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 - 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.

Outside of his professional career, Dr. Temte serves on the Board of Directors for the University of Wisconsin-La Crosse Foundation, his alma mater. He and his wife Linda, are also active in numerous fundraising events and committees in the community.

Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser to build Schweser Study Program into the 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 from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 14 years of university teaching experience in the areas of corporate finance, investments, and international finance.

Derek Burkett, CFA, FRM, CAIA

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. 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 Charterholder.

Dr. Tim Smaby, CFA, FRM

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. Prior to joining Kaplan, Tim was an associate professor of finance at Penn State Erie. He has also held various positions in the banking industry with Bank One in Cincinnati, Ohio, and First Republic Bank in Dallas, Texas. Tim is a CFA Charterholder and has also been awarded the Financial Risk Manager (FRM) designation. He holds a PhD 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.

Eric Smith, CFA, FRM

Eric Smith, CFA, FRM - Senior Project Manager

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. Before his product management role, Eric worked as a content specialist for CFA Level III products. Eric holds an MBA with a specialization in international business from the University of Nebraska-Lincoln and a BS in finance from the University of Wisconsin-La Crosse. He has also completed graduate studies in e-learning, instructional design, and performance support from Boise State University. Eric is a CFA charterholder and a Certified Financial Risk Manager.

Adam Stueber, CAIA

Adam Stueber, CAIA - Senior Content Specialist

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. He is also a CAIA Charterholder. Adam joined Kaplan Schweser’s Advanced Designations Content Department in 2003. Since 2007, he has focused on developing training materials for both the Level I and Level II CAIA exams.

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.

In 2007, Stuart moved into professional education and now teaches those looking to earn their CFA®, CAIA®, and FRM® designations. He also designs and delivers bespoke financial markets courses in topics such as quantitative finance, equity valuation, behavioral finance, and equity day trading. Stuart graduated with a degree in mathematics from Oxford University.

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. His research studies are focused within the investments, portfolio management, and behavioral finance areas.

In addition to ten years of experience in academia (Miami University and the University of Toledo), he has seven years of experience as senior vice-president of Schweser, a division of Kaplan, Inc. At Kaplan, Greg headed the content and curriculum areas and started and led the marketing and sales areas. He has trained candidates for the Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA) designations on a worldwide basis. Greg earned his Doctorate in Finance from the University of Kentucky, his Master’s in Applied Statistics from Penn State University, and a BS in Engineering Physics from Murray State University.



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. 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.

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, 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.