Expert Details

Expert in Investment Research, Portfolio Management, CFA, Equity Securities, and Corporate and International Finance

Expert ID: 723624 Virginia, USA

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• Tenured University of Richmond 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

Consulted to Charles Schwab in 2001
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

Expert may consult nationally and internationally, and is also local to the following cities: Virginia Beach, Virginia - Norfolk, Virginia - Chesapeake, Virginia - Richmond, Virginia - Newport News, Virginia - Hampton, Virginia - Alexandria, Virginia - Portsmouth, Virginia - Lynchburg, Virginia - Suffolk, Virginia

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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 Responsibilities
Years: 2000 to Present Employer: Undisclosed Title: Associate Professor Department: Finance Responsibilities:

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
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

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