Content Specialists

Our content specialists have a variety of topical expertise and play an active role in “curating” content for the Communities of Practice. Each of these communities features content that has been reviewed for relevance and quality, has a strong practitioner focus, and is presented to members and other constituents in the most engaging way possible.

Lauren Foster

Lauren FosterTopical Expertise: Private Wealth Management and Behavioral Finance

Lauren Foster is a content director at CFA Institute, where she focuses on private wealth and behavioral finance.
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Bud Haslett, CFA

Bud Haslett, CFATopical Expertise: Derivatives, Risk Management

Bud Haslett, CFA, is executive director of the Research Foundation of CFA Institute and head, Risk Management and Derivatives.
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Usman Hayat, CFA

Usman Hayat, CFATopical Expertise: Portfolio Management

Usman Hayat, CFA, is director of Islamic Finance and ESG at CFA Institute, where he focuses on Islamic finance and socially responsible investing.
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Stephen M. Horan, CFA, CIPM

Stephen M. Horan, CFA, CIPMTopical Expertise: Private Wealth Management

Stephen M. Horan, CFA, CIPM is head, University Relations and Private Wealth at CFA Institute.
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Todd Jankowski, CFA

Todd Jankowski, CFATopical Expertise: Performance Measurement

Todd Jankowski, CFA, is head of the Certificate in Investment Performance Measurement (CIPM) program.
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David T. Larrabee, CFA

David T. Larrabee, CFATopical Expertise: Equity Investments and Portfolio Management

David T. Larrabee, CFA, is director of Member and Corporate Products at CFA Institute.
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Samuel Lum, CFA

Samuel Lum, CFATopical Expertise: Portfolio Management and Private Wealth Management

Samuel Lum, CFA, is director of Private Wealth and Capital Markets at CFA Institute.
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Michael G. McMillan, CFA

Michael G. McMillan, CFATopical Expertise: Financial Statement Analysis and Standards, Ethics, and Regulations (SER)

Michael G. McMillan, CFA, is director of Ethics and Professional Standards at CFA Institute.
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Heather Packard

Heather PackardTopical Expertise: Leadership, Management, and Communication Skills

Heather Packard is the manager of product development at CFA Institute and serves as the subject matter expert in leadership, management, and communication skills (LMCS).
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Ron Rimkus, CFA

Ron Rimkus, CFATopical Expertise: Economics and Alternative Investments

Ron Rimkus, CFA, is a content director at CFA Institute, where he focuses on economics and alternative investments.
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Jason Voss, CFA

Jason Voss, CFATopical Expertise: Fixed Income, Behavioral Finance, Corporate Finance, and Quantitative Methods

Jason Voss, CFA, is a content director at CFA Institute, where he focuses on fixed income, behavioral finance, corporate finance, and quantitative methods.
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