Stephen Horan

Areas of Expertise: portfolio management, wealth management, private wealth management, tax-efficient investing, performance measurement

Website: www.cfainstitute.org/about/press/experts/Pages/stephen_horan.aspx

Twitter Feed: @Stephen_Horan

Books: “The New Wealth Management: A Financial Advisors Guide to Managing and Investing Client Assets,” “The Forbes/CFA Institute Investment Course: Timeless Principles for Building Wealth,” “Private Wealth: Wealth Management in Practice,” “Tax-Advantaged Savings Accounts and Tax-Efficient Wealth Accumulation,” “The Welfare Effects of Soft Dollar Brokerage: Law and Economics,” "Strategic Value Investing: Practical Techniques of Leading Value Investors"

Topics Presented in Speeches: “The Value of Value Investing,” “The Real Importance of Asset Allocation,” “Global Principles of Tax-Efficient Investing,” “Sustainable Retirement Withdrawal Policies,” “Tax-Efficient Withdrawal Strategies for Retirees,”  “Soft Dollar Brokerage: Fact and Fantasy”

Email: Stephen_horan@cfainstitute.org

Biography:

Stephen Horan is a managing director of credentialing at CFA Institute, where he leads the design, development, and delivery of the CFA Institute suite of credentialing programs, including the CFA Program, the CIPM Program and CFA Institute Investment Foundations. He is the author or co-author of several books and authored dozens of articles in peer-reviewed journals, such as the Financial Analysts Journal, Harvard Business Review Latin America, Journal of Financial Research, Journal of Wealth Management and Financial Services Review. Horan has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award from the Financial Analysts Journal.

His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron’s, as well as the popular press, including the Chicago Tribune and Baltimore Sun. Horan is a frequent columnist in the Financial Times and is frequently cited in the media, including publications such as The Wall Street Journal, The New York Times, CNBC, Investment News and Money Magazine.

Horan currently serves on the editorial board of the Journal of Wealth Management and the Financial Services Review. He holds a BBA in finance from St. Bonaventure University, a Ph.D. in finance from the State University of New York at Buffalo, the right to use the Chartered Financial Analyst (CFA) designation, and the Certificate in Investment Performance (CIPM) designation.  He has been a frequent speaker at professional, academic and CFA Institute events.