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.
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.

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.

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 Bachelor of Science in in Engineering Physics from Murray State University.

Connect with Dr. Filbeck on LinkedIn.

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.

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.
Tim’s entire career has been in investment management and wealth management and includes working at Chicago Partners Wealth Advisors and with some of the largest single-family offices and hedge funds in the world.

Tim is a CFA charterholder and CAIA charterholder.

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.
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. 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.

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.

In addition to his current role, Dr. Temte has served in the following professional positions:

  • CEO of Kaplan Professional, a division of Kaplan, Inc., where he oversaw and leveraged assets, capabilities, and talent across its global footprint. 
  • Dean of Kaplan University School of Professional and Continuing Education, Interim President of Mount Washington College, President of Kaplan University College of Business and Technology.
  • 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.

Eric Smith, CFA, FRM, FDP

Director, Advanced Designations, Kaplan Schweser

Eric is a Director of Advanced Designations at Kaplan Schweser. He has over 20 years of financial training experience in the areas of investment analysis, risk management, and data science. Eric holds an MBA from the University of Nebraska-Lincoln with specializations in international business and finance.
Eric also holds a BS in finance from the University of Wisconsin-La Crosse and a graduate certificate in e-learning design and development from Boise State University. Prior to his current role, he managed and developed training materials for the FRM and CFA Level III exams. Eric is a CFA charterholder, certified Financial Risk Manager, and Financial Data Professional charterholder.