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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. 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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Adam Stueber, CAIA

Biography:

Adam Stueber joined Kaplan Schweser's Content Department in 2003 and is employed as a Content Specialist, concentrating primarily on content development for the CAIA review material and quality control for the online program. He received his Bachelor of Science degrees in finance and marketing from the University of Wisconsin–La Crosse. He received his CAIA charter in 2007.

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Dr. Greg Filbeck, CFA, FRM, CAIA

Biography:

Greg joined the faculty of Penn State Erie as professor of finance in 2006 and holds the Black Family Endowed Professorship of Insurance and Risk Management. He has published more than 55 articles in refereed journals and authored 2 books. His research studies are focused within the investments, portfolio management, and behavioral finance areas. In addition to 10 years' experience in academia (Miami University and the University of Toledo), he has 7 years of experience as senior vice-president of Schweser, a division of Kaplan, Inc., where he headed the content and curriculum areas and started and led the marketing and sales areas. Greg has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis

• Presentations
• Publications

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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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R. Travis Upton, CFA, FRM, CAIA

Biography:

Travis is Director of Portfolio Management for The Joseph Group, Inc., a registered investment advisory firm in located in Columbus, Ohio. In that capacity, Travis is responsible for development of the firm’s core investment strategy and is director of research. Prior work experience includes positions as an Institutional Portfolio Manager with Fifth Third Investment Advisors, and institutional sales for the Harbor Funds. Travis has worked with Kaplan Schweser since 2000.

Travis is a summa cum laude graduate of the University of Toledo with a B.B.A. in Finance and is a CFA Charterholder. Travis is also a past president of the Financial Analysts Society of Toledo.

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