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

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

Investment ManagementCalifornia, United States11-50 Employees

The SJSU Spartan Fund is a student-led investment portfolio affiliated with San Jose State University's Lucas College of Business and sponsored by Financial Navigator, Inc. Founded in 2014, it provides undergraduates with practical experience in evaluating financial assets through both fundamental and quantitative analysis. Beginning with an initial seed of $50,000 provided by its sponsor, student managers oversee equities across industries represented in the S&P 500 in accordance with the Global Industry Classification Standard.

Graduating members have moved into roles at a range of financial institutions, reflecting the program’s professional network and recruiting opportunities. Located in San Jose, California, the fund operates within the investment management industry as a university-based, student-managed initiative.

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
63

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  • United States Of America
    61
  • Canada
    2

Asia
4

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  • India
    3
  • Nepal
    1

Europe
3

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

Africa
1

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  • Egypt
    1

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

  • Stylized image of a person
    B. E. H.
    Chairman
    Phone icon
  • Stylized image of a person
    S. M.
    Chairman
    Phone icon
  • Stylized image of a person
    K. B.
    Chairman
    Phone icon
  • Stylized image of a person
    H. H.
    Client Services Manager
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  • Stylized image of a person
    H. Q.
    Client Service Manager
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  • Stylized image of a person
    C. L.
    Principal
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  • Stylized image of a person
    R. P.
    Independent Investment Advisor
    Phone icon
  • Stylized image of a person
    J. V. D.
    Engineer
    Phone icon

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

100%
50%
0%
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
  • Stylized image of a person
    B. E. H.
    Chairman
    Phone icon
    Egypt
    Jun 24, 2026
  • Stylized image of a person
    S. M.
    Chairman
    Phone icon
    NepalBāgmatī
    Jun 26, 2026
  • Stylized image of a person
    K. B.
    Chairman
    Phone icon
    Oct 17, 2024
  • 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
    C. L.
    Principal
    Phone icon
    CanadaOntario
    Jul 10, 2026
  • Stylized image of a person
    R. P.
    Independent Investment Advisor
    Phone icon
    IndiaMadhya Pradesh
    Apr 14, 2026
  • Stylized image of a person
    J. V. D.
    Engineer
    Phone icon
    Oct 18, 2024

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; 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 25 employees as of July 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 July 2026, Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s key employees include:

  • Chairman: B. E. H.
  • Chairman: S. M.
  • Chairman: K. B.
  • Client Services Manager: H. H.
  • Client Service Manager: H. Q.

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