Expert Details
Investment Research, Portfolio Management, CFA, Equity Securities, and Corporate and International Finance
ID: 723624
Virginia, USA
• 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
Education
| Year | Degree | Subject | Institution |
|---|---|---|---|
| Year: 1995 | Degree: Ph.D. | Subject: Finance | Institution: Florida State University |
| Year: 1983 | Degree: BA | Subject: Economics | Institution: University of Maryland |
Work History
| Years | Employer | Title | Department |
|---|---|---|---|
| Years: 2000 to Present | Employer: Undisclosed | Title: Associate Professor | Department: Finance |
Responsibilities:Available upon request. |
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International Experience
| Years | Country / Region | Summary |
|---|---|---|
| Years: 2014 to 2014 | Country / Region: Hong Kong | Summary: Performed consulting services for CFA Institute |
| Years: 2017 to 2017 | Country / Region: New Zealand | Summary: Performed consulting services for CFA Institute |
| Years: 2018 to 2018 | Country / Region: Thailand | Summary: Performed consulting services for CFA Institute |
| Years: 2003 to 2010 | Country / Region: Canada | Summary: Performed consulting services for Kaplan Financial |
Career Accomplishments
| Associations / Societies |
|---|
| CFA Institute; CFA Virginia; Eastern Finance Association; Financial Management Association; Southern Finance Association |
| Licenses / Certifications |
|---|
| CFA CAIA CIPM |
| Professional Appointments |
|---|
| Reviewer, Presenter, Discussant, Session Chair, and Program Committee Member for numerous academic journals and meetings, 1994 to present. |
| Awards / Recognition |
|---|
| Robins School of Business Outstanding Scholarship Award, 2003 Robins School of Business Summer Research Fellowships, 2001-2008 Elected Beta Gamma Sigma, 1990 |
| Publications and Patents Summary |
|---|
| He has written over 40 research papers and coauthored two books |
Additional Experience
| Expert Witness Experience |
|---|
| Economic Loss Calculation; Business Valuation; and Arbitrator for Financial Industry Regulatory Authority (FINRA) and NASD Dispute Resolution |
| Training / Seminars |
|---|
| Instructor for CFA exam prep seminars; Portfolio Management seminars, and Investment Research seminars |
| Other Relevant Experience |
|---|
| Team Leader, Editor, and Author of CFA Exam and Curriculum material |
Fields of Expertise
corporate finance, equity, debt, securities valuation, securities arbitration, Business Valuation Standards, portfolio analysis, investment research, foreign currency exchange, money, financial research, international economics, international investment, investment, securities finance, National Association of Security Dealers, business securities, financial modeling, international finance, securities dispute, asset management, financial planning, investment value, front running, home equity loan, financial malpractice, derivative (finance), commodities, bond, mutual fund, alternative dispute resolution, econometric model, international trade, economics