Why?

Teach financial literacy to students and provide exposure to real-world investment opportunities in order to give back to the community.

Foster student financial literacy, investment skills and strategies, market research, and portfolio management through real-time investment decisions, guest speakers, competitions. Establish a student-managed fund to provide hands-on experience in investing to give back to the community.

Founders

Carter Frohlich President

Grade: 9

Outside Classroom: Water Polo/ Working Out/ Researching & Debating

Why I started this Club: I started this fund to give students real world experience in investing, leadership and finance while building something that can ultimately give back to NHHS and our community.

Townsend Butcher Chief Investment Officer

Grade: 10

Outside Classroom: Water Polo/ Surfing/ Spearfishing/ Skiing

Why I started this Club: I have always been interested in the markets and how they work. This club is an opportunity to grow personally and develop others. Our goal is to build a lasting fund to help our community for years to come.

Audrey Friedman Chief Operating Officer

Grade: 9th

Outside Classroom: Varsity Cross Country/ Hanging with Friends/ Traveling

Why I started this Club: Math has always been my favorite subject and investing appeals to me as a way to apply those skills to helping others reach their goals.

Interested in Joining?

Submit the form.

Mentors

Andrea McElroy: NMUSD Trustee for Area 5

NMUSD Trustee for Area 5 and the Founder and Creative Designer of Flair Play. I’m also married to Thom McElroy, my incredible husband, and proud mom to Savannah, a Newport Harbor High School graduate and current TV news reporter and anchor.

Joe Stapleton: President of Spinnaker Investment Group

Joe Stapleton is the President and Co-Founder of Spinnaker Investment Group, where he leads client relationships and delivers personalized wealth and investment management strategies for businesses and individuals. His mission is to help clients align their financial resources with their goals and aspirations. Beyond his work at Spinnaker, Joe serves as an elected member of the Newport Beach City Counciland sits on the city’s Finance Committee. He is a former Mayor of Newport Beach (2025) and previously served as a Harbor Commissioner.

Chase Eagan: Associate Advisor at Spinnaker Investment Group

Chase Eagan is an Associate Advisor at Spinnaker Investment Group, LLC, where he collaborates with the partners to provide clients with comprehensive resources designed to enhance their financial security and peace of mind. Chase holds a Bachelor of Science in Finance & Data Analytics from the University at Buffalo and an MBA in Securities Analysis from Canisius University. He is licensed with FINRA Series 7 & 66 and is actively pursuing the CFP designation