I have been teaching at Seton Hall University since 1992. My primary area of interest is in portfolio analysis. I teach mostly at the MBA level. I have been formally recognized for outstanding teaching and research. I currently serve as department chair, a position I held from 2000 through 2008, and have served as Director of the Center for Securities Trading and Analysis.
My research interests include portfolio analysis and performance, financial market behavior, corporate governance, and financial education.
Courses at Seton Hall
- Financial and Economic Analysis (BMBA 9113)
- Portfolio Analysis (BFIN 7230)
- Ph.D., West Virginia University
- M.A., West Virginia University
- B.A., University of Southern Indiana
- "Should Preferred Stock Funds Be Included in Mutual Fund Portfolios?" Journal of Wealth Management, 20, (Summer 2017), 83-96.
- "An Unpleasant Small-stock Effect in Manufacturing: The Case of the Dependent Buyer," Managerial Finance, 42, (2017), 1017-1032.
- "The Lost Decade: An MPT Perspective," Managerial Finance, 41, (2015), 1202-1220.
- "Do Leveraged Exchange-Traded Products Deliver Their Stated Multiples?"
Journal of Banking and Finance, Volume 43(6), 29-4 , June 2014
- "The Impact of the Global Financial Crisis on Firm-level Risk of the S&P 500."
Managerial Finance, Volume 39(7), 641-65, June 2013
- "An Examination of Hedge Fund Survivorship Bias and Attrition Before and During the Global Financial Crisis."
The Journal of Alternative Investments, 13(4), 40- 5, March 2011
- "Team of Rivals: Can Corporate America and Academia Reconcile Their Worldviews and Work Together?"
The Journal of The New York Society of Security Analysts: The Investment Professional, 2(4), 79-8, September 2009
- "The Performances of MBS Hedge Funds and Mutual Funds: A Puzzle."
Journal of Investment Management, 6(4), 59- 8, December 2008
- "Currency Derivatives and Emerging Market Currencies: Strategies and Perspectives." (Book Chapter)
In H.G. Fung, X. E. Xu and J. Yau, (Eds.), Advances in International Investments: Traditional and Alternative Approaches. World Scientific Publishing, 259- 288, May 2008
- "In Search of Information Content: Portfolio Performance of The 100 Best Stocks to Own in America."
Financial Services Review 14, 97- 109, April 2005 (Cited as recommended reading in the CFA Digest)
- Investing Made Simple
New York: Random House Core Collections (A division of Random House), 2004
- Stillman School Teaching awards: 1999-2011
- Stillman School Research awards: 2002, 2004, 2005, 2006, 2008, 2009, 2011
- University Award for Outstanding Service to Students, 2004
- First place, Investment Research Challenge, New York Society for Security Analysts, 2007