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Schweser’s CAIA® Exam 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 5 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

Adam Stueber, CAIA

Product Manager, Kaplan Schweser

Adam earned his MBA from the University of Wisconsin MBA Consortium and received his Bachelor of Science 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.

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.

Dr. Greg Filbeck, CFA, FRM, CAIA

Kaplan Schweser Level III Expert

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 100 articles in referenced journals and authored 10 books.

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.

Tim Greive, CFA, CAIA

Senior Content Specialist, Kaplan Schweser

Tim is a Senior Content Specialist at Kaplan Schweser and is the Content Manager for the CAIA program. Tim has a bachelor's degree in finance from The Ohio State University and an MBA degree from the Kellogg School of Management.

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 a master's degree in finance from the University of Denver and a bachelor's in economics from Texas A&M University.

Dr. Andrew C. Temte, CFA

President and Global Head of Corporate Learning, Kaplan Inc.

Andrew Temte, PhD, CFA, is the President and Global Head of Corporate Learning at Kaplan North America. He 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.

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.