Investment Team – PRINCO

Investment Team

Andy Golden President

Andy became the third President of Princo in January 1995. He came to Princo from Duke Management Company where he was an Investment Director. He previously worked as a Senior Associate in the Investments Office at Yale University. Andy holds a B.A. in Philosophy from Duke University and an M.P.P.M. from the Yale School of Management. He earned the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Andy served as a founding member of the Investors’ Committee of the President’s Working Group on Financial Markets, and previously served as a member of the Board of Directors of the NAB Asset Corporation, a publicly-traded commercial loan workout specialist. He is a Trustee of the Princeton Area Community Foundation, Rita Allen Foundation and Rutgers Preparatory School. Before shifting his focus to investing, Andy was a professional photographer. A stand-up guy, Andy enjoys paddle boarding, and hopes to someday return to the pro-am shark wrestling circuit. He wishes he had time to learn golf — he wouldn’t use it to learn golf, but he wishes he had the time.

Jon Erickson Managing Director and Portfolio Strategist

Jon joined Princo in October 1998 and has been active across a broad spectrum of the Endowment. He focuses on asset allocation, investment strategy, and works across the portfolio, particularly providing senior leadership for Princo‘s efforts in marketable securities (comprising the Domestic Equity, International Equity, and Independent Return portfolios). Prior to joining Princo, Jon spent almost ten years at Credit Suisse First Boston. For his last assignment, he was a Vice President in the International Private Equity Group, with responsibility for investments in Latin America. He previously worked in First Boston’s Investment Banking and Public Finance departments. Jon received a B.S. in Economics summa cum laude from The Wharton School of the University of Pennsylvania in 1988, and he has earned the Chartered Financial Analyst designation. He is originally from the Philadelphia area, and desperately clings to the faint hope of an Eagles’ Super Bowl win in his lifetime. Jon enjoys spending time with his three children, particularly participating in outdoor activities (skiing, surfing, rock climbing, cow tipping). He is a member of the Board of the Trenton Circus Squad.

Jenn Birmingham Managing Director

Jennifer joined Princo in August 2010 to lead efforts in finance and operations. Prior to Princo, Jennifer spent over eight years at Deutsche Bank Asset Management where she was a Managing Director and Global CFO of DB Advisors and Deutsche Insurance Asset Management, Americas CFO of DWS Americas and various legal entities. Prior to Deutsche Bank, she worked nearly five years at Investors Bank and Trust Company as a Senior Manager responsible for mergers/acquisitions integration, budgeting, forecasting, and regulatory reporting. Jennifer began her career at Deloitte & Touche LLP where she worked in both auditing and consulting groups focusing on financial services and the healthcare industry. Jennifer earned a B.A. in Economics from Smith College and a certificate in accounting from Babson College. She is a CPA in Massachusetts. Jennifer is a Boston native where she was raised the last of ten children. Go Nation! She currently lives in Princeton with her husband and their three children. In her next life, Jennifer would like to be a Food Network star.

Ted Karns Managing Director

Ted co-leads Princeton’s private equity efforts, including investments in buyout and venture capital funds. He also works across marketable asset classes, including domestic equity, international developed equity and independent return. Ted has regularly guest lectured on venture capital at Princeton University. Prior to joining Princo in 2008, Ted advised insurance companies on their private equity, mezzanine and senior debt investments, initially at Bingham McCutchen LLP and subsequently at Delaware Investments. Ted earned a B.A. from George Washington University, an M.A. from the University of Delaware, and a J.D. from the University of Connecticut, where he graduated first in his law school class and served as an Executive Editor of the Connecticut Law Review. Ted is admitted to the Connecticut Bar and is a past Board Member of the Institutional Limited Partners Association, a CAIA Charterholder, and a Member of the CFA Institute. Ted is originally from the Boston area and enjoys family vacations and running races for Team Princo.

Jim Millar Managing Director

Jim joined Princo in 2008 to lead efforts in Private Equity. Prior to joining Princo, he spent over two decades in the venture capital industry investing in early-stage technology companies. Jim is a past Chairman and President of the Mid-Atlantic Capital Alliance and a former Member of the NASBIC Board of Governors. He began his career as a systems engineer designing microprocessors at Texas Instruments. Jim holds a B.S. cum laude in Engineering and Applied Science with Distinction in the Major from Yale University and received an M.B.A. with Distinction from The Wharton School of the University of Pennsylvania. He has been a frequent Guest Lecturer at Princeton University, Stanford University, and the University of Pennsylvania. He serves as Vice Chairman of the Princeton National Rowing Association and spends as much of his spare time as possible sculling on Carnegie Lake and rowing venues around the globe.

Theo Kim *06 Managing Director

Theo joined Princo in August 2006 and focuses primarily on Princeton’s real assets portfolio, including real estate and natural resources. Prior to Princeton, Theo worked as a software engineer at Oracle for two years. He earned a B.S. in Computer Science summa cum laude from Cornell University, and a Masters in Finance degree from Princeton’s Bendheim Center. He serves on the Finance and Investment Committee of the Rita Allen Foundation. Theo earned the CFA charter in 2009. Theo enjoys golf, snowboarding, and poker, and is a 2-Dan in Kendo.

Amy Zhou ’08 Principal

Amy joined Princo in August 2008. She graduated cum laude from Princeton with a B.S.E. in Operations Research and Financial Engineering and a certificate in Engineering and Management Systems, and is a recipient of the Shapiro Prize for Academic Excellence. Amy is fluent in Mandarin Chinese, and earned the CFA charter in 2012. She has a big sweet tooth, and compensates by climbing fourteeners in Colorado, hiking along the canal, and playing frisbee golf.

Susan joined Princo full-time in August 2009 after working as a summer intern. She graduated summa cum laude from Princeton with an A.B. in Economics and a certificate in Finance. Susan is a member of Phi Beta Kappa and a recipient of the Quin Morton ’36 Writing Seminar Essay Prize, the Shapiro Prize for Academic Excellence, the Junior Prize in Economics, and the Class of 1939 Scholar Award (given to the senior who, at the end of the junior year, has achieved the highest academic standing for all prior work at Princeton). After leaving Princo for geographic reasons in August 2011, Susan returned in February 2013. She earned the CFA charter in 2015 and is a member of the New York Society of Security Analysts. When not at Princo, Susan enjoys visiting her native Florida, taking dance lessons with her husband, and winning at Trivial Pursuit.

Max Archuleta Senior Analyst

Max joined Princo in August 2019. Prior to Princo, Max spent three years at hedge fund investment firm PAAMCO Prisma. He earned a B.A. in Political Science from Yale in 2016 and is a CAIA Charterholder. Max is an ardent Denver Broncos fan and enjoys traveling, playing pick-up soccer and tennis, and watching reruns of The Office.

Mitchell Hammer ’17 Senior Analyst

Mitchell joined Princo in August 2017 after interning the previous summer. He graduated cum laude from Princeton with a A.B. in English and a Certificate in Spanish Language and Culture. He received the Class of 1958 Prize in Honor of Ernest Hemingway for his thesis on the impact of modern media on Virginia Woolf’s fiction. While Mitchell has no taste for fine wines, he is a veritable coffee snob, and spends most of his leisure time reading good books at even better cafés.

Manuel Montori ’17 Senior Analyst

Manuel joined Princo in August 2017 after interning with Equinox Partners L.P. the previous summer. He graduated magna cum laude from Princeton with an A.B. in Philosophy. Manuel is fluent in Spanish. He is also an avid fan of Kanye West’s music, artwork, and fashion, and on the weekends he can be found playing tennis or traveling, usually while listening to one of Mr. West’s albums.

Aaron Rosenblum Senior Analyst

Aaron joined Princo in August 2019, after interning the previous summer. Prior to joining Princo, he worked in the research groups at the Federal Reserve in Washington, D.C. and New York City. He earned a B.A. in Economics and French Language from the University of Wisconsin – Madison and a Masters in Public Policy from Harvard Kennedy School. He is an avid—but increasingly frustrated—fan of the Green Bay Packers. In his free time he enjoys traveling, hiking, and reading The New Yorker.

Allison joined Princo in August 2018 after graduating from Princeton summa cum laude with an A.B. in Politics and certificates in Statistics and Machine Learning and French Horn Performance. Allison is a recipient of the Shapiro Prize for Academic Excellence and a member of Phi Beta Kappa. In her free time, she enjoys baking, watching TV shows she’s already seen, and playing board games.

Carolyn joined Princo in August 2018. She graduated cum laude from Princeton with an A.B. in Politics and a certificate in Values in Public Life. She received the Harold Willis Dodds Achievement Prize. In her free time, she enjoys baking pies, watching documentary films, spending time outdoors in Maine, and walking her beagle-corgi mix, Ralph.

Rachel joined Princo in August 2018 after interning the previous summer. She graduated summa cum laude from Princeton in 2018 with an A.B. in the Woodrow Wilson School of Public and International Affairs. She is a recipient of the Shapiro Prize for Academic Excellence and the R. W. Van de Velde Award. Rachel is a member of Phi Beta Kappa. She loves playing soccer and doing anything outdoors, including hiking and wakeboarding.

Vidushi joined Princo in August 2018. She graduated summa cum laude from Princeton in 2017 with an A.B. in Philosophy and a certificate in Cognitive Science. Her thesis on ways to mitigate partisan bias received the department’s top honor, the Alexander Guthrie McCosh Prize. Vidushi moved to India after graduation, where she contributed to the 2018 National Educational Policy as a Fulbright scholar and incubated High Impact Philanthropy, a nonprofit founded by Peter Singer. She spends as much time as possible outdoors, hiking, climbing, and chasing the sun. Her current side projects include AI ethics research, learning dead languages, and singing.

Grant joined Princo in August 2019 after interning at J.P. Morgan in the Financial Institutions Group the previous summer. He graduated magna cum laude from Princeton with an A.B. in Economics and certificates in Computer Science and Finance. At Princeton, Grant was also a member of the Varsity Squash team. In addition to playing squash, he loves traveling, golfing, and playing Spikeball on the beach.

Sophie joined Princo in August 2019, after interning at Barclays in the Sales & Trading division the previous summer. She graduated magna cum laude from Princeton with an A.B. in the Woodrow Wilson School of Public and International Affairs. Sophie served as Senior Commissioner for a junior Policy Task Force on Syria and is a recipient of the University’s Class of 1924 Award. In her free time, Sophie loves cooking for friends and family, catching up on the day’s news, and making travel plans for the trips she would like to take someday.

Gabriel joined Princo in August 2019, after interning the previous summer. He graduated cum laude with an A.B. in Philosophy from Princeton, where he was elected to Phi Beta Kappa. As an undergraduate, Gabriel received the Shapiro Prize for Academic Excellence as well as the Dickinson Prize for his thesis on the cognitional theory and epistemology of 20th-century philosopher Bernard Lonergan. In his free time, Gabriel enjoys listening to music and studying languages with his wife.

Henry joined Princo in August 2019, after interning the previous summer. He graduated magna cum laude from Princeton with an A.B. in the Woodrow Wilson School of Public and International Affairs and a certificate in History and the Practice of Diplomacy. Henry is an early inductee into Phi Beta Kappa and a recipient of the Shapiro Prize for Academic Excellence. In his free time, Henry loves sailing on Princeton’s team, hiking, reading history books, and playing the fiddle.

Emerson joined Princo in August 2019. He graduated magna cum laude with an A.B. in Philosophy from Princeton, where he was elected to Phi Beta Kappa. As an undergraduate, Emerson received the John McPhee Award in Independent Journalism for his long-form profile of Tuckernuck Island and the Class of 1869 Prize for his senior thesis on the relationship between ethics and ontology in natural law thought. He enjoys backpacking, cycling, writing, and playing the piano.

Gabriel Lipkowitz ’19 Incoming Analyst

Gabe will be joining Princo in 2020. He graduated from Princeton in 2019 summa cum laude with an A.B. in Molecular Biology, and was an inductee into Phi Beta Kappa. At Princeton, Gabe enjoyed writing for the Daily Princetonian, playing club tennis, and tutoring, and he was a member of Tower Club. Gabe was born in Syracuse, New York, but grew up in Charlottesville, Virginia (go UVA Wahoos!). For one year after his graduation, Gabe will be studying at Imperial College London on a Fulbright scholarship.