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 & Chief Compliance Officer
Alissa Shulman is the Chief Financial Officer & Chief Compliance 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.
F. Alfredo Pellas IV
Senior Vice President & Client Relationship Management
Alfredo Pellas is the Senior Vice President of Client Relationship Management at EntrepreneurShares. He has been with the company since August 2017. Alfredo specializes in expanding EntrepreneurShare’s presence domestically and in Latin America. Previously, Alfredo has worked as an analyst at BAC Florida Bank and at Skybridge Capital. He earned his Masters of Management in Hospitality at Boston University. Alfredo received his Bachelors of Science with a Concentration in Finance from Boston College Carroll School of Management.
Marketing & IT Strategist
David Zamarin is the marketing 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 is currently a sophomore at Babson College, on track to graduate a year early in May 2019 with a double concentration in Supply Chain; and, Technology, Entrepreneurship, Design (TED). 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