Contact
Education
PhD, Business Administration, Northcentral University, Prescott Valley, Arizona
MBA, Finance, Argosy University, Chicago, Illinois
BS, Finance, Northeastern University, Boston, Massachusetts
About
Instruction & Advising
Courses
- BFIN 300
- BFIN 301
- BFIN 333
- BFIN 375
- BFIN 404
- BFIN 515
Additional Information
Service & Outreach
- CFA Institute
- CFA Society of Idaho
- Alaska Investment Management Society
- Global Association of Risk Professionals
- American Economic Association
- American Finance Association
- Financial Management Association
- Financial Education Association
Consulting
- 2008: E.K. Riley Company, Seattle, Washington, Market Commentary and Research Analysis
Assisted with research transition for brokerage firm and provided market insights during a tumultuous time in the markets as the financial crisis unfolded.
- 2000 to present: CFA Institute, Charlottesville, Virginia. Grader, CFA exams, 2000-present, Council of Examiners Exam Writer, 2014 and 2015 cycle.
Related University Organization
Co-Advisor, Center for Institutional Investment Management
Certifications
- 2016 - Chartered Alternative Investment Analyst (CAIA)
Sponsored by the CAIA Association - 1998 - Financial Risk Manager
Global Association of Risk Professionals, New York - 1990 - Chartered Financial Analyst, Charter #12547
Institute of Chartered Financial Analysts, Charlottesville, Virginia