Schweser’s CFA® 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 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
Dr. Andrew C. Temte, CFA
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.

Derek Burkett, CFA, FRM, CAIA – Vice President of Advanced Designations, Kaplan Schweser
Derek Burkett, CFA, FRM, CAIA – Vice President of Advanced Designations, Kaplan Schweser

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.

Dr. Tim Smaby, CFA, FRM – Director of Product Management, Kaplan Schweser
Dr. Tim Smaby, CFA, FRM – Director of Product Management, Kaplan Schweser

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.

Dr. Abbas Kazemi, CFA
Dr. Abbas Kazemi, CFA

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).

Adam Hardi, CFA
Adam Hardi, CFA

Adam Hardi, CFA

Adam currently works as an assistant 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.

Dr. Andrew Holmes, CFA
Dr. Andrew Holmes, CFA

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. Andrew Spieler, CFA, FRM, CAIA
Dr. Andrew Spieler, CFA, FRM, CAIA

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.

Dr. Bijesh (B.J.) Tolia, CFA, CA - Vice President of CFA Education
Dr. Bijesh (B.J.) Tolia, CFA, CA - Vice President of CFA Education

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

Vice President of CFA Education, Kaplan Schweser

As Vice President of CFA Education, B.J. is Kaplan Schweser’s CFA Level II Professor and is in charge of Schweser’s Chicago weekly program. He has taught CFA 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.

Bob Pugh, CFA, CFP
Bob Pugh, CFA, CFP

Bob Pugh, CFA, CFP®

Bob Pugh, CFA, CFP® is president and founder of Insight Wealth Management, Inc. (IWM), an independent Registered Investment Adviser in Gainesville, Virginia. Bob was named one of the Best Financial Advisors for Doctors in the nation by “Medical Economics” for the past two years, and he is a NAPFA-Registered Financial Advisor.

Dr. Brian McKenna, CFA, CPA, CFP
Dr. Brian McKenna, CFA, CPA, CFP

Dr. Brian McKenna, CFA, CPA, CFP®

Brian McKenna is the director of the Center for Financial Analysis at Saint Xavier University in Chicago. Brian earned his Juris Doctorate in 1977 and is doctorally qualified in the fields of law, accounting and finance. He has also earned a Master of Laws in taxation from DePaul University and a Masters in Business Administration from the University of Chicago.

Bruno Meneguzzi, CFA
Bruno Meneguzzi, CFA

Bruno Meneguzzi, CFA

Bruno is a career banker with over 25 years of experience working in the capital markets and treasury departments of domestic, as well as foreign, banks at succeeding levels of management. Bruno is experienced in money market, fixed income, and foreign exchange trading and sales, including intra-day risk and position monitoring.

Caroline Allen, CFA
Caroline Allen, CFA

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.

Christiana Sembi, BSc, ACA
Christiana Sembi, BSc, ACA

Christiana Sembi, BSc, ACA

After graduating with a first class honors degree in mathematics and statistics, Christiana joined PricewaterhouseCoopers, where she qualified as a Chartered Accountant. Christiana was awarded the Railton Prize by the Institute of Chartered Accountants for England and Wales (ICAEW) for achieving the highest mark in the Business Management paper of the ACA exams.

Christopher M. Lagan, CFA
Christopher M. Lagan, CFA

Christopher M. Lagan, CFA

Christopher Lagan currently works for Congress Asset Management, where he has been employed since 1993. Since 2002, he has been a principal and member of the Management Committee that formulates firm-wide strategic planning to advance the company’s mission and objectives.

Craig Prochaska, CFA - Content Specialist
Craig Prochaska, CFA - Content Specialist

Craig Prochaska, CFA

Content Specialist, Kaplan Schweser

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.

Darren Lee, CFA, FRM, CPA, CA
Darren Lee, CFA, FRM, CPA, CA

Darren Lee, CFA, FRM, CPA, CA

Darren operates his own consulting practice in Toronto, dealing primarily with finance and tax solutions for both corporate and personal clients. He was formerly a tax manager with KPMG, an auditor with Deloitte, and an account manager at the Royal Bank of Canada.

David Hetherington, CFA – Vice President of CFA Education and Level III Manager
David Hetherington, CFA – Vice President of CFA Education and Level III Manager

David Hetherington, CFA

Vice President of CFA Education and Level III Manager, Kaplan Schweser

David Hetherington is the Level III Manager and Vice President of CFA Education at Kaplan Schweser. David began his career as an economist at the Bureau of Labor statistics after receiving a BA in economics from Duke University. He then worked 10 years as an equity analyst and portfolio manager.

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

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.

Debi Rossi, CIPM
Debi Rossi, CIPM

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.

Dr. R. Douglas Van Eaton, CFA - Level I Manager and Vice President of CFA Education
Dr. R. Douglas Van Eaton, CFA - Level I Manager and Vice President of CFA Education

Dr. R. Douglas Van Eaton, CFA

Level I Manager and Vice President of CFA Education, Kaplan Schweser

Doug Van Eaton is the Level I Manager and Senior Vice President of CFA 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. Douglas Cumming, CFA
Dr. Douglas Cumming, CFA

Dr. Douglas Cumming, CFA

Douglas is a Professor of Finance and Entrepreneurship and the Ontario Research Chair at the Schulich School of Business, York University. He teaches the MBA course Venture Capital and Private Equity. His research includes venture capital, private equity, hedge funds, mutual funds, entrepreneurship, and law and finance.

Eric Smith, CFA, FRM - Senior Project Manager
Eric Smith, CFA, FRM - Senior Project Manager

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.

Gayle Buff, CFA, CFP®, MBA

Gayle is founder and president of Buff Capital Management, a Boston-based investment advisory firm. She holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), and Chartered Financial Analyst (CFA). Gayle also holds an MBA and was a licensed clinical specialist with an MS in psychiatric nursing. Over the past 15 years, she has taught finance and business at various local colleges and CFA review classes for the Boston Security Analysts Society.

Dr. Greg Filbeck, CFA, FRM, CAIA
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.

Dr. James C. Brau, CFA
Dr. James C. Brau, CFA

Dr. James C. Brau, CFA

Jim Brau, a Professor of Finance, is the editor of the Journal of Entrepreneurial Finance at the Marriott School. He received his undergraduate training at the United States Military Academy at West Point and served three years as an Airborne Ranger infantry officer in the United States Army and another five years in the Army National Guard and Army Reserves.

Jeffery Chang, CFA, CPA, CFE
Jeffery Chang, CFA, CPA, CFE

Jeffery Chang, CFA, CPA, CFE

Jeff is the co-founder and managing director of Vest Financial, an investment management firm that is a majority-owned subsidiary of the Chicago Board Option Exchange (CBOE), the largest US options exchange and creator of listed options.

Jeremy Smith, ACA, MCS
Jeremy Smith, ACA, MCS

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 Burger, CFA

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.

Jodi Joachim, CFA - Vice President of Content Development/Professional Development
Jodi Joachim, CFA - Vice President of Content Development/Professional Development

Jodi Joachim, CFA

Vice President of Content Development/Professional Development, Kaplan Schweser

Jodi holds an MBA from the University of California at Berkeley and a B.A. in Economics from Gustavus Adolphus College. Jodi joined Kaplan Schweser in 2001 and until recently focused on CFA content development and support. Currently, she oversees the editing and online content teams and the professional development product line.

Dr. John Paul Broussard, CFA, FRM
Dr. John Paul Broussard, CFA, FRM

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.

John Cook, CFA
John Cook, CFA

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, CFA, CPA
John Harris, CFA, CPA

John Harris, CFA, CPA

John has taught for Kaplan and affiliates since 1996. He has more than 20 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 P. Swift, CFA, CPA

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 Bone, ACA, CFA

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.

Dr. Jonathan Haughton, CFA
Dr. Jonathan Haughton, CFA

Dr. Jonathan Haughton, CFA

Jonathan is a professor of economics at Suffolk University, Boston. He successfully completed his CFA Level 3 exam in June 2002. A prize-winning teacher, he has lectured in economics since 1978, and has taught for Kaplan Schweser since 2000.

Dr. Joseph Vu, CFA
Dr. Joseph Vu, CFA

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 an Associate Professor of Finance at DePaul University in Chicago teaching investment, corporate finance, options, and mergers and acquisitions courses.

Dr. H. Kent Baker, CFA, CMA
Dr. H. Kent Baker, CFA, CMA

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.

Kent Westlund, CFA, CPA - Senior Content Specialist
Kent Westlund, CFA, CPA - Senior Content Specialist

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.

Kurt Schuldes, CFA, CAIA - Project Manager
Kurt Schuldes, CFA, CAIA - Project Manager

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.

Martin Stoynov, CFA, CAIA, FRM
Martin Stoynov, CFA, CAIA, FRM

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.

Michael Slemmer, CFA
Michael Slemmer, CFA

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

Patrick Gregory, CFA

Patrick Gregory, CFA, joined the finance faculty at Babson College in 2015. For the preceding eight years, 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.

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.

Richie Owens, CFA
Richie Owens, CFA

Richie Owens, CFA

Richie has over 13 years of financial training experience, having previously worked in the financial industry with KPMG in the United Kingdom.

Dr. Robert J. Atra, CFA

Bob Atra is Chair of the Department of Finance and Academic Director of the MS in Finance program at Lewis University in Romeoville, where he has taught for twenty years. He has an MS in Finance from Northern Illinois University and a PhD in Finance from the University of Illinois–Chicago.

R. Travis Upton, CFA, FRM, CAIA
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,

Stuart Jackaman, CFA, CAIA, FRM
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.

Vishal Awatar, CFA, ACA
Vishal Awatar, CFA, ACA

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.