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Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute

Stephen Horan, PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute. Passion/Expertise Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities. Position/Experience Dr. Horan’s experience includes serving as an expert witness in support of securities litigation, a […]

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Tags: buy-side account manager, CFA, CFA Institute, CIPM, Credentialing, economic impact studies, expert witness, financial analyst, forensic economist, Graham and Dodd Readers' Choice Award, Managing Director, PhD, principal, securities litigation, sell-side stockbroker, Stephen Horan

Posted in: PROVIDE Retirement Income, Retirement Distributions

Michael Falk, CFA, CRC® – Behavioral Finance Expert & Retirement Contrarian

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group (and our resident retirement contrarian). Passion/Expertise: Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on retirement topics, behavior, asset allocation research and portfolio development expertise. The asset consulting perspective acknowledges that the wisdom of […]

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Tags: asset consulting, asset management, Behavioral finance, CFA Institute, CFA Society of Chicago, DePaul University, Financial Management Association, Financial Management Association (FMA), FMA, Focus Consulting Group, global macro hedge fund, Investment Management, MarketWatch, Michael Falk, michael falk cfp crc, PDDARI