Areas of Expertise

Corporate Finance and Investments:

• Initial Public Offerings (IPOs)
• Investment Banks
• 401(k) Plans
• Retirement Investing
• Behavioral Finance

Contributions: (published works or studies, conference presentations)

See Vita:
Numerous articles (25+) published in:

Financial Management
Journal of Financial Research
Financial Services Review
Venture Capital
among others.

Butler Assignment (classes or work duties)

• MBA 563: Seminar in Investments
  
• FN 347: Investments
• FN470: Applied Portfolio Management

Education/Degrees

• Ph.D. (Finance), University of Kentucky
• MS (Economics), University of Kentucky
• MBA (Finance), Miami University (Ohio)
• BA (Accounting), Malone College

Certifications
Chartered Financial Analyst (CFA) Charterholder

Professional Credentials

• Textbook author (Fundamentals of Investments, McGraw-Hill)
• External Consulting (401(k) Development)

Awards/Honors

• UK Fellowship
• Reedy Quality Achievement Award
• Excellence in Graduate Study
• Financial Executives Institute Award for Excellence in Education

Association Memberships (professional/educational)

• Financial Management Association (FMA)
• American Finance Association (AFA)
• Eastern Finance Association (EFA)
• Southern Finance Association (SFA)
• CFA Institute (formerly AIMR)

Professional Experience

• Financial Management Program (General Electric Aircraft Engines)
• Internal Auditor GA (Miami University)
• Research Analyst (TA Securities South Africa)
• Assistant Investment Advisor (Robert Thomas Securities)