Request Expert

• Tenured Employer Expert;
• Ph.D. in finance;
• CFA, CIPM, and CAIA designations;
• FINRA Arbitrator;
• Over 40 publications focused on applications in finance;
• Author of three curriculum reading for the CFA Institute;
• Author of monograph for the CFA Institute Research Foundation, Investment Issues in Emerging Markets;
• Author of texts regarding portfolio management practices and professional equity services;
• CFA Digest Editorial Board member and author;
• Seminar instructor for investment professionals throughout the U.S. and Canada for Charles Schwab, Kaplan Financial, and Scotia Bank;
• Team Leader, Editor, and Author of CFA Exam and Curriculum material; and
• Research cited in media such as the Financial Times, the Wall Street Journal, Barron’s, ABC World News This Morning, and SmartMoney.com.

Consulted to Charles Schwab in 2001
SCOTIA BANK
Presented Portfolio Theory seminar to Scotia McLeod investment advisors in 2006FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA)
Dispute Resolution Arbitrator
April 2003 to presentKAPLAN FINANCIAL
Presented CFA exam preparatory seminars throughout the U.S. and Canada
Author and editor of CFA exam preparatory material
March 2003 to 2010CFA INSTITUTE
Team Leader, Editor, and Author of Exam and Curriculum material
Forensic Analyst, Senior Exam Grader, Assistant Grading Captain, and Standard Setter
CFA Digest Editorial Board member
CIPM GIPS Benchmark Working Group member
Hearing Panel Pool of the Disciplinary Review Committee member
Author and editor of numerous summaries of academic publications for the CFA Digest
October 2001 to present