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…
Aaron Yoon
1 Post
Aaron Yoon is interested in how to account for a firm's environment, social, and governance (ESG) efforts and integrate the information into the portfolio decision-making process. According to the Financial Times, his research on ESG was a turning point on how investors viewed and integrated ESG information and the methodologies suggested in his works have…
Abby Farson Pratt
21 Posts
Abby Farson Pratt was an assistant editor at CFA Institute. Previously, she worked at the Denver Post and 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.
Abdallahi Ely Telmoudy
1 Post
Abdallahi Ely Telmoudy is a current senior at George Mason University, in his final semester and determined to graduate among the best in his class. He will start his master’s degree in global finance at Fordham university next fall. He is interested in global finance, global leadership, and international development and aims to secure a…
Abhishek Loonker, CFA
1 Post
Abhishek Loonker, CFA, currently works as Director – Investments at Ascent Capital, a leading private equity firm in India. He has over 15 years of professional experience spanning private equity, corporate strategy, and treasury. Previously, Lookner worked as Project Manager with Jain Group. He is a CFA charterholder, a gold medalist MBA from MATS School…
Adam DiPaolo
1 Post
Adam DiPaolo is associate general counsel and senior consultant at Ascendant Compliance Management. He designs practical solutions to manage regulatory challenges faced by hedge funds, private equity funds, funds of funds, and other investment advisers. In addition to providing compliance services such as annual compliance program reviews and mock audits, he established Ascendant’s Section 13…
Adam N. Walk, PhD
1 Post
Adam N. Walk, PhD, is a partner of Stonechat Capital; a director of Drew, Walk & Co.; and an adjunct professor at the University of Notre Dame– Australia. He is a financial economist specializing in the areas of investment governance, pension finance, and investments. Walk’s research has been published in the Journal of Portfolio Management…
Adam W. Sandback, CFA, FRM, CPA, CMA
6 Posts
Adam W. Sandback CFA, FRM, CPA, CMA, is a futurist and an accomplished financial professional with a strong background in banking and energy. He is a CPA with traditional accounting training and has evolved into a subject matter expert, leading large-scale finance programs at major global banks. His expertise extends to climate risk management. As…
Ahmet C. Kurt, PhD
4 Posts
Ahmet C. Kurt, PhD, is an associate professor of accounting at Bentley University. He holds a PhD degree from the University of Pittsburgh and an MBA degree from the University of Alabama. His research has been published in such journals as the Journal of Accounting and Economics and European Accounting Review and cited in various…
Aidan Eccles
1 Post
Aidan Eccles is currently in his final semester at George Mason University and will be completing his bachelor's degree in finance. During his senior year, he served as vice president of the risk committee for the Student Managed Investment Fund where he could pursue his passion for portfolio management and data analysis. Upon graduation, Eccles…
Akash Goyal
1 Post
Akash Goyal is an institutional asset management associate at PNC, where he conducts quantitative research for the firm’s multi-factor small-cap equity group. He has passed all three levels of the CFA exam. Goyal holds a BA in economics from the University of Chicago and is currently an MS candidate in computer science at the University…
Akio Sashida, CFA
1 Post
Akio Sashida, CFA, is a specially appointed research fellow at Japan Securities Research Institute. Previously he worked as a senior economist at Sanwa Bank Ltd., now MUFG Bank Ltd., in Tokyo, San Francisco, and London. He also held several management positions at Mitsubishi UFJ Securities Co., Ltd. He holds a BA in economics from Keio…
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.
Alejandro Hiniesto, CFA
2 Posts
Alejandro Hiniesto, CFA, currently works as head of transition management at CFA Society France. Previously, he worked in fintech as general manager and sales director for Deecision, a data pooling platform and Active Asset Allocation, a robo-advisor. Before that, he spent over 15 years in traditional asset management in business and strategic development at JP…
Alex Botte, CFA
3 Posts
Alex Botte, CFA, CAIA, is the Head of Client and Portfolio Solutions at Runa Digital Assets, an investment firm specializing in digital asset portfolios. In this role, she is responsible for the investment risk framework, chairs the Risk Committee, and contributes to content, portfolio analytics, research, and client engagement. Botte was previously a Vice President…
Alex Handley
1 Post
Alex Handley is a sophomore at George Mason University College of Engineering and Computing, pursuing a degree in industrial and systems engineering with a concentration in financial engineering. He currently serves as treasurer of the Stock Talk Club and has a strong interest in financial markets and mergers and acquisitions. Handly interned at DC Jordan…
Alex Oliver
1 Post
Alex Oliver is a graduating senior, with honors, at George Mason University with his BS in finance. At Mason, he worked as an undergraduate teaching assistant in financial management for the School of Business. He is a CFA Level I candidate and is currently seeking opportunities in investment banking, asset management, private equity, and consulting.
Alexandre Saint
1 Post
Alexandre Saint is a master's student in finance at EDHEC Business School. He has worked as a research assistant in development and environmental economics in Hanoi and as an applied behavioral finance analyst intern at Panthera Solutions.
Alexey Panchekha, CFA
3 Posts
Over his nearly three-decade-long career, Alexey Panchekha, CFA, has spent 10 years in academia, where he focused on nonlinear and dynamic strategies; 10 years in the technology industry, where he specialized in program design and development; and eight years in financial services. In the latter arena, he specialized in applying mathematical techniques and technology to…
Alfonso Ricciardelli, CFA
3 Posts
Alfonso Ricciardelli, CFA, is a cofounder of Noosk, a platform that allows users to share knowledge-based content, where he is focused on legal, finance, and marketing. Ricciardelli’s career spans 15 years between politics and finance. After interning for a corporate law firm in Italy, he moved to Brussels, where he worked in policymaking and lobbying…
Alicia Rubí, CFA
1 Post
Alicia Rubí, CFA, is Partner at Attalea Partners, an ESG strategic and financial consultancy in Madrid. She holds SASB’s Fundamentals of Sustainability Accounting (FSA) credential and acts as leader of SASB’s Western Europe FSA group. Rubí also coordinates global stakeholder engagement for the Impact-Weighted Accounts Initiative, developed at Harvard Business School in collaboration with the…
Aline Reichenberg Gustafsson, CFA
1 Post
Aline Reichenberg Gustafsson, CFA, is the editor of NordSIP, an online information platform she founded in 2017 to fulfill the fast increasing needs of Nordic professional investors for pertinent news and analysis on sustainable investments. Prior to entering financial journalism and publishing, she spent 17 years working in asset management in Stockholm, London, and Geneva,…
Alissa Amico
2 Posts
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 emerging markets. Until 2015, Amico was responsible for overseeing OECD’s work on financial markets and corporate governance in the Middle East and North Africa. She joined the…
Alon Bochman, CFA
13 Posts
Alon Bochman, CFA, is a partner in Genpact's (NYSE: G) capital markets consulting practice, based in New York. He works with asset managers and banks to help them make better decisions with data. Previously, he spent two years managing an equity portfolio for SC Fundamental. Bochman began his career as a programmer by co-founding a…
Alvin Ho, PhD, CFA
2 Posts
Alvin Ho, PhD, CFA, is an experienced investment principal with a track record in private equity. He currently splits his time between managing a portfolio of private investments and institutional investing on one end, and handholding start-ups and grown-ups seeking new iterations on the other. In addition, he serves as a board member for listed…
Amanda Agati, CFA
1 Post
Amanda Agati, CFA, is the chief investment officer for The PNC Financial Services Group, Inc. In this role, she is responsible for the firm’s overall investment strategy, portfolio and risk management, investment solutions, and the development and execution of investment policies for PNC Wealth Management®, Hawthorn, PNC Family Wealth®, and PNC Institutional Asset Management®. Agati…
Amanda Voegeli, CFA
1 Post
Amanda Voegeli, CFA, is a co-founder and the managing partner of Southlea Group. Prior to this, she grew the Canadian Rewards practice at a large, multi-service consulting firm, spending 25 years as a well-known and trusted advisor to the boards and management teams of many of Canada's largest and mid-sized companies (both publicly-traded and privately-held).…
Amar Pandya, CFA
4 Posts
Amar Pandya, CFA, is the portfolio manager of the Pender Alternative Arbitrage Fund, Pender Alternative Arbitrage Plus Fund, Pender Alternative Special Situations Fund, and Pender Small/Mid Cap Dividend Fund. He joined the company in October 2017. He began his investment career in 2011 in the portfolio management training program at a large global financial services…
Amber Wilkins
1 Post
Amber Wilkins is a senior at George Mason University majoring in finance. She is currently a finance intern at PAE and will be joining the corporate financial planning and analysis team as a financial analyst after graduation.
Amine El Boury
1 Post
Amine El Boury is a senior at George Mason University completing his bachelor of science in finance. Post-graduation he is seeking to merge his interests in finance, real estate, and entrepreneurship.
Amy Bensted
1 Post
Amy Bensted heads Preqin’s data products team and is Preqin’s in-house expert on the hedge fund industry. She is a regular contributor of articles and features in the financial press. Her research has featured in the Financial Times and the Wall Street Journal, as well as in specialist hedge fund media. Bensted is also a…
Ana Claudia F. Manuel
1 Post
Ana Claudia F. Manuel is an international student from Angola and a two-time Mason alumna. She holds a BA in economics (2023) and an MA in finance (2024). During her graduate year, she embraced opportunities outside the classroom, including participating in the CFA Research Challenge and serving as an MSF 2024 cohort leader. Manuel is…
Ana K. Garcia
1 Post
Ana K. Garcia is a senior at George Mason University pursuing a finance major. She is expected to graduate in August 2021, and is currently a vice president of the Montano Student Investment Fund in the Investment Committee. She works in the banking industry, and following her graduation, plans to pursue a position as a…
Anastasia Diakaki
2 Posts
Anastasia Diakaki is director of continuing professional development content for the EMEA region at CFA Institute.
Andrea Webster
2 Posts
Andrea Webster is a managing director at Chartwell Capital and a contributor at SustainFinance. With over 20 years' experience in the wealth and asset management industry, she has spent over a decade working with boutique asset managers on business expansion.
Andreas Dal Santo, CFA, ARPM
1 Post
Andreas Dal Santo, CFA, ARPM, is a professional with 20 years of leadership experience. He is the CEO of Solidus Capital Group, a New York-based management consulting firm, and the consulting director of research for the New York representative office of Banca d’Italia, Italy's central bank. Previously, he worked for more than a decade at…
Andreas Haberl
1 Post
Andreas Haberl conducted this research as a behavioral design analyst at Panthera Solutions. Prior to that, he was a research assistant at Syntoniq — a US behavioral wealthtech firm — and collaborated at London’s Behavioral Science Solutions since 2015, most predominantly as editorial assistant of The Behavioral Economics Guide. He also was a national Argo…
Andrew Almeida, CFA
1 Post
Andrew Almeida, CFA, is an experienced portfolio manager, entrepreneur, and CFA charterholder. He is the founder of Rise and Shine Partners, a blockchain infrastructure investor and network manager. After a decade in private wealth management, Almeida shifted his focus to growth opportunities that will bridge the gap between traditional and decentralized finance.
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 Eil
1 Post
Andrew Eil is the head of climate risk for North America at Tata Consultancy Services (TCS), advising financial institutions on assessing and managing physical and transition climate risks. He specializes in scenario analysis, stress testing, risk modeling, and data analytics. With a background in diplomacy, development finance, and climate policy, Eil has been involved in…
Andrew Kalotay
2 Posts
Andrew Kalotay is a leading authority on the valuation and management of municipal bonds. His recent focus has been on maximizing the after-tax performance of separately managed accounts by dynamic investment and sales strategies. His firm’s fixed-income analytics are used by major asset managers and risk-management platforms. Before establishing Andrew Kalotay Associates in 1990, Kalotay…
Andrew Keenan, CFA, CAIA, FDP
1 Post
Andrew Keenan, CFA, CAIA, FDP, is a corporate credit associate at Texas Farm Credit. His work focuses on helping to build and manage the Association’s Capital Markets Portfolio. Previously, he was a vice president in Valuation Reporting at Credit Suisse. In addition, he holds a BS in Business Administration (finance concentration) and an MBA from…
Andrew Perrins
1 Post
Andrew Perrins is CEO and co-founder of Savvy Investor, a professional network for institutional investors that 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.
Andy Chakraborty
1 Post
Andy Chakraborty is a portfolio manager at Duo Reges Capital Management, a Seattle-based long-short quantamental investment management firm that seeks to exploit human-machine collaboration gaps created by rule- or model-based trading. Duo Reges, which means "two kings" in Latin, focuses on the “hard edges” of how humans and machines collaborate in the financial markets, both…
AnhMinh Luu
1 Post
AnhMinh Luu is a junior at George Mason University studying accounting and management information systems (MIS). At Mason, he works as a teaching assistant for FNAN 303 – Financial Management. Outside of Mason, he works as a finance and accounting intern at Chief Executives Organization. Following his graduation, Luu hopes to obtain his CPA license…
Anjali Pradhan, CFA
4 Posts
Anjali Pradhan, CFA, began her asset management career at 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, Dahlia Capital Advisory, that helps clients in commercialize sustainable products and services. While her clients…
Ano Glonti
2 Posts
Ano Glonti is a financial analyst intern at Transparency®. She earned a master’s degree from Fordham University, where she was a vice president of operations of the Private Equity and Venture Capital Club. In 2018, Glonti completed her bachelor’s degree in finance from George Mason University. During her senior year, she was a co-president of…
Anson J. Glacy, Jr., CFA
1 Post
Anson Glacy, Jr., CFA, is co-founder and managing director at Prescriptive Analytics GmbH. He writes regularly on issues of importance to investing individuals and institutions.
Anthony Mansell
1 Post
Anthony Mansell is director of policy and research at Climate Advisers, where he focuses on international climate policy, the role of carbon markets, and aviation. He previously was at the Center for Climate and Energy Solutions (C2ES), a leading environmental think tank. At C2ES, he specialized in international carbon markets and climate finance. He also…
Antonella Puca, CFA, CIPM, CPA
8 Posts
Antonella Puca, CFA, CIPM, CPA/ABV, CEIV, is a Senior Director in the Valuation Services group of Alvarez & Marsal in New York and the author of Early Stage Valuation (Wiley, 2020). Prior to A&M she was part of the alternative investment group at KPMG/Rothstein Kass, where she helped launch RK’s Bay Area practice, the global…
April J. Rudin
16 Posts
Founder and CEO of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the U/HNW, wealth-management and wealthtech sectors. Distinguished by her ability to forecast and leverage critical trends and her expertise in brand differentiation, she leads a firm, now in its 15th year, that designs bespoke marketing campaigns…
Ashby Monk, PhD
1 Post
Ashby Monk is the executive and research director of the Stanford Global Projects Center. His research agenda focuses on institutional investment innovation, with particular focus on how technology will change the way long-term investors operate. He is also the cofounder and chairman of Long Game Savings, Inc., a San Francisco-based company that seeks to use…
Asif Khan, CFA
1 Post
Asif Khan, CFA, is managing partner at EDGE Research & Consulting, an independent equity research provider focusing on Bangladesh. He has more than nine years of experience covering frontier equities in both buy- and sell-side roles. He writes at his blog, askifkhan.info
Attika Raj, CFA, FRM
1 Post
Attika Raj, CFA, FRM, works as a senior specialist, complex securities pricing at London Stock Exchange Group (LSEG), where she focuses on pricing, validation modeling, and pricing services model risk management. In her previous role at LSEG, she was the regulatory analytics product lead manager on the Analytics Product Management Team, where she was working…
Austin Barbosa, CFA
1 Post
Austin Barbosa, CFA, is a senior analyst in Client Portfolio Management at iA Global Asset Management, where he markets investment funds, produces investment content, and supports portfolio managers with front-office presentation needs. Previously, he worked at TD Global Investment Solutions as an institutional client relationship associate, facilitating client onboarding and developing partnerships with relationship managers.…
Axel Cabrol, CFA
2 Posts
Axel Cabrol joined TOBAM in June 2016 as a credit portfolio manager from Butler Investment Advisory where he co-managed the WB Opportunities Fund, a long-short credit fund invested in European corporate high-yield bonds. Prior to that, he spent two years at Barep AM, managing the Barep Global Credit Fund in the same four portfolio managers…
Barbara Novick
2 Posts
Barbara G. Novick is vice chair and co-founder of BlackRock. In her current role, Novick oversees the firm's efforts globally for public policy and for investment stewardship. From the inception of the firm in 1988 to 2008, Novick headed the Global Client Group and oversaw global business development, marketing and client service across equity, fixed…
Barbara Stewart, CFA
47 Posts
Barbara Stewart is a chartered financial analyst (CFA) with 30 years of investment industry experience; five years as a foreign currency trader, more than two decades as a portfolio manager for high net worth entrepreneurs, and during the past six years, as an interview-driven researcher for multiple global financial institutions. She is a keynote speaker…
Barry M. Gillman, CFA
7 Posts
Barry M. Gillman, CFA, is a principal at Longevity Financial Consulting, Fort Lee, New Jersey.
Bart van Vliet, CFA
1 Post
Bart van Vliet, CFA, serves as a quantitative strategist within the quantitative equities team at Northern Trust Asset Management. In this role, he is instrumental in developing customized investment strategies aimed at achieving client goals. As a key participant in the quantitative research initiatives, he significantly contributes to shaping the strategic direction of the firm's…
Bei Cui, PhD
1 Post
Bei Cui, PhD, joined the Monash Centre for Financial Studies at Monash University as a research fellow in May 2019. She received a bachelor's of business administration with first class honors at the University of Macau, a master's of finance with distinction from the University of Warwick, and a PhD in finance from the University…
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 Doty, CFA
3 Posts
Benjamin Doty, CFA, is managing director at Koss Olinger & Company, based in Gainesville, Florida. Prior to Koss Olinger, he worked at Galliard Capital. Doty began his investment career as a credit analyst for a municipal bond fund. He received a bachelor’s degree in economics and an MBA from the University of Georgia.
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.
Biharilal Deora, CFA, CIPM
1 Post
Biharilal Deora, CFA, CIPM, is a director at Abakkus Asset Manager LLP, an India-focused asset management company. His investment expertise spans a broad array of asset classes. Prior to joining Abakkus, Deora was managing corporate, family office, and university clients. He began his career as a financial analyst at leading financial services firms, such as…
Bill Fung, PhD
1 Post
Bill Fung, PhD, is a trustee of the CFA Institute Research Foundation. He earned a PhD in mathematics from London University and a PhD in finance from the University of Manchester. Prior to joining the investment banking industry in the mid 1980s, he held visiting as well as permanent faculty positions at both UK and…
Bill Hortz
2 Posts
Bill Hortz is an independent business consultant and founder/dean of the Institute for Innovation Development, a financial services business innovation platform and network. Hortz has over 30 years of experience in the financial services industry, including expertise in sales/marketing/branding of asset management firms as well as creatively restructuring and developing internal/external sales and strategic account…
Binod Shankar, CFA
5 Posts
Binod Shankar, CFA, is an executive coach and keynote speaker and appears regularly on CNBC Arabia and Asharq Bloomberg. He is also a Chartered Accountant and CFA charterholder with 30-plus years of experience in corporate and entrepreneurship and the author of the recently published Let's Get Real: 42 Tips for the Stuck Manager.
Blair duQuesnay, CFA
1 Post
Blair duQuesnay, CFA, CFP, is an investment adviser at Ritholtz Wealth Management. She works with clients to create sustainable financial plans and investment strategies, and she is a member of the firm’s investment committee. duQuesnay writes about personal finance and issues pertaining to women on her blog The Belle Curve. She is an active contributor…
Bo Sun
1 Post
Bo Sun received a PhD in management from Renmin University of China and a postdoctoral degree in finance from Tsinghua University. He is also the invited member and the Deputy Secretary General of China Ageing Finance Forum (CAFF50). He is the executive editor of “Annual Report on the Development of China’s Ageing Finance 2016–2021" and…
Bob Dannhauser, CFA
4 Posts
Bob Dannhauser, CFA, was the head of global private wealth management at CFA Institute.
Brad Swanson
2 Posts
Brad Swanson is an impact fund manager at Developing World Markets and adjunct professor of finance at George Mason University with an MBA from Columbia University.
Bradley Bonno
2 Posts
Bradley Bonno is a retirement sales and service director for PNC Institutional Asset Management® focused on driving strategy and accountability as he leads our Fiduciary Investment Services sales and service efforts. He provides functional oversight to the Retirement Plan Advisers (RPAs) and Employee Education Consultants (EECs) working within Institutional Asset Management who are responsible for…
Brendan Hughes, CFA
1 Post
Brendan Hughes, CFA, has more than a decade of industry experience in investments and public finance since graduating from James Madison University with a bachelor of business administration degree in finance and accounting. For the last several years, he has worked as a Registered Investment Advisor (RIA) for Lafayette Investments, where he manages a portion…
Brendan O'Connell, CFA
2 Posts
Brendan O Connell, CFA, is a financial advisor at Vanguard. Previously he worked at The Atlantic Philanthropies, a private foundation. He has a bachelor's degree in commerce from University College Cork.
Brent Loeskow, CFA
1 Post
Brent Loeskow, CFA, is an associate partner and part of the founding team at Riparian Capital Partners, a specialist water, agriculture, and food investment firm in Australia. Loeskow’s responsibilities cover financial modelling, portfolio management (maintaining of portfolio positions, portfolio reporting), and deal origination of agricultural and water assets.
Brian F. Lomax, CFA, CAIA
3 Posts
Brian F. Lomax, CFA, CAIA, is a senior portfolio manager at Wealth Enhancement Group managing portfolios with a focus on large-cap equities and investment-grade bonds. He has been in the asset management industry since 1992 and has run portfolios with a wide range of mandates. Lomax has a bachelor of commerce degree from Queen’s University…
Brian Hassett
1 Post
As a senior vice president and a senior wealth strategist in PNC Wealth Management's Cleveland market, Brian Hassett leads the deep and dynamic discovery process to achieve a mutual understanding of a client's family, business (if applicable), and financial goals. He works with clients and their advisors to help develop a strategic financial plan utilizing…
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
Brian Michael Nelson, CFA
1 Post
Brian Michael Nelson, CFA, is the president of equity and dividend growth research and ETF analysis at Valuentum Securities. He is the architect behind the company’s research methodology and processes, including the Valuentum Buying Index rating system, the Economic Castle rating, and the Dividend Cushion ratio. Nelson has acted as editor-in-chief of the firm’s Best…
Brian Minns, CFA
1 Post
Brian Minns, CFA, is senior managing director for responsible investing at University Pension Plan (UPP). He is co-founder and past co-chair of the Canadian Responsible Investing Working Group, a member of the ESG Technical Committee at CFA Institute, a member of the Responsible Investing Association’s Policy Stewardship Group, and a member of the Canadian Coalition…
Brian Peirce
1 Post
Brian Peirce is currently in his final semester at George Mason University, serving as vice president of the risk committee for the Student Managed Investment Fund, and is poised to graduate at the top of his class. He will be attending Georgetown University's master's in finance program next fall. His focus is on investment strategies…
Brian Pisaneschi, CFA
1 Post
Brian Pisaneschi, CFA, is an Affiliate to the Research and Policy Center at CFA Institute. His research focus is at the intersection of data science and sustainability. He holds an MS in quantitative finance from the University of Bologna and a BS in finance and economics from Lake Superior State University. He obtained his CFA…
Brian Singer, CFA
3 Posts
Brian Singer, CFA, is co-founder and co-CIO of ViviFi Ventures. Over the last four decades, he was a global macro investor for institutional investors and UHNW family offices. He has been actively involved in the chartered financial analyst program, from leading the curriculum committee to chairing the CFA Institute Board of Governors and the Board…
Brodie Gay
1 Post
Brodie Gay is a financial data scientist who combines large computer clusters with state-of-the-art machine learning to price and forecast financial assets. He currently works at Unison Home Ownership Investors where he developed a pricing engine to continuously appraise and forecast the prices of over 100 million unique homes in the United States. Brodie graduated…
Bruce C. Greig, CFA, CIPM
4 Posts
Bruce C. Greig, CFA, CIPM, joined Q3 Asset Management in 2015 as the director of research, where he is charged with portfolio design, investment model creation, performance analysis and other duties. Previously, he worked at Altin Holdings from 2009 as a portfolio manager. His responsibilities include overseeing the firm’s investment process and handling all aspects…
Bruce I. Jacobs
1 Post
Bruce I. Jacobs is chair of the Advisory Board of the Jacobs Levy Center. Jacobs is principal and co-founder of Jacobs Levy Equity Management, established in 1986. He is co-chief investment officer, portfolio manager, and co-director of research.
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 environmental, social, and…
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
11 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 Denver,…
Campbell R. Harvey
1 Post
Campbell R. Harvey is the Director of Research at Research Affiliates. His recently published research with Research Affiliates includes "Reports of Value’s Death May Be Greatly Exaggerated" and "A Backtesting Protocol in the Era of Machine Learning." He is the co-author of DeFi and the Future of Finance, was named No. 1 among LinkedIn Top…
Candida DaFonseca
1 Post
Candida DaFonseca was a manager of content engagement and publishing at CFA Institute.
Carl Friedrich, CFA
1 Post
Carl Friedrich, CFA, joined FCE Group in 2014, and serves as senior managing director. He has an extensive background in portfolio management and client advisory services, having previously served as chief investment officer of Piermont Group. He helped launch the Equities Relative Value Team at Goldman Sachs, where he advised and traded for hedge fund…
Cathy Scott
1 Post
Cathy Scott is a director of Research Product and Services and the editor of Enterprising Investor at CFA Institute.
CFA Institute
2 Posts
Chaitanaya M. Vij
2 Posts
Chaitanaya M. Vij is a student with a vigor for finance and a particular interest in data analysis and impact investing. He's currently completing his undergraduate degree from George Mason University while exploring various roles in finance, ranging from banking to money management.
Chan Fook Leong, CFA
2 Posts
Chan Fook Leong, CFA, is the Executive Director, Advocacy, at CFA Society Singapore. He writes and researches on ethical issues, market integrity, financial literacy, and investor protection topics.
Charles De Andrade, CAIA
5 Posts
Charles De Andrade is responsible for the evaluation, structuring, and execution of equity and debt investments as one of the senior members on the investments team at EquityMultiple Investment Partners (EMIP). EMIP is the capital markets arm of EquityMultiple, with a focus on capitalizing on dislocation opportunities in the commercial real estate middle market. De…
Charles Ellis, CFA
4 Posts
Charles D. Ellis, CFA, is chair of the Whitehead Institute, Cambridge, Massachusetts.
Charles Fox, CFA
1 Post
Charles Fox, CFA, is a financial adviser at Integrity Wealth Partners. He strives to help families make financial decisions that are aligned with their goals. He also contributes to the team's investment research. Fox graduated from Princeton University in 2013 with a degree in operations research and financial engineering. He can be contacted at [email protected].
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…
Charlotte Beyer
1 Post
A Wall Street veteran and entrepreneur, Charlotte Beyer has been identifying changes in the culture and dynamics of wealth management since 1992. After selling her company and retiring as CEO in 2012, Beyer founded the Principle Quest Foundation, a 501c3 foundation whose mission is to support innovative education and mentoring programs for women. Her career…
Cheryl L. Evans
4 Posts
Cheryl L. Evans, JD, LLM, is a director, professional learning, 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 US Securities and Exchange…
Chetan G. Shah, CFA
5 Posts
Chetan G. Shah, CFA, is senior portfolio manager at Religare Invesco Asset Management Company in Mumbai.
Chipiwa Mukono
1 Post
Chipiwa Mukono is a Director of Finance and Investments at Girl Power Talk and Blue Ocean Global Technology. As a key contributor to private equity and investment management client mandates, she leads how impact strategies integrate with technology and digital reputation. Mukono believes in value creation when social impact and responsible investing align with increased…
Chong Li Min, CFA
1 Post
Chong Li Min, CFA, looks after market integrity through volunteer work with CFA Society Singapore. She also shares her insights in investing and promotes financial literacy amongst retail investors in Singapore. She has a bachelor's degree in accountancy.
Chris Chancellor, CFA
2 Posts
Chris Chancellor, CFA, is a partner at MackayWilliams, a boutique research firm specializing in trends within the European asset management industry. He has held previous roles in marketing, product strategy and development, management information, and business strategy and planning. During his time at a global asset manager, Chancellor created and ran a business and product…
Chris McGoldrick, CFA, FSA
2 Posts
Chris McGoldrick, CFA, FSA, is a director with PNC Institutional Asset Management® (PNC IAM). He is responsible for all Outsourced Chief Investment Officer (OCIO) major new client opportunities and reports directly to the head of PNC IAM. Prior to assuming his current position, McGoldrick was the head of business development and head of defined benefit…
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 before that a director of product management in an online equity analysis start-up. Prior investment roles include practice leader for Internet infrastructure investments in a $335M technology venture capital fund, and sell-side equity…
Chris Ross
1 Post
Chris Ross is a senior at George Mason University School of Business pursuing a dual degree in finance and financial planning/wealth management. He currently serves as the vice president of the investment committee at the Montano Student Managed Investment Fund. This past summer, he interned at Campion Asset Management in Falls Church, Virginia.
Chris Tidmore, CPA, CFA
1 Post
Chris Tidmore, CPA, CFA, is a senior investment strategist in Vanguard Investment Strategy Group, where he leads the team that conducts research and provides thought leadership on issues related to active management. Before joining Vanguard in 2015, Tidmore managed the Geneva Arbitrage Fund which focused on event-driven investment strategies. Before the launch of the Geneva…
Christian Dreyer, CFA
1 Post
Christian Dreyer, CFA, is an independent analyst and investor who is interested in the epistemology of markets. He was CEO of CFA Society Switzerland until recently. His volunteering activities include serving as the first chair of the Capital Markets Advisory Committee to the IFRS Board and as a member of the XBRL Advisory Council to…
Christopher J. Martin
1 Post
Christopher J. Martin brings more than 25 years of entrepreneurial experience in telecom infrastructure development, having developed and sold assets across the United States, Latin America, and globally. He is notably the founder of BlueBird Network, a US-based carrier that achieved an impressive exit with more than 20X investor return. In 2019, Martin played a…
Christopher J. Olson, CFA
7 Posts
Christopher J. Olson, CFA, is a principal and portfolio manager at High Pointe Capital Management. Prior to High Pointe, he was a portfolio manager at Columbia Wanger Asset Management in Chicago for 15 years where he managed both equity and balanced mutual funds. He began his investment management career at Yasuda Kasai Brinson in Tokyo…
Christopher K. Merker, PhD, CFA
10 Posts
Christopher K. Merker, PhD, CFA, is a director with Private Asset Management at Robert W. Baird & Co. He is also director of the sustainable finance and business program at Marquette University, and executive director of Fund Governance Analytics (FGA). He recently served on the CFA Institute ESG Working Group, responsible for leading the development…
Christopher M. Dall, CFA
7 Posts
Christopher M. Dall, CFA, is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee…
Christopher Shayne, CFA
1 Post
Christopher Shayne, CFA, is director of product operations for Enterprise Risk Solutions at Moody’s Analytics, San Francisco.
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…
Clare Flynn Levy
5 Posts
Clare Flynn Levy is CEO and founder of Essentia Analytics, a leading provider of behavioral analytics services to professional investors and allocators of capital. Essentia’s proprietary manager assessment methodology, the Behavioral AlphaⓇ Benchmark, employs a rigorous decision attribution framework to help managers and allocators identify and interpret demonstrated investment skills in equity portfolio managers. Prior…
Clifford S. Ang, CFA
1 Post
Clifford S. Ang, CFA, is a Senior Vice President at Compass Lexecon, an economic consulting firm. He specializes in the valuation of businesses and hard-to-value assets primarily in the context of litigation. He has worked on hundreds of engagements involving firms across a broad spectrum of industries. Ang teaches the equity and bond valuation courses…
Colin McLean, FSIP
11 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…
Courtney Cervantes
1 Post
Courtney Cervantes is a senior retirement plan advisor with PNC Institutional Asset Management®. In this role, she serves as the owner of the client relationship and advises on investments, fiduciary process, participant engagement and provider benchmarking. She provides fiduciary compliance education and support and keeps clients abreast of industry and legislative changes. Cervantes brings more than 16 years of…
Craig Hafer
1 Post
Craig Hafer is currently the president of Walsky Investment Management, Inc., a registered investment advisory firm that specializes in selecting companies that have a history of dividend growth and have potential to provide good long-term growth. For over a decade, he has conducted the securities analysis, economic forecasting, modeling, and intrinsic valuation within the company.…
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…
Crystal Detamore
1 Post
Crystal Detamore is a communications director at CFA Institute and a former columnist for Entrepreneur magazine.
Cynthia Harrington, CFA
2 Posts
Cynthia Harrington, CFA, is a serial entrepreneur with successful education technology and investment management companies. She worked with pioneering crowdfunding company Issuance and helped dozens of firms raise Reg A and CF funds. She has consulted for start-ups on successful fundraising from early stages up to $60 million rounds. Harrington sold her SEC registered large…
Dagmara Fijalkowski, CFA
1 Post
As head of global fixed income and currencies at RBC GAM, Dagmara Fijalkowski, CFA, leads a global team of portfolio managers, analysts, and traders with more than USD150B in assets under management (AUM). She is a lead portfolio manager of several RBC fixed-income funds, including RBC Bond Fund, the largest bond mutual fund in Canada.…
Dan Conner, CFA, FSA
3 Posts
Dan Conner, CFA, FSA, is the general partner at Ascend Venture Capital, a micro-VC in St. Louis that provides financial and operational support to start-up founders looking to scale. Conner specializes in data-centric technologies that enable the future states of industries. Before founding Ascend Venture Capital, Conner worked on the operations side of high-growth start-ups,…
Dan Lefkovitz
1 Post
Dan Lefkovitz is a 16-year veteran of Morningstar. Since 2015, he has served as strategist for Morningstar’s Indexes group, producing research supporting Morningstar’s indexing capabilities across a range of asset classes. He authors white papers, appears at industry conferences, and contributes to the Morningstar Magazine and Morningstar.com. Previously, he spent 11 years on Morningstar’s manager…
Dan O'Connor, CAIA
2 Posts
Dan O'Connor, CAIA, is director of institutional relationships for the Americas region at CFA Institute.
Dan Philps, PhD, CFA
7 Posts
Dan Philps, PhD, CFA, is head of Rothko Investment Strategies and is an artificial intelligence (AI) researcher. He has 20 years of quantitative investment experience. Prior to Rothko, he was a senior portfolio manager at Mondrian Investment Partners. Before 1998, Philps worked at a number of investment banks, specializing in the design and development of…
Dan Tammas-Hastings, CFA
2 Posts
Dan Tammas-Hastings, CFA, is managing director and founder of RiskSave, a digital asset management firm. Previously, he was a fixed-income trader specializing in GBP derivatives at Merrill Lynch, and a hedge fund manager managing multi-billion £ portfolios across credit and rates. Tammas-Hastings is currently a thought leader in risk management and is in charge of…
Daniel Blais, CFA
2 Posts
Daniel Blais, CFA, began his career at BlackRock where he spent five years as an iShares consultant and strategist. He currently works at a global family office in Miami. In addition to his CFA charter, he holds a BA in finance from the University of Notre Dame.
Daniel Brady
1 Post
Dan Brady is the chief investment strategist for the PNC Asset Management Group. In this role, he oversees all investment strategy-related activities for PNC Wealth Management®, Hawthorn, PNC Family Wealth®, and PNC Institutional Asset Management®. In addition, he leads the team that establishes overall strategic and tactical asset allocation guidance of client portfolios, manages the…
Daniel Fang, CFA, CAIA
3 Posts
Daniel Fang, CFA, CAIA, is a vice president at The Northern Trust Company, Chicago and senior quantitative research analyst responsible for quantitative equity, fixed income, and multi-asset strategy research, design, and development. Fang has worked in quantitative finance since 2009 and specializes in quantitative research, portfolio management. and risk modeling. Prior to joining Northern Trust,…
Daniel Nevins, CFA
1 Post
Daniel Nevins, CFA, is the author of Economics for Independent Thinkers and proprietor of Nevins Research. He has invested professionally for 30 years, including more than a decade at both J.P. Morgan and SEI Investments. He has also taught macroeconomics at the college level as an adjunct lecturer. He has an economics degree from the…
Danielle DiMartino Booth
1 Post
Danielle DiMartino Booth is CEO and chief strategist for Quill Intelligence LLC, a research and analytics firm. Previously, she worked at the US Federal Reserve Bank of Dallas as adviser to Richard W. Fisher, then-president of the bank. DiMartino Booth is author of FED UP: An Insider’s Take on Why the Federal Reserve Is Bad…
David Abbey
1 Post
David Abbey is Deputy General Counsel—Retirement Policy at the ICI. He is a 25-year veteran of the mutual fund industry in which he has served multiple roles.
David Allison, CFA, CIPM
15 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. He has extensive experience managing investment portfolios for high net-worth investors. Allison is an active member of CFA Institute and the CFA Society of South…
David Barr, CFA
3 Posts
David Barr, CFA, is the CEO of Pender and the portfolio manager of several of Pender’s funds. He began his investing career in 2000 and initially worked in private equity, which gives him a unique background to investing capital. The Pender Small Cap Opportunities Fund, which Barr managed, was recognized as a Refinitiv Lipper Fund…
David Blanchett, PhD, CFA, CFP
8 Posts
David Blanchett, PhD, CFA, CFP®, is managing director, portfolio manager, and head of retirement research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. In this role, he develops solutions to help improve retirement outcomes for investors with a specific focus on defined contribution plans. Prior to joining PGIM,…
David Epstein, CFA
2 Posts
David Epstein, CFA, has spent nearly 20 years as a research analyst on both the sell-side and buy-side, focused all across the capital structure. He has long studied nuclear risks and is trying to educate the financial and business communities on what they can do in terms of prevention and preparation. He has an MBA…
David Gal
1 Post
David Gal is a professor of marketing at the University of Illinois at Chicago. He previously served on the faculty of Northwestern University. He received a PhD and MS from Stanford University, and a BS from Penn State University. His research areas include the psychology of decision making, identity and behavior, and innovation and creativity.…
David Geller
1 Post
JOYN CEO David Geller has gone beyond wealth management to discover ways to bring meaning and joy to his clients’ lives. His quest resulted in JOYN’s Behavioral Wealth Management™ approach to financial advising, which merges wealth management with expertise in behavioral financial science to help clients make better decisions.
David Larrabee, CFA
148 Posts
David Larrabee, CFA, was director of member and corporate products at CFA Institute and served 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 Rowland
1 Post
David Rowland is the chief technology officer at StarCompliance. He draws on nearly 20 years of experience running large organizations and delivering tech solutions across a variety of banking businesses to drive Star’s product and solution delivery to market as well as the firm’s internal corporate technology.
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.
David Townsend, CFA
1 Post
David Townsend, CFA, is a global capital markets strategist. As the founder of Small Batch Labs, he helps businesses turn bold ideas and research into thought leadership that informs, inspires, and engages. Townsend also teaches finance and investments at Lewis University. He holds an MS in financial markets from the Illinois Institute of Technology and…
David Wahi
1 Post
David Wahi has led the coverage for some of the top global asset managers in the Financial Institutions Group at Santander CIB. He joined Grupo Santander in 2009, working in leveraged and syndicated loans origination for Europe, based in Madrid. Prior to graduating with an MBA from London Business School / HEC, Paris in 2009,…
Deana Harmon
4 Posts
Deana Harmon is the investment director for PNC Institutional Asset Management® responsible for leading the advisory services offering for defined-contribution plans. In her role, she is actively involved with the rollout and continued delivery of fiduciary investment services for existing and new clients. In addition, as an investment thought leader, Harmon heads the group’s investment insight…
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…
Derek Horstmeyer
35 Posts
Derek Horstmeyer is a professor at George Mason University School of Business, specializing in exchange-traded fund (ETF) and mutual fund performance. He currently serves as Director of the new Financial Planning and Wealth Management major at George Mason and founded the first student-managed investment fund at GMU.
Dhruv Goyal, CFA
5 Posts
Dhruv Goyal, CFA, is the founder of Earthen Street Capital. He specializes in global macro research, and sovereign bond and currency investments. He has more than 15 years experience in the industry and has previously worked with Nationwide Insurance, Wisconsin Alumni Research Foundation, and CUNA Mutual Group in the United States. He holds an MBA…
Di Wang, PhD
1 Post
Di Wang, PhD, is a senior quantitative research analyst at Northern Trust Asset Management. In this role, she works on NTAM’s factor-based research, supporting the equity platform of the Quantitative Strategies Group. Prior to joining Northern Trust, she worked at the International Monetary Fund (IMF) and the World Bank Group in Washington, DC, where she…
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 US Federal Reserve’s role in the 2008 crisis. Espinosa formerly managed a hedge fund, was a portfolio…
Domenique DiSilvio
2 Posts
Domenique DiSilvio is a retirement sales and service director for PNC Institutional Asset Management® focused on driving strategy and accountability as she leads our Fiduciary Investment Services sales and service efforts. She provides functional oversight to the Retirement Plan Advisers (RPAs) and Employee Education Consultants (EECs) working within Institutional Asset Management who are responsible for…
Donald A. Steinbrugge
1 Post
Donald A. Steinbrugge is the founder and CEO of Agecroft Partners, a global hedge fund consulting and marketing firm. Hedgeweek and/or HFM have selected Agecroft Partners 13 years in a row as the Hedge Fund Marketing Firm of the Year. Steinbrugge frequently writes white papers on trends he sees in the hedge fund industry. He…
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.
Doris Bao
1 Post
Doris Bao, FRM, is a quantitative researcher at Two Sigma. In this role, she applies advanced statistical and quantitative methods to research and create factors, investment-related features, and functionalities for Two Sigma’s Venn platform, a software used by investors to manage risk and return in their portfolios. She also contributes to content creation and other…
Doug Wilber
1 Post
Doug Wilber is the CEO of Denim Social, a social media management software company that provides tools to empower marketers in regulated industries to manage organic social media content and paid social media advertising on one platform. Trusted by more than 250 institutions in banking, insurance, mortgage, and wealth management, Denim Social enables brands to…
Dougal Williams, CFA
3 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 BAs in economics and Spanish. Williams is a former board president and current member of CFA Society Portland.
Dr. David Kelly, CFA
1 Post
Dr. David Kelly, CFA, is chief global strategist and head of global market insights strategy at J.P. Morgan Asset Management.
Dr. Jacob J. Leidner, CFA
2 Posts
Dr. Jacob Justus Leidner, CFA, is an expert in financial and nonfinancial reporting and oversight mechanisms such as the SEC filing review process. He has extensive experience in research, having worked at the University of Würzburg (Germany), the University of Göttingen (Germany), and the University of Tennessee, Knoxville (US). He was awarded the Chartered Financial…
Drew Estes, CFA, JD
1 Post
Drew Estes, CFA., JD, is a partner and portfolio manager at Banyan Capital Management. He graduated with a BA in History and Economics from the University of Alabama in 2012 and graduated from the University of Alabama’s joint JD/MBA program in 2016. Estes joined Banyan Capital Management in 2016. He is a member of the…
Drew Hardin
1 Post
Drew Hardin is a senior at George Mason University pursuing a major in finance. He is interested in investment and wealth management using an ETF based trading strategies, as well as financial planning for retirement. After graduating he will be pursuing job opportunities in financial planning and wealth management.
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.
Duncan Stewart, CFA
7 Posts
Duncan Stewart, CFA, was an active portfolio manager from 1993 to 2005, and is now director of technology, media, and telecommunications research for Deloitte Canada. In that role he has researched millennial attitudes to financial services and the gender gap for women in IT.
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
11 Posts
Ed McCarthy is an author and freelance finance writer who covered 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.
Edward Altman
1 Post
Edward Altman is the Max L. Heine Professor of Finance Emeritus at New York University, Stern School of Business, and Director of the Credit and Fixed Income Research Program at the NYU Salomon Center. Altman has an international reputation as an expert on corporate bankruptcy, high-yield bonds, distressed debt, and credit risk analysis. He is…
Edward F. McQuarrie
3 Posts
Edward F. McQuarrie, Ph.D., is Professor Emeritus at the Leavey School of Business at Santa Clara University. After retiring from Santa Clara in 2016, he pursued new research interests in financial market history and retirement income planning. Projects under way include errors of estimate in historical index returns, the fitful nature of size and value…
Eileen Overbaugh, JD
1 Post
Eileen Overbaugh, JD, advises hedge funds and other pooled investment vehicles in connection with capital raising, structuring, formation, investor negotiations, and ongoing operations. Offering the benefit of extensive experience, she negotiates seed and strategic investments, funds-of-one, managed account arrangements, and other alternative investment relationships. She also regularly advises asset managers and institutional investors with respect…
Emil Kalinowski, CFA
2 Posts
Emil Kalinowski, CFA, is employed in the metals and mining industry writing about how socioeconomic and geopolitical trends affect the supply, demand, and price of base and precious metals. His present focus is on the 2007 malfunction of the monetary system and its continuing disorder. Presently living in the Cayman Islands, he is also radio…
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. He graduated from Stanford University with bachelor’s degrees…
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…
Eric Sim, CFA
5 Posts
A key opinion leader on LinkedIn, Eric Sim, CFA, is the author of the book Small Actions: Leading Your Career to Big Success. He founded the Institute of Life with a mission to train young professionals to be successful at work and in life. Previously, when based in Hong Kong, Sim served as a managing…
Ethan Ioannou
1 Post
Ethan George Ioannou is a current senior at George Mason University set to graduate in December 2021. He is a member of the Montano Student Investment Fund and holds a VP position within the Investment Committee of the fund. Following graduation, he plans to join a firm’s M&A and valuation consulting team. His interests include…
Fabrizio Palmucci, CFA
5 Posts
Fabrizio Palmucci, CFA, is a senior advisor at the Climate Bonds Initiative, the founder of Impactivise, a consultancy boutique and a contributing author" to SustainFinance. He has spent close to 20 years in the fixed-income buy-side space in different roles, including trading, credit analysis and strategy, and with several firms, from boutique to tier-one asset…
Felix Narhi, CFA
1 Post
Felix Narhi, CFA, is the portfolio manager of the Pender Strategic Growth and Income Fund, alongside co-manager, Geoff Castle, lead portfolio manager, Fixed Income. Narhi was Pender’s CIO for 10 years and in June 2024 stepped back to focus on investment management. In November 2023, the Pender Strategic Growth and Income Fund received industry recognition…
Femina Huddani, CFA
1 Post
Femina Huddani, CFA, is the vice president of asset management at The National Investor (TNI), based in Abu Dhabi, UAE. She has over 13 years of diverse experience in finance and investments across the US and MENA markets. Prior to joining TNI, Huddani worked in various analyst roles with Citigroup SmithBarney (USA), YieldQuest (USA), Deloitte…
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 Forster, CFA
1 Post
Florian Forster, CFA, works at an energy infrastructure fund manager. His background is in energy and finance, having worked as a chemical engineer, in LNG shipping, renewables structuring, portfolio management and origination, and management consulting in energy and private equity practices. He is a chartered financial analyst and holds a master's degree in chemical engineering.
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…
Ford Donohue, CFA
1 Post
Ford Donohue, CFA, joined Homrich Berg in 2014 and is currently a director leading research and due diligence efforts in both hedge funds and equities. He is the president and a portfolio manager of the Peachtree Alternative Strategies Fund, a fund of hedge funds originally created internally for HB clients who do not pay additional…
Franklin J. Parker, CFA
6 Posts
Franklin J. Parker, CFA, is founder and chief investment officer of Directional Advisors in Dallas. He is a CFA charterholder, international speaker, and author of numerous peer-reviewed papers and articles. In 2017, Parker was awarded the NAAIM Founder’s Award for Investment Research for his work on merging active investment management and goals-based investing. Though raised…
Fred Sloan, CFA
1 Post
Fred Sloan, CFA, joined FCE Group in January 2011 and serves as president and chief executive officer. He has been involved in the management of multi-strategy investment portfolios since 1990. In 2007, He founded Island Brook Partners LP, an alternative fund of hedge funds. From 2001 through 2007, he was president of Kemnay Advisory Services,…
Gabriel Thoumi, CFA, FRM
2 Posts
Gabriel Thoumi, CFA, FRM, is director of capital markets at Climate Advisers and has over 13 years experience as an ESG research manager showing investment teams that ESG issues — including climate risk — can be an indicator of corporate financial performance. During this time, his coverage universe has included both global equity and debt…
Gail Glazerman, CFA
2 Posts
Gail Glazerman, CFA, is a sector analyst covering resource transformation and renewable resources for the Sustainability Accounting Standards Board (SASB). Previously, she was an equity analyst at Roe Equity Research and executive director in UBS’s Investment Research Department, where she frequently collaborated with the ESG research team. Prior to working in equities, she was a…
Galit Ben-Joseph
2 Posts
Galit Ben-Joseph, CFP®, is an executive director and wealth advisor with J.P. Morgan Wealth Management. She provides investment management services to a varied client base, including high-net-worth individuals, professional services practitioners, small business owners, and foundations. Ben-Joseph was born in Israel and grew up in the New York City metropolitan area. She is passionate about…
Garima Arora
2 Posts
Garima Arora is an Associate in the Valuations practice of Ernst & Young India. She has cleared CFA Level 3 and has three years of experience.
Gary Mishuris, CFA
2 Posts
Gary Mishuris, CFA, is managing partner and CIO of Silver Ring Value Partners, an investment firm with a concentrated long-term intrinsic value strategy. Prior to founding the firm in 2016, Mishuris was a managing director at Manulife Asset Management. From 2004 through 2010, he was a vice president at Evergreen Investments. Mishuris began his career…
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…
Gaurang Trivedi, CFA
2 Posts
Gaurang Trivedi, CFA, is an independent investment and management professional providing advisory services in forensic analysis, equity research, private capital, corporate finance, and business development. He has over 28 years of experience in the finance industry in equity research, private equity, functional management, commercial banking, internal audit, and project management. He has an MBA from…
Gautam Dhingra, PhD, CFA
10 Posts
Gautam Dhingra, PhD, CFA, is the founder and CEO of High Pointe Capital Management, LLC. He developed the firm's pioneering investment approach based on the concept of Franchise Quality, and under his leadership, High Pointe has built an enviable investment performance record. Dhingra served on the faculty member at Northwestern University’s Kellogg School of Management…
Gene Natali, Jr., CFA
1 Post
Gene Natali, Jr., CFA, is a senior vice president at C.S. McKee, L.P., a Pittsburgh-based institutional investment firm. He holds the Chartered Financial Analyst designation and serves on the board of directors for the CFA Society of Pittsburgh. He holds an MBA with a concentration in finance from Carnegie Mellon University’s Tepper School of Business…
Genevieve Hayman
1 Post
Genevieve Hayman is a research affiliate in Research, Advocacy, and Standards at CFA Institute and a PhD candidate at Georgetown University. She holds a master’s degree in economics from George Mason University and a master’s degree in philosophy from University College Dublin. Her research areas include pensions and retirement security, complex systems, and cognitive science.…
Giuseppe Ballocchi, CFA
3 Posts
Dr. Giuseppe Ballocchi, CFA, is passionate about bridging the gap between the theory and the practice of finance with a pragmatic, multi-disciplinary approach. He is a partner with Alpha Governance Partners and specializes in derivative strategies. Dr. Ballocchi serves on a number of company and investment fund boards and is a member of the Future…
Grant's Interest Rate Observer
2 Posts
James Grant is the editor of Grant’s Interest Rate Observer, which he founded in 1983.
Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM
1 Post
Greg Filbeck, CFA, FRM, CAIA, CIPM, PRM, is the Samuel P. Black III Professor of Finance and Risk Management and Director of the Black School of Business at Penn State Behrend, The Behrend College. He has authored or edited 12 books and published more than 95 academic articles. Professor Filbeck has conducted training for professional…
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.…
Gregory Jones, PhD
1 Post
Gregory Jones, PhD, is an Advisory Board member at 4x4invest. Previously, he was a partner at GMO, where he served in multiple roles including portfolio management, head of quantitative research in fixed income, as well as business development. He holds a PhD in physics from Harvard University.
Gregory Siegel, CFA, CPA
1 Post
Gregory Siegel, CFA, CPA, is director of curriculum development at CFA Institute.
Guest Contributor
25 Posts
Guido Baltussen, PhD
1 Post
Guido Baltussen serves as the head of Quantitative Strategies International at Northern Trust Asset Management. Prior to joining Northern Trust, Baltussen was, amongst others, the head of Equity Factor Investing and co-head of Quantitative Fixed Income. He is also a professor of Finance at Erasmus University Rotterdam, where he teaches courses on behavioral finance and…
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
5 Posts
Hansi Mehrotra, CFA, is the founder of The Money Hans, a personal finance education blog aimed at retail investors, and founder and editor of Money Management India. Mehrotra has over 20 years of financial services industry experience, primarily in online delivery of investment research and consulting for the wealth management industry. She set up the…
Harvey D. Shapiro
3 Posts
Harvey D. Shapiro is senior advisor at Institutional Investor, Inc., where he has been senior contributing editor of Institutional Investor magazine as well as an advisor and moderator for numerous Institutional Investor conferences. A former adjunct professor and a Walter Bagehot Fellow at Columbia University, he has been a consultant to several foundations and other…
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…
Heidi Raubenheimer, PhD, CFA
4 Posts
Heidi Raubenheimer, PhD, CFA, was managing editor of the CFA Institute Financial Analysts Journal.
Heidi Ridley, CFA
1 Post
Heidi Ridley, CFA, is the cofounder of RadiantESG Global Investors, a female-owned, independent asset management firm focused on next generation ESG investment opportunities for institutional and wealth management clients worldwide. Most recently, she was the CEO of Rosenberg Equities. Under her leadership, Rosenberg became the first fully ESG integrated quantitative manager. She is a diversity…
Henri Cancio-Fitzgerald
1 Post
Henri Cancio-Fitzgerald is the nonprofit solutions director for PNC Institutional Asset Management®. In this role, he helps direct the overall strategy in providing solutions for nonprofit clients. He oversees a team that works with clients to create programs to provide Planned Giving solutions including investment management, administration, and education programs to meet their needs. He…
Henry Schwartz
1 Post
Henry Schwartz is senior director and head of product intelligence at Cboe Global Markets' Information Solutions Group. A veteran of equity derivatives markets, Schwartz came to Cboe following the development and the exchange operator's subsequent acquisition of Trade Alert, an options order flow tracker he founded that uses technology to enhance transparency in options market…
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…
Herman Jentoft
1 Post
Herman Jentoft is a senior at George Mason University and will complete his degree in December of this year. He is pursuing a bachelor's of science degree in business with a concentration in finance and a minor in computational data science. Jentoft is very interested in the financial markets, investment banking, private equity, and the…
Hoai Nguyen
1 Post
Hoai Thuong Nguyen is currently in her final semester at George Mason University. She is a member of the Student Managed Investment Fund, and is poised to graduate soon. She will be attending the University of Windsor's master's in finance and accounting program next fall. Her focus is on environmental, social, and governance (ESG) investing…
Huxley Waitt
1 Post
Huxley Waitt is a senior in George Mason University’s undergraduate financial planning and wealth management program and a finance teaching assistant.
Hyunseob Kim, PhD
1 Post
Professor Hyunseob Kim is an assistant professor of finance at the Johnson Graduate School of Management. His research covers topics in corporate finance and labor economics, such as the effects of asset and labor market frictions on corporate financial and investment policies and the effects of corporate governance, financial distress, and labor contracts on productivity,…
Ian Robertson, CFA
9 Posts
Ian Robertson, CFA, is a portfolio manager at Odlum Brown Limited and a DPhil candidate (part time) at the Smith School of Enterprise and the Environment at the University of Oxford.
Isaac Presley, CFA
9 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 heads the firm’s blogging efforts on the Cordant Blog.
J. Christopher Hughen, CFA, CIPM
1 Post
J. Christopher Hughen, CFA, CIPM, is associate professor of finance and co-director of the Marsico Investment Center at the University of Denver. He holds a PhD in finance from the University of Missouri and regularly teaches courses in equity analysis and portfolio management. Hughen has published peer-reviewed research articles in leading finance journals such as…
Jaakko Kooroshy
1 Post
Jaakko Kooroshy is head of Sustainable Investment Research at LSEG where he oversees a team of researchers and data scientists developing climate and sustainability-related data, scores, and insights for investors. Previously, Kooroshy was an executive director at Goldman Sachs. There, he was the European research lead for GS SUSTAIN, providing insights in investment opportunities around…
Jacques Cesar
2 Posts
Jacques Cesar is a former managing partner of Oliver Wyman. He founded the firm’s retail practice, pricing practice, and co-founded the firm’s big data practice. Cesar held numerous senior management positions and served on the Oliver Wyman global executive committee for 15 years.
Jake Moloznik, CFA
1 Post
Jake Moloznik, CFA, is a director and client portfolio manager for the Investment Strategy group at PNC. In this role he provides investment and portfolio strategy across PNC Asset Management Group (AMG). Moloznik is responsible for multi-asset class strategy and analysis, including equity, fixed income, and alternative asset classes. Additionally, he co-authors numerous thought leadership…
James Stefurak, CFA
1 Post
James Stefurak, CFA, is the founder of Monarch Research, LLC, providing analysis for individual investors regarding alternative investments, including liquid alts, structured products, and inverse ETFs. For small businesses, Monarch focuses on financial solutions, including invoice factoring, and asset-based lending facilities. Previously, Stefurak was a managing partner at the private investment fund Brightwood Advisors. When…
Jan Jaap Hazenberg, PhD
1 Post
Jan Jaap Hazenberg, PhD, is head of product strategy at NN Investment Partners.
Janet J. Mangano
23 Posts
Janet J. Mangano, formerly a senior portfolio manager with PNC Wealth, is in Short Hills, New Jersey.
Janet Wong, CFA
1 Post
Janet Wong, CFA, is a corporate finance professional with more than six years of experience in the industry. As an SFC Type 6 licensee, she has held various roles including IPO sponsor and financial advisor on public company transactions such as share resumption, rights issues, and privatizations. In addition, Wong advises on M&A transactions, managing…
Jason Howell
1 Post
Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional, former US congressional candidate and was recognized as a TOP Wealth Adviser by Washingtonian Magazine, Investopedia, and Northern Virginia Magazine. He is president of Jason Howell Company, a wealth management firm that empowers people who are first generation success stories yet suffer from financial imposter syndrome. He…
Jason Huddler
1 Post
Jason Huddler is a senior at George Mason University pursuing his bachelor of science degree in business with a concentration in finance and a minor in business analytics. He is interested in financial markets, mergers and acquisitions, and financial modeling. He is currently a candidate for the Beta Alpha Psi honors society.
Jason Pettner
1 Post
Jason Pettner works at C.S. McKee as a Portfolio Accountant. He is a CFA Level I candidate, as well as a candidate for CFP Certification. He recently graduated from Penn State Behrend with a degree in finance. As a student, he served as president and chief investment strategist of the Intrieri Family Student Managed Fund.…
Jason Voss, CFA
264 Posts
Jason Voss, CFA, 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 and the CEO of Active Investment Management (AIM) Consulting. Voss also sub-contracts for the well known firm, Focus Consulting Group. Previously, he…
Javier López Bernardo, PhD, CFA
1 Post
Javier López Bernardo, PhD, CFA, is a portfolio manager at BrightGate Capital in Madrid.
Jay Watson
1 Post
Jay Watson is managing director and head of analytics at The Index Standard, the leading provider of index evaluation ratings and forecasts. He was previously managing director and head of multi-asset index structuring EMEA at Barclays in London. He has a doctorate in theoretical physics from Oxford University.
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…
Jed Laskowitz
1 Post
Jed Laskowitz is Global Head of Asset Management Solutions at J.P. Morgan, where he oversees more than $400B in assets across the Multi-Asset and Quantitative Solutions investment teams. Laskowitz is also responsible for J.P. Morgan's global ETF business, which includes over 50 funds and $70B in assets. Additionally, he is responsible for 55ip, a recent…
Jeffery V. Bailey, CFA
1 Post
Jeffery V. Bailey, CFA, is a senior finance lecturer at the University of Minnesota. Previously, he was senior director, benefits, at Target Corporation, where he supervised the company’s employee benefit plans and directed the investment of the defined benefit (DB) and defined contribution (DC) plans. Prior to that, Bailey was a managing partner of Richards…
Jeffrey Tse, CFA
1 Post
Jeffrey Tse, CFA, is an investment manager in Barings’ Multi Asset Group. He joined Barings in July 2021 and manages a range of Barings’ multi-asset strategies in Asia. Prior to joining Barings, Tse was a portfolio manager for five year at Morgan Stanley, where he managed the global multi-asset and fixed-income discretionary strategies, and was…
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…
Jennifer Murphy, CFA
1 Post
Jennifer Murphy, CFA, brings over 30 years of experience in asset management, including a practical focus over the past five years on the enormous potential for blockchain and digital assets. As part of her prior role as chief operating officer of Western Asset Management, a global investment firm with $475-plus billion in AUM, Murphy sponsored…
Jennifer Roca
1 Post
Jennifer Roca is an Investment and Portfolio Strategist on the Responsible Investing team at PNC Asset Management. She provides data-driven insights on implementing environmental, social, and governance (ESG) and values-based investing in client portfolios and specializes in supporting clients and advisors with ESG and faith-based proxy voting and shareholder advocacy. Roca has also worked in…
Jeremy Monk
4 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…
Jeremy Stempien
4 Posts
Jeremy Stempien is a managing director, portfolio manager, and strategist for PGIM DC Solutions. In this capacity, he is responsible for portfolio management, analysis, and research for the PGIM Target Date Funds and the PGIM Retirement Spending Funds. Prior to joining PGIM, Stempien was a director of investments at Morningstar Investment Management. There, he developed…
Jerry H. Tempelman, CFA
4 Posts
Jerry H. Tempelman, CFA, is a former senior financial and economic analyst with the Federal Reserve Bank of New York.
Jessie Miller
1 Post
Jessie Miller is a senior communications lead for PNC Institutional Asset Management®. In this role, he is responsible for creating and managing content including thought leadership, research, and actionable insights developed for institutional investors and their employees. Miller graduated with a master's of arts in communications from Syracuse University and with a bachelor's of arts…
Jianyu Ren
1 Post
Jianyu Ren is a senior at George Mason University pursuing a bachelor's of science degree in business with a concentration in finance. She is interested in financial markets, financial analysis, firm valuation, and portfolio management. She will be working towards obtaining her CFA charter after graduation.
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 Cemprola
1 Post
Jim Cemprola was head of the Key Alliance Program at CFA Society of New York. Previously he served as an executive vice president at Thomson Financial and a managing director at the FTSE Group. He holds an MBA in finance and marketing from Penn State University, from which he also received a bachelor's degree in…
Jim Ware, CFA
13 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
62 Posts
Joachim Klement, CFA, offers regular commentary at Klement on Investing. 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), Zurich, Switzerland,…
John Bilton, CFA
1 Post
John Bilton, CFA, is head of global multi-asset strategy at J.P. Morgan Asset Management.
John Bowman, CFA
8 Posts
John Bowman, CFA, is former managing director, Americas, at CFA Institute. He also 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…
John Rubino
3 Posts
John Rubino, a former financial analyst, manages DollarCollapse.com and is a freelance writer and author of several books on investment topics.
John W. Moore CFA, CAIA
3 Posts
As STRATVIEW’s director of investments, John W. Moore, CFA, CAIA, chairs the Investment Committee and guides its portfolio construction, asset allocation, and investment selection processes. He also leads the team’s dynamic research efforts to blend a deep knowledge of the ever-evolving financial market landscape with advanced portfolio management techniques. With these insights, Moore provides proactive…
Jonathan Cornish, CFA
3 Posts
Jonathan Cornish, CFA, is the founder and portfolio manager of 38x Holdings, a long-biased investment firm based in Miami, Florida. 38x Holdings invests in high-quality, publicly traded companies with monopolistic characteristics. Prior to founding 38x Holdings, Cornish worked for UNC Management Company, a $10-billion endowment fund, in North Carolina. He graduated in 2016 from the…
Jonathan H. Lander
1 Post
As a senior vice president and a senior wealth strategist in PNC Wealth Management's Philadelphia market, Jonathan Lander leads the deep and dynamic discovery process to achieve a mutual understanding of a client's family, business (if applicable), and financial goals. He works with clients and their advisors to help develop a strategic financial plan utilizing…
Jonathan Harris, CFA
1 Post
Jonathan Harris, CFA, is an executive leader and experienced quantitative modeler with over 20 years experience in the financial industry. He is currently vice president, manager of non-retail credit analytics, for TD-Bank, leading the modeling of credit risk for TD’s commercial portfolio. Harris previously led the modeling function in the balance sheet management group at…
Jonathan M. Duensing, CFA
1 Post
Jonathan M. Duensing, CFA, is senior managing director, head of fixed income, US, director of multi-sector fixed income, and portfolio manager at Amundi US. He supervises all fixed-income portfolio management and research activities for Amundi US, and leads a team of approximately 50 investment professionals who manage a wide range of US and global fixed-income…
Jonathan McClain
1 Post
Jonathan McClain is a director for the defined contribution practice in PNC Institutional Asset Management® (PNC IAM). He is responsible for leading the new business and client service efforts for PNC IAM’s largest and most complex defined contribution plan relationships. He works directly with clients and prospects to help them prioritize and achieve their plans’…
Joo Hee Lee, PhD, CFA
1 Post
Joo Hee Lee, PhD, CFA, is an advisor to CFA Institute and Funding Solutions Deutschland, and a member of the Board of TAINA Technology. She also teaches quantitative asset allocation at the Judge Business School at the University of Cambridge. Lee's current focus is on sharing her long industry experience as a portfolio manager with…
Jordan Doyle
5 Posts
Jordan Doyle holds a bachelor of business administration degree with a major in finance from James Madison University and a master of science degree in finance from George Mason University. He is currently a Research Affiliate to the Research and Policy Center at CFA Institute. His research has mainly focused on determining the drivers of…
Jordan Gillissie
1 Post
Jordan Gillissie is the founder and CEO of Equifund, an alternative investment platform that provides retail investors with access to emerging companies. Registered with both FINRA and SEC, Equifund is dedicated to empowering entrepreneurs and educating investors. With his extensive industry experience and visionary leadership, Gillissie has established Equifund as a pivotal player in disrupting…
Jordan N. Boslego, CFA
2 Posts
Jordan N. Boslego, CFA, is an environmental, social, and governance (ESG) researcher and co-founder of Empirically, a provider of predictive analytics and litigation support regarding investment manager selection.
Joseph B. Turay
1 Post
Joseph B. Turay is a graduate student in the Master of Finance program at the Costello College of Business at George Mason University. He graduated with a Bachelor of Science degree in economics from Fourah Bay College. He is also the head of accounting for Lewis Companies LLC. Turay has more than eight years of…
Joseph Harrigan, CFA
1 Post
Professor of Practice at Queen's Business School Joseph Harrigan, CFA, is an investment director with more than a decade's direct fund management experience making key investment decisions for equity and multi-asset funds. He previously gained EU regulation experience from the regulator's perspective as an advisor to then-EC commissioner Mario Monti on a significant complex industrials…
Joseph L. Pagliari, Jr., PhD, CPA, CFA
1 Post
Joseph L. Pagliari Jr., PhD, CPA, CFA, focuses his research and teaching efforts — based on over 35 years of industry experience — on issues broadly surrounding real estate investment, attempting to answer important questions from a rigorous theoretical and empirical perspective. These issues include: the risk-adjusted performance of core and non-core funds, principal/agent issues…
Joseph Nyangon
1 Post
Joseph Nyangon, PhD, is a power and energy systems engineering economist specializing in utilities innovation at the SAS Institute. A skilled strategic planning leader with a demonstrated managerial and technical career spanning over 15 years, he has led complex projects in power system planning and operations, energy economics, advanced energy modeling and decision analytics, strategic…
Joseph Simonian, PhD
9 Posts
Joseph Simonian, PhD, is senior investment strategist at Scientific Beta. He is a noted contributor to leading finance journals and is also a prominent speaker at investment events worldwide. Simonian is also currently the co-editor of the Journal of Financial Data Science and on the editorial board of The Journal of Portfolio Management. He holds…
Joshua Bateman, CFA, CAIA
1 Post
Joshua Bateman, CFA, CAIA, is based in Greater China, speaks Mandarin Chinese, and has 11 years of financial services industry experience working in Baltimore, London, and Hong Kong. He has written for Bloomberg Businessweek, Time, USA Today, The Atlantic, WIRED, CNBC, TechCrunch, Tech in Asia, Digital Trends, and Global Finance.
Joshua J. Myers, CFA
4 Posts
After a successful 20-plus year investing career, Joshua J. Myers, CFA, launched Cedars Hill Group to bring large market expertise to broader audiences. He primarily serves as an outsourced CIO/CFO for family offices, RIAs, and small-to-medium sized businesses. He started as an assistant trader at Susquehanna Investment Group during the Russian default and LTCM failure…
Juhee Hong
1 Post
Juhee Hong is a senior at George Mason University pursuing her bachelor of science in economics with a minor in finance. She is interested in international economic development and financial markets. At Mason, she is working as a teaching assistant for the financial management course and is looking forward to using her skills and knowledge…
Julia VanDeren
51 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, CPA
38 Posts
Julia S. Hammond, CFA, CPA, is Director, Events Programming on the Marketing & Customer Experience (MCX) team at CFA Institute, where she leads the content planning for the Alpha Summit series of events. Previously she was the lead content director for a number of annual and specialty conferences at CFA Institute, including the Fixed-Income Management…
Junchen Xia
2 Posts
Junchen Xia is a current senior at George Mason University pursuing a BS in finance. She is a Dean Finance Scholarship Recipient and a Phi Kappa Phi and Honors Program member. With a solid foundation in finance and accounting theories and applications, she is a teaching assistant for financial management at George Mason University. She…
Justin Jacobsen, CFA
1 Post
Justin Jacobsen, CFA, is the portfolio manager of the Pender Alternative Absolute Return Fund. Previously, he worked as a senior portfolio manager at one of Canada’s largest pension fund managers. During his four-year tenure, he was responsible for managing a high-yield focused credit strategy. Jacobsen's investment approach is based on quick response to market dynamics,…
Kaaren Hilsen
1 Post
Kaaren Hilsen is the CEO of Telenor Sweden. She first joined the Telenor Group in 2000 and has since held a number of senior positions across the Nordics, Asia, and Eastern Europe. She was the CFO of Telenor Sweden and then served for a short time as Group CFO for a NASDAQ Stockholm-listed company before…
Kalev Leetaru
1 Post
Dr. Kalev Hannes Leetaru founded and leads the GDELT Project, a real-time open data index over global human society, inventorying the world’s events, emotions and narratives as they happen. He is a Senior Fellow at the RealClearFoundation and a Senior Fellow at the George Washington University Center for Cyber & Homeland Security, where he is…
Karyn Williams, PhD
3 Posts
Karyn Williams, PhD, is the founder of Hightree Advisors, LLC, an independently owned provider of investment decision tools, success metrics, and risk information. She is a chief investment officer, foundation trustee, independent public company director, and a former investment consultant. She earned a BS in economics and a PhD in finance, both from Arizona State…
Katherine Vargas Medina
1 Post
Katherine Vargas Medina is a current senior at George Mason University, double majoring in finance and management information systems. After graduation, she plans to continue her education by pursuing a master's of science in finance. She is currently a finance intern at Cresset Capital, wealth management firm. She is interested in pursuing a career in…
Kathryn McDonald
1 Post
Kathryn McDonald is the cofounder of RadiantESG Global Investors. She was previously the Head of Sustainable Investing at Rosenberg Equities, overseeing the integration of ESG information in Rosenberg’s investment process and leading the firm’s ESG and impact research effort. McDonald holds an undergraduate degree in economics from Willamette University, and a master of international management…
Katrina Sherrerd, PhD, CFA
4 Posts
Katrina Sherrerd, PhD, CFA, was CEO of Research Affiliates and now serves as an advisor to the firm and is a member of the Executive Committee of the board. Sherrerd managed the overall operations and resources of the firm, the communication between board and senior management, and the establishment of long-range strategy and policy to…
Katya Sverdlov, CFA, JD
1 Post
Katya Sverdlov, CFA, Esq. holds a BS degree in economics from Cornell University. Prior to law school, Sverdlov spent 12 years working for several top Wall Street financial companies. Her experience includes senior positions in investment banking and securities industries, with a focus on mortgage-backed securities and collateralized debt obligations. Sverdlov earned her Juris Doctor…
Kenneth N. Levy, CFA
1 Post
Kenneth N. Levy, CFA, is principal and co-founder of Jacobs Levy Equity Management, where he is co-chief investment officer, portfolio manager, and co-director of research.
Kevin Li, CFA
1 Post
Kevin Li, CFA, is an analyst at Fannie Mae. He currently works in the Treasury division helping to manage Fannie Mae's balance sheet of mortgages and mortgage-backed securities.
Kevin Prall, CFA
4 Posts
Kevin Prall, CFA, is a managing director with EY where he is the Minneapolis Market Leader for Strategy & Transactions - Valuation & Modeling. His specialties include business enterprise valuations, intangible asset valuations, and forecasting for financial reporting, tax, and transaction support. Prall is currently serving as the Business Valuation Standards Director at the International…
Kexin Xu
1 Post
Kexin Xu is a recent graduate of George Mason University School of Business with a concentration in finance. She is interested in commodities trading in the financial services industry and will be starting a quantitative commodities trading internship at a steel trading company. She plans to pursue the CFA charter in the near future. She…
Keyur Patel
2 Posts
Keyur Patel a freelance writer, journalist, and consultant based in London specializing in economics, economic development, and financial services.
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…
Kishor Bagri, CFA
1 Post
Kishor Bagri, CFA, brings more than 22 years of rich experience of across multiple industries and functions including 15 years in capital markets. He was a portfolio manager with ING Investment Management as a senior vice president. Bagri has also worked in various roles and functions including sales, business development in financial services, FMCG and…
Krishna Subramanian
1 Post
As an analyst for PNC Institutional Asset Management®, Krishna Subramanian is charged with maintaining strong relationships with clients. He regularly provides thought leadership, education, and insights to clients regarding both charitable and retirement assets. He manages portfolios in accordance with applicable fiduciary standards and the client’s investment objectives. He works with each client to determine asset allocation…
Krisna Patel, CFA
2 Posts
Krisna Patel, CFA, is owner/operator of The UnBiased Advisor located in Broomfield, Colorado. He has spent over 19 years in the financial planning field, after graduating from Indiana University with a degree in public finance. Along with his current financial planning practice, he periodically blogs about financial topics at www.theunbiasedadvisor.net. In his free time, he…
Kübra Koldemir
4 Posts
Kübra Koldemir is a sustainability business writer at SustainFinance as well as a sustainability researcher at Argüden Governance Academy. She has written numerous sustainability articles that have been published at various global publications. Koldemir started her financial career in 2006 working as an investment analyst in New York City, first at a long-only fund and…
Kurt D. Winkelmann
1 Post
Kurt D. Winkelmann has over 30 years of experience in investments and pension-related issues. He is a co-founder and the CEO of Navega Strategies, LLC, a quantitative investment research firm providing investment solutions. He has been a senior fellow at the Heller-Hurwicz Economics Institute (University of Minnesota), where he spearheaded the organization’s pension policy initiative.…
Kweku Obed, CFA, CAIA
1 Post
Kweku Obed, CFA, CAIA, is a managing director at Marquette Associates and serves on the firm’s board of directors. An owner of the firm, Obed has been with the company since 2014 and has 25 years of investment experience. He chairs the firm’s defined contribution services committee and serves as the primary consultant on several…
L. Burke Files
2 Posts
L. Burke Files in an international financial investigator with three decades of experience. He is a specialist in international M&A and investment due diligence, with financial litigation support. Files has been the case manager on fraud investigations ranging from thousands to over 20 billion dollars. He has run an investigation in over 130 countries. Files…
Ladislao Vidal, CFA
3 Posts
Ladislao Vidal, CFA, is a sales executive at FIS, which provides technological solutions for the banking sector. He joined the company in 2017 as a consultant helping banks across Europe improve their risk and treasury frameworks and decision making. Previously, Vidal worked at several tier 1 banks, assessing their liquidity and credit risk. He started…
Lance Nguyen
1 Post
Lance Nguyen is a senior at George Mason University pursuing a bachelor of science degree in electrical engineering. He is interested in artificial intelligence, high frequency trading, technical analysis, financial analysis, and derivatives markets. Currently, he is working on the deployment of TradersAI as well as obtaining a Series 3. After graduation, he will be…
Larry Cao, CFA
78 Posts
Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise. His current research interests include multi-asset strategies and FinTech (including AI, big data, and blockchain). He has led the development of such popular publications as FinTech 2017: China, Asia and Beyond,…
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, was director of society advocacy engagement at CFA Institute. She worked with member societies in the Asia-Pacific region to advance awareness and adoption of CFA Institute ethics and standards, as well as policy positions on financial market integrity issues.
Lauren Foster
240 Posts
Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and…
Lauren Goodwin, CFA
1 Post
Lauren Goodwin, CFA, is an economist and strategist for New York Life Investments’ Multi-Asset Solutions team, which manages over $11 billion in client solutions. Previously, she served in economics and strategy positions at Wells Fargo, Frontier Strategy Group, and JPMorgan Chase. She holds a BA in international relations, global business, from the University of Southern…
Lauren M. Cunningham, PhD, CPA
2 Posts
Lauren M. Cunningham, PhD, CPA, is an associate professor and the Keith Stanga Professor of Accounting at the University of Tennessee, Knoxville. She serves as the director of research for the C. Warren Neel Corporate Governance Center and the coordinator of the Neel CGC Distinguished Speaker Series, which hosts corporate executives, board members, regulators, and…
Laurence B. Siegel
5 Posts
Laurence B. Siegel is the Gary P. Brinson Director of Research at CFA Institute Research Foundation and an independent consultant. He has authored, edited, or co-edited six CFA Institute Research Foundation monographs as well as the book Fewer, Richer, Greener, published by Wiley. Siegel serves on the editorial boards of several prominent journals and on…
Lincoln Berkson
1 Post
Lincoln Berkson graduated from the George Mason University School of Business in May 2022 with concentrations in finance and management information systems. He is a former member of the Montano Student Managed Investment Fund. Berkson recently accepted an offer from Accenture Federal Services and will be starting as a client financial management analyst at the…
Lindsey Coffey
1 Post
Lindsey Coffey is a current freshman at George Mason University. She is in the Honors College and the undergraduate School of Business pursuing a major in finance and a minor in mathematics. She is a member of the Social Impact Fellows Program and the Division I lacrosse team at George Mason. Following graduation, she hopes…
Lisa M. Laird, CFA
3 Posts
Lisa M. Laird, CFA, is a principal and senior adviser at Hightree Advisors, LLC. She is a foundation trustee and is a former chief investment officer, investment committee member, board member, and investment consultant. Contact her at [email protected].
Lisa R. Goldberg
2 Posts
Lisa R. Goldberg is an adjunct professor of statistics at the University of California, Berkeley, and director of research at Aperio Group, Sausalito, California.
Lori Pizzani
3 Posts
Lori Pizzani is an independent financial journalist based in Brewster, New York, and a contributing writer to CFA Institute Magazine since 2003. Her area of focus and expertise lies at the intersection of business and career topics within the broad financial services industry. She worked within the asset management industry for seven years in positions…
Lotta Moberg, PhD, CFA
3 Posts
Lotta Moberg, CFA, PhD, is co-founder and co-CIO of ViviFi Ventures. On a voluntary basis, she serves on the Board of Trustees of the CFA Institute Research Foundation where she chairs the Marketing and Planning Committee. She has seven years of experience as an analyst on William Blair's Dynamic Allocation Strategies team, which was responsible…
Louis Lehot
1 Post
Louis Lehot is a partner within the Silicon Valley, San Francisco, and Los Angeles offices of Foley & Lardner LLP. He specializes in advising his clients at all stages of company growth from garage to global. Lehot offers comprehensive business and legal advice for entrepreneurs, executive management teams, investors, financial sponsors, and their advisors. He…
Lucia Catalan, CFA
1 Post
Dr. Lucia Catalan is a Managing Director in the Client Solutions Group within Goldman Sachs Asset Management, serving as head of the Iberia Client Business. She is responsible for coverage of clients in the region including pension funds, banks and insurance companies. As part of her role, she advises clients on investment solutions including fixed…
Ludovic Phalippou, PhD
1 Post
Ludovic Phalippou, PhD, is a professor of financial economics at Oxford's Said Business School, author of the book Private Equity Laid Bare, and podcast host. He is recognized as one of the "40 Most Outstanding Business School Profs Under 40 In The World" by Poets&Quants (2014). His widely cited research appears in leading academic journals…
Luis Paz-Perez
2 Posts
Luis Paz-Perez is a senior at George Mason University pursuing his bachelor's of science degree in business with a concentration in finance. He is interested in financial markets, private equity, and consulting. He currently serves as the president of the Investment Committee for the Montano Student Managed Investment Fund at GMU. After graduation, he will…
Luke Constable
3 Posts
Luke Constable is the founder and managing member of Lampa Capital, a public-private investment firm. Lampa looks for companies with charisma – quality businesses with accelerating cash flows and favorable capital flows. Prior to Lampa, Luke worked in special situations, growth, and crossover investing at several hedge funds and a private family office. He received…
Maciej Kowalski
1 Post
Maciej Kowalski is a senior at George Mason University pursuing a BS in economics with a minor in finance. He plans to continue his education seeking a master's level degree in economics and finance and working towards his CFA certification. He is interested in wealth management, retirement planning, securities investments, and the airline industry.
Maha Khan Phillips
2 Posts
Maha Khan Phillips is a financial journalist and novelist based in London.
Mais Haddad
1 Post
Mais Haddad is a Senior Product Manager with PNC Asset Management's Investment Strategy & Services. She is responsible for performing operational due diligence on investment firms within the Investment Advisor Research team, and serves as a subject matter expert for the oversight and administration of the PNC Common and Collective Funds. Haddad graduated from Damascus…
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
6 Posts
Marc Fandetti, CFA
3 Posts
Marc Fandetti, CFA, is a portfolio strategist at Armstrong Advisory Group, a Registered Investment Advisor in Needham Massachusetts. He is a CFA charterholder and holds an MS in Applied Economics from Boston College. Fandetti’s research has been published in The Journal of Portfolio Management and The Journal of Alternative Investments.
Marc L. Ross, CFA
18 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.
Marco Favro
1 Post
Marco Favro is a sophomore at George Mason University studying for a bachelor of science in finance. He is interested in financial markets and information related to trading and wealth management. He plans to pursue opportunities in investment banking after finishing his studies.
Margaret Franklin, CFA
2 Posts
Margaret "Marg" Franklin, CFA, is president and CEO of CFA Institute. She has been a leader in the investment management industry for 28 years, most recently as president of BNY Mellon Wealth Management in Canada and head of International Wealth Management in North America. Her deep practitioner experience has been gained at firms ranging from…
Marguerita Cheng, CFP, RICP
2 Posts
Marguerita M. Cheng is the CEO of Blue Ocean Global Wealth. Prior to co-founding Blue Ocean Global Wealth, she was a financial adviser at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Cheng is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia and…
Mark Armbruster, CFA
8 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 Fortune
1 Post
Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor, Pageant Media, Markets Group, and, most recently, the New York investment management firm Cohen & Steers.
Mark Fortune
11 Posts
Mark Fortune has more than 30 years of experience as a financial writer and editor, with a focus on institutional investment management. He has worked in various editorial roles at organizations that include Institutional Investor, Pageant Media, Markets Group, and the New York investment management firm Cohen & Steers.
Mark Harrison, CFA
70 Posts
Mark Harrison, CFA, was director of journal publications at CFA Institute, where he supported a suite of member publications, including the Financial Analysts Journal, In Practice summaries, and CFA Digest. He has more than 12 years of investment experience as a portfolio manager and securities analyst. Harrison is a graduate of the University of Oxford.
Mark J. Higgins, CFA, CFP
18 Posts
Mark J. Higgins, CFA, CFP, serves as a senior vice president for IFA Institutional where he specializes in providing advisory services to institutional plans, such as endowments, foundations, pension plans, defined contribution plans, and various corporate plans. In this role, he leverages more than 14 years of relevant experience consulting for both small and multi-billion-dollar…
Mark K. Bhasin, CFA
25 Posts
Mark K. Bhasin, CFA, is senior vice president of Basis Investment Group, LLC, New York City, and adjunct associate professor of finance at New York University’s Stern School of Business
Mark L. Zyla, CFA, CPA/ABV, ASA
1 Post
Mark L. Zyla, CFA, CPA/ABV, ASA, is a managing director of Acuitas, Inc., an Atlanta-based valuation and litigation consultancy firm. Zyla is the practice leader of the firm’s valuation practice. He serves as chair of the Standards Review Board of the International Valuation Standards Council (“IVSC”) and as a member of the AICPA’s Forensic and…
Mark S. Rzepczynski
24 Posts
Mark S. Rzepczynski, PhD, is the managing member of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on derivatives markets across all asset classes. His 40 years of experience includes: CEO Funds Group of FourWinds Capital Management; president, CIO of John W. Henry Inc; head of taxable fixed income research…
Mark Schumacher, CFA
1 Post
Mark Schumacher, CFA, is president of Third Day Capital Management, a boutique registered investment adviser in Denver. He manages globally diversified investment portfolios for families and select institutions. Schumacher holds an undergraduate degree from Colorado State University with majors in both finance and accounting. He holds an MBA. from the Boston College Carroll Graduate School…
Markus Schuller
8 Posts
Markus Schuller is the founder and managing partner of Panthera Solutions. As a leading behavioral design company, Panthera optimally configures the investment decision design of professional investment processes to facilitate most evidence-based decision making. As adjunct professor, Schuller teaches such courses as Adaptive Risk Management, Investment Banking, and Asset Allocation for Practitioners at the renowned…
Martin Fridson, CFA
48 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…
Martin L. Flanagan, CPA, CFA
1 Post
Martin L. Flanagan, CPA, CFA, has been a director and president and CEO of Invesco since 2005. He is also a trustee and vice-chairperson of the Invesco Funds (the company’s US open- and closed-end funds). Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from 2004 to 2005. Previously,…
Marypat Smucker, CFA
11 Posts
Marypat Thenell Smucker, CFA, is a writer and research analyst with a focus on gender lens and environmental, social, and governance (ESG) investing. Her work can be found at Parallellefinance.com.
Massimiliano Saccone, CFA
11 Posts
Massimiliano Saccone, CFA, is the founder and CEO of XTAL Strategies, a fintech SME developing a platform of innovative private market indices and risk-transfer solutions. He developed and patented a private equity performance valuation methodology, is a former member of the GIPS Alternative Strategies Working Group at CFA Institute and the author of a Guide…
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 Lyons, CFA
5 Posts
Matt Lyons, CFA, has worked in the finance industry for more than 20 years. He currently works at Bank of Ireland in Dublin, where his role includes investment appraisal and performance measurement. He began his career with Thomson (now Refinitiv), where he was head of operations for the Irish business, specializing in securities pricing, fundamental…
Matt Orsagh, CFA, CIPM
2 Posts
Matt Orsagh, CFA, CIPM, was a director of capital markets policy at CFA Institute, where he focused 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 D Gelfand, PhD, CFA
2 Posts
Matthew D. Gelfand, PhD, CFA, is a senior economist, senior investment advisor, and managing director of Rockefeller Capital Management. Prior to joining Rockefeller in 2010, he was with several institutional investment-advisory firms, including Strategic Investment Group where he was responsible for more than $1.2 billion of globally diversified assets, and Calvert Group, a leader in…
Matthew Hickerson
1 Post
Matthew Hickerson is director of executive communications at CFA Institute.
Matthew M. Bell, CFA
1 Post
Matthew M. Bell, CFA, is president of Bell Family Interests, a private family office management and consulting firm. He is also an active investor in private companies through direct transactions, and a founding member of the Alamo Angels Network. Prior to founding Bell Family Interests, he was chief investment officer (CIO) and director of family…
Max Golts, PhD
3 Posts
Max Golts, PhD, is the chief investment officer at 4x4invest. Previously, he was a portfolio manager at Acadian Asset Management, a strategist at SSGA and Fidelity Investments, and a senior research analyst at GMO. He holds a PhD in mathematics from Yale University.
Maximilian Simkins
1 Post
Maximilian Simkins is a senior at George Mason University double majoring in finance and accounting. He has participated in many activities during his time at the university, including the CFA Institute Research Challenge, in which his team placed third overall, as well as the student managed investment fund where he currently serves as president of…
Md Nasim Akhtar, FDP
1 Post
Md Nasim Akhtar, FDP, is a vice president in the WM Credit Risk function at J.P. Morgan Private Bank. In the past, he has worked at UBS, Morgan Stanley, Credit Suisse, and Barclays. Akhtar is a Financial Data Professional (FDP) charter-holder from the CAIA Association and holds active membership with the CFA Institute. He has…
Melanie McKelvey
1 Post
Melanie McKelvey is the founder and CEO of Crisp Content. She helps clients enhance and optimize their digital marketing and captivate their audience with finely crafted content. McKelvey proudly volunteers with Philadelphia Futures, an organization that supports low-income, first-generation-to-college students with the tools, resources, and opportunities necessary for college success.
Meredith Birdsall, CFA
1 Post
Meredith Birdsall, CFA, is a senior vice president and client portfolio manager for the Amundi US Fixed Income team. In that capacity, she meets with prospects and clients to discuss the firm’s economic and market outlook, as well as Amundi US’s fixed-income strategies. She has been involved in the investment industry for over 30 years.…
Merritt Lyon
1 Post
Merritt Lyon is a PhD student in statistics at the George Washington University. His research interests are in random structures, applied probability, and statistical learning. His professional experience involves developing and applying machine learning models, most recently for use in the residential mortgage market.
Michael A. Martorelli, CFA
7 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 DePalma
3 Posts
Michael DePalma is a managing director, head of quantitative fixed income at MacKay Shields. Prior to joining MacKay Shields, he was the CEO of PhaseCapital, a boutique asset manager, where he managed systematic macro and credit strategies. Prior to joining PhaseCapital, DePalma was chief investment officer for quantitative investment strategies and director of fixed income…
Michael E. Drew, PhD
1 Post
Michael E. Drew, PhD, is managing partner of Stonechat Capital; a director of Drew, Walk & Co.; and a professor of finance at Griffith University. He is a financial economist specializing in the areas of investment governance, pension plan design, and outcome-oriented investing. Drew’s research has been published in leading practitioner journals, including the Journal…
Michael Edwards
1 Post
Michael (Mike) Edwards is deputy chief investment officer and chief administrative officer at Weiss Multi-Strategy Advisers LLC. Edwards joined the Firm in 2019. Previously, he was the Head of US business for Arrowgrass Capital Partners, as well as a member of the executive committee and global head of event-driven strategies. Prior to that, Edwards was…
Michael McMillan, CFA
33 Posts
Michael McMillan, CFA, was director of ethics education at CFA Institute. Previously, he was a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to his career in academia, McMillan was a securities analyst and portfolio manager at Bailard, Biehl, and Kaiser and…
Michael Oliver Weinberg, CFA
2 Posts
Michael Oliver Weinberg, CFA, is the Chief Investment Officer at MOV37 and Protege Partners, where he is a Senior Managing Director, and on the investment, management and risk committees. Michael is also an adjunct Associate Professor of Economics and Finance at Columbia Business School, where he teaches Pension, Sovereign and Institutional Investing, an advanced MBA…
Michael S. Falk, CFA
6 Posts
The late Michael Falk, CFA, CRC, was a partner at the Focus Consulting Group and specialized in helping investment/wealth management teams improve their investment decision making, and their firms with strategic planning and succession. Previously, he was a chief strategist at a global macro L.P., and a chief investment officer in charge of manager due…
Michael Yelland
1 Post
Michael Yelland is currently pursuing an undergraduate degree in finance. He is interested in financial markets and investments. After completing his university studies, he is interested in financial analyst, asset management, and investment banking opportunities.
Michelle Brandenburg, CFA
1 Post
As a senior investment adviser for PNC Institutional Asset Management®, Michelle Brandenburg, CFA, CAIA, is charged with maintaining strong relationships with clients. She regularly provides thought leadership, education, and insights to clients regarding both charitable and retirement assets. She manages portfolios in accordance with applicable fiduciary standards and the client’s investment objectives. She works with each…
Michinori Kanokogi, CFA
1 Post
Michinori (Mitch) Kanokogi, CFA, is head of solutions research at Nissay Asset Management. He leads the research and development of digital investment solutions for investors. Previously, he led the launch of AQR Capital Management’s Japan business as head of investment management. He also has experience in multi-manager investment at Russell Investments, equity portfolio management at…
Mikael Homanen
1 Post
Mikael Homanen is the head of Scientific Research, Innovation, and Partnerships at The Upright Project. He was previously head of Product Research and Innovation at PRI. He is also a visiting lecturer at Bayes Business School in London and was previously a Bradley Fellow at the University of Chicago Booth School of Business. Homanen previously…
Mike Mayo, CFA
1 Post
Mike Mayo, CFA, has spent 30 years as a bank analyst and is currently at Wells Fargo Securities. He is the author of Exile on Wall Street and a regular speaker and contributor to CNBC, Bloomberg, and other media. Among other accolades, he received the Daniel J. Forrestal III Leadership Award for Professional Ethics and…
Mike Wallberg, CFA
1 Post
Mike Wallberg, CFA, is vice president, marketing and communications, for Leith Wheeler Investment Counsel. A former investment banker, equity analyst, and institutional portfolio manager, Wallberg was an award-winning freelance journalist and television news producer before his return to the financial services industry in 2017. He is also a director of CFA Society Vancouver.
Milind Sharma
1 Post
Milind Sharma is CIO at QuantZ Capital and CEO of QuantZ Machine Intelligence Technologies, which combines factor investing with machine learning. He has 22 years of market experience include running hedge funds, mutual funds (~$30 billion at Merrill Lynch IM) as well as running proprietary trading desks at Deutsche Bank and RBC Global Arbitrage. He…
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…
Ming Deng, PhD
1 Post
Ming Deng, PhD, is a quantitative analyst at LGT Bank. He holds a PhD from the University of Zurich and the Swiss Finance Institute, an MSc from the University of Zurich and ETH Zurich, and a bachelor's degree from Nankai University. His research interests focus on applying machine learning and using textual data to study…
Mitchell Bollinger, CFA
1 Post
Mitchell Bollinger, CFA, most recently was the head of research at Courtland Partners, a real asset consulting firm located in Cleveland, Ohio, with $65B in assets under advisement. While he was at Courtland, Bollinger’s client was Vanguard for whom he wrote and presented a report which detailed the relationship between traded real estate investment trusts…
Mobi Shemfe, PhD
1 Post
Mobi Shemfe, PhD, is senior lead within the Sustainable Investment Research team at LSEG, where he leads the development of innovative climate and sustainability-related methodologies, data, and research for investors. With a career spanning over a decade, his expertise encompasses leading sustainability consulting and research initiatives. Previously, Shemfe was a climate risk and ESG manager…
Mohammad Ali Shaikh, CFA
2 Posts
With 20 years of experience in international banking, Mohammad Ali Shaikh, CFA, is currently working on setting up a macro fund through Ilqa Investments, a firm he co-founded. Prior to moving to the buy-side, he held several senior positions at international banks, with his last role serving as head of rates and FX, ICG, MEA,…
Mohanad Aldayel
1 Post
Mohanad Aldayel is a recent graduate of George Mason University School of Business with a major in finance and a minor in economics. He is currently pursuing the CFA designation and is a candidate for the CFA level I exam. His interests are in asset management, public equity, and private equity. He hopes to secure…
Momoe Ikeda-Chelminska
4 Posts
Momoe Ikeda-Chelminska is currently a Director, Conferences, in the Educational Events & Programs group at CFA Institute.
Monika Freyman, CFA
5 Posts
Monika Freyman, CFA, is responsible investment lead for Mercer Canada. She works with pension boards, trustee directors, CIOs, and C-suite as well international development and governmental agencies on environmental, social, and governance (ESG) topics, including climate change, water crisis, and social and governance issues. She conducts board education on ESG and climate change investment concerns…
Morgan Rink
1 Post
Morgan Rink recently graduated from George Mason University with a bachelor's degree in finance and business analytics. During her senior year she participated in the 2020 CFA Institute Research Challenge, placing third in the Washington, DC metro area. She additionally held positions as vice president and later president of George Mason's Student Investment Fund. She…
Moshik Kovarsky
3 Posts
Moshik Kovarsky is CEO of Alpha Vee Solutions. He previously served as co-founder and vice president of new technologies at Valor Computerized Systems. He is actively involved in various public projects that deal with education in the tech industry both in Israel and abroad.
Muadh Alhusaini, CFA, FRM, CAIA
7 Posts
Muadh Alhusaini, CFA, FRM, CAIA, is a co-founder and managing partner at Ehata Financial, a specialized independent advisory house focused on market risk management and hedging. Before pursuing the advisory career, Alhusaini spent nearly 10 years as a senior banker in the global markets and financing solutions with local and international banks. In his current…
Murad J. Antia, CFA
4 Posts
Murad J. Antia, CFA, teaches financial statement analysis and investments at the University of South Florida, Tampa.
Naman Gurudatha
1 Post
Naman Gurudatha is a recent graduate of George Mason University, earning a bachelor's degree in finance in May 2024. He is interested in attending law school and plans to establish a law firm focused on providing pro bono services to small businesses. His research interests in finance include financial risk management and sustainable investment strategies.…
Nataliia Pelykh, CFA
2 Posts
Nataliia Pelykh, CFA, has built a distinctive background on the edge of finance and technology. Currently, she is a lead business analyst at Ciklum, a global digital solutions company serving Fortune 500 companies and other fast-growing organizations around the world. She was previously a business analyst at SoftServe, a technology company specializing in consultancy services…
Nathan Erickson, CFA, CAIA
1 Post
Nathan Erickson, CFA, is a partner and CIO for MRA Associates. His primary focus is to lead the firm’s research efforts. He also provides private wealth and investment management services to foundations, retirement plans, and high net worth clients. Erickson is a member of MRA Associates’ Investment Policy Committee and Compliance Committee. Erickson earned a…
Nathan N.J. Grant, CFA
1 Post
Nathan Grant, CFA, is a fixed income portfolio manager with over 15 years of buy-side experience. His expertise spans numerous asset classes, including both taxable and tax-exempt investment grade and high-yield bonds. Grant holds a BA from Cornell University and also attended Columbia Business School. He is on the board of the CFA Society of…
Nathaniel Jaye
20 Posts
Nathaniel Jaye is a speaker on intelligence. Jaye's insights and writing on human intelligence, technology and meaning have been shared on Business Insider, American Mensa, the American Monetary Association, and New York Hedge Fund Roundtable.
Navin Vohra, CFA
4 Posts
Navin Vohra, CFA, heads the Valuations, Modelling and Economics practice of Ernst & Young India. He has 25 years of experience in valuations and equity analysis.
Navneet Munot, CFA
2 Posts
Navneet Munot, CFA, is executive director and chief investment officer of SBI Funds Management, a joint venture between the State Bank of India and Amundi. He oversees investments of over US $30 billion across various asset classes in mutual funds and segregated accounts. Prior to this role, Navneet was executive director and head, multi-strategy boutique,…
Neil Scarth
3 Posts
Neil Scarth is a Principal of Frost Consulting, which works with asset managers and asset owners on a variety of research issues including research valuation/budgeting software platforms (FrostRB), strategy-level research spending database/benchmarks (FrostDB), and investment process ESG ratings. He has held a wide range of roles in asset management and investment banking in both Europe…
Nga Pham, PhD, CFA
1 Post
Nga Pham, PhD, CFA, is a research fellow at the Monash Centre for Financial Studies (MCFS) in Australia. She works on issues related to pensions and corporate governance. Nga is also a member of the Disclosure and Transparency Committee of the International Corporate Governance Network (ICGN). Before MCFS, Nga was an academic at Hanoi University…
Nicholas Guidos
1 Post
Nicholas Guidos is a senior at George Mason University pursuing his bachelor of science degree in business with concentrations in finance and financial planning and wealth management. He is interested in financial markets, options, futures, wealth management, and financial analysis. He is the George Mason University Financial Planning Association chapter president and plans to obtain…
Nick Anderson
1 Post
Nick Anderson was appointed as a member of the International Accounting Standards Board (IASB) in 2017. He has more than 30 years of practical experience, mainly as a buy-side investor using and supporting the development of high-quality financial reporting. Anderson joined the IASB from Janus Henderson Investors in the UK, where he served as global…
Nick Ashburn
1 Post
Nick Ashburn is the Director of Responsible Investing Strategy for PNC Bank’s Asset Management Group, where he leads the investment, operational, and product strategy for Responsible Investing. Prior to joining PNC, he led impact investing research and education at the Wharton School of the University of Pennsylvania and was a host on SiriusXM’s Business Radio…
Nick Ronalds, CFA
5 Posts
Nick Ronalds, CFA, is managing director at ASIFMA (Asia Securities Industry & Financial Markets Association), Hong Kong.
Nick Waters
1 Post
Nick Waters is a managing partner and part of the founding team at Riparian Capital Partners, a specialist water, agriculture, and food investment firm in Australia. Waters holds primary responsibility for the day-to-day operations and water investment strategies of the firm.
Nicolas Rabener
51 Posts
Nicolas Rabener is the managing director of Finominal, 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, was the managing director for Europe, Middle East, and Africa operations at CFA Institute until he retired at the end of 2017.
Norb Vonnegut
2 Posts
Norb Vonnegut is a New York Times acclaimed novelist, who writes fiction and non-fiction about the financial services industry. Prior to his work as an author, he was a managing director with a registered investment adviser as well as an executive director at Morgan Stanley. Vonnegut is a graduate of Harvard College and Harvard Business…
Oleksandr Biriuk, CFA
1 Post
Oleksandr Biriuk, CFA, is an investment professional with expertise in data analysis and quantitative methods. He now works in one of the leading providers of financial data. Before that, he spent more than 15 years at DCH Investment Management, helping to shape data-driven investment decisions.
Olga Teteruk, CFA
1 Post
Olga Teteruk, CFA, is an investment professional with expertise in private equity. She has been working in the industry for nine years. Previously, she was engaged in a one-year trainee program at Robert Bosch Ltd. She passed the CFA Institute Certificate in ESG Investing in 2020.
Olivia Fatkin-Kane
1 Post
Olivia Fatkin-Kane works for a financial services communications consultancy based in the City of London. She holds the certificate in Sustainability and Climate Risk (SCR) offered by the Global Association of Risk Professionals (GARP) and a certificate in green and sustainable finance from the Chartered Banker Institute.
Olivier Fines, CFA
3 Posts
Olivier Fines, CFA, is head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute. With teams based in London and Brussels, he leads the effort in researching and commenting on the major trends that affect the investment management industry as well as changes to the profession and policy and regulatory developments. The…
Ophélia Miralles
1 Post
Ophélia Miralles is a statistician at EPFL researching on environmental hazards and the assessment of human activities’ contribution to global climate change. Prior to that, she was part of the fast-growing and dynamic Quantitative Execution Services (QES) team in Goldman Sachs’ securities department, developing the core algorithm for optimal execution and participating in cutting-edge research…
P. Brett Hammond, PhD
1 Post
P. Brett Hammond, PhD, is a research leader, client analytics at Capital Group, home of American Funds. He has 26 years of industry experience and has been with Capital Group for five years. Prior to joining Capital, Hammond directed applied indexing and modeling research teams at MSCI and held a number of positions at TIAA-CREF,…
Pablo A. Ruz Salmones
3 Posts
Pablo A. Ruz Salmones is the co-founder and CEO of Grupo Ya Quedó, a software development and artificial intelligence (AI) company headquartered in Mexico City. As a computer and business engineer, he leads new partnerships and enterprise client relationships at Grupo Ya Quedó in North America, Africa, and India. He also serves as director of…
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.
Parijat Garg, CFA
1 Post
Parijat Garg, CFA, is an algorithmic trader, investor, and entrepreneur with 11 years of systematic trading experience under his belt. He is a computer science engineer from IIT Bombay and a CFA charterholder since 2011. Having begun his career with Tower Research Capital, now a global leader in high-frequency algorithmic trading, Garg then began to…
Parul Garg
2 Posts
Parul Garg is Pender’s stressed and distressed credit investing specialist. Since joining the Lipper award-winning Pender Corporate Bond Fund portfolio management team in 2015, Garg has quarterbacked numerous successful workouts with stressed and distressed investments. With a track record of value creation in these credits, Pender has launched the Pender Credit Opportunities Fund, a stand-alone,…
Pat Light
25 Posts
Pat Light was 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.
Patrick McManus
2 Posts
Patrick McManus is a junior at George Mason University pursuing a BS in finance. He is interested in retirement planning and efficient market hypothesis (EMH) research. He plans to continue his education and training towards becoming a CFP after graduation.
Paul Borochin, PhD, CFA
1 Post
Paul Borochin, PhD, CFA, is an assistant professor of finance at the University of Connecticut. He earned a PhD in finance from the Fuqua School at Duke University and a BS in finance and statistics from the Wharton School at the University of Pennsylvania. His research interests are institutional ownership and applications of asset pricing…
Paul Docherty, PhD
1 Post
Paul Docherty, PhD, spent 13 years working as an academic across both the University of Newcastle and Monash University before moving into the private sector as an economic consultant. His main areas of research interest are in investments and asset pricing. He has published more than 25 peer-reviewed journal articles, contributed to two books and…
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 Kovarsky, CFA
24 Posts
Paul Kovarsky, CFA, is a director, Institutional Partnerships, at CFA Institute.
Paul McCaffrey
100 Posts
Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism…
Paul Smith, CFA
7 Posts
Paul Smith, CFA, is the founder of SustainFinance and the former 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.
Paul van den Noord
3 Posts
Paul van den Noord is an affiliate member of the Amsterdam School of Economics (University of Amsterdam) and the Amsterdam Centre for European Studies (ACES). He spent the bulk of his career at the OECD in Paris, most recently as a Counsellor to the Chief Economist, and in the period 2007-2010 was seconded as an…
Pedram Parhizkari, CAIA
2 Posts
Pedram Parhizkari, CAIA, is the cofounder and co-CEO of Beurzbyte, a London-based fintech focused on financial literacy and investment intelligence for retail investors. Previously, Parhizkari worked at Clermont Group, a multi-billion-dollar private fund, where he managed portfolios across special situations, distressed, quant strategies, and private equity. His expertise includes investment banking. He previously worked for…
Pedro Barroso
1 Post
Pedro Barroso began his career in Portugal’s National Statistical Office (INE) working on analysis of macro data (CPI and confidence indices). He then worked as an invited lecturer in several private universities in Portugal. In 2012, Barroso finished his PhD in finance at Nova SBE (Lisbon). He was a lecturer at University of Exeter, and…
Pete Vatev, CFA, FRM
1 Post
Pete Vatev, CFA, FRM Pete Vatev, CFA, FRM, is a lecturer in finance at Virginia Commonwealth University’s School of Business in Richmond, VA. Before joining academia, he was in finance where his last job was the head of portfolio risk management at a hedge fund. He holds a BA in economics and an MBA in…
Pete Zymali
1 Post
Pete Zymali is a senior portfolio manager at Northern Trust and is responsible for portfolio management for the firm's Quality ESG strategy. He serves as a member of the Northern Trust Sustainable Investing Council as well as the Proxy Voting Committee. He currently is the lead manager of the Northern US Quality ESG mutual fund.…
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
46 Posts
Peter M.J. Gross was an online content specialist for CFA Institute, where he 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' articles have been published by Enterprising Investor, City A.M., Seeking Alpha,…
Phil Davis
6 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.
Phoebe Chan
1 Post
Phoebe Chan is the capital markets policy specialist, Advocacy, Asia Pacific, at CFA Institute. She conducts research focusing on the formation and resilience of capital markets in APAC. On the advocacy front, Chan promotes policy positions that serve investor protection and market integrity. She holds a MPhil degree in engineering and a bachelor’s degree in…
Pim van Vliet, PhD
3 Posts
Pim van Vliet, PhD, is head of Conservative Equities and Chief Quant Strategist at Robeco. As head of Conservative Equities, he is responsible for a wide range of global, regional, and sustainable low-volatility strategies. He specializes in low-volatility investing, asset pricing, and quantitative finance and is the author of numerous academic research papers for the…
Prasad Ramani, CFA
8 Posts
Prasad Ramani, CFA, is the founder and CEO of Syntoniq, a behavioral tech company that seeks to transform the financial services practice by productizing cutting-edge behavioral finance research into easily usable tech applications. Ramani launched Syntoniq in 2017 to address inconsistencies in traditional financial service models following 18-plus years of experience in financial services, behavioral…
Preston McSwain
7 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…
Rachita Sharma
1 Post
Rachita Sharma is a technology entrepreneur, financial literacy advocate, and gender rights activist. She is the cofounder and CEO of Girl Power Talk, a purpose-driven organization empowering today’s most capable youth with the confidence, knowledge, and opportunity to become tomorrow’s global leaders. She also serves as the chief marketing officer at Blue Ocean Global Technology.…
Ralph Haberli
1 Post
Ralph Haberli is president of the Institutional Retirement Client Group at Capital Group. He has 20 years of industry experience and has been with Capital Group for four years. Earlier in his career at Capital, Haberli was a sales director. Prior to joining Capital, he was head of distribution for Defined Contribution at BlackRock. He…
Rani Hoitash, PhD
1 Post
Rani Hoitash, PhD, is the John E. Rhodes Professor of Accountancy at Bentley University. Hoitash received his PhD in Accounting and Information Systems from Rutgers University. His work is published in The Accounting Review, Journal of Accounting Research, Journal of Accounting & Economics, Journal of Financial Economics, Contemporary Accounting Research, Auditing: A Journal of Practice…
Raphael Douady, PhD
1 Post
Raphael Douady, PhD, is a French mathematician and economist specializing in financial mathematics and chaos theory at the University of Paris I: Panthéon-Sorbonne. He formerly held the Frey Chair of quantitative finance at Stony Brook University, and was academic director of the French Laboratory of Excellence on Financial Regulation. He earned his PhD in Hamiltonian…
Raphael Palone, CFA, CAIA, CFP
3 Posts
Raphael Palone, CFA, CAIA, FRM, CFP, holds a double undergraduate degree in business management and economic sciences and a master’s degree in Economics. He worked for 12 years as a corporate and investment banking professional at two of the largest banks in Brazil. Palone is a CFA charterholder®, a CAIA charterholder®, a Certified FRM®, and…
Ravi S. Bhagavatula, PhD, CFA
1 Post
Ravi S. Bhagavatula, PhD, CFA, is the founding managing partner of WFA Global Investments. With three decades of finance experience, he manages alternative investments, including structured products and systematic multi-asset strategies. He holds an integrated undergraduate and master’s degree from IITK, a PhD in Physics (dynamical systems), and a global EMBA. He entered the financial…
Rebecca Fender, CFA
13 Posts
Rebecca Fender, CFA, is chief of staff for Research, Advocacy, and Standards at CFA Institute. Previously she lead the Future of Finance initiative, which is the thought leadership platform for CFA Institute. The group publishes studies to help investment professionals build their careers and serve their clients more effectively. Their paper Investment Professional of the…
Rebekah M. McCahan
1 Post
Rebekah M. McCahan is an investment and portfolio strategist for the Investment Strategy team. She is responsible for investigating high-potential investment opportunities and conducting research that supports PNC's overall investment recommendations and asset allocation processes. McCahan collaborates with risk, compliance, and portfolio management teams to ensure a professional level of risk management and compliance oversight…
Rens Götz, CFA
1 Post
Rens Götz, CFA, has been an institutional allocator for over a decade. Having led strategy development, manager selection, and mandate implementation, he has a wide range of experience in portfolio management and investment decision making. Götz received a master's degree in chemistry, is a CFA charterholder, and completed the Nyenrode Executive Pensions Program. He is…
Rhea Wessel
3 Posts
Rhea Wessel is an American freelance writer based in Frankfurt, Germany. She writes frequently about finance, technology and social issues.
Rhodri Preece, CFA
6 Posts
Rhodri Preece, CFA, is Senior Head, Research for CFA Institute and is responsible for leading the organization’s global research activities and publications, managing the research staff, and collaborating with leading investment practitioners and academics. CFA Institute produces the highest-caliber research on issues and topics most relevant to the investment industry, including rigorous in-depth research, forward-looking…
Richard D. Long, CFA
1 Post
Richard D. Long, CFA, is assistant professor of practice in finance at Drake University, Des Moines, Iowa.
Richard M. Ennis, CFA
6 Posts
Richard M. Ennis, CFA, managed money at Transamerica and pioneered quant investing in the early 1970s. He helped create the field of institutional investment consulting at A.G. Becker & Co. Richard co-founded EnnisKnupp, the first consultancy to be recognized as a professional services firm. During his career, Ennis received lifetime achievement awards from CFA Institute…
Richard Stott
1 Post
Richard Stott is a founding partner, CEO, and CIO of Connectum Capital Management AS, one of Norway’s first fee-only wealth management companies. Apart from management and key relationship responsibilities, Stott has responsibility for the company’s client portfolio. Prior to moving to Norway and starting Connectum, Stott worked in both the UK and Switzerland for a…
Rick Redding, CFA
7 Posts
Rick Redding, CFA, is the chief executive officer at Index Industry Association (IIA), the first-ever trade group for independent index providers globally. Prior to his role with IIA, Redding served as managing director and in various senior positions guiding product innovation at CME Group.
Rob Arnott
1 Post
Rob Arnott is founder and chairman of the board of Research Affiliates, a global leader in smart beta, factor investing, and asset allocation. Arnott plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Investment Committee and the Executive Committee of the…
Rob Gowen, CFA
10 Posts
Robert Gowen, CFA, was Head of Product Solutions at CFA Institute, where he oversaw a team of content directors that contribute daily. 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 an MBA from…
Rob Lehnherr, CFA
2 Posts
Rob Lehnherr, CFA, is head of quantitative equity research at Northern Trust Asset Management. He is responsible for NTAM's factor-based research and product development. Prior to joining Northern Trust, Lehnherr was a member of the asset allocation research team at Allstate Investments, LLC. He received an MBA from the University of Chicago as an Amy…
Rob Nestor, CFA
1 Post
Rob Nestor, CFA, has more than 30 years of experience in asset management with leadership roles across product development, enterprise commercialization, and distribution strategy. Previously, Nestor was president and head of Direxion, a leading provider of exchange-traded funds and mutual funds with nearly $30B in AUM. He also held a number of executive positions at…
Rob Price, CFA
4 Posts
Rob Price, CFA, is the founder and CIO at Sound Money Capital in Los Angeles, a digital asset manager for HNWs and family offices. Prior to Sound Money, he was the head of asset allocation for South Africa’s largest pension fund -- Alexander Forbes, Mercer's African partner -- between 2016 and 2021. Price is committed…
Robert E. Brooks, PhD, CFA
1 Post
Robert E. Brooks, PhD, CFA, is Professor Emeritus of Finance at the University of Alabama and the President of Financial Risk Management, LLC, a consulting firm engaged in a variety of finance-related assignments. Brooks is a widely published author whose current focus is the philosophical foundations of finance. He is a member of the CFA…
Robert G. Hagstrom, CFA
3 Posts
Robert G. Hagstrom, CFA, joined EquityCompass as a senior portfolio manager in 2014 and launched the Global Leaders Portfolio that same year. He serves as chair of the Investment Management Committee for Stifel Asset Management. Hagstrom has more than 30 years of investment experience. Prior to joining EquityCompass, he was the chief investment strategist of…
Robert J. Martorana, CFA
12 Posts
The late Robert J. Martorana, CFA, worked on the buy-side as a stock analyst, portfolio manager, research director, financial advisor, and editor of a hedge-fund website. In 2009, he founded Right Blend Investing, a fee-based RIA that managed individual portfolios and did consulting for the asset management industry. RBI has one unique claim to fame…
Robert N. Farago, ASIP
6 Posts
Robert N. Farago, ASIP, is head of strategic asset allocation at Hargreaves Lansdown in Bristol, United Kingdom. He previously served as head of thought leadership at Aberdeen Standard Investments and head of asset allocation at Schroders Private Bank.
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 Board of…
Robert S. Tull, Jr.
1 Post
Robert S. Tull, Jr., has been a well-recognized expert in the exchange-traded fund (ETF) market since 1993, when he was one of the principals behind the development of WEBS, the precursor to iShares ETFs. Since then, he has consulted with issuers and governments on ETF infrastructure support, become a named inventor on multiple security patents involving…
Robert Stammers, CFA
55 Posts
Robert Stammers, CFA, was director of Investor Engagement for CFA Institute and was responsible for increasing the use and distribution of Future of Finance and CFA Institute content by various audiences. Prior to joining CFA Institute, Stammers was the principal for his founded company where he consulted for real estate owners, lenders, and syndicators to…
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
5 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…
Rodrigo Verdi, PhD
1 Post
Rodrigo Verdi, PhD, is the Deputy Dean for Degree Programs, Teaching and Learning and the Nanyang Technological University Professor of Accounting at the MIT Sloan School of Management. Verdi received his PhD from the University of Pennsylvania. He has previously served as a Senior Editor at the Journal of Accounting Research, as an editor at…
Roger Mitchell
9 Posts
Ron Rimkus, CFA
166 Posts
Ron Rimkus, CFA, was Director of Economics & Alternative Assets at CFA Institute, where he wrote about economics, monetary policy, currencies, global macro, behavioral finance, fixed income and alternative investments, such as gold and bitcoin (among other things). Previously, he served as SVP and Director of Large-cap Equity Products for BB&T Asset Management, where he…
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
23 Posts
Ronald L. Moy, CFA, is associate professor of finance at St. John’s University, Staten Island, New York.
Roni Michaely, PhD
1 Post
Professor Roni Michaely is SFI professor of finance at Geneva Finance Research Institute at the University of Geneva. Before that, he was a Finance professor at Cornell University. Professor Michaely’s research interests are in the areas of empirical corporate finance, corporate governance, entrepreneurial finance, and fintech, where he recently launched a new executive education program…
Rossa O'Reilly, CFA
1 Post
Rossa O’Reilly was a managing director, institutional equity research at CIBC World Markets for 26 years, from 1984 to 2010, and a vice president and director of Dominion Securities, the predecessor firm to RBC Capital Markets, for 14 years, from 1971 to 1984. He has 40 years of experience analyzing publicly traded equities in the…
Ruben Devia, CFP
1 Post
Ruben Devia, CFP, is a 2014 George Mason University graduate. He obtained a bachelor’s degree in finance with a minor in mathematics. He is currently a CFP®️ professional working in the financial services industry. His job consists of helping people achieve their financial goals through all stages of their lives.
Ryan Giannotto, CFA
2 Posts
Ryan Giannotto, CFA, joined FTSE Russell, a division of LSEG, as manager of Equity Index Research in August 2021. He concentrates on the development of new index strategies that capitalize on factor premia to deliver superior risk-adjusted returns, with a particular emphasis on the exchange traded funds (ETF) market. Previously, he worked at numerous hedge…
Ryan Munson
3 Posts
Ryan Munson is a research program manager at CFA Institute. He is the author of several CFA Institute publications, including the Future of Work in Investment Management series. He holds an MBA and MS in business analytics from the Kelley School of Business at Indiana University and a BS from the University of Virginia.
Sahil Saini
1 Post
Sahil Saini is a student with a knack for learning and a love for finance, with particular interest in risk analysis and investing. He plans to graduate from George Mason University and the Honors College in December 2020 and is open to various roles in financial analyst positions.
Sahil Sethi, CFA
1 Post
Sahil Sethi, CFA, is a senior strategist in the Defined Contribution team at State Street Global Advisors in London where he works with employers, trustees, and consultants to provide greater financial security for people in retirement. He has over a decade of experience in roles spanning product development, consulting, and strategy across the DC landscape.…
Sahil Vakil, CFA
1 Post
Sahil Vakil, CFA, is the founder and CEO of MYRA Wealth. MYRA Wealth provides personal finance services, including financial planning, investment management, and tax preparation, to international and multicultural families in the United States. Prior to MYRA Wealth, Vakil served as a management consultant in the financial services industry, advising CXO executives at Fortune 500…
Salil Mehta, CFA
2 Posts
Salil Mehta, CFA, is a former leader of the US Treasury/TARP's analytics team as well as PBGC’s policy, research, and analysis, and their first risk analysis function. He serves as an adjunct professor of statistics at Georgetown University, on the board of the American Statistical Association's peer-reviewed journal, and on BlackRock's FutureAdvisor council. Mehta is…
Sam Livingstone, CFA
1 Post
Sam Livingstone, CFA, is the founder of Eco AI an engineering-related scientific and technical start-up focusing on sustainable machine learning for ESG investing (in collaboration with UCL). He is also the head of data science and data engineering at Jupiter Asset Management. Previously, he was a data scientist in Global Equities (now International Equities) at…
Samantha Merwin, CFA
2 Posts
Samantha Merwin, CFA, is the Head of Markets Advocacy for ETF & Index Investing (EII) Markets & Investments at BlackRock. In this role, she works closely with BlackRock's Global Public Policy Group in addressing a wide range of issues related to indexing and ETFs with policymakers worldwide. She also works to enhance the current dialogue…
Sameer S. Somal, CFA
17 Posts
Sameer Somal is the CEO of Blue Ocean Global Technology and co-founder of Girl Power Talk. He is a CFA Charterholder, a CFP® professional, and a Chartered Alternative Investment AnalystSM. Somal leads client engagements focused on digital transformation, risk management, and technology development. A testifying subject matter expert witness in economic damages, intellectual property, and…
Samuel Lum, CFA
50 Posts
Samuel Lum, CFA, was director of Private Wealth and Capital Markets at CFA Institute, where he focused on wealth management and capital markets, mainly in an Asia-Pacific context.
Samy B. Muaddi, CFA
1 Post
Samy B. Muaddi, CFA, is head of Emerging Markets Fixed Income at T. Rowe Price Group and an adjunct professor at Georgetown University in the Walsh School of Foreign Service.
Sandra Peters, CPA, CFA
7 Posts
Sandra Peters, CPA, CFA, is head of the Financial Reporting Policy Group at CFA Institute.
Santiago Padua, CFA
2 Posts
Santiago Padua, CFA, serves as COO at Draper Cygnus, a venture capital fund based in Buenos Aires. Before joining Draper Cygnus, he worked as an investment analyst at Grupo Pegasus, a private equity and real estate investment fund; as a senior consultant at Ernst & Young; and as a senior research analyst at Crisil Global…
Sarah Maynard, ASIP
2 Posts
Sarah Maynard, ASIP, joined CFA Institute in 2019 in the newly created role of Global Head, External Inclusion & Diversity Strategies and Programs. She leads a global, industry-recognized, external I&D program portfolio for key stakeholders: candidates, members, societies, and institutions. An experienced investment professional, Maynard previously worked at Majedie Asset Management, an independent global investment…
Sarah Morgan Gordon
1 Post
Sarah Morgan Gordon is a communications specialist for PNC Institutional Asset Management®. In this role, she assists with creating and managing the research, actionable insights, and thought leadership for the firm’s Outsourced Chief Investment Officer (OCIO) and Defined Contribution retirement solutions businesses. She joined PNC in 2017 through the AMG Development Program as a banking…
Saurabh Mukherjea, CFA
2 Posts
Saurabh Mukherjea, CFA, is founder and chief investment officer of Marcellus Investment Managers. He is the former CEO of Ambit Capital and played a key role in Ambit’s rise as a broker and a wealth manager. When Mukherjea left Ambit in June 2018, assets under advisory were $800mn. Prior to Ambit, Saurabh was co-founder of…
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.
Scott Lanigan, CFA
1 Post
Scott Lanigan, CFA, is the sole owner and operator of EID Capital, an investment management firm he founded in 2021. With more than seven years of institutional investment experience, Lanigan previously worked at a prominent single-family office in Dallas, TX. Despite his institutional background, he employs a non-institutional investment approach, adhering to fundamental investment principles…
Sebastian Petric, CFA
7 Posts
Sebastian Petric, CFA, is an investment professional with LGT and worked previously as a capital market researcher with Raiffeisen Bank International and as a director in the investment office of UBS. He was educated at the Vienna University of Economics and Business, the London School of Economics, and the University of Oxford. Petric has a…
Sebastien Canderle
34 Posts
Sebastien Canderle is a private capital advisor. He has worked as an investment executive for multiple fund managers. He is the author of several books, including The Debt Trap and The Good, the Bad and the Ugly of Private Equity. Canderle also lectures on alternative investments at business schools. He is a fellow of the…
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…
Shaista Khodabux
1 Post
Shaista Khodabux is a recent graduate from George Mason University- School of Business with a dual-degree in finance and information systems operations management. She was an active leader in the George Mason community. She represented the School of Business as a Student Ambassador, mentored students in financial management, and was the past treasurer for a…
Sherree DeCovny
7 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…
Shravan Kumar Sreenivasula, CFA
4 Posts
Shravan Kumar Sreenivasula, CFA, heads the Investment Advisory and Solutions Group at Avendus Wealth Management, in Mumbai. He provides investment guidance to the UHNIs, family offices, and corporate treasuries across asset classes. He brings over a decade and a half of experience in multi-asset and multi-manager products to his role as fund manager in leading…
Shreenivas Kunte, CFA, CIPM
37 Posts
Shreenivas Kunte, CFA, CIPM, 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…
Shuxin Yang, CFA
1 Post
Shuxin Yang, CFA, is a PhD candidate at Waseda University, where she conducts equity research covering such topics as tick-size reduction, efficiency, and equity term-structure. She has also worked as a data scientist at Indeed. Yang is a graduate of the Bayes Business School, formerly Cass Business School.
Sidney Hardee, CFA
1 Post
Sidney Hardee, CFA, is the managing partner of Hardee Brothers, LLC. He has a broad base of experience in global portfolio management, market research, and quantitative analysis. Hardee is a former trading manager at the Bank of NT Butterfield in Bermuda, where he led its fixed-income and derivatives trading initiatives. He began his career as…
Simon Kanazeh
1 Post
Simon Kanazeh is a senior at George Mason University pursuing his bachelor's of science degree in business with a concentration in finance. He is interested in asset management, financial markets, private equity, and investment banking. He currently serves as an officer in the risk committee for the Montano Student Investment Fund at GMU. After graduation,…
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…
Simon Mortlock
3 Posts
Simon Mortlock is a writer and editor, and an expert in producing B2B and B2C content across a range of digital channels. He specializes in employment-related topics, and currently works as a content manager at eFinancialCareers (eFC), a leading careers website for the financial services sector.
Sloane Ortel
90 Posts
Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment adviser that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. Before establishing her own firm, she joined CFA Institute’s staff as a sophomore at Fordham University and spent close to a decade helping members adapt to a…
Sorca Kelly-Scholte
1 Post
Sorca Kelly-Scholte is head of EMEA pensions solutions & advisory at J.P. Morgan Asset Management.
Soren Godbersen
5 Posts
Soren Godbersen is responsible for the ongoing growth of EquityMultiple's real estate investing platform, including ensuring a great customer experience for individual accredited investors. He and his team spearhead research projects and maintain EquityMultiple's resource center, a leading resource for self-directed investors looking to modernize their asset allocation strategy and learn more about commercial real…
Sravanthi B
1 Post
Sravanthi B is Associate Vice President in the Valuation, Modelling and Economics practice of EY India. She has five years of valuation experience.
Stacey Herndon
1 Post
As a senior investment advisor for PNC Institutional Asset Management® (PNC IAM), Stacey Herndon works exclusively to maintain strong and collaborative relationships with PNC IAM’s largest OCIO clients, representing retirement, nonprofit, healthcare, and insurance assets. She regularly provides thought leadership, education, and insights to clients. Herndon manages portfolios in accordance with applicable fiduciary standards and her client’s…
Stefan Whitwell, CFA, CIPM
1 Post
Stefan Whitwell, CFA, CIPM, is president, chief investment officer and co-founder of National Wealth Partners, LLC. He is a sought-after adviser and business funding expert serving difference makers and business owners. He helps clients implement strategies to support their life-goals through tax planning, investing, business exit planning, asset protection, wealth transfer planning, and impact philanthropy.…
Stephen C. Sexauer
2 Posts
Stephen C. Sexauer is the San Diego County Employees Retirement Association (SDCERA)’s chief investment officer and oversees SDCERA’s $13 billion Trust Fund, investment team, and investment consultants. In addition to the day-to-day operation of SDCERA’s Investment Division, he also assists SDCERA’s Board with determining the Fund’s investment policies, strategy and asset allocation. Prior to joining…
Stephen Campisi, CFA
2 Posts
Stephen Campisi, CFA, is managing director at The Pensar Group, where he provides research, consulting services, and post-credential education in the areas of asset allocation, risk analysis, portfolio construction, and performance evaluation. Drawing on over two decades of experience as a portfolio manager for private, philanthropic, and pension clients, he has published innovations and insights…
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…
Stephen R. Foerster, CFA
1 Post
Stephen R. Foerster, CFA, is a co-author, with Andrew Lo of MIT’s Sloan School of Management, of In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest, Princeton University Press, 2021, which won the Axiom Personal Finance category silver medal. His latest book is…
Stephen R. Foerster, CFA, PhD
1 Post
Stephen R. Foerster, CFA, PhD, is an author and finance professor at the Ivey Business School at Western University in London, Ontario, Canada. He has a PhD from the Wharton School, University of Pennsylvania and a Chartered Financial Analyst designation. His previous books include Financial Management: A Primer; Financial Management: Concepts and Applications; and In…
Steven Downey, CFA
1 Post
Steven Downey, CFA, is a personal wealth manager with Holborn Assets LLC where he advises clients using a value and momentum strategy. Before Holborn Assets, Downey worked in finance and accounting, helping SMEs and startups flourish. Working in the UAE has afforded Downey the privilege to educate and help individuals from around the world grow…
Steven Friedman
3 Posts
Steve Friedman is a managing director and co-head of macro and quantitative solutions at MacKay Shields. He also serves as senior macroeconomist for the global credit and global fixed income teams and chair of their investment policy committee. Friedman joined MacKay Shields from BNP Paribas Asset Management, where he served as a senior economist providing…
Steven Rothstein
1 Post
Steven Rothstein is the managing director of the Ceres Accelerator for Sustainable Capital Markets at Ceres.
Stevens Forcadell
1 Post
Stevens Forcadell is a director of Finance & Investments at Blue Ocean Global Technology. He is a key contributor to the firm's Federal contracting initiatives and leads engagements with private equity and investment management clients. He speaks regularly at events on strategic resource allocations, gender lens investing, and digital reputation. Through his involvement with Girl…
Sunil Singhania, CFA
1 Post
Sunil Singhania, CFA, is the founder of Abbakus Asset Management. He was the first person from India to be nominated to the CFA Institute Board of Governors, and is currently chair of its investment committee. Prior to establishing his current firm in 2018, he was global head, equities, at Reliance Capital where he oversaw equity…
Sunjay Goel, CFA
1 Post
As a senior investment advisor for PNC Institutional Asset Management®, Sunjay Goel CFA, is charged with maintaining strong relationships with clients. He regularly provides thought leadership, education, and insights to clients regarding both charitable and retirement assets. He manages portfolios in accordance with applicable fiduciary standards and the client’s investment objectives. He works with each…
Susan Hoover, JD
30 Posts
Susan Hoover was the editor of Connexions, the CFA Society Leader newsletter, and the digital editor of Enterprising Investor at CFA Institute. Prior to CFA Institute, Hoover worked for McCallum & Kudravetz, PC, and the US Department of the Navy in real estate and labor law. Hoover earned the CFA Institute Investment Foundations™ Certificate and…
Susan Jones, JD
1 Post
Susan Jones, JD, is senior wealth manager at Plancorp, a full-service wealth management company serving families in 44 states. She is a licensed attorney and CFP who has passionately provided wealth management services to individuals, families, fiduciaries, and private foundations and their related entities with a focus on sophisticated income, gift and estate tax consulting…
Susan Spinner, CFA
1 Post
Susan Spinner, CFA, is the CEO of CFA Society Germany, the largest professional association for investment experts in Germany. To this role, she brings almost 25 years of experience in the investment industry, with a focus on international capital markets and portfolio management and analysis. In Germany, Spinner has worked in senior roles for various…
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.
Tahmeen Ahmad, CFA
1 Post
Tahmeen Ahmad, CFA, is a financial management specialist with the Asian Development Bank, working with brilliant teams to develop bankable, sustainable investment solutions for the Asia and Pacific region, particularly in the ecological protection and clean energy space. Earning the ESG Certificate from CFA Institute added a neat toolkit and incentive. She started her career…
Tao Wei
1 Post
Tao Wei is a senior at George Mason University, pursuing a bachelor's of science degree in finance. He is interested in asset management, hedge funds, algorithmic trading, and risk management. He is currently developing a proprietary automated trading strategy. After graduation, he will pursue a master's degree in financial engineering and the CFA charter.
Tatjana Puhan, PhD
2 Posts
Tatjana Puhan, PhD, is responsible for the investment management activities at TOBAM, overseeing the research and portfolio management teams. She joined TOBAM from Swiss Life Asset Managers where she was head of equity and asset allocation for third party asset management. In this role, she was responsible for a number of the company’s flagship strategies,…
Taurus Patterson
1 Post
Taurus Patterson is a senior at George Mason University, where he is part of the University Scholars program. He is on the dean's list for the Costello College of Business, pursuing a finance degree. Patterson is interested in learning and teaching, demonstrated by his position as a tutor in finance and Italian at George Mason.…
Taylor Wagner
2 Posts
Taylor Wagner is a product manager for defined contribution retirement solutions with PNC Institutional Asset Management®. In this role she helps drive PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Wagner graduated with a bachelor of science in marketing from Boston College…
Ted Seides, CFA
11 Posts
Ted Seides, CFA, created Capital Allocators LLC to explore best practices in the asset management industry. He launched the Capital Allocators podcast in 2017 and the show reached five million downloads in January 2021. Barron’s, Business Insider, Forbes and Value Walk each named it among the top investing podcasts. Alongside the podcast, Seides works with…
Ted Stephenson, CFP, CFA
1 Post
Edward "Ted" Stephenson, CFP, CFA is a full-time professor at George Brown College in Toronto. As a dual-professional, he has served as a consultant to not-for-profit organizations and EdTech companies. Stephenson is a CFA® Institute approved ethics instructor and has been involved in both coaching and judging at ethics and research challenges. He has lived…
Thomas Brigandi, CFA
3 Posts
Thomas Brigandi, CFA, is a vice president in the global investor management team at a credit rating agency (CRA), where he is responsible for building and maintaining a network of senior level institutional investor relationships. Prior to this role, Brigandi served for nearly a decade in the global project and infrastructure finance group at a…
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 Kuh, PhD
1 Post
Thomas Kuh, PhD, is Head of ESG Strategy at Morningstar Indexes, a newly created role to advance Morningstar’s global ESG strategy and accelerate its growth in the index market. An experienced leader with over 30 years in sustainable investing, he is a pioneer in ESG indexing. Kuh was the first Global Head of ESG Indexes…
Thomas M. Idzorek, CFA
1 Post
Thomas M. Idzorek, CFA, is chief investment officer, retirement, for Morningstar Investment Management LLC. He also serves as a member of Morningstar’s 401(k) committee, Public Policy Council, Global Investment Committee, US Investment Policy Committee, the editorial board of Morningstar magazine, and the Journal of Investment Management conference series Advisory Board. He is a former member…
Thomas Mayer, PhD, CFA
7 Posts
Thomas Mayer, PhD, CFA, is founding director of the Flossbach von Storch Research Institute. Before this, he was chief economist of Deutsche Bank Group and head of DB Research. Mayer held positions at Goldman Sachs, Salomon Brothers, and before entering the private sector, at the International Monetary Fund (IMF) and the Kiel Institute. He received…
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…
Tillman Weyde, PhD
3 Posts
Tillman Weyde is a reader in the Department of Computer Science at City, University of London and is a veteran artificial intelligence (AI) researcher. He is the head of the Machine Intelligence and the Media Informatics Research Groups at City. Weyde has worked in the field of AI for more than 25 years and is…
Tim Batho
1 Post
Tim Batho is chief strategist, Index Policy, at FTSE Russell, a division of LSEG. He focuses primarily on country classification for both equities and fixed income. In his role, Batho spends considerable time interacting with market authorities, regulators, and stock exchanges, particularly within the Asia Pacific region. Previously, Batho held senior positions at a number…
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…
Tobias Sebastian Lim
1 Post
Tobias Sebastian Lim is an economist working in competition strategy and technology investment. His interests are in economic development, financial markets, and the complexity sciences. A cofounder of Athenarium.com, Lim is a regular contributor there as well.
Todd Jankowski, CFA
2 Posts
Todd Jankowski, CFA, was head of the Certificate in Investment Performance Measurement (CIPM) program at CFA Institute. He oversaw all CIPM program activities, with emphasis on advancing ethical standards and best practices in investment performance evaluation and presentation activities.
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…
Tomokuni Higano, CFA
1 Post
Tomokuni Higano, CFA, is senior portfolio manager at Vertex Investment Solutions Co., Ltd., which is a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. and provides quantitative solutions for professional investors. He started his career working for Asset Management One Co., Ltd., previously DIAM asset management Co., Ltd., and spent more than 10 years as…
Tony Tan, DBA, CFA
2 Posts
Tony Tan, DBA, CFA, is co-head of the CFA Institute Ethics, Standards, and Professional Conduct division. He is particularly responsible for ethics education offerings and the professional standards of CFA Institute. He is also a member of CFA Society Singapore.
Tristan Snyder
1 Post
Tristan Snyder is a senior majoring in finance at George Mason University. He previously served in the US Navy.
Udi Hoitash, PhD
1 Post
Udi Hoitash, PhD, is the Lilian L. and Harry A. Cowan Endowed Professor of Accounting at the D’Amore-McKim School of Business, Northeastern University. Hoitash received his PhD in Accounting and Information Systems from Rutgers University. He currently serves as an editor for Auditing: A Journal of Practice & Theory. He has published multiple peer-reviewed papers,…
Umed Saidov, CFA
4 Posts
Umed Saidov, CFA, is the founder of Oqulent, LLC. He closely follows the developments in artificial intelligence and crypto-assets to help investors understand the emerging risks/opportunities from these areas. Prior to launching Oqulent, Saidov spent 10-plus years with International Finance Corporation (IFC) and EBRD, where he led and executed a number of high-profile infrastructure and…
Urav Soni
2 Posts
Urav Soni is currently an Affiliate to the Research and Policy Center at CFA Institute. He graduated from Johns Hopkins University with a master's of science degree in applied economics and from the University of Reading in the United Kingdom with a bachelor's of arts degree in politics and economics. His interests include capital markets,…
Usman Hayat, CFA
121 Posts
Usman Hayat, CFA, 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;" the literature review, "Islamic Finance: Ethics, Concepts, Practice;" and the research report "Sustainable, Responsible, and Impact Investing and Islamic Finance: Similarities and Differences." He…
Uzi Hadar, CFA
1 Post
Uzi Hadar, CFA, is a portfolio manager at Duo Reges Capital Management, a Seattle-based long-short quantamental investment management firm that seeks to exploit human-machine collaboration gaps created by rule or model-based trading. Duo Reges, which means "two kings" in Latin, focuses on the “hard edges” of how humans and machines collaborate in the financial markets,…
Vadim Fishman
1 Post
Vadim Fishman is an entrepreneur, innovator, and the founder of several companies focused on novel technologies in biology and finance. Involved at the early stages of the genome revolution, Fishman designed key algorithms that found similarities in DNA and molecule structure. His prior investment industry research includes efforts focusing on holdings recognition technologies and risk-sensitive…
Valerie Mayer
1 Post
Valerie Mayer is a recent graduate of George Mason’s School of Business with a concentration in finance and economics. She is interested in tax and estate planning in the financial services industry and she plans to pursue the CFP designation in the near future. She served as a member of the Montano Student Investment Fund…
Vibhu Gomatam
1 Post
Vibhu Gomatam is an undergraduate student at the University of North Carolina at Chapel Hill. He is studying Biostatistics and Computer Science. His academic interests are in finance, artificial intelligence, and other data-centric fields.
Victor Xing
7 Posts
Victor Xing is founder and portfolio manager of Kekselias, Inc., and a former fixed-income trading analyst at Capital Group Companies with a focus on monetary policy, inflation-linked bonds, and interest rates markets.
Vidhi Pathak
1 Post
Vidhi Pathak is a dean's list student at George Mason University's Costello College of Business, pursuing a dual degree in finance and management information systems. Passionate about merging her business background with environmental advocacy, she currently serves as the undersecretary for University Sustainability, leading sustainability initiatives for Mason's 40,000-strong student body. Distinguished as a Girls…
Vikas Khemani, CFA
1 Post
Vikas Khemani, CFA, is president and CEO of Edelweiss Securities. He has over 20 years of financial services experience and leads wholesale capital markets at Edelweiss, including such businesses as investment banking, institutional equities, prime brokerage, and research. At 30, Khemani became the youngest member of the Edelweiss Management Committee. Edelweiss is a leading diversified…
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,…
Vincent McCarthy, CFA
1 Post
Vincent McCarthy, CFA, is the founder of ESG Ireland. Prior to that, he was a senior investment consultant at Invesco in Dublin.
Vincent Weber
1 Post
Vincent Weber is the CEO and co-founder of Resonanz Capital, a specialized investment advisory firm managing approximately $6 billion in assets under advisory (AUA) spanning hedge funds, illiquid credit, and liquid alternatives. Before founding Resonanz Capital in 2019, Weber led the Absolute Return team at Prime Capital AG. He is an alumnus of Imperial College…
W. Bradford McMillan, CFA, CAIA
5 Posts
Brad McMillan, CFA, CAIA, 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…
Warren D. Miller, CFA, CPA
1 Post
Warren D. Miller, CFA, CPA, earned his BBA from the University of Oklahoma and his MBA from Oklahoma State University. A veteran of the United States Marine Corps, he is a former internal auditor, controller, and chief financial officer and holds the CPA and CFA designations. He is also the author of two books, Value…
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 Marston
1 Post
Will Marston is currently a graduate student in the master's of finance program at the Costello College of Business at George Mason University. He matriculated at Costello after graduating with a bachelor's of arts degree in economics with a concentration in finance from Roanoke College, where he was named the senior scholar in economics. Marston…
Will Morrison
2 Posts
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…
William J. Bernstein
11 Posts
William J. Bernstein is a neurologist, co-founder of Efficient Frontier Advisors, an investment management firm, and has written several titles on finance and economic history. He has contributed to the peer-reviewed finance literature and has written for several national publications, including Money Magazine and The Wall Street Journal. He has produced several finance titles, and…
William N. Goetzmann
1 Post
William N. Goetzmann is the Edwin J. Beinecke Professor of Finance and Management Studies and Faculty Director of the International Center for Finance at the Yale School of Management and the Executive Editor of the CFA Institute Financial Analysts Journal. He is an expert on a diverse range of investments. His past work includes studies…
William W. Hahn, CFA
2 Posts
William W. Hahn, CFA, is a partner with Tata Consultancy Services CRO Strategies Group where he leads their financial risk and model risk management advisory services. He has over 20 years of experience in the areas of market and credit risk management, portfolio management, quantitative modeling, treasury balance sheet management, and capital planning. Prior to…
Wojtek Buczynski, CFA
1 Post
Wojtek Buczynski, CFA, FRM, is a finance professional focused on emerging technologies (cloud and AI) strategy, regulation, and ethics in the financial services industry. He is a graduate of the London Business School's Master’s in Finance program and a CFA charterholder since 2016. He simultaneously works as a finance professional in London and studies for…
Woody Bradford, CFA
2 Posts
Woody E. Bradford, CFA, is chief executive officer and chair of the board at Conning. Prior to joining Conning in 2010, Bradford was an operating partner with Advent International, a global private equity firm. Previously, he spent 12 years at Putnam Investments where he had multiple roles, including head of corporate development and chief operating…
Xiaozhu Zhang
1 Post
Xiaozhu Zhang is a current senior at George Mason University pursuing a bachelor’s degree in finance. She plans to study for a master’s degree of finance in risk management after graduation. She is a dean’s list student. She is preparing for the CFA level I exam and an internship at an accounting firm. She has…
Xinyi Zhou
1 Post
Xinyi Zhou recently graduated from the George Mason University School of Business with a degree in Finance. She is currently interning in the quantitative finance department of a securities company in China, focusing on quantitative strategy and stock picking analysis. She is a CFA Level 1 candidate. Her interests are risk management, asset allocation, private…
Yanhui Zhao, PhD
1 Post
Yanhui Zhao, PhD, is an assistant professor of finance at the University of Wisconsin – Whitewater. She earned a PhD in finance from the University of Connecticut and a masters degree in quantitative finance from Rutgers University in 2012. Her research focuses on two streams: eliciting information about underlying assets from the equity options markets,…
Ying Liu
1 Post
Ying Liu is a senior at George Mason University and is completing his bachelor of business as a finance major. He is interested in financial markets and information related to risk management. He is pursuing opportunities in the financial analyst profession after finishing his university studies.
Yinka Faleti
1 Post
Yinka Faleti is a partner at Ascend Venture Capital a thematic venture capital firm in St. Louis that provides early-stage financial and operational support to data-centric transformational tech start-ups. Faleti focuses on generating investment capital for the firm.
Yoshimasa Satoh, CFA
6 Posts
Yoshimasa Satoh, CFA, is head of Business Operations at IG Securities Limited in Japan. He supports the head of Japan at IG Group and the representative director and CEO at IG Securities with the development and implementation of initiatives to improve business performances. He deputizes for the CEO, head of Japan as and when needed.…
Yuge Pang
1 Post
Yuge Pang is a recent graduate of George Mason University School of Business with a concentration in finance. She is interested in valuation and data analysis and plans to study for a master's degree and pursue the CFA charter. She is also a dean's list student and FNAN & FPWN Honors Program member. She served…
Yuyi Shi
1 Post
Yuyi Shi is currently in her senior year at George Mason University where she is pursuing a bachelor's of science degree in finance. Her focuses are data management and analysis, funds management, and stock potential analysis. Upon graduation, she plans to continue her academic career by completing a master's degree in finance.
Yvo Timmermans, CFA
3 Posts
Yvo Timmermans, CFA, is portfolio manager at JLP Asset Management, a global real estate securities firm, and has over 14 years of investment experience spanning a wide range of developed and emerging markets. He is currently based in Amsterdam and oversees JLP's investments in EMEA and LATAM. Timmermans graduated from the University of Maastricht with…
Zachary McKannan, CVA
1 Post
Zachary McKannan, CVA, is the managing partner of Glenloch Advisors, LLC, a firm specializing in business valuation services for small- to medium-sized businesses. With a background as an equity research analyst in the hedge fund industry, McKannan excels in investment valuation, security analysis, and risk management. He is a Certified Valuation Analyst and a member…
Zack Ellison, CFA, CAIA
1 Post
Zack Ellison, CFA, CAIA, is the founder and managing partner of Applied Real Intelligence (A.R.I.) and the CIO of A.R.I.’s Venture Debt Opportunities Fund. A.R.I. is an investment management company focused on providing debt financing solutions to innovative, high-growth, venture capital-backed technology companies. Ellison leads A.R.I.’s investment activities, including sourcing, due diligence, structuring, execution, and…
Ziad Abou Gergi, CFA
2 Posts
Ziad Abou Gergi, CFA, is responsible for managing multi0asset portfolios at Barclays Wealth and Investments. He joined Barclays in 2005 as an equity portfolio manager and sector analyst in Paris. He moved to Barclays’ London office in 2011 to join Barclays Wealth & Investment Management’s multi-manager team covering various equity markets. In addition to his…
Zihan Chen
3 Posts
Zihan Chen is a current senior at George Mason University pursuing a bachelor's degree in finance. He plans to study for a master's degree in finance or economics after graduation. He is a dean's list student, FNAN & FPWM Honor Programs member, and Beta Alpha Psi candidate.