About Me

I direct the energy of hundreds of investment professionals around the world toward achieving a common goal.

Leader
Responsible for coordinating the activities of more than 100 subject matter expert volunteers and consultants from every inhabited continent to produce the Chartered Financial Analyst Exam, which is considered the gold standard designation for investment professionals

Writer
Co-author of Understanding and Evaluating the Prospectus and Other Offering Documents
Author of hundreds of articles on investing, finance and education for outlets such as Smart Money, TheStreet.com, RealMoney, Seeking Alpha, Motley Fool, Stock Market Beat and Financial-education
Developer of high quality item set testlets since 2003

Investment Professional
Equity analyst since 1996, primarily covering the technology, media and telecom industries
Effectively served as a sector portfolio manager in telecommunications and basic materials

Assessment Professional
Director of Examination Development for the CFA Examination, which is offered to more than 200,000 candidates in more than 100 countries every year
Special expertise in testing higher order knowledge through the item set or testlet format, including providing boot camp training to item writers for the CFA Exam, Claritas, CFA mock exams, the IMC program offered by CFA UK, and India's NISM