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About me

LeaderCoordinating the activities of more than 100 subject matter expert volunteers and consultants from every inhabited continent to produce the Chartered Financial Analyst Exam, the gold standard designation for investment professionals
DoerLed project to significantly revise the result reports provided to CFA Candidates, which had previously seen little change for decades.Identified process efficiencies to reduce the time-to-market for new concepts worthy of appearing on the CFA exam.
WriterCo-author of Understanding and Evaluating the Prospectus and Other Offering DocumentsCo-author of academic paper on best practices in item writing for Journal of Financial EducationAuthor 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-educationDeveloper of high quality item set testlets since 2003
Investment ProfessionalEquity analyst since 1996, primarily covering the technology, media and telecom industriesServed as a sector portfolio manager in telecommunications and basic materials
Assessment ProfessionalDirector of Examination Development for the CFA Examination, which is offered to more than 300,000 candidates in more than 100 countries every yearSpecial 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
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