Practical analysis for investment professionals


A. Michael Lipper, CFA

50 Posts

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

Abby Farson Pratt

21 Posts

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

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…

Ahmet C. Kurt, PhD

1 Post

Ahmet C. Kurt is an assistant professor of accounting at Suffolk 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 media…

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…

Alan Randell-Chen, CFA

1 Post

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

Alissa Amico

1 Post

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

Alon Bochman, CFA

11 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…

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…

Andrew Dassori

3 Posts

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

Andrew Perrins

1 Post

Andrew Perrins is CEO and co-founder of Savvy Investor, a professional network for institutional investors 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.

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…

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

6 Posts

Antonella Puca, CFA, CIPM, CPA, has more than 15 years of professional experience in the alternative investment industry. She has served as a director of Global Investment Performance Standards (GIPS) at CFA Institute, a director of the board and member of the executive committee at the CFA Society of New York, and a member of…

April J. Rudin

8 Posts

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

Arnold T. Davis

4 Posts

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

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,

Barbara Stewart, CFA

20 Posts

Barbara Stewart, CFA, is a researcher and author on the issue of women and finance. She released the eighth installment of her “Rich Thinking” series of monographs on International Women’s Day, 8 March 2018. Previously, Stewart worked as a partner and portfolio manager with Cumberland Private Wealth Management. Stewart is a frequent interview guest on…

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

1 Post

Benjamin Doty, CFA, is senior investment 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.

Bill Hortz

1 Post

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…

Bjorn Forfang

1 Post

Bjorn Forfang is deputy CEO, CFA Institute, where he oversees the Member Value, Advocacy, Services Delivery, Research, and Relationship Management functions, as well as our regional capabilities in APAC, EMEA and the Americas. Forfang has more than 20 years of client and relationship management experience, including 14 years as managing director at UBS Investment Bank…

Bob Dannhauser, CFA

4 Posts

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

Brian Langenberg, CFA

6 Posts

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

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 America. Brodie graduated from UC…

Bruce Grantier, CFA

10 Posts

Bruce Grantier, CFA, is founder of

Bryan Esterly, CFA

1 Post

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

Bud Haslett, CFA

7 Posts

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

C. Thomas Howard

7 Posts

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

Candida DaFonseca

1 Post

Candida DaFonseca was a manager of Content Engagement and Publishing, in the EMEA Services Delivery group of 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…

CFA Institute

2 Posts

Charles Ellis, CFA

4 Posts

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

Charlie Henneman, CFA

24 Posts

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

Cheryl L. Evans

4 Posts

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

Chetan G. Shah, CFA

5 Posts

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

Chris 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 Montaño, CFA

1 Post

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

Christopher J. Olson, CFA

2 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

6 Posts

Christopher K. Merker, PhD, CFA, is a director with Private Asset Management at Robert W. Baird & Co. Merker holds a Ph.D. in Investment Governance and Fiduciary Effectiveness from Marquette University. He is past president of the CFA Society Milwaukee, and a founder and current board member of the CFA Society Milwaukee Foundation, a sister…


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

1 Post

Clare Flynn Levy is CEO and founder of Essentia Analytics, the award-winning fintech that uses behavioral data analytics to help professional investors make more skilled investment decisions. Prior to setting up Essentia, she spent 10 years as a fund manager, in both active equity, running over $1bn of pension funds for Deutsche Asset Management, and…

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…

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.

Dan Philps, CFA

1 Post

Dan Philps 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 as an analyst/programmer at a number of investment banks, specializing in trading and risk models.…

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.

David Allison, CFA, CIPM

13 Posts

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

David 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 Larrabee, CFA

148 Posts

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

David Schawel, CFA

28 Posts

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

David Townsend, CFA

1 Post

David Townsend, CFA, is a global capital markets strategist. As the founder of Small Batch Labs, Townsend 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…

Delme Thompson

3 Posts

Dennis McLeavey, CFA

4 Posts

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

Desi Allevato

3 Posts

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

Diego Espinosa

3 Posts

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

Donald Ingham

1 Post

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

Dougal Williams, CFA

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 a B.A. in Economics and Spanish. Williams is a former board president and current member of CFA Society Portland.

Druce Vertes, CFA

3 Posts

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

E. Ted Prince

1 Post

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

Ed McCarthy

11 Posts

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

Eric Friedman, CFA

1 Post

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

Eric Petroff, CFA

4 Posts

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

Filip Mardjokic, CFA

4 Posts

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

Florian Schneider, CFA

1 Post

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

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…

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

1 Post

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

3 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…

Giuseppe Ballocchi, CFA

1 Post

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

Grant's Interest Rate Observer

2 Posts

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

Greg Blotnick, CFA

4 Posts

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

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 Siegel, CFA, CPA

1 Post

Gregory Siegel, CFA, CPA, is director of curriculum development at CFA Institute.

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, 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

3 Posts

Hansi Mehrotra, CFA, helps institutional investors and wealth managers research investment opportunities through a content site focused on India (, and a due diligence tool ( She also helps retail investors understand the basics of money through blog. Mehrotra has over 20 years of financial services industry experience, primarily in online delivery of investment…

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

1 Post

Heidi Raubenheimer, PhD, CFA, is head of journal publications at CFA Institute.

Henry To, CFA

1 Post

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

Isaac Presley, CFA

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.

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…

Janet J. Mangano

9 Posts

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

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

260 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. Previously, Jason was a portfolio manager at Davis Selected Advisers, L.P., where he co-managed the Davis Appreciation and Income Fund to noteworthy…

Jeannette Showalter, CFA

1 Post

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

Jelena Sokolova, CFA

1 Post

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

Jeremy Monk

3 Posts

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

Jerry H. Tempelman, CFA

2 Posts

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

Jim Allen, CFA

4 Posts

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

Jim Ware, CFA

6 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

22 Posts

Joachim Klement, CFA, is Head of Investment Research at Fidante Capital and a trustee of the CFA Institute Research Foundation. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. Klement studied mathematics and physics…

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…

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.

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

26 Posts

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

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…

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…

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…

L. Burke Files

1 Post

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…

Larry Cao, CFA

80 Posts

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

Lars Kroijer

8 Posts

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

Laurel Teo, CFA

2 Posts

Laurel Teo, CFA, 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

224 Posts

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

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…

Malcolm M. Trevillian, CFA

2 Posts

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

Manuel Stagars, CFA, CAIA, ERP

6 Posts

Manuel Stagars is an economist, serial entrepreneur, business advisor, author, podcaster, and film director. In recent years, he has focused on FinTech, cryptoassets, and blockchain technology, their challenges, and opportunities around the world.

Marc L. Ross, CFA

17 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.

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

7 Posts

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

Mark Harrison, CFA

70 Posts

Mark Harrison, CFA, is director of journal publications at CFA Institute, where he supports 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 K. Bhasin, CFA

11 Posts

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

Mark S. Rzepczynski

15 Posts

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

Markus Schuller

4 Posts

Markus Schuller has 18 years of experience in trading, structuring, and managing standard and alternative investment products. Prior to founding Panthera Solutions, he worked in executive roles for a long/short equity hedge fund for which he developed the trading algorithm. Schuller started his career working for renowned banks as equity/derivatives trader and macro Analyst. He…

Martin Fridson, CFA

33 Posts

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

Matt Dority

1 Post

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

Matt Orsagh, CFA, CIPM

1 Post

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

Matthew Borin

17 Posts

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

Matthew Hickerson

1 Post

Matthew Hickerson is director of executive communications at CFA Institute.

Michael A. Martorelli, CFA

6 Posts

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

Michael Batnick, CFA

3 Posts

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

Michael McMillan, CFA

33 Posts

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

Michael Oliver Weinberg, CFA

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

1 Post

Michael S. Falk, CFA, is a partner at Focus Consulting, where he specializes in helping investment teams with improving their investment philosophy, process, and execution techniques, and investment firms with their strategic planning. Previously, he was a chief strategist at Mauka Capital, LLC, a global macro L.P., and a chief investment officer in charge of…

Mimmi Kheddache Jendeby

2 Posts

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

Momoe Ikeda-Chelminska

1 Post

Momoe Ikeda-Chelminska is currently a Director, Conferences, in the Educational Events & Programs group at CFA Institute.

Monika Freyman, CFA

4 Posts

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

Moshik Kovarsky

2 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.

Murad J. Antia, CFA

4 Posts

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

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 Jaye

18 Posts

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

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…

Navneet Munot, CFA

1 Post

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,…

Nicolas Rabener

7 Posts

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

Nitin Mehta, CFA

3 Posts

Nitin Mehta, CFA, 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…

Padma Venkat, CFA

2 Posts

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

Pat Light

25 Posts

Pat Light 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.

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

13 Posts

Paul Kovarsky, CFA, is a director, Institutional Partnerships, at CFA Institute.

Paul McCaffrey

71 Posts

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

Paul Smith, CFA

4 Posts

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

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…

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

30 Posts

Peter M.J. Gross is an online content specialist for CFA Institute, where he has managed blogs for the CFA Institute Annual Conference, European Investment Conference, and Middle East Investment Conference. Previously, he worked at Hampton Roads Publishing Company and at MFS Investment Management. Mr. Gross' articles have been published by Enterprising Investor, City A.M., Seeking…

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.

Prasad Ramani, CFA

5 Posts

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

Preston McSwain

5 Posts

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

Rebecca Fender, CFA

11 Posts

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

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…

Rob Gowen, CFA

10 Posts

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

Robert Del Mauro

6 Posts

Robert Del Mauro was an intern for Enterprising Investor.

Robert Hagstrom, CFA

2 Posts

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

Robert J. Martorana, CFA

4 Posts

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

Robert 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 Stammers, CFA

54 Posts

Robert Stammers, CFA, is director of Investor Engagement for CFA Institute and is 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

4 Posts

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

Roger Mitchell

4 Posts

Ron Rimkus, CFA

166 Posts

Ron Rimkus, CFA, is Director of Economics & Alternative Assets at CFA Institute, where he writes 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

17 Posts

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

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.…

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…

Sameer S. Somal, CFA

4 Posts

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

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.

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

Saurabh Mukherjea, CFA

1 Post

Saurabh Mukherjea, CFA, is the CEO of Ambit Capital. Under his stewardship, Ambit Capital has been rated the Most Improved Brokerage House in India by Asiamoney for six consecutive years as well as the Most Independent Brokerage for three consecutive years. Mukherjea was also voted the top strategist in India by Asiamoney in 2014, 2015,…

Scott Fearon, CFA

2 Posts

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

Scott Krisiloff, CFA

37 Posts

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

Sergei Gorbunov, Ph.D., CFA

1 Post

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

Sherree DeCovny

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…

Shreenivas Kunte, CFA

37 Posts

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

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 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…

Sloane Ortel

89 Posts

Sloane Ortel publishes The Sloane Zone, an email newsletter that comes when you least expect it and makes more sense than it should. She joined CFA Institute's staff as a sophomore at Fordham University, and was instrumental to the global growth of Enterprising Investor as a collaborator, curator, and commentator over the subsequent eight years.

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…

Steven Downey

1 Post

Steven Downey is a personal wealth manager with Holborn Assets LLC where he advises clients using a value and momentum strategy. Before working at 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…

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…

Susan Hoover, JD

30 Posts

Susan Hoover is currently the editor of Connexions, the CFA Society Leader newsletter. Previously, she was the digital editor, Enterprising Investor blog, CFA Institute for two years. Prior to CFA Institute, Hoover worked for McCallum & Kudravetz, PC, and the U.S. Department of the Navy in real estate and labor law. Hoover earned the CFA…

Sverre Rørvik Nilsen aka finanskarobat

7 Posts

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

Sviatoslav Rosov, PhD, CFA

2 Posts

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

Tadas Viskanta

33 Posts

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

Ted Seides, CFA

11 Posts

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

Thomas Brigandi

2 Posts

Thomas Brigandi is an analyst in the Global Project and Infrastructure Finance Group at a Credit Rating Agency (CRA), where he serves as a lead analyst for 34 power, toll-road, airport, port, water, wastewater, natural gas pipeline, and project finance credits. Brigandi also serves on a CRA’s public pension steering committee, ESG Americas working group,…

Thomas Collimore, CFA

1 Post

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

Thomas Walek

4 Posts

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

Tim Nuding, CFA

1 Post

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

Todd Jankowski, CFA

2 Posts

Todd Jankowski, CFA, 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…

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.

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…

Usman Hayat, CFA

120 Posts

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

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,…

W. Bradford McMillan, CFA, CAIA

5 Posts

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

Wesley Gray, PhD

7 Posts

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

Will Morrison

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…

Woody Bradford, CFA

1 Post

Woody E. Bradford, CFA, is chairman and CEO at Conning. Prior to joining Conning in 2010, Bradford was an operating partner with Advent International, a global private equity firm. Before that, he spent 12 years at Putnam Investments where he had multiple roles, including head of Corporate Development and COO of Global Distribution. Bradford is…

Ziad Abou Gergi, CFA

1 Post

Ziad Abou Gergi, CFA, is responsible for selecting and managing US equity funds and mandates and heads the alternatives fund selection team at Barclays Wealth and Investment Management. He joined Barclays in 2005 where he worked as an equity portfolio manager and sector analyst in Paris. He moved to Barclays’ London office in 2011 to…

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