Jose State University’s Lucas College of Business and sponsored by Financial Navigator, Inc.  The goal is to provide students with hands-on learning and experiences in evaluating financial assets through both fundamental and quantitative analysis. With an initial $50,000 provided by our sponsor, undergraduate students manage equities in various industries that are composed in the S&P 500 under the Global Industry Classification Standard. 
Our members are high performing. Graduating seniors have gone off into a variety of firms. Members have gone on to work for Bridge Bank, Charles Schwab, Morgan Stanley, Hedge Trackers, US Capital Partners, AvidBank, and more. As such, members can expect an extensive network that can open many doors during recruiting season.

Find Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) employees' phone numbers or email addresses

Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) Global Highlights

Location
Employees

North America
56

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  • United States Of America
    54
  • Canada
    2

Asia
5

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  • India
    4
  • Nepal
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Ukraine
    1

Oceania
1

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  • Australia
    1

Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s Leadership

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    P. M.
    Coo Spartan Systems Vp Spartan Power
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  • Stylized image of a person
    M. M.
    Chief Financial Strategist
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  • Stylized image of a person
    P. L.
    Founder/C.E.O
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  • Stylized image of a person
    S. M.
    Chairman
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  • Stylized image of a person
    K. B.
    Chairman
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    H. H.
    Client Services Manager
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  • Stylized image of a person
    H. Q.
    Client Service Manager
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    R. S.
    Product Manager
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Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) Employee Metrics

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50%
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2026
2025
  • Finance
  • Business
  • Banking
  • Accounting
  • Administrative
  • Other

Contact profiles from Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)

Name
Title
Contact Info
Location
Last Update
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    P. L.
    Founder/C.E.O
    Phone icon
    United StatesDc
    Feb 03, 2026
  • Stylized image of a person
    S. M.
    Chairman
    Phone icon
    NepalBāgmatī
    Sep 24, 2025
  • Stylized image of a person
    K. B.
    Chairman
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    M. M.
    Chief Financial Strategist
    Phone icon
    United StatesNorth Carolina
    Oct 26, 2025
  • Stylized image of a person
    H. H.
    Client Services Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    H. Q.
    Client Service Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. S.
    Product Manager
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    H. H.
    Senior Technology Risk
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    UNITED STATES
    Mar 08, 2023
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    R. P.
    Independent Investment Advisor
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    IndiaMadhya Pradesh
    Nov 12, 2025
  • Stylized image of a person
    D. B.
    Sales
    Phone icon
    United StatesNorth Carolina
    Oct 22, 2025

Frequently Asked Questions

What is Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) known for?

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Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) was founded in 2014 operates in the Investment Management industry. The company's main headquarters is located in 1 Washington Square San Jose, California 95192 United States; you can contact the main corporate office by phone at . Explore Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s company overview page for more information.

What is Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s most common email format?

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Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) email formats with LeadIQ.

How many employees does Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) have currently?

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Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) has approximately 30 employees as of February 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s key employees and leadership?

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As of February 2026, Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s key employees include:

  • Coo Spartan Systems Vp Spartan Power: P. M.
  • Chief Financial Strategist: M. M.
  • Founder/C.E.O: P. L.
  • Chairman: S. M.
  • Chairman: K. B.

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