Joel M. Shulman Ph.D., CFA
Founder & Managing Director
Dr. Joel Shulman is the founder and managing director of EntrepreneurShares. His 30+ years of academic research led to the formation of our proprietary 15-factor investment model. Dr. Shulman is a leading academic in the field of Entrepreneurship at Babson College (ranked #1 for Entrepreneurship 18 consecutive years by U.S. News & World Report.) Dr. Shulman holds a Ph.D. in Finance and is a CFA charter holder. He also earned an MPA from the JFK School of Government at Harvard University. He founded and sold The Shulman Review, a CFA test-prep company that trained over 12,000+ investment professionals in 110+ countries around the world. In addition, he provided consulting services to the World Bank and helped facilitate capital market development in Central Asian states. Dr. Shulman is the author of 2004 best business book Getting Bigger by Growing Smaller and contributes regularly to a Forbes column on investing.
Chief Financial Officer
Alissa Shulman is the Chief Financial Officer at EntrepreneurShares. She has been with the Company since May 2016 and during that time has played a key role in the October 2016 Founder/CEO Index launch, as well as the construction of the firm’s first ETF, which will be launched Fall 2017. Alissa’s current responsibilities include supporting the portfolio manager, individual security research and analysis, and the quarterly re-balance for the portfolios. Previously, Alissa worked at Gordon Brothers Group as an analyst for the Commercial & Industrial disposition team and for Gordon Brothers-AccuVal’s Retail Inventory Valuation team. She received her Bachelors of Science with a concentration in Finance, Magna Cum Laude, from Babson College and is currently a CFA Level II candidate. Alissa’s favorite entrepreneur is Jennifer Hyman, co-founder and CEO, Rent the Runway.
Assistant Portfolio Manager
Joseph Sherman is the Assistant Portfolio Manager at EntrepreneurShares. He has been with the Company since November 2016 and during that time has played a key role in the construction of the firm’s first ETF, which will be launched Fall 2017. Joseph’s current responsibilities include supporting the portfolio manager with portfolio construction, re-balancing and trading, individual security research and analysis, portfolio monitoring, and other day-to-day investment responsibilities. Previously, Joseph worked at Chestnut Hill Realty as a financial analyst for their investments team. He received his Bachelors of Science with a major in Mathematics and a minor in Finance from McGill University. Joseph passed the CFA Level III Exam and may be awarded the charter upon completion of the required work experience.
Mihai R. Prisacariu
Chief Compliance Officer
Mihai is the Chief Compliance Officer at EntrepreneurShares. He has been with the company since June 2017 and has been involved in the finance industry since May 2016. Mihai started working at EntrepreneurShares by conducting ETF market research in preparation for the company’s entrance into the ETF space. Mihai’s analysis expanded to all aspects of the company to fully understand the company structure, operations, and investment approach. Mihai applied his company knowledge in completing and updating Request for Proposals and Due Diligence Questionnaire the company received from current and potential investors. Mihai began using his company knowledge towards reviewing company documents, policies and procedures, conduct compliance testing, and further develop appropriate policies and procedures as the company continues to grow. Previously, Mihai was appointed as the portfolio manager of the 18-student group tasked with managing $2 million of Babson College’s Endowment. The mandate focused on long term growth and continuous outperformance of the S&P500. Mihai received his Bachelor of Science with a concentration in Finance and Global Business Management from Babson College. Furthermore, Mihai received his Master of Science in Finance from the F.W. Olin School of Business at Babson College
Operations, Marketing & IT Strategist
David Zamarin is the operations, marketing & IT strategist at EntrepreneurShares. He has been with the company since September 2016 and has worked on various projects from financial analysis to increasing EntrepreneurShares’ brand recognition. David recently graduated from Babson College a year early in May 2019 with a in Entrepreneurship. Previously, David has successfully exited from his own two ventures and is currently running his latest business – DetraPel. David’s favorite entrepreneur is Jeff Bezos, Founder and CEO of Amazon.com