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
55

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  • United States Of America
    53
  • Canada
    2

Asia
5

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  • India
    4
  • Nepal
    1

Europe
2

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

Africa
1

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  • Egypt
    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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    M. M.
    Chief Financial Strategist
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    N. M.
    Chief Economist And Fixed Income Portfolio Manager
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    B. E. H.
    Chairman
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    S. M.
    Chairman
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    K. B.
    Chairman
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    E. L.
    Director, It Vendor Management
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    H. H.
    Client Services Manager
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    H. Q.
    Client Service Manager
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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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    B. E. H.
    Chairman
    Phone icon
    Egypt
    Oct 17, 2025
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    S. M.
    Chairman
    Phone icon
    NepalBāgmatī
    Sep 24, 2025
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    K. B.
    Chairman
    Phone icon
    Oct 17, 2024
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    M. M.
    Chief Financial Strategist
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    United StatesNorth Carolina
    Oct 26, 2025
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    N. M.
    Chief Economist And Fixed Income Portfolio Manager
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    United StatesPennsylvania
    Apr 26, 2025
  • Stylized image of a person
    E. L.
    Director, It Vendor Management
    Phone icon
    United StatesMassachusetts
    Nov 11, 2025
  • Stylized image of a person
    H. H.
    Client Services Manager
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    Oct 22, 2024
  • Stylized image of a person
    H. Q.
    Client Service Manager
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    Oct 22, 2024
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    R. S.
    Product Manager
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    H. H.
    Senior Technology Risk
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    UNITED STATES
    Mar 08, 2023

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 34 employees as of December 2025. These team members are located across 5 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 December 2025, Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s key employees include:

  • Chief Financial Strategist: M. M.
  • Chief Economist And Fixed Income Portfolio Manager: N. M.
  • Chairman: B. E. H.
  • Chairman: S. M.
  • Chairman: K. B.

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