Thomas Howard

Company: AthenaInvest Advisors

Areas of Expertise: Behavioral finance research and equity portfolio management

Web Site: www.AthenaInvest.com

Books: “Behavioral Portfolio Management: How Successful Investors Master their Emotions and Build Superior Portfolios” (Harriman House, 2014)

Topics Presented in Speeches: Behavioral portfolio management, stock analysis

Email: tom.howard@athenainvest.com

Biography:

C. Thomas Howard, Ph.D, is co-founder of AthenaInvest, a Greenwood Village-based SEC-registered investment adviser. He led the research project that resulted in Strategy Based Investing, the methodology that underlies AthenaInvest’s investment approach. He oversees Athena’s ongoing research, which has led to a number of industry publications and conference presentations. Howard currently serves as CEO, director of research, and chief investment officer at Athena.

Howard is a professor emeritus at the Reiman School of Finance, Daniels College of Business, University of Denver, where for over 30 years he taught courses and published articles in the areas of investment management and international finance. For many years he presented stock analysis seminars throughout the U.S. for AAII. He consulted with a number of firms, most recently First Data Corp and Janus Capital Group, and served for 10 years on the board of directors for AMG National Trust Bank N.A., a financial counseling and investment management firm headquartered in Denver.

After receiving his B.S. in mechanical engineering at the University of Idaho, Howard worked three years for Procter & Gamble as a production and warehouse manager. He then attended Oregon State University, where he received an M.S. in management science, and later received a Ph.D. in finance from the University of Washington.