Jan Squires, CFA
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Jan Squires, DBA, CFA Managing Director, Strategic Products and Technology

Expertise

  • CFA Institute
    • Social and Emerging Media
    • Information Technology
    • Content Curation
    • Multimedia
    • Web Services
  • CFA Program

Designation
Awarded the CFA designation, 1987

Professional Experience
Jan R. Squires, DBA, CFA, is managing director, Strategic Products and Technology, for CFA Institute. Previously, he was based in Hong Kong as managing director of the organization's Asia-Pacific operations, responsible for all CFA Institute activities within the region. Those activities included partnering with the region's 15 local CFA Institute societies; serving members and candidates in the region; and outreach aimed at the region's key employers, universities, regulators, and business media.

Dr. Squires joined CFA Institute in May 1999 as vice president–examination development. His responsibilities in this position included developing the CFA examinations, supervising examination analysis projects, planning for CFA examination grading, participating in CFA curriculum development, and promoting the CFA Program globally. He also created and delivered workshops that addressed both examination development and investment topics.

Prior to his work at CFA Institute, Dr. Squires was a professor of finance and general business at Southwest Missouri State University. His research has appeared in such publications as Financial Practice and Education, Journal of Financial Education, and Journal of Economics and Finance. Dr. Squires has coauthored chapters in International Investments, 5th edition (2003) and Managing Investment Portfolios, 3rd edition. He was also a member volunteer and consultant of CFA Institute for more than 10 years, serving on the Council of Examiners and Candidate Curriculum Committee and as a CFA exam grader.