Practical analysis for investment professionals

Authors

A. Michael Lipper, CFA

50 Posts

A. Michael Lipper, CFA, is president of Lipper Advisory Services, Inc., a firm providing money management services for wealthy families, retirement plans and charitable organizations. A former president of the New York Society of Security Analysts, he created the Lipper Growth Fund Index, the first of today’s global array of Lipper Indexes, averages and performance…

Abby Farson Pratt

21 Posts

Abby Farson Pratt was an assistant editor at CFA Institute. Previously, she worked at the Denver Post and at the University of North Carolina Press. Pratt earned the Claritas™ Investment Certificate and holds a BA in journalism and English from the University of North Carolina at Chapel Hill.

Alan Randell-Chen, CFA

1 Post

Alan Randell-Chen, CFA, sits on the board of CFA Society Seattle. He also serves as a cybersecurity consultant and educator for the asset management industry, and specializes in the fields of social engineering, penetration testing, and open-source intelligence.

Alissa Amico

1 Post

Alissa Amico is the Managing Director of GOVERN, Economic and Corporate Governance Center, which works with public and corporate leaders in advancing corporate governance and economic governance in the Middle East and North Africa and other emerging markets through research. Until 2015, Amico was responsible for overseeing OECD’s work on financial markets and corporate governance…

Alon Bochman, CFA

9 Posts

Alon Bochman, CFA, is managing partner of Stepwise Capital, a New York‐based investment partnership that combines value investing principles with statistical methods to create a portfolio of differentiated strategies that seek to systematically exploit structural market inefficiencies. Previously, he spent two years managing an equity portfolio for SC Fundamental. Bochman began his career as a…

Andrew Dassori

3 Posts

Andrew Dassori is the Chief Investment Officer of Wavelength Capital Management, an independent alternative investment firm based in New York. Prior to founding Wavelength, Dassori was a portfolio manager at Credit Suisse focused on global macro investment strategies. While there he was also a member of the firm’s Global Citizens Program through which he worked…

Andrew Perrins

1 Post

Andrew Perrins is CEO and co-founder of Savvy Investor, a professional network for institutional investors, which curates pension and investment research and white papers from around the web. After qualifying as an Actuary in 1987, Perrins worked as Director of Global Asset Allocation for Abbey Life and Chase Manhattan Bank.

Anjali Pradhan, CFA

4 Posts

Anjali Pradhan, CFA, began her career in asset management working for PIMCO, Goldman Sachs, and HSBC. She has held various positions, first in portfolio management and then transitioning to marketing and business development. In addition, Pradhan is co-founder of a consultancy group called Dahlia Capital Advisory that works to help clients in the commercialization of…

April J. Rudin

6 Posts

April J. Rudin, Founder and President of The Rudin Group, is an expert at the intersection of wealth marketing, next gen, and digital/social platforms. She regularly advises financial institutions on strategies and tactics to attract and engage with wealthy clients-multi-generationally. April is a consultant to global financial services firms in North America, Asia, and the…

Arnold T. Davis

4 Posts

Arnold T. Davis is an executive at Accenture, Chicago.

Barbara Stewart, CFA

10 Posts

Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She recently released the seventh installment of her “Rich Thinking” series of monographs. Previously, Stewart worked as a partner and portfolio manager with Cumberland Private Wealth Management. Stewart is a frequent interview guest on TV, radio, and print, both financial…

Ben Carlson, CFA

1 Post

Ben Carlson, CFA, is on the portfolio management team for an endowment fund in Grand Rapids, Michigan. Carlson has been working in institutional portfolio management for over a decade.

Benjamin Gross

1 Post

Benjamin Gross has spent 15 years in the investment management industry focusing on the intersection of quantitative analysis, wealth management, and financial technology (fintech) entrepreneurship. He is the founder and CEO of Visualize Wealth and holds a Master of Science in Computational Finance from Carnegie Mellon University.

Bob Dannhauser, CFA

4 Posts

Bob Dannhauser, CFA, is head of global private wealth management at CFA Institute.

Brian Langenberg, CFA

6 Posts

Brian Langenberg, CFA, is the founder at award-winning industry sector research firm Langenberg & Company that provides research services and subscription products to institutional investors and corporate executives. Reports and subscriptions are available at Langenberg-llc.com

Bruce Grantier, CFA

10 Posts

Bruce Grantier, CFA, is founder of InvestorLit.com.

Bryan Esterly, CFA

1 Post

Bryan Esterly, CFA, leads standards development for the Infrastructure Sector at the Sustainability Accounting Standards Board (SASB). His role includes research and collaboration with industry and investors to drive the standardization of financially material sustainability information in corporate reporting. He also works with the investment community to advance the integration of material ESG factors into…

Bud Haslett, CFA

7 Posts

Bud Haslett, CFA, is executive director of the Research Foundation of CFA Institute and head of risk management and derivatives. Previously, he served as director of option analytics at Miller Tabak + Co., LLC, and as CEO of Miller Tabak Capital Management. Haslett also spent two decades on the options trading floor, where he managed…

C. Thomas Howard

7 Posts

C. Thomas Howard is the co-founder, chief investment officer, and director of research at AthenaInvest. Building upon the Nobel Prize winning research of Daniel Kahneman, Howard is a pioneer in the application of behavioral finance for investment management. He is a professor emeritus at the Reiman School of Finance, Daniels College of Business, University of…

CFA Institute

2 Posts

Charles Ellis, CFA

4 Posts

Charles D. Ellis, CFA, is chairman of the Whitehead Institute, Cambridge, Massachusetts.

Charlie Henneman, CFA

24 Posts

Charlie Henneman, CFA, is head of educational events and programs at CFA Institute. Previously, he was the director of structuring and operations at Indosuez Capital, the CDO (collateralized debt obligation) management group of Credit Agricole Indosuez. Henneman previously held several positions in credit and structured finance, including managing director at advisory boutique AGS Financial, senior…

Cheryl L. Evans

3 Posts

Cheryl L. Evans, J.D., LL.M., is a director in Educational Events and Programs at CFA Institute. She has also served on the Future of Finance team and was a senior investigator in the Professional Conduct Program at CFA Institute. Prior to joining CFA Institute, she held various legal positions, including: Senior Counsel at the U.S.…

Chetan G. Shah, CFA

5 Posts

Chetan G. Shah, CFA, is senior portfolio manager at Religare Invesco Asset Management Company, Mumbai, India.

Chris Montaño, CFA

1 Post

Chris Montaño, CFA, is an investment and technology professional. Most recently he was a product strategist at a custom software consultancy, and prior to that was director of product management in an online equity analysis startup. Prior investment roles include practice leader for internet infrastructure investments in a $335M technology venture capital fund. And sell-side…

Christopher K. Merker, PhD, CFA

3 Posts

Christopher K. Merker, PhD, CFA, is a director with Robert W. Baird & Co. Prior to joining Baird, he ran a successful venture capital incubator in New York's Silicon Alley. Merker holds a PhD in Investment Governance and Fiduciary Effectiveness from Marquette University. He is a past president of the CFA Society Milwaukee and a…

CK Lee, CFA

2 Posts

Chae Kwang Lee, CFA, was director of industry relations, Asia Pacific, at CFA Institute. He has also worked as the head of research and strategy at Korea Investment and Securities, where he did strategy marketing for institutional investors and arranged corporate IR for overseas clients. Previously, Lee worked as a chief investment officer at both…

Colin McLean, FSIP

10 Posts

Colin McLean, FSIP, is founder and CEO at SVM Asset Management, an independent Edinburgh-based fund management group. He is a member of CFA Institute and was elected to the Board of Governors in 2012. McLean is a fellow of the Institute and Faculty of Actuaries and a chartered fellow of the Chartered Institute for Securities…

Craig Sullivan, CFA, CAIA

1 Post

Craig Sullivan, CFA, is an investment analyst at Franklin Street Partners, where he is responsible for the portfolio management of the core fixed-income and opportunistic credit strategies. Previously, he worked in portfolio management at Merrill Lynch in the private client group. Sullivan holds the Chartered Alternative Investment Analyst (CAIA) designation and is a graduate of…

David Allison, CFA, CIPM

12 Posts

David L. Allison, CFA, CIPM, is vice president and founding partner at Allison Investment Management, LLC. He has formal training in investment analysis, portfolio management, and investment performance measuring techniques. Allison has extensive experience managing investment portfolios for high net-worth investors. He is an active member of CFA Institute, the CIPM Association, and the CFA…

David Larrabee, CFA

147 Posts

David Larrabee, CFA, is director of Member and Corporate Products at CFA Institute and serves as the subject matter expert in portfolio management and equity investments. Previously, he spent two decades in the asset management industry as a portfolio manager and analyst. He holds a BA in economics from Colgate University and an MBA in…

David Schawel, CFA

28 Posts

David Schawel, CFA, is a portfolio manager for New River Investments in the Raleigh/Durham, North Carolina area. Previously, he managed a $2 billion fixed income portfolio for Square 1 Financial, which he joined in 2008.

Delme Thompson

3 Posts

Dennis McLeavey, CFA

4 Posts

Dennis McLeavey, CFA, was head of regulator and program recognition, as well as a content director for quantitative methods at CFA Institute. He is professor emeritus of finance and management science at the University of Rhode Island. McLeavey has also served as head of education, EMEA, at CFA Institute and as head of curriculum development…

Desi Allevato

3 Posts

Desi Allevato is a product development manager at CFA Institute. Previously she worked at Silverchair Science and Communications, the Virginia Center for Digital History, and the Virginia Historical Society. She earned the Claritas™ Investment Certificate and holds a BA in history and international studies from American University and an MA in modern European history from…

Diego Espinosa

3 Posts

Diego Espinosa runs Sistema Research, a consulting firm that applies a complex systems approach to strategic uncertainty. He also teaches security analysis at the University of San Diego, and he authored a chapter for a book on the Fed’s role in the 2008 crisis. Espinosa formerly managed a hedge fund, was a portfolio manager of…

Donald Ingham

1 Post

Donald Ingham is a director at Tenth Avenue Holdings (TAH) and a portfolio manager of the TAH Core Fund. He holds a BBA in accounting and management information systems from the University of Georgia, an MBA from Columbia University, and a master’s degree in professional accounting from the University of Texas at Austin.

Dougal Williams, CFA

2 Posts

Dougal Williams, CFA, is chief investment officer of Vista Capital Partners in Portland, Oregon. He graduated Phi Beta Kappa from the University of Oregon, with honors, with a B.A. in Economics and Spanish. Williams is a former board president and current member of CFA Society Portland.

Druce Vertes, CFA

3 Posts

Druce Vertes, CFA, is the founder of StreetEYE, a social news aggregator for financial market news. Previously, he worked as an analyst, consultant, and IT manager at several major sell-side firms and hedge funds.

E. Ted Prince

1 Post

Dr. E. Ted Prince, Founder and CEO of the Perth Leadership Institute, has also been CEO of several other companies, both public and private. He is the author of two books: “The Three Financial Styles of Very Successful Leaders” (McGraw-Hill, 2005) and “Business Personality and Leadership Success”, Amazon Kindle 2011, as well as numerous other…

Ed McCarthy

8 Posts

Ed McCarthy is an author and freelance finance writer who covers private wealth topics for CFA Institute Magazine. He has written for many of the financial service industry’s leading publications, including Bloomberg Wealth Manager, Institutional Investor online, Financial Planning, Journal of Accountancy, and the Journal of Financial Planning.

Eric Friedman, CFA

1 Post

Eric Friedman, CFA, FSA, EA, is the author of “Reinventing Philanthropy: A Framework for More Effective Giving,” and volunteers with The Life You Can Save, an organization dedicated to making it easier for donors to find effective charities. Friedman is an investment consultant and actuary in Chicago, Illinois. He graduated from Stanford University with bachelor’s…

Eric Petroff, CFA

4 Posts

Eric Petroff, CFA, is the founder of Petroff Institutional. He has more than a decade of institutional consulting experience across virtually all client types, having served as a senior consultant and shareholder at Hammond Associates and as a director of research and chief strategist at Wurts & Associates. In addition to his CFA, Eric holds…

Filip Mardjokic, CFA

4 Posts

Filip Mardjokic, CFA, works at an investment fund in New York where he is member of the strategy and analytics team and sits on the economics and equity committees. He holds a BA in economics and political science from New York University.

Florian Schneider, CFA

1 Post

Florian Schneider, CFA is Head of Product Research & Development within the Strategic Product & Marketing department at Pioneer Investments. Schneider oversees the Luxembourg-domiciled product range, from Idea Generation and Innovation, to Product Development and Management. Prior to this role, he worked as Product Manager for Activest from 2005 until 2008, and became responsible for…

Gary Sanger, PhD, CFA

1 Post

Gary C. Sanger is a distinguished professor of finance at Louisiana State University. He received a BSIM degree with honors in economics from Purdue University in 1973 and a Ph.D. in finance from Purdue University in 1980. Dr. Sanger also holds the Chartered Financial Analyst (CFA) designation. Prior to joining LSU, he was assistant professor…

Giuseppe Ballocchi, CFA

1 Post

Giuseppe Ballocchi, CFA, most recently served as the head of financial engineering and risk analytics at Pictet & Cie in Geneva, Switzerland. He also lectures at the University of Lausanne, where he is a member of the Steering Committee of the Master in Finance. Previously, he was chief investment officer at Olsen Ltd, a fixed-income…

Grant's Interest Rate Observer

2 Posts

James Grant is the editor of Grant’s Interest Rate Observer, which he founded in 1983.

Greg Blotnick, CFA

4 Posts

Greg Blotnick, CFA, is currently a long/short equity analyst at a private investment firm, covering consumer, TMT and industrial stocks. He has spent his entire career in the asset management industry, and has served as a fundamental analyst for former multi-billion dollar hedge funds. Blotnick's experience spans multiple investment strategies including long/short equity, credit, event-driven,…

Gregg S. Fisher, CFA

10 Posts

Gregg S. Fisher, CFA, is chief investment officer of Gerstein Fisher, an independent investment management and advisory firm that he founded in 1993. Gerstein Fisher’s investment strategies are focused on what has been proven to have a meaningful impact on investor returns: global diversification, smart portfolio structure, proactive tax management, investor behavior, and risk management.…

Gustavo Teruel, CFA

12 Posts

Gustavo Teruel is a partner at Exxacon, a Spanish-Chilean company that manages investments in real assets for institutions and high net worth individuals since 1998. Apart from earning the CFA Charter, Mr. Teruel completed a M.Sc. in Civil Engineering at the University of Granada and an MBA at IE Business School.

Hamlin Lovell, CFA

6 Posts

Hamlin Lovell, CFA, is Head of Research at Tomlinsonresearch.com, which provides outsourced hedge fund research to wealth managers. He is Contributing Editor for The Hedge Fund Journal. Until 2013, he was a portfolio manager at IMQubator, and prior to that he worked at currency manager Millennium Global Investments as co-manager of a fund of funds.…

Hansi Mehrotra, CFA

2 Posts

Hansi Mehrotra, CFA, has over 20 years of financial services industry experience, primarily in online delivery of investment research and consulting for the wealth management industry. Mehrotra helps institutional investors and wealth managers research investment opportunities through a due diligence tool (DiligenceVault.com) and a content site focused on India (MoneyManagementIndia.net). She also helps retail investors…

Heather Packard

19 Posts

Heather Packard is the director of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS). Previously, she was the managing partner at Trilogy Corporation of Virginia, where she was responsible for developing and cultivating a regional territory for telecommunications and network integration sales. Packard also…

Henry To, CFA

1 Post

Henry To, CFA, is CIO of CB Capital Partners, a financial services firm with offices in the US and China. Previously, he served as the lead investment consultant for the Los Angeles office of Buck Consultants. To has also worked at Lukens Energy Group in Houston, where he performed valuations on non-traditional assets such as…

Isaac Presley, CFA

5 Posts

Isaac Presley, CFA, is Director of Investments for Cordant Wealth Partners, a wealth management firm focused on serving current and former Intel employees. He leads the firm’s investment committee and directs the company’s investment strategy and research. In addition, he leads firm’s blogging efforts on the Cordant Blog.

Janet J. Mangano

8 Posts

Janet J. Mangano, formerly a senior portfolio manager with PNC Wealth, is in Short Hills, New Jersey.

Jason Voss, CFA

249 Posts

Jason Voss, CFA, is a content director at CFA Institute, where he tirelessly focuses on improving the ability of investors to better serve end clients. He is the author of the Foreword Reviews Business Book of the Year Finalist, The Intuitive Investor. Jason also ran a successful blog titled What My Intuition Tells Me Now.…

Jeannette Showalter, CFA

1 Post

Jeannette Showalter, CFA, is a commodities futures and managed futures specialist, working with institutions and individuals. She is an AP with Walsh Asset Management headquartered in Chicago. Previously, Showalter worked as an institutional manager for People's Bank (the bank's account); family wealth office management; and risk arbitrage at Paine Webber. She was the Money and…

Jelena Sokolova, CFA

1 Post

Jelena Sokolova, CFA, is a senior research analyst and member of the research committee at CE Asset Management AG in Zurich, Switzerland. She has 5 years of equity research experience covering European large caps with a generalist focus. She has a Master’s degree in International business from Riga International School of Economics and Business Administration…

Jeremy Monk

2 Posts

Jeremy Monk is the Investment Director and lead portfolio manager at AKRO investiční společnost, a.s., an independent mutual fund group based in the Czech Republic. Prior to joining AKRO, Monk held portfolio management roles at Lombard Odier, M&G Investments (Prudential), and the Abu Dhabi Investment Authority (ADIA). Monk has an MBA and DIC from Imperial…

Jerry H. Tempelman, CFA

2 Posts

Jerry H. Tempelman, CFA, is a former senior financial and economic analyst with the Federal Reserve Bank of New York.

Jim Allen, CFA

4 Posts

Jim Allen, CFA, is head of Americas capital markets policy at CFA Institute. The capital markets group develops and promotes capital markets positions, policies, and standards.

Jim Ware, CFA

4 Posts

James Ware, CFA, is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. Ware is the author of “Investment Leadership: Building a Winning Culture for Long-Term Success,” and "High Performing Investment Teams," both of which discuss those elements of leadership and teamwork that lead to sustainable success for…

Joachim Klement, CFA

16 Posts

Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. Klement studied mathematics and physics at the Swiss Federal Institute of Technology (ETH),…

John Bowman, CFA

7 Posts

John Bowman, CFA, is managing director, Americas, at CFA Institute. Previously, he served as managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, Bowman was a fund manager and equity analyst for Mellon Growth Advisors and State Street Global Advisors. He holds a BS in business administration from the University…

Julia VanDeren

49 Posts

Julia VanDeren, manager, career services at CFA Institute, serves as the subject matter expert in career management skills, curating and developing career resources for members and program candidates. Previously, she served CFA Institute as career services representative, managing the CFA Institute JobLine (now Career Center) and Career Centre (now Career Tools) resources. VanDeren holds a…

Julie Hammond, CFA

23 Posts

Julia Hammond, CFA, is a director in the Educational Events and Programs group at CFA Institute, where she leads the planning for a number of annual and specialty conferences, including the Fixed-Income Management Conference, Security Analysis Conference, and the Financial Analysts Seminar. Previously, she developed strategies for pension, endowment, and foundation fund clients at Equitable…

Kim Ann Curtin

1 Post

Kim Ann Curtin is the author of Transforming Wall Street: A Conscious Path for a New Future and the founder of The Wall Street Coach, an international executive coaching and leadership development firm. Curtin began working in the finance industry in 1999, and since the financial market crash of October 2008, she has been working…

Larry Cao, CFA

75 Posts

Larry Cao, CFA, is director of content at CFA Institute, where he serves as a thought leader for Asia-focused content, events, and conferences. Previously, he served as senior client education and product communications manager for the Asia-Pacific region at HSBC. Cao also served as a fixed-income portfolio manager at the People’s Bank of China. He…

Lars Kroijer

8 Posts

Mr. Kroijer (born 1972) is the author of "Money Mavericks - Confessions of a Hedge Fund Manager" (Financial Times Press – 2010 & 2012 - 2nd edition) and “Investing Demystified – How to Invest without Speculation and Sleepless Nights” (Financial Times Press - 2013). Mr. Kroijer currently serves on the Board of Directors of OVS…

Laurel Teo, CFA

2 Posts

Laurel Teo, CFA, is director of society advocacy engagement at CFA Institute. She works with member societies in the Asia-Pacific region to advance awareness and adoption of CFA Institute ethics and standards, as well policy positions on financial market integrity issues.

Lauren Foster

209 Posts

Lauren Foster is managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Foster spent nearly a decade on staff at the FT as a reporter and editor based in the New…

Malcolm M. Trevillian, CFA

2 Posts

Malcolm M. Trevillian is the founder of Chatham Advisors, which provides private wealth management to high-net-worth investors. He is also a member of the investment committee at Verity Asset Management, an investment firm specializing in serving the higher education and non-profit communities. He has 30 years of experience managing portfolios for individuals and institutions. Trevillian…

Manuel Stagars, CFA, CAIA, ERP

3 Posts

Manuel Stagars is an economist, serial entrepreneur, and author. He holds the Chartered Alternative Investment Analyst (CAIA) and Energy Risk Professional (ERP) designations.

Marc L. Ross, CFA

15 Posts

Marc Ross, CFA, is an experienced investment professional with a varied skill set that encompasses third party manager research and due diligence, securities compliance, investment advisory, and ERISA qualified plan design, sales, and implementation. In addition to the CFA charter, Ross holds the CFP® and CLU designations.

Mark Armbruster, CFA

4 Posts

Mark Armbruster, CFA, is president of Armbruster Capital Management, Inc. (ACM), a boutique wealth management firm serving high-net-worth individual and institutional clients. ACM uses index funds, exchange-traded funds (ETFs), and other investment vehicles to build portfolios designed to reduce investment-related costs and taxes in order to maximize net returns. Previously, he worked in equity research…

Mark Harrison, CFA

62 Posts

Mark Harrison, CFA, is director of publications at CFA Institute, where he contributes to a suite of publications that includes the Financial Analysts Journal, CFA Digest, and Conference Proceedings Quarterly. He has more than 12 years of investment experience as a portfolio manager and securities analyst. As investment manager of the West Midlands Pension Fund,…

Mark K. Bhasin, CFA

9 Posts

Mark K. Bhasin, CFA, is senior vice president of Basis Investment Group, LLC, New York City.

Mark S. Rzepczynski

15 Posts

Mark S. Rzepczynski is CEO of the Funds Group at FourWinds Capital Management, Boston

Markus Schuller

2 Posts

Markus Schuller is the founder and Managing Partner of Panthera Solutions, an asset allocation intelligence consultancy in the Principality of Monaco. He has over fifteen years experience in trading, structuring, and managing alternative investment products. Prior to Panthera Solutions, Schuller worked in executive roles for a L/S Equity Hedge Fund for which he developed the…

Martin Fridson, CFA

29 Posts

Martin Fridson, CFA, is, according to the New York Times, “one of Wall Street’s most thoughtful and perceptive analysts.” The Financial Management Association International named him its Financial Executive of the Year in 2002. In 2000, Fridson became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. He has been…

Matt Dority

1 Post

Matt Dority is a Partner and Senior Mathematician at Quantitative Equity Strategies, LLC, where he has nearly a decade of contributions to investment management and research. He focuses on liquid alternative fund strategies and index solutions, including the award-winning Aspen Managed Futures Beta Index. Matt earned his B.A. in Mathematics and Economics (cum laude) and…

Matt Orsagh, CFA, CIPM

1 Post

Matt Orsagh, CFA, CIPM, is a director of capital markets policy at CFA Institute, where he focuses on corporate governance issues. He was named one of the 2008 “Rising Stars of Corporate Governance” by the Millstein Center for Corporate Governance and Performance at the Yale School of Management.

Matthew Borin

17 Posts

Matthew Borin was an intern at CFA Institute. He was pursuing a bachelor's degree in economics from Williams College, Williamstown, Massachusetts.

Michael A. Martorelli, CFA

6 Posts

Michael A. Martorelli, CFA, is a director at Fairmount Partners, West Conshohocken, Pennsylvania, and adjunct professor of finance at Philadelphia University.

Michael Batnick, CFA

3 Posts

As Director of Research at Ritholtz Wealth Management, Michael Batnick, CFA, reads research publications and is in charge of the company’s internal research efforts. Batnick is a member of the investment committee, and spends most of his time developing and implementing risk management and portfolio strategies for the firm’s clients. Batnick writes at The Irrelevant…

Michael McMillan, CFA

33 Posts

Michael McMillan, CFA, is director of Ethics and Professional Standards at CFA Institute, where he is responsible for creating, sourcing, and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards. Previously, he was a professor of accounting and finance at Johns Hopkins University’s Carey School of…

Michael Oliver Weinberg, CFA

1 Post

Michael Oliver Weinberg, CFA, is Chief Investment Strategist at Protégé Partners. He is a senior managing director and a member of the investment, risk, and management committees. He is also an adjunct associate professor of economics and finance at Columbia Business School. Previously, Weinberg headed the global equity business at FRM and served as a…

Mimmi Kheddache Jendeby

2 Posts

Mimmi Kheddache Jendeby joined State Street and the Center for Applied Research as a Senior Research Strategist in January 2015. She has over 12 years of experience in the asset management industry. Most recently, Kheddache Jendeby worked as a Portfolio Manager and the Head of Equity in the External Managers Team at the Second Swedish…

Monika Freyman, CFA

3 Posts

Monika Freyman, CFA is a Senior Manager at Ceres where she focuses on corporate sustainability reporting and socially responsible investing. She works with investors both individually, as well as collectively, by leading Ceres' Investor Water Hub on deepening integration of water and ESG (environmental, social and governance) factors into portfolio management processes. She publishes reports…

Murad J. Antia, CFA

4 Posts

Murad J. Antia, CFA, teaches financial statement analysis and investments at the University of South Florida, Tampa.

Nathan Jaye, CFA

14 Posts

Nathan Jaye, CFA, is a keynote speaker, financial journalist and founder of Ziprz, a new fashion company in San Francisco. Jaye's insights and writing on human intelligence, technology and meaning have been shared on Business Insider, the American Monetary Association, American Mensa, New York Hedge Fund Roundtable and 100 People You Should Know.

Nicolas Rabener

1 Post

Nicolas Rabener is the managing director of FactorResearch, which provides quantitative solutions for factor investing. Previously he founded Jackdaw Capital, a quantitative investment manager focused on equity market neutral strategies. Previously, Rabener worked at GIC (Government of Singapore Investment Corporation) focused on real estate across asset classes. He started his career working for Citigroup in…

Nitin Mehta, CFA

3 Posts

Nitin Mehta, CFA, is managing director for Europe, Middle East, and Africa operations at CFA Institute. He is based in London.

Norb Vonnegut

1 Post

Norb Vonnegut is a partner at Fiduciary Wealth Partners, a multi-family office dedicated to thought leadership and the best practices of wealth management. He is a New York Times acclaimed novelist and writes both fiction and non-fiction about the financial services industry. Prior to joining Fiduciary Wealth Partners, he was a managing director with a…

Padma Venkat, CFA

2 Posts

Padma Venkat, CFA, is former director of capital markets policy at CFA Institute. She is responsible for promoting CFA Institute standards, policies, and positions in the Asia-Pacific region.

Pat Light

25 Posts

Pat Light is an assistant editor at CFA Institute. Before joining the CFA Institute editorial staff, he worked as a teacher. Light has a bachelor's degree in English from Duke University.

Paul Fennell

1 Post

Paul Fennell is a finance entrepreneur whose career spans investment banking at Salomon Brothers and consulting for internet start-ups. He developed a structured alternative to ‘AAA’ municipal bond insurance called Tax Offset Municipal Securities, and his current efforts include bringing CFO expertise to the homeowner’s mortgage financing decision. Fennell received his Bachelors degree from Amherst…

Paul McCaffrey

52 Posts

Paul McCaffrey is an editor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School…

Paul Smith, CFA

3 Posts

Paul Smith, CFA, is president and CEO of CFA Institute. He has more than 25 years of relevant financial services leadership experience in many aspects of the investment management industry.

Peter Lazaroff, CFA, CFP

2 Posts

Peter Lazaroff, CFA, is the Director of Investment Research and a Wealth Manager at Plancorp, LLC based in St. Louis. Peter is a CFA Charterholder and CFP® certificant. He holds a BA in economics and management from DePauw University.

Peter M.J. Gross

24 Posts

Peter M.J. Gross is an online content specialist for CFA Institute, where he has managed blogs for the CFA Institute Annual Conference, European Investment Conference, and Middle East Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross holds a BA degree from Connecticut College.

Phil Davis

2 Posts

Phil Davis is a former Financial Times journalist. He writes articles, blogs, and speeches about investments, pensions, regulation, and ESG issues for asset management clients.

Prasad Ramani, CFA

5 Posts

Prasad Ramani, CFA, is Director, Portfolio Risk & Quantitative Analytics at a major family office based in Dubai, United Arab Emirates, where he is responsible for developing, managing and monitoring the investment risk and reporting framework for the overall portfolio. He is also a key subject matter adviser on quantitative techniques to optimize strategic asset…

Preston McSwain

3 Posts

Preston McSwain is the managing partner and founder of Fiduciary Wealth Partners, an SEC registered investment adviser and multi-family office that is focused on high-net-worth investors. Previously, McSwain was a managing director at Neuberger Berman and Lehman Brothers, where he was instrumental in the growth of the firms’ UHNW trust and wealth management divisions. He…

Rebecca Fender, CFA

11 Posts

Rebecca Fender, CFA, is head of the Future of Finance initiative at CFA Institute, a long-term global effort to shape a trustworthy, forward-thinking investment profession that better serves society. Prior to joining CFA Institute, Ms. Fender was a vice president at BlackRock working with pension funds and endowments, and she also worked at Cambridge Associates,…

Rob Gowen, CFA

9 Posts

Robert Gowen, CFA, is Head of Product Solutions at CFA Institute, where he oversees a team of content directors that contribute daily to Enterprising Investor. Prior to joining CFA Institute, he worked in the institutional investment industry for BB&T and Fidelity Investments. Gowen earned a BA in economics from Washington University in St. Louis and…

Robert Del Mauro

6 Posts

Robert Del Mauro is an intern for Enterprising Investor. He currently studies economics as an undergraduate student at Seton Hall University in South Orange, New Jersey.

Robert Hagstrom, CFA

2 Posts

Robert Hagstrom, CFA, is chief investment strategist at Legg Mason Investment Counsel and author of the New York Times best-selling The Warren Buffett Way. He is also the author of The Warren Buffet Portfolio: Mastering the Power of the Focus Investment Strategy; The Essential Warren Buffett: Timeless Principles for the New Economy; NASCAR Way: The…

Robert J. Martorana, CFA

3 Posts

Robert J. Martorana, CFA, has worked on the buy-side since 1985 as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. In 2009, Martorana founded Right Blend Investing, a fee-based RIA that manages individual portfolios and does consulting for the asset management industry. Since 2011, Martorana has published over…

Robert Martorana, CFA

1 Post

Robert Martorana, CFA, runs Right Blend Investing (RBI), a fee-based adviser that specializes in retirement solutions. RBI has one unique claim to fame in that it supports an orphanage in Andhra Pradesh, India.

Robert R. Mudra, CFA

1 Post

Robert R. Mudra, CFA is a senior-level financial, regulatory and investment executive with deep expertise in the energy / utility industry. Mudra drives investment growth by consulting and publishing on energy and sustainable, responsible and impact investing (SRI) while providing comprehensive analysis of environmental, social and governance (ESG) issues. He currently serves on the Foundation…

Robert Stammers, CFA

52 Posts

Robert Stammers, CFA, is director of Investor Education at CFA Institute, which includes management of the Inside Investing Blog. Previously, he was the principal for his founded company A2O Consulting where he consulted to aide real estate owners, lenders, and syndicators, develop and analyze structured real estate investments. There, Stammers developed strategy for obtaining debt…

Robin Powell

1 Post

Robin Powell is a journalist campaigning for the interest of individual investors. He blogs as The Evidence-Based Investor.

Rodney Sullivan, CFA

4 Posts

Rodney Sullivan, CFA, is former head of publications at CFA Institute and editor of the Financial Analysts Journal. He was previously director of research at Trigon Healthcare, Inc. (now Anthem Healthcare, Inc.), where he oversaw portfolio strategy and execution that included asset allocation, risk analytics, and equity and fixed-income portfolio management. He holds a BS…

Roger Mitchell

4 Posts

Ron Rimkus, CFA

165 Posts

Ron Rimkus, CFA, is a content director at CFA Institute, where he focuses on economics and alternative investments. Previously, he served as CEO at the online technology company he founded, Chaos Management, Inc. Prior to founding Chaos Management, Rimkus served as director of large-cap equity products for BB&T Asset Management, where he led a team…

Ron Surz

2 Posts

Ronald J. Surz is president and CEO of PPCA Inc. and its division, Target Date Solutions. He is a pension consulting veteran, having started with A.G. Becker in the 1970's. Surz earned an MBA in Finance at the University of Chicago and an MS in Applied Mathematics at the University of Illinois.

Ronald L. Moy, CFA

16 Posts

Ronald L. Moy, CFA, is associate professor of finance at Tobin College of Business, St. John's University, Staten Island, New York.

Salil Mehta, CFA

2 Posts

Salil Mehta, CFA, is a former leader of the U.S. Treasury/TARP's analytics team, as well as PBGC’s policy, research, and analysis, and their first risk analysis function. He is a statistics adjunct professor at Georgetown University, on the board of the American Statistical Association's peer-reviewed journal, and a council for BlackRock's FutureAdvisor. Mehta is the…

Sameer S. Somal, CFA

2 Posts

Sameer S. Somal, CFA, is the Chief Financial Officer at Blue Ocean Global Wealth and Blue Ocean Global Technology. Prior to co-founding Blue Ocean Global Wealth, he was a Senior Investment Analyst at The Bank of Nova Scotia and a Financial Advisor and Intermediary at Morgan Stanley and Merrill Lynch & Co. Somal serves on…

Samuel Lum, CFA

51 Posts

Samuel Lum, CFA, is director of Private Wealth and Capital Markets at CFA Institute. He focuses on wealth management and capital markets, mainly in an Asia- Pacific context. Lum's current research and development interests include investment policy, asset allocation, exchange-traded funds and products, indexing methodologies, family office and governance issues, alternative assets, and risk management.…

Santiago Padua, CFA

2 Posts

Santiago Padua, CFA is an Investment Analyst at Pegasus, a private equity and real estate investment fund, in Buenos Aires, Argentina. Before joining Pegasus, Santiago worked as a Senior Consultant at Ernst & Young and also as a Senior Research Analyst at Crisil Global Research and Analytics (formerly named Crisil Irevna Argentina S.A.), both based…

Scott Fearon, CFA

2 Posts

Scott Fearon, CFA, is founder and president of the hedge fund Crown Capital Management. He is also the author of Dead Companies Walking: How a Hedge Fund Manager Finds Value in Unexpected Places, which chronicles his 30 years of experience in the investment management industry. Fearon holds a BA from Stanford University and an MBA…

Scott Krisiloff, CFA

37 Posts

Scott Krisiloff, CFA, is the CEO of Avondale Asset Management, an independent investment advisory firm located in Los Angeles. Krisiloff is the author of the firm's blog, Company Notes.

Sergei Gorbunov, Ph.D., CFA

1 Post

Sergei Gorbunov is with Scarsdale Equities LLC, an institutional broker/dealer based in New York. He focuses on economic and investment analyses. Mr. Gorbunov joined the firm in July 2012 after retiring from a 20+ year career at the United Nations. Prior to joining the UN, Sergei spent more than 15 years with the Russian Academy…

Sherree DeCovny

6 Posts

Sherree DeCovny is a principal of Sententia Partners, which produces thought leadership content for clients in finance, technology, supply chain, logistics, and international trade. She is a research principal of Chain Business Insights, which provides research, analysis and business intelligence on blockchain technology in supply chain management and trade finance. DeCovny has written for leading…

Shreenivas Kunte, CFA

30 Posts

Shreenivas Kunte, CFA, is director of content at CFA Institute, where he contributes financial market insights about India and the developed world. Previously, he taught at and managed SP Jain’s Trade and Applied Research lab, which he helped found. Kunte also served as a country trading strategist at Citigroup’s Tokyo office. He actively contributes to…

Simon Lack, CFA

1 Post

Simon Lack, CFA, is founder of SL Advisors, LLC. Previously, he worked at JPMorgan, where he sat on the investment committee and founded the JPMorgan Incubator Funds, two private equity vehicles that took economic stakes in emerging hedge fund managers. Lack is the author of The Hedge Fund Mirage: The Illusion of Big Money and…

Stephen Horan, CFA, CIPM

6 Posts

Stephen Horan, CFA, CIPM, is managing director and co-lead of education at CFA Institute. Prior to joining CFA Institute, he was a principal of Alesco Advisors LLC, a financial analyst and forensic economist in private practice, and a professor of finance at St. Bonaventure University. Horan co-authored The New Wealth Management: A Financial Advisor’s Guide…

Susan Hoover

26 Posts

Susan Hoover is the digital editor, Enterprising Investor blog, CFA Institute. Previously, she worked for McCallum & Kudravetz, PC, and the U.S. Department of the Navy in real estate and labor law. Hoover earned the CFA Institute Investment Foundations™ Certificate and holds a BA degree from Lehigh University and a JD degree from the Washington…

Sverre Rørvik Nilsen aka finanskarobat

7 Posts

Sverre Rørvik Nilsen is a financial entrepreneur working out of Oslo, Norway. He runs two financial startups: One is a trading platform; the other a newswire. Nilsen also consults for a number of different clients. He has a weekly webshow with Howard Lindzon at Stocktwits.

Sviatoslav Rosov, PhD, CFA

2 Posts

Sviatoslav Rosov, PhD, CFA, is an analyst in the capital markets policy group at CFA Institute. He is responsible for developing research projects, policy papers, articles, and regulatory consultations that advance CFA Institute policy positions, focusing on market structure and wider financial market integrity issues.

Tadas Viskanta

33 Posts

Tadas Viskanta is the founder and editor of Abnormal Returns. He is also the author of Abnormal Returns: Winning Strategies from the Frontlines of the Investment Blogosphere, which culls lessons learned from his time blogging.

Ted Seides, CFA

11 Posts

Ted Seides, CFA, is the Managing Partner of Hidden Brook Investments, LLC, an advisory and private investment firm. His first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, (Wiley) was published in February, 2016. Seides was a founder of Protégé Partners LLC, where he served as President and Co-Chief…

Thomas Collimore, CFA

1 Post

Thomas Collimore, CFA, is head of industry relations at CFA Institute. Previously, he managed the investor education group. Before joining CFA Institute, Collimore served as managing director of investor relations at CIFG Holding, a group of bond insurance companies based in Paris and Bermuda. He also served as adjunct professor of finance at the College…

Thomas Walek

4 Posts

Tom Walek is Founder of Peaks Strategies, a financial and capital markets communications firm based n New York. Peaks Strategies provides impactful, innovative, integrated communications programs that help clients define, differentiate, promote and protect their businesses. Tom has been involved in financial services and capital markets communications throughout his career. An honors graduate of the…

Tim Nuding, CFA

1 Post

Tim Nuding, CFA is the Chief Executive of Prosperity Capital Services LLP, a firm that provides research and consulting services for alternative investments. Tim is also the Founder of the Hedge Fund Research Club, sponsored by the CFA Society of the UK and CAIA London chapter. Tim formerly managed international asset management and investment banking…

Todd Jankowski, CFA

2 Posts

Todd Jankowski, CFA, is head of the Certificate in Investment Performance Measurement (CIPM) program at CFA Institute. He oversees all CIPM program activities, with emphasis on advancing ethical standards and best practices in investment performance evaluation and presentation activities. Previously, Jankoswki spent 12 years at Northwestern Mutual and, most recently, he was head of investment…

Tom Brakke, CFA

3 Posts

Tom Brakke, CFA, helps investment firms and the buyers of their services to improve decision processes and effectively communicate their ideas internally and externally. At times during his career, Tom has been an analyst, portfolio manager, director of research, creator of investment products, professor, and consultant (including for the Global Research Analyst Settlement). Brakker writes…

Tony Tan, DBA, CFA

2 Posts

Tony Tan, CFA, is head of the Standards and Financial Market Integrity division at CFA Institute in the Asia-Pacific region. He is responsible for leading CFA Institute efforts in advocacy, policy development, and regulatory outreach in the APAC region. Tan holds a DBA degree.

Usman Hayat, CFA

119 Posts

Usman Hayat writes about sustainable, responsible, and impact investing and Islamic finance. He is the lead author of "Environmental, Social, and Governance Issues in Investing: A Guide for Investment Professionals", and the literature review, "Islamic Finance: Ethics, Concepts, Practice." He is interested in online learning and has directed three e-courses for CFA Institute: "ESG-100", "Islamic…

Vikram Mansharamani

1 Post

Vikram Mansharamani is an experienced global equity investor and lecturer at Yale University. He is also the author of Boombustology: Spotting Financial Bubbles Before They Burst and is a regular commentator in the financial and business media, having contributed to Bloomberg, MarketWatch, CNBC, Forbes, Fortune, the New York Times, the Wall Street Journal, the Atlantic,…

W. Bradford McMillan, CFA, CAIA

5 Posts

Brad McMillan, CFA, is the chief investment officer at Commonwealth Financial Network, a private independent broker/dealer, where he also leads the retirement consulting division. McMillan holds the CAIA, MAI, and AIF professional certifications. He holds a BA from Dartmouth College, an MS in real estate development from MIT, and a BS in finance from Boston…

Wesley Gray, PhD

7 Posts

After serving as a Captain in the United States Marine Corps, Wesley R. Gray received a PhD, and was a finance professor at Drexel University. Dr. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect, a research-driven firm that advises Active ETFs (ValueShares) and managed accounts for family offices and high-net-worth…

Will Morrison

1 Post

Will Morrison is manager, business analytics and reporting, at CFA Institute. Previously, he was an engineer at GE, specializing in robotic path planning. Morrison has earned the Claritas Investment Certificate. He holds a BA in computer science from Goucher College, a BS in electrical engineering from the Johns Hopkins University, and a masters of systems…

Will Ortel

73 Posts

Will Ortel has worked in investment management since 2006 and joined CFA Institute in 2010.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close