Stephen Horan, Ph.D., CFA, CIPM, CAIA, is managing director, Credentialing at CFA Institute where he provides vision and leadership for a global team designing, developing and delivering professional credentialing programs for candidates in the CFA Program, CIPM Program and Investment Foundations Program. In industry, he has served as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker. In academia, Stephen served as a professor of finance at St. Bonaventure University and is a recognized researcher in wealth management, tax efficient investing and derivatives.
Stephen is the author or co-author of several books, including Strategic Value Investing (which was on Warren Buffet’s recommended reading list for four consecutive years), The New Wealth Management: A Financial Advisers Guide to Managing, and Investing Client Assets and the Forbes/CFA Institute Investment Course. His articles have appeared in peer-reviewed journals such as the Financial Analysts Journal, Harvard Business Review Latin America, Journal of Financial Research, Journal of Wealth Management and Financial Services Review. Stephen has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award. His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron’s, as well as the popular press.