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Dr. Andrew C. Temte, CFA

Biography:

Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan Higher Education Group. As president of KPE, Dr. Temte is responsible for overseeing the following operating units:

• Kaplan University School of Professional and Continuing Education (PACE), helping individuals attain and maintain a wide array of industry-recognized licensures, certifications, and designations.
• Kaplan University College of Business and Technology, serving degree-seeking online and campus-based students.
• Hesser College, offering students online and campus-based degree and diploma programs in business, health, information technology, and general education.

In addition, Dr. Temte is responsible for the Enterprise Learning Solutions group which establishes and maintains corporate partnerships for Kaplan University.

Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser until 1999 to build Schweser Study Program into the global leader in CFA^® exam review. Upon the acquisition of Schweser Study Program by Kaplan, Inc. in 1999, Dr. Temte assumed leadership of the Kaplan Schweser organization. Under his direction, Kaplan Schweser became a leading global provider of innovative, efficient, and effective financial education solutions.

Dr. Temte earned his doctorate in finance at the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 16 years of university teaching experience in the areas of corporate finance, investments, and international finance.

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Dr. R. Douglas Van Eaton, CFA

Biography:

Before joining Kaplan Schweser as vice president of CFA Education and Level 1 manager, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington. Prior to that, he spent six years with the brokerage firm of Dean Witter. He has published articles in both academic and professional journals, including the Financial Analysts Journal, Journal of Investing, Review of Quantitative Finance and Accounting, and the Financial Services Review. His work has been cited in the CFA digest and won an award from the CFP Board of Examiners. Doug also has many years of experience teaching financial professionals, including CFA exam review courses for the Dallas Society of Financial Analysts (DSFA) and JKE (Excel) Exam Review, as well as seminars for the American Institute of Certified Public Accountants (AICPA) in finance, accounting, and funds management. Doug’s education includes a master’s degree in economics and a doctorate in finance, both from the University of Washington.

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Dr. Tim Smaby, CFA, FRM

Biography:

Tim Smaby is Chief Learning Officer of Kaplan Schweser and Kaplan Financial Education, divisions of Kaplan Professional. Smaby joined the company in 2002 as the manager of the Level 2 CFA study materials. In his current role as CLO, Smaby oversees all content development and production for Kaplan Professional's insurance, securities, and advanced designations product lines.

Prior to joining Kaplan, Smaby was an associate professor of finance at Penn State Erie. Previously he held various positions in the banking industry with Bank One in Cincinnati, Ohio and First Republic Bank in Dallas, Texas.

Smaby is a CFA Charterholder and has also been awarded the Financial Risk Manager (FRM) designation. He holds a Ph.D. in finance from the University of Cincinnati, an MBA in finance from the University of Wisconsin, and a BS in economics from the University of Minnesota.

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Derek Burkett, CFA, FRM, CAIA

Biography:

Derek is a Senior Content Specialist for Kaplan Schweser. He specializes in writing and editing CFA^®, FRM^®, and CAIA^® review material and is the CAIA product line manager. Derek holds an M.S. in finance from the University of Denver and a B.S. in economics from Texas A&M University. Prior to joining Kaplan Schweser in 2004, Derek worked as a business valuation consultant for a national consulting firm, performing various tangible asset and intangible asset valuations and damage analysis for securities litigation. Derek is a CFA charterholder, certified Financial Risk Manager, and CAIA member.

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Daniel Ham, CFA, FRM

Biography:

Mr. Ham holds both the BA Econ and MBA degrees from the University of .California at Irvine and began his career as investment broker.  He subsequently worked for PIMCO Advisors and Canterbury Consulting, both in Newport Beach CA and for Standard and Poor’s Compustat division in Colorado.  He has taught finance and economics at U. California Irvine, Cal State Long Beach, Chapman University, and San Diego City College.

From 2008 to 2012, Mr. Ham was Director of CFA Curriculum for Stalla CFA Review with responsibility for the production of study notes and related products for all three levels of the CFA Exam.  Candidates appreciate his knowledge of the entire CFA Curriculum and especially value his clear presentation of the more complex concepts and techniques.

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Jodi Joachim, CFA

Biography:

Jodi holds an MBA from the University of California at Berkeley and a B.A. in Economics from Gustavus Adolphus College. Jodi joined Kaplan Schweser in 2001 and until recently focused on CFA content development and support. Currently, she oversees the editing and online content teams and the professional development product line. Prior to joining Kaplan Schweser, she worked in the financial planning and analysis groups at the division and corporate levels of Gap, Inc. Prior to that, she was an examiner with the San Francisco office of the Federal Deposit Insurance Corporation (FDIC), specializing in real estate valuation and analysis. Jodi is an avid equestrian.

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Craig Prochaska, CFA

Biography:

Craig joined Kaplan Schweser in July 2006 as a Content Specialist. He spent 18 years with Bank One Corporation and its predecessor First Chicago Corporation, in positions including forecast economist and editor of capital markets research. Craig holds an MBA in business economics from DePaul University and a bachelor of science in finance from the University of Illinois at Chicago.

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Kurt Schuldes, CFA, CAIA

Biography:

Kurt earned his MBA with a concentration in economics from the University of Tampa and a Bachelor of Science degree from the University of Wisconsin La Crosse. Prior to joining Kaplan Schweser in 2000 Kurt worked as a financial advisor for a national broker dealer managing client accounts for eight years. At Kaplan Schweser, he works in the content department primarily at CFA Level III. Kurt received his CFA charter in 2005 and the CAIA designation in 2010.

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Eric Smith, CFA, FRM

Biography:

Eric has been with Kaplan Schweser since 2003. He currently specializes in the development of CFA Level 3 content and is the team leader for the FRM designation product line. He earned his bachelor of science in finance from the University of Wisconsin-La Crosse and is currently enrolled in the MBA program at the University of Nebraska. Eric is a CFA charterholder and a certified Financial Risk Manager.

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Dr. Bijesh (B.J.) Tolia, CFA, CA

Biography:

BJ is our CFA Level II Professor and is in charge of Schweser's Chicago weekly program. He has taught CFA review courses for more than 10 years in Chicago and around the world. BJ has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University. He is a CFA charterholder who earned his MBA and doctorate in finance from the University of Wisconsin-Milwaukee. Apart from academia, BJ has experience in commercial banking and public accounting, and has published papers in the areas of IPOs, executive compensation, and international finance.

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Kent Westlund, CFA, FRM, CAIA

Biography:

Kent joined the Schweser faculty 2010 working primarily with Level III candidates and currently serves as a Content Specialist for Level II of the CFA Curriculum.  Kent holds the Chartered Alternative Investment Analyst (CAIA), Financial Risk Manager (FRM), and Chartered Financial Analyst (CFA) designations. Kent earned an M.B.A. degree from the Ross School of Business at the University of Michigan and worked as an intern with Deutsche Bank in their asset management department in New York.  He also holds a B.S. degree in electrical engineering and was a licensed professional engineer and global commodity manager for electronics manufacturing at Celestica prior to pursuing a career in finance. 

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Dr. H. Kent Baker, Ph.D., CFA, CMA

Biography:

Kent is University Professor of Finance and Kogod Research Professor at the Kogod School of Business, American University. He has more than 35 years of teaching experience at the university level and received numerous teaching awards. Over the past 10 years, he has presented more than 90 CFA prep programs in the U.S., Canada, and Europe for Kaplan Schweser, Goldman Sachs, Credit Suisse, UBS, Investment Analysts Society of Chicago, New York Society of Security Analysts, CFA Society of Washington, and Study Seminar for Financial Analysts. He has consulting and training experience with more than 100 organizations and presented more than 650 other training and executive programs on such topics as asset allocation, quantitative methods, credit analysis, and financial management. Kent is a prolific scholar with more than 150 publications in academic and professional journals including The Journal of Finance, Journal of Financial and Quantitative Analysis, Financial Management, Financial Analysts Journal, Journal of Portfolio Management, Journal of Investing, and Harvard Business Review. He is also the author or editor of more than a dozen books of which his three most recent books published by John Wiley & Sons are Behavioral Finance - Investors, Corporations, and Markets (2010), Corporate Governance - A Synthesis of Theory, Research, and Practice (2010), and Dividends and Dividend Policy (2009).

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Jonathan Bone, ACA, CFA

Biography:

After graduating, Jonathan trained and qualified as a Chartered Accountant with BDO Stoy Hayward. Jonathan joined the Chartered division of Kaplan Financial in July 1999 and has been teaching ACA, the subjects included Corporate Finance and Business and Financial Management. In January 2001 Jonathan did a 6-month tour of duty with Financial Markets and then joined on a full time basis in December 2001. His main teaching responsibilities are SII Certificate in Regulations, Securities and Derivatives, all three levels of the CFA, the IMC and non-exam public courses, including Analysis of Financial Statements. This is a particular area of Jonathan's expertise and he has developed and delivered a number of Financial Accounting based programs to an extensive range of clients.

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Dr. James C. Brau, CFA

Biography:

Jim Brau, a Professor of Finance, is the editor of the Journal of Entrepreneurial Finance at the Marriott School. He received his undergraduate training at the United States Military Academy at West Point and served three years as an Airborne Ranger infantry officer in the United States Army and another five years in the Army National Guard and Army Reserves. While in the reserves, Jim earned his PhD from Florida State University in business administration and finance. Jim joined the Marriott School faculty in April 1999 and was honorably discharged as an Army Captain in June 1999. In 2004, Jim earned the Charted Financial Analyst designation.

Jim's research interests include issues pertaining to initial public offerings, entrepreneurial finance, and real estate. He has published over 40 peer-reviewed articles to include articles in the Journal of Finance, Journal of Financial Economics, Journal of Business, Journal of Financial and Quantitative Analysis, Journal of Banking and Finance, Journal of Business Venturing, Journal of Real Estate Economics and Finance, and Journal of Real Estate Research among others. He teaches corporate and entrepreneurial finance to business management students at the undergraduate and graduate levels. Along with being the editor of the Journal of Entrepreneurial Finance, Jim is on the editorial review boards of the Journal of Business Venturing, Entrepreneurship: Theory and Practice, and Financial Decisions.

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Jeffery Chang, CFA, CPA, CFE

Biography:

Jeff Chang has over 10 years of experience in the financial services and investment management field. During his professional career, he has worked as a consultant, investment manager, and securities trader. Jeff is currently the co-founder and managing director of Convexcel Asset Management. He started his career at the World Bank in its East Asia Pacific sector. He continued his career at Freddie Mac and Primatics Financial Consulting, developing an expertise in fixed income and mortgage securities, as well as risk management. Jeff also worked for FBR, a middle-market investment bank, where he worked with their trading platform.

Jeff is a CFA® charterholder, a Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), and holds Series 7 and Series 63 securities licenses. He attended the United States Naval Academy and Georgetown University.

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Adam Hardi, CFA, CFP

Biography:

Adam currently works on the Treasury side of investment banking at TD Securities in Toronto. He has been teaching the Toronto weekly CFA classes since 2007 and the WindsorWeek™ study seminar since 2009, primarily in the areas of finance, securities, derivatives and portfolio management. In addition, he has assisted with content and authoring questions for the SchweserNotes™ and the online question bank.

Adam holds an MBA in finance from the Rotman School of Management. Prior to completing his MBA, he had over seven years of experience in finance at CIBC Wealth Management, both in equity and derivatives trading. He spent long hours on the trading desk as an institutional trader and was most recently managing a team of equity and fixed income traders. In his spare time (when not travelling) Adam is an avid sports enthusiast and enjoys kayaking, martial arts and all winter sports.

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John Harris, CFA, CPA

Biography:

John has more than 20 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery. In addition to his accounting practice, John operates Financial Accounting Workshops, a provider of accounting education and training to business professionals. He has a comprehensive grasp of financial accounting issues, as well as the ability to make those issues understandable and applicable in daily practice.

John earned both an MBA and MS from the University of North Texas and a BBA from Texas Tech University. He is a Certified Public Accountant and CFA charterholder. John has lectured for Boston University, Creighton University, the Dallas/Fort Worth CFA Society, the German CFA Society, the Houston CFA Society, the Italian CFA Society, the Minnesota CFA Society, the Netherlands CFA Society, the South Africa CFA Society, the Swiss CFA Society, Tecnológico de Monterrey, Texas Christian University, the United Kingdom CFA Society, and the University of Texas at Arlington Center for Professional Development.

John has taught for Kaplan and affiliates since 1996.

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Dr. Jonathan Haughton, CFA

Biography:

Jonathan is a professor of economics at Suffolk University, Boston. He successfully completed his CFA® Level 3 exam in June 2002. A prize-winning teacher, he has lectured in economics since 1978, and has taught for Kaplan/Schweser since 2000.  Jonathan has done research or taught in over two dozen countries, been an editor or author of four books, published over thirty articles in refereed journals, and written more than a hundred reports and papers.  His recent work has included an examination of the competitiveness of metropolitan areas of the U.S., the refinement of a number of national and state-level computable general equilibrium tax models, and studies of the impact of microcredit in Thailand and of a social development fund in Egypt.  Jonathan earned his Ph.D. from Harvard University in 1983.

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Dr. Abbas Kazemi, CFA

Biography:

Abbas has over fifteen years of teaching experience in economics and finance. As an associate professor of finance at Rhode Island College, he teaches corporate finance, investment theory, quantitative methods, international finance, and portfolio management. He also developed and currently supervises the Student Managed Investment Fund (SMIF).

Abbas earned his PhD from SUNY at Stony Brook. Since receiving his CFA charter, he has presented CFA review programs and written questions for practice exams. He has had several articles published in economics and finance journals and has been invited to present his work at numerous conferences both in the U.S. and abroad. His current research project involves the use of credit derivatives to manage credit risk for financial institutions. Abbas received the prestigious Fulbright scholarship in 1994 to conduct research in Turkey.

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Dr. Shahriar Khaksari, CFA

Biography:

Shahriar is a professor of finance at Suffolk University, where he was chairperson of the finance department for nearly ten years. He has founded and directed various programs at Suffolk. His 20 years’ teaching experience includes the University of Wisconsin-La Crosse, Cleveland State University, University of Maryland, and Harvard University. He was a visiting scholar in the Department of Housing and Urban Development in Washington, D.C. In 1993, Shahriar founded the American Institute of Advanced Finance (AIAF), a Boston-based CFA^® review program, recently acquired by Kaplan Educational Centers. He has taught CFA^® review courses for 10 years and was senior author of the AIAF CFA^® Review Manuals for Levels I, II, and III. Shahriar has developed and conducted executive training programs for both domestic and international firms (e.g., Gillette, Pierson, Kraft Industries, Smith Barney) as well as some of Russia’s largest banks. He is co-author of New Directions in Finance (1994) and Managerial Finance in the Corporate Economy (1994). In addition to publishing numerous academic papers in leading finance journals, he is Associate Editor of the International Journal of Finance.

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Dr. Ganesh Krishnamoorthy, CPA, CA

Biography:

Ganesh earned his Ph.D. from the University of Southern California, a master of accountancy degree from Bowling Green State University, and a master of commerce degree from the University of Delhi. He also holds professional accounting certification in the U.S. (CPA) and in India (CA). In addition to being an associate professor of accounting at Northeastern University in Boston, Ganesh has extensive work experience in public accounting and in industries that span several countries including India, Liberia, and the United States. His teaching experience over the last 15 years includes both graduate and undergraduate courses and he has taught the Financial Statement Analysis Section of the CFA Exam for both Levels 1 and 2 in the Boston area for over 12 years. His primary areas of research interests are in corporate governance, audit judgment, and internal auditing. He has received several awards and grants for his work from institutions such as The Institute of Internal Auditors and The Deloitte & Touche Foundation, among others. Ganesh's recent work on corporate governance, financial reporting quality, and auditing has appeared in several prestigious journals in the United States, Canada, and Australia, and he has been invited to present his work to academics and practitioners in several countries around the world.

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Darren Lee, CFA, FRM, CPA, CA

Biography:

Darren operates his own consulting practice in Toronto, dealing primarily with tax and finance issues for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager at the Royal Bank of Canada. Darren graduated from the University of British Columbia with a bachelor of commerce degree.

Darren has extensive experience in lecturing and grading activities relating to professional finance and accounting programs. He has taught for Kaplan Schweser since 2004 and currently manages and teaches in their weekly CFA exam preparatory course in Toronto as well as authoring/editing their FRM study materials.   He also teaches taxation courses for the University of Toronto and the Institute of Chartered Accountants of Ontario.

In addition to those activities, Darren maintains part-time careers as a real estate broker and a concert pianist.  An avid runner, he will participate in the 2011 Boston Marathon after qualifying for it recently on his very first marathon attempt. 

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Marc LeFebvre, CFA

Biography:

Marc is an instructor of finance at Creighton University in Omaha, Nebraska. Prior to joining Creighton University, Marc was a portfolio manager for RBC Dain Rauscher, where he managed high net worth client portfolios, foundations, and institutional assets. Marc was also vice president, senior portfolio manager in the Investment Management Group of the Chase Bank of Texas, where he managed approximately $680 million in high net worth client portfolios, personal and corporate trusts, as well as foundation and endowment assets. Prior to joining Chase, Marc managed a $1.0 billion pension fund for a public corporation, where his duties included asset allocation, manager performance review, style analytics, and other pension consulting related activities. Before managing pension assets, Marc performed equity and firm valuation analysis in the field of mergers and acquisitions. Marc holds a bachelor of arts, cum laude, in economics from the University of Colorado, Boulder, and a Master of Science degree in finance from Boston College. He has been a CFA charterholder since 1994 and has previously been an instructor at CFA review courses in Dallas, Omaha, Minneapolis, London, Zurich, Milan, Shanghai and Johannesburg, where he specializes in equity valuation and portfolio management. 16 years teaching CFA review courses – since 1995;  8 years teaching for Kaplan Schweser – since 2003;  Creighton College of Business Graduate Faculty Member of the Year 2010;  Creighton College of Business Undergraduate Faculty Member of the Year 2009 and 2007.

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Dr. Brian McKenna, CFA, CPA, CFP

Biography:

Brian serves as the director of the Center for Financial Analysis at Saint Xavier University in Chicago, Illinois. Brian earned his Juris Doctorate in 1977 and is doctorally-qualified in the fields of law, accounting and finance. He has also earned a masters of laws in taxation from DePaul University and a masters in business administration from the University of Chicago.

Brian served as adjunct faculty at Saint Xavier from 1977 to 1989 and joined the full-time faculty in 1989. He has taught over 20 courses in the undergraduate and graduate business curriculum and has served in a number of administrative positions. Prior to joining Saint Xavier full time, Brian was a recognized national expert in railroad tax litigation. His career includes service as a Revenue Agent for the Internal Revenue Service, a senior accountant for Ernst & Young, a general tax attorney for Santa Fe Industries, Inc., and an attorney in private practice. He has worked with most of the major U.S. railroads as a trial attorney or expert witness. Brian currently serves as a legal/financial adviser to several medium-sized Chicago area businesses. In addition to his CFA charter, Brian also holds the Certified Financial Planner and Certified Public Accountant designations.

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Philip Morey, CFA, FCCA, MSI

Biography:

Phil has over 17 years experience as a financial trainer as well as many years as a financial and management accountant.  Between 1994 and 2010 he worked for BPP Holdings plc in London, initially as a tutor and subsequently as Chief Executive of the UK Financial Services Division and Managing Director of UK Professional Education.  Phil currently provides consulting and training services to educational institutions and professional organizations through the firm he founded in 2011.

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Dr. Thomas L. Porter, PhD, CPA, ABV

Biography:

Tom is currently Associate Dean and Professor of Accounting at the Hult International Business School. Prior to joining Hult, he was vice president at NERA Economic Consulting, Inc., where he provided expert witness services in securities and commercial litigation. His previous experience includes working on the Research and Technical Activities Staff at the Financial Accounting Standards Board, where he participated in every aspect of setting accounting standards. Tom held academic appointments at Boston College and Georgia State University. He teaches Financial Statement Analysis as an adjunct professor of accounting in Boston College's MBA and MSA programs.

Tom earned his PhD in Accounting from the University of Washington. His dissertation examined the accounting choices made by firms in the airline industry before and after deregulation of their industry. He earned his MBA at Georgia Institute of Technology and his BS from the University of Maryland.

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Dr. Mark Potter

Biography:

Mark has been a Professor of Finance at Babson College since 1997. He has taught at the undergraduate, graduate and executive education levels and helped to develop curriculum and teaching materials. Course topics taught at Babson include valuation, corporate financial planning, equity/business analysis, financial management, mutual funds, and the integrated core curriculum. He has also taught at Suffolk University and the University of Massachusetts-Amherst. Mark has 17 years experience teaching CFA review classes.

Mark has worked with Fidelity Investments since 1998 and did consulting work for the Michel/Shaked Group from 1997–1999. His research has appeared in such publications as the Journal of Financial Research, Journal of Business and Economic Studies, Journal of Financial Education, Mergers & Acquisitions, and Derivatives Quarterly, among others. Areas of expertise include mutual fund and portfolio performance, alternative investment Strategies, and educational research.

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Dr. Dianna Preece, CFA

Biography:

Since receiving her doctorate in finance from the University of Kentucky in 1990, Dianna has taught corporate finance, investments, and bank management at both the undergraduate and graduate levels at the University of Louisville. Dianna received her CFA charter in 2004. She also teaches in several banking schools nationwide. In recent years Dianna’s research has focused primarily on investments and the stock market and has appeared in numerous academic and practitioner journals such as Review of Financial Economics, Journal of Investing, Financial Services Review, and Journal of Banking and Finance.

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Jorge Salazar, CFA

Biography:

Jorge has more than seven years of experience in his role as an economist assisting multinationals with restructuring their cross border transactions and helping them increase profitability on a global basis. Jorge started his consulting career with PricewaterhouseCoopers in 2001 and now works as a manager with Deloitte & Touche in Calgary, Alberta. Jorge’s areas of expertise include valuation and migration of intangible property, determination of arm’s length royalty rates and interest rates and establishing arm’s length compensation for intercompany services.

Before becoming a full time consultant, Jorge took several teaching positions at the University of La Plata and the Catholic University of La Plata. Jorge taught Economics, Advanced Macroeconomics, Finance, Calculus, Statistics and Econometrics. Jorge obtained his degree of Licenciado en Economia from the University of La Plata and also completed a post-graduate degree in economics from the same university. Jorge earned his CFA designation in 2008.

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John P. Swift, CFA, CPA

Biography:

Mr. Swift is the Managing Partner at Gentry Investment Management. In this role, he specializes in building client relationships and developing and maintaining their financial plans. Mr. Swift works with outside and inside advisors on tax, trust & estate, family office and wealth succession planning. He effectuates capital market transactions of private equity and alternative investment positions, and provides consulting on investment hedging, asset/liability analysis and low-basis stock diversification strategies. He determines asset allocation of investment portfolios and provides capital market updates and strategic asset allocation directives for the firm. Mr. Swift earned his MBA from the Booth School of Business at the University of Chicago. He is a CFA Charterholder, as well as a Certified Public Accountant registered in the State of Illinois. Mr. Swift has spent the better part of three decades on Wall Street managing both institutional and private investment portfolios. He has won the coveted "Top Private Wealth Manager" award from Five Star Professional for 2010, 2011 and 2012, as seen in Chicago Magazine. Mr. Swift is an instructor at Loyola University, currently an instructor with Kaplan Schweser CFA Review and formerly an instructor for five years with the Becker Stalla CFA Review program.

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Dr. Neil Younkin, CFA

Biography:

Neil is an associate professor in the Graham School of Management at Saint Xavier University in Chicago, Illinois.  Neil has been teaching for over twenty years. He has been teaching CFA related university courses for over ten years. Neil has been teaching for Kaplan Schweser for eight years. He is doctorally qualified to teach in the fields of economics, finance, and marketing. Neil has served in administrative positions such as assistant dean, department chairperson, and undergraduate program director.

Neil has a Masters in economics and a Ph.D. in business administration from the University of Illinois at Chicago. He also holds an MBA from DePaul University. Neil has broad experience in teaching and conducting seminars at universities and corporate sites. He has published extensively, including the Journal of Marketing and the Journal of Global Business. Neil has also worked as a consultant for Fortune 500 companies, as well as small business clients. Neil received his CFA charter in 2005.

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