Degrees

  • PhD - Northwestern University, Evanston, Illinois
  • MA - Northwestern University, Evanston, Illinois
  • MA - University of Maryland, College Park, Maryland
  • AB - Oberlin College, Oberlin, Ohio

Certifications

  • Chartered Financial Analyst (CFA) - CFA Institute
  • Six Sigma Green Belt Quality Management - General Electric Corporation
  • Series 63 Securities License - Financial Industry Regulatory Authority, Inc. (FINRA)
  • Series 65 Securities License - Financial Industry Regulatory Authority, Inc. (FINRA)
  • Series 7 Securities License - Financial Industry Regulatory Authority, Inc. (FINRA)

Boards

  • Member of the Editorial Board for the Journal of Investing
  • Member of the Editorial Board for the Journal Finance and Market
  • Member of the Editorial Board for the International Journal of Economics, Finance and Management Sciences

Memberships

  • CFA Institute
  • Financial Planning Association
  • Financial Management Association International
  • CFA Society of Colorado
  • CFA Society of Dallas/Fort Worth
  • CFA Society of Los Angeles

 

Series 7 & 63 held with LPL Financial. Series 65 held with Integrated Wealth Concepts.