Purpose:
To provide students with hands-on experience managing two real dollar financial portfolios and to serve as an outlet for students to engage in various research competitions. The CEE-Fund is both a student, and a registered 501(c)(3) organization that is dedicated to furthering the education offered at Christopher Newport University students, both personally and professionally. As of 2023, we are hovering around $400,000 of Assets Under Management, with the aim to achieve healthy portfolio growth within our risk tolerance. The CEE-Fund assets are divided between two portfolios, the Endowment Portfolio and the CEE-Fund portfolio. The CEE-Fund operates through three teams; the Finance team who handles portfolio management, the Investment team who manages portfolio construction, and the Operations team, who handles compliance, marketing, and outreach. With the expansion of our portfolios, the CEE-Fund will continue to fund student scholarships within the University.
Mission:
The CEE-Fund is a 501(c)(3) that enhances the educational experience of all Christopher Newport students through teaching students the true ins and outs of managing a portfolio, providing professional experience in managing a Non-Profit Organization, and funding valuable student initiatives, scholarships, and development of Christopher Newport University.
Vision:
The CEE-Fund is recognized as the premier developer within the Christopher Newport University community of financial knowledge and literacy as well as non-profit development and management.
Current E-Board Positions:
Trevor Plesko, Chief Executive Officer (CEO), Finance Major
Maggie Traverse, Chief Financial Officer (CFO), Finance Major
Daniel Smith, Chief Information Officer (CIO), Finance Major
Bennett Cooper, Chief Operations Officer (COO), Marketing Major
Additional URLs:
Instagram: https://www.instagram.com/cnuceefund/?hl=en
Company Details
- Employees
- 33
- Founded
- -
- Address
- 1 Avenue Of The Arts, Newport News,virginia 23606,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Keywords
- Educational and Investing.
- HQ
- Newport News , Virginia
Captains' Educational Enrichment Fund Questions
Captains' Educational Enrichment Fund's LinkedIn profile is https://www.linkedin.com/company/ceefund
Captains' Educational Enrichment Fund has
33 employees.
View email and phone details for 33
employees at Captains' Educational Enrichment Fund.
Captains' Educational Enrichment Fund's industry is
Investment Management
Captains' Educational Enrichment Fund's top competitors are
Women In Business At Cnu,
Tom James Company,
Luck Companies,
Costar Group,
West Central Human Service Ctr,
The Joseph W. Luter, Iii School Of Business - Christopher Newport University,
T-Mobile,
Avis Builders Llc,
Barclays Investment Bank,
Farmington Country Club.
Captains' Educational Enrichment Fund's categories are Investment Management
Captains' Educational Enrichment Fund's founding year is 2011
