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…

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…

Barbara Stewart, CFA

8 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…

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

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

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

2 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.…

Christopher K. Merker, PhD, CFA

2 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. A graduate of the University of Iowa, Merker is an MBA honors graduate from Thunderbird, School of Global Management, and has a PhD in Investment…

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…

David Allison, CFA, CIPM

11 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, CFA North Carolina,…

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.

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.

Ed McCarthy

2 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…

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…

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.

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

7 Posts

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

Jason Voss, CFA

245 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.…

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 Ware, CFA

3 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

47 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

22 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…

Larry Cao, CFA

74 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…

Lauren Foster

208 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…

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

14 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

61 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

13 Posts

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

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…

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…

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…

Nathan Jaye, CFA

12 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.

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 McCaffrey

50 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

23 Posts

Peter M.J. Gross is an online content specialist for CFA Institute, where he manages blogs for the CFA Institute Annual Conference and European 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

1 Post

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

2 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,…

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 Stammers, CFA

49 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…

Roger Mitchell

4 Posts

Ron Rimkus, CFA

164 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.

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.…

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.

Sherree DeCovny

2 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

27 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…

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…

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…

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…

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 Ortel

70 Posts

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



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