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Schweser’s CFA® Program 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 CFA Program exam prep:

  • Learn from a group of experts that includes over 60 CFA 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

Meet Our Level Experts

Dr. Bijesh (B.J.) Tolia, CFA, CA

Level II Manager and Vice President of CFA Program Education, Kaplan Schweser

As Vice President of CFA Education, B.J. is Kaplan Schweser’s Level II CFA Program Professor and is in charge of Schweser’s Chicago weekly program. He has taught CFA Program review courses for more than 10 years in Chicago and around the world. B.J. has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University.

Dr. R. Douglas Van Eaton, CFA

Level Expert, Faculty, Instructor

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA Program Education at Kaplan Schweser. Before joining Kaplan, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington.

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.

Amy Drury, ACA

Amy is a financial professional with over 20 years of experience. She has trained financial experts across the globe with stops in the United States, Europe, Asia, and the Middle East. Her students represent all the world’s top 20 banks and numerous top-rated business schools.

Dr. Andrew Spieler, CFA, FRM, CAIA

Andrew is currently Associate Professor of Finance at Frank G. Zarb School of Business at Hofstra University and director of the Master’s program in Quantitative Finance. At Hofstra, Andrew was named Teacher of the Year and Researcher of the Year. He has previously taught courses at the State University of New York–Binghamton and Indiana University.

Bruno Meneguzzi, CFA, MA

Bruno is a career banker with over 30 years of experience working in the capital markets and treasury departments of domestic, as well as foreign, banks at succeeding levels of management, including time as a Director in the Capital Markets Internal Audit Group at the Royal Bank of Canada. 

Caroline Allen, CFA

Caroline Allen is a vice president at Creation Investments, a Chicago-based private equity firm that makes investments in social enterprises around the world with a focus on microfinance banks.

Craig Prochaska, CFA

Craig joined Kaplan Schweser in July 2006 as a Content Specialist. He spent 18 years with Bank One Corporation and its predecessor, First Chicago Corporation, in positions including Forecast Economist and editor of capital markets research. Craig holds an MBA in business economics from DePaul University and a bachelor of science in finance from the University of Illinois at Chicago.

David W. Wiley, CFA

David has more than 37 years of experience in the investments industry. David has taught classes with Kaplan since 2003, serves as an expert witness on securities cases, teaches CFA classes for the CFA Society of Dallas-Fort Worth, assists with curriculum development for GARP®, and consults for United Capital on their centrally managed investments platform. He also graded CFA Exams for 13 years.

Debi Rossi, CIPM

Debi is a principal with Kyza Performance Consulting, LLC. She has over 20 years experience in the investment performance measurement industry. Debi is a member of CFA Institute, Boston Security Analysts Society (BSAS), the Performance Measurement Forum, and CIPM association.

Don Chance, CFA

Don holds the James C. Flores Endowed Chair of MBA Studies and is Professor of Finance at LSU. He has had extensive involvement in the CFA® program in writing, curriculum development, and editing, and he received the C. Stewart Shepard Award from the CFA Institute for years of service to the CFA Institute.

Dr. Abbas Kazemi, CFA

Abbas has over 15 years of teaching experience in economics and finance. As an associate professor of finance at Rhode Island College, he teaches corporate finance, investment theory, quantitative methods, international finance, and portfolio management. He also developed and currently supervises the Student Managed Investment Fund (SMIF).

Dr. Andrew Holmes, CFA

Andrew is a finance faculty member at Brigham Young University. Before returning to academia, he was the former Senior Editor of Kaplan Schweser’s CFA Level II study notes and has worked with the CFA curriculum and CFA candidates for a number of years.

Dr. Bijesh (B.J.) Tolia, CFA, CA

Level II Manager and Vice President of CFA Program Education, Kaplan Schweser

As Vice President of CFA Education, B.J. is Kaplan Schweser’s Level II CFA Program Professor and is in charge of Schweser’s Chicago weekly program. He has taught CFA Program review courses for more than 10 years in Chicago and around the world. B.J. has also served as the Associate Dean and Department Chair in the College of Business at Chicago State University.

Dr. H. Kent Baker, CFA, CMA

Kent is University Professor of Finance in the Kogod School of Business at American University. He served as the Chair of the Department of Finance and Real Estate for 11 years and headed the Finance Center of Excellence for 8 years. Kent has more than 35 years of teaching experience at the university level and has received numerous teaching awards.

Dr. John Paul Broussard, CFA, FRM

John is an Associate Finance Professor at Rutgers University’s Camden, New Jersey, campus, where he teaches investments and corporate finance courses. John has won and been nominated for various teaching awards in his career, and has taught CFA study review courses since 1999 in Europe, Asia, and the US.

Dr. Joseph Vu, CFA

Joseph earned his MBA and PhD, both in finance, from the University of Chicago. He has taught CFA review courses at all three levels for more than 20 years in Chicago and around the world. He is a Professor of Finance at DePaul University in Chicago teaching investment, corporate finance, options, and mergers and acquisitions courses.

Dr. R. Douglas Van Eaton, CFA

Level Expert, Faculty, Instructor

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA Program Education at Kaplan Schweser. Before joining Kaplan, Doug taught finance at Texas Christian University, the University of North Texas, and the University of Washington.

Jeffery Chang, CFA, CPA, CFE

Jeff is the co-founder and managing director of Cboe Vest, an asset management firm subsidiary of the Chicago Board Option Exchange (CBOE), the largest US options exchange and creator of listed options.

Jeff started his career at the World Bank in its East Asia Pacific sector, and he continued on at Freddie Mac and Primatics Financial Consulting.

Jeffrey Bierman, CMT

Jeff is one of the security industry’s leading technical analysts with more than 27 years of experience under his belt. He is currently a daily lecturer on TheoTrade.com which is an online educational resource platform for professional market traders. Prior to joining TheoTrade, Jeff spent 8 years at TD Ameritrade serving as the company’s Chief Market Technician.

Jeremy Smith, ACA, MCS

Jeremy qualified as a Chartered Accountant with Touche Ross in 1994, having read economics and accounting at Newcastle University. He started his City training career in 1998 with the Financial Markets Division of FTC London, where he taught UK Benchmark exam courses and a range of tailored and public in-house courses.

Jhan Burger, CFA

Jhan is an expert financial markets lecturer with many years of experience lecturing in the United States, Europe, Asia, and his native South Africa. Jhan teaches toward the CFA® Program and the IMC. He specializes in courses on equity, fixed income, derivatives, accounting, valuation, and pricing on an in-house basis.

John Cook, CFA

John qualified as a Chartered Accountant in 1980, having read maths and music at the University of Cambridge. John moved to Kaplan in 1982, where he taught all levels of the professional accountancy exam syllabus. John joined the Financial Markets team in 1990 and has developed and delivered a large number of courses in both the exam and non-exam arenas throughout Europe and Asia.

John Harris, CPA, CFA

John has taught for Kaplan and affiliates since 1996. He has more than 24 years of experience in credit and financial management, with particular emphasis in the areas of commercial loan valuation and asset recovery.

John P. Swift, CFA, CPA

John is the Managing Partner at GSV Investment Advisors. In this role, he specializes in building client relationships and developing and maintaining their financial plans. John works with outside and inside advisors on tax, trust & estate, family office and wealth succession planning.

Jonathan Bone, ACA, CFA

Jonathan graduated from University College London with an economics degree. He went on to qualify as a Chartered Accountant (ACA) before moving into corporate finance roles. Jonathan joined the Financial Markets team as a lecturer in 2001. He has gained considerable experience teaching both exam-based training and non-exam-based courses for clients of leading financial markets.

Kent Westlund, CFA, CPA

Senior Content Specialist, Kaplan Schweser

Kent joined the Schweser faculty in 2010 and currently serves as a Senior Content Specialist for Level II of the CFA curriculum. He came to Kaplan from CFA Society New York, where he supported professional development programs for the Wall Street community.

Kevin Tilley

Kevin has been preparing investment professionals for a wide variety of financial examinations, including CFA and FRM, for over 12 years. He is confident covering a wide variety of topics and has trained a broad selection of individuals, from apprentices to senior directors, both in the classroom and online.

Kurt Schuldes, CFA, CAIA

Project Manager, Kaplan Schweser

Kurt is a Project Manager at Kaplan Schweser, where he works in the content department, primarily at CFA Level III. Kurt earned his MBA with a concentration in economics from the University of Tampa and a Bachelor of Science degree from the University of Wisconsin–La Crosse.

Michael Slemmer, CFA

Mike has over 30 years of experience in investment management technology, banking and investment industry consulting. He is currently Director of Business Development for SS&C Technologies, responsible for sales of its performance measurement and attribution products—Anova Performance and Sylvan.

Patrick Gregory, CFA

Patrick Gregory, CFA, is the Managing Director of the Stephen D. Cutler Center for Investments and Finance, the Director of the Babson College Fund, and a Senior Lecturer in the Finance Division at Babson College. Prior to joining the faculty at Babson, Patrick was a portfolio manager and senior analyst at FM Global, where he managed the healthcare, telecom, and Internet sectors of a $6 billion equity portfolio.

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.

Randy Nordby, CFA, FSA

Randy Nordby is an experienced financial professional with over 14 years of experience in managing and monitoring investments, investment research, security valuation, economic analysis, preparing customized Investment Policy Statements (IPS), and portfolio implementation. Currently, Randy is the Graduate Director of Finance and Real Estate at American University, where he also taught for 3 years as an adjunct professor.

Vishal Awatar, CFA, ACA

Vishal has been teaching finance for over 10 years. Initially specializing in the higher level strategy papers of the ICAEW syllabus, he then progressed to teaching the IMC, CISI, and all levels of the CFA syllabi. Currently, Vishal is head of CFA Level I in London, producing material for Kaplan Schweser’s courses worldwide.

Vishal Iyer, CFA

Vishal has over 12 years of experience from which around 6 years have been spent in the corporate world. He started his career by advising clients in foreign exchange risk management after which he moved into the treasury of Adani Enterprises Ltd., one of the largest company’s in India, where he spent close to 4 years.

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.

Adam Hardi, CFA

Adam currently works as vice president at Moody’s, conducting credit analysis of a portfolio of provinces, municipalities, universities, and government-related issuers in Canada. He has been teaching CFA seminars for Kaplan Schweser since 2008. Adam’s specialties are in the areas of finance, risk management, securities, derivatives, and portfolio management.

Darren Lee, CFA, FRM, CPA, CA

Darren obtained his CPA and CFA designations while working at a Big Four accounting firm and continued to work there for several years as a tax manager. He now operates a tax and finance consulting practice in Toronto that focuses on advising high-net-worth clients and small businesses.

David McMeekin, CFA, CAIA, FRM, PRM, ERP

David is an experienced financial tutor with many years of teaching experience and assists in running the CFA, FRM, and CAIA courses. Originally from a banking background, David later moved into wealth management, advising high-net-worth clients in the areas of investments, pensions, and tax planning.

Martin Stoynov, CFA, CAIA, FRM

Martin joined Kaplan in 2007 and delivers courses for the CFA, CAIA, and FRM programs. He has also delivered bespoke courses to top tier investment banks and asset managers across mainland Europe and the United States.

Dr. Robert J. Atra, CFA

Robert has 30 years of experience in international banking, valuation, and corporate training including almost 10 years of working with Kaplan Schweser. He is currently the Associate Professor of Finance at Hillsdale College.

Paul Knight, CFA

After graduating with a degree in accounting/economics, Paul qualified as a Chartered Accountant with Coopers & Lybrand (now part of PWC, Price Waterhouse Coopers). Paul spent time in both consulting and corporate finance before moving into training, initially training towards the major accounting qualifications before moving back to the City and training financial markets courses.

Philip Morey, CFA, FCCA, MSI

Phil has over 17 years experience as a financial trainer as well as many years as a financial and management accountant.

Richard J. McCarthy, CFA, CFP

Since 1991, Richard has acted as principal of Net Worth Management, a fee-only financial consulting and investment advisory firm in New Hampshire, as well as general partner of Palmyra Capital Management, LP. Previously, he worked for 16 years as an international management consultant, primarily with Arthur D. Little, Inc.