Schweser’s CAIA® Instructors and Faculty


Any educational program is only as good as the people who construct and deliver it. We have assembled the most effective, well-respected, and competent team of professional writers and instructors to create and deliver Kaplan Schweser’s content and instruction.

Prepare with the most experienced team in CAIA exam prep:

  • Learn from a group of experts that includes 7 CAIA charterholders
  • Get motivation and support from industry professionals who know what it takes to pass
  • Receive guidance to navigate through the toughest curriculum in the finance world
  • Prepare with the most accurate and current content, ensuring wise use of your study time
Dr. Andrew C. Temte, CFA
Dr. Andrew C. Temte, CFA

Dr. Andrew C. Temte, CFA

President, Kaplan Professional Education

Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan, Inc. As president of KPE, Dr. Temte oversees and leverages assets, capabilities, and talent across Kaplan’s global footprint. KPE offers a large portfolio of professional development programs and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, KPE maintains operations throughout the United States, United Kingdom, Australia, Singapore, and Hong Kong.

Derek Burkett, CFA, FRM, CAIA – Vice President of Advanced Designations, Kaplan Schweser
Derek Burkett, CFA, FRM, CAIA – Vice President of Advanced Designations, Kaplan Schweser

Derek Burkett, CFA, FRM, CAIA

Vice President of Advanced Designations, Kaplan Schweser

Derek is the Vice President of Advanced Designations for Kaplan Schweser. His responsibilities include strategic planning, product management, and content development for the CFA, CAIA, and FRM product lines. Derek holds an MS in finance from the University of Denver and a BS in economics from Texas A&M University.

Dr. Tim Smaby, CFA, FRM – Director of Product Management, Kaplan Schweser
Dr. Tim Smaby, CFA, FRM – Director of Product Management, Kaplan Schweser

Dr. Tim Smaby, CFA, FRM

Director of Product Management, Kaplan Schweser

Dr. Tim Smaby is the Director of Product Management for Kaplan Schweser. Tim joined the company in 2002 as the manager of the Level II CFA study materials. In his current role, Tim oversees product management and content development for the CFA, CAIA, and FRM product lines.

Eric Smith, CFA, FRM - Senior Project Manager
Eric Smith, CFA, FRM - Senior Project Manager

Eric Smith, CFA, FRM

Senior Project Manager, Kaplan Schweser

Eric has over ten years of experience in product management and financial training and development. He is currently a product manager for Kaplan Schweser’s Financial Risk Manager (FRM) product line and develops training materials for the FRM, CFA, and CAIA exams.

Adam Stueber, CAIA - Senior Content Specialist
Adam Stueber, CAIA - Senior Content Specialist

Adam Stueber, CAIA

Product Manager, Kaplan Schweser

Adam earned his MBA from the University of Wisconsin MBA Consortium and received his BS in finance and marketing from the University of Wisconsin–La Crosse.

Stuart Jackaman, CFA, CAIA, FRM
Stuart Jackaman, CFA, CAIA, FRM

Stuart Jackaman, CFA, CAIA, FRM

Stuart’s first role in financial markets was as a trainee actuary before moving into the fund management industry. He has over 10 years of financial markets experience with a focus on portfolio management and equity trading.

Dr. Greg Filbeck, CFA, FRM, CAIA
Dr. Greg Filbeck, CFA, FRM, CAIA

Dr. Greg Filbeck, CFA, FRM, CAIA

Greg joined the faculty of Penn State University, the Behrend College, as professor of finance in 2006 and holds the Samuel P. Black III Professorship of Finance and Risk Management. He has published more than 75 articles in refereed journals and authored five books. Greg is the recipient of the Penn State 2010 and 2012 Outstanding iMBA faculty member, 2011 Council of Fellows Outstanding Research Award, and 2013 Outstanding Service Award.

Dr. Dianna Preece, CFA
Dr. Dianna Preece, CFA

Dr. Dianna Preece, CFA

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.

R. Travis Upton, CFA, FRM, CAIA
R. Travis Upton, CFA, FRM, CAIA

R. Travis Upton, CFA, FRM, CAIA

Travis is Director of Portfolio Management for The Joseph Group, Inc., a registered investment advisory firm in located in Columbus, Ohio. In that capacity,