Stephen Horan, CIPM, CFA
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Stephen Horan, PhD, CFA, CIPM Head, University Relations and Private Wealth

Expertise

  • Investment Performance Measurement
  • Investment Standards of Practice
  • Investment Management
  • Private Wealth

Education
Dr. Horan earned a BBA in finance with a minor in mathematics from St. Bonaventure University and a PhD in finance with a minor in economics from State University of New York at Buffalo.

Designations
Awarded the CFA designation, 1993
Awarded the CIPM designation, 2011

Professional Experience
Stephen Horan, PhD, CFA, CIPM, co-leads educational activities at CFA Institute. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies. Dr. Horan also served as a buy-side account manager with Manning & Napier Advisors, Inc. and as a sell-side stockbroker with Quick and Reilly, Inc. 

Dr. Horan has authored or co-authored several books, including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets and the Forbes/CFA Institute Investment Course. He has also edited the volume Private Wealth: Wealth Management in Practice. He is author of dozens of articles in leading 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; and has published monographs commissioned by the Research Foundation of CFA Institute. He has received numerous research grants, including the 2012 Graham and Dodd Readers’ Choice Award, and has authored curriculum readings for the CFA Program curriculum. 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 the Baltimore Sun. He 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. 

Professional Activities
Dr. Horan serves on the editor board of the Journal of Wealth Management and the Financial Services Review. Before joining CFA Institute, Dr. Horan was active both locally and nationally with CFA Institute, drafting Research Foundation monographs, serving as a consultant to the Financial Accounting Policy Committee, and serving as Education chair for the CFA Society Buffalo. He has been a frequent invited speaker at professional, academic, and CFA Institute events.