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
56

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  • United States Of America
    54
  • Canada
    2

Asia
5

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  • India
    4
  • Nepal
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Ukraine
    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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    P. M.
    Coo Spartan Systems Vp Spartan Power
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    M. M.
    Chief Financial Strategist
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    P. L.
    Founder/C.E.O
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    S. M.
    Chairman
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    K. B.
    Chairman
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    H. H.
    Client Services Manager
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  • Stylized image of a person
    H. Q.
    Client Service Manager
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    R. S.
    Product Manager
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Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund) Employee Metrics

100%
50%
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2026
2025
  • Finance
  • Business
  • Banking
  • Accounting
  • Administrative
  • Other

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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    A. S.
    Student Employee
    Phone icon
    United StatesMichigan
    Oct 21, 2025
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    J. V. D.
    Engineer
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    P. M.
    Coo Spartan Systems Vp Spartan Power
    Phone icon
    United StatesNorth Carolina
    Jan 28, 2026
  • Stylized image of a person
    N. F.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. Y.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    S. S.
    Phone icon
    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. The company's main headquarters is located in 1 Washington Square San Jose, California 95192 United States; 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 30 employees as of February 2026. These team members are located across 4 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 February 2026, Forest Systems (formerly - Financial Navigator) Student Managed Investment Fund (SJSU Spartan Fund)'s key employees include:

  • Coo Spartan Systems Vp Spartan Power: P. M.
  • Chief Financial Strategist: M. M.
  • Founder/C.E.O: P. L.
  • Chairman: S. M.
  • Chairman: K. B.

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