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 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
Andrew Temte, PhD, CFA, is the CEO of Kaplan Professional, a division of Kaplan, Inc. As CEO of Kaplan Professional, Dr. Temte oversees and leverages assets, capabilities, and talent across its global footprint. Kaplan Professional offers a large portfolio of professional development solutions for businesses, and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, Kaplan Professional maintains operations throughout the United States, United Kingdom, Australia, Singapore, the Middle East, and Hong Kong.
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 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 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 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’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.
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.
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.
Travis is Director of Portfolio Management for The Joseph Group, Inc., a registered investment advisory firm in located in Columbus, Ohio. In that capacity,