Stephen Michael Horan

Stephen Horan, Ph.D., CFA, CIPM co-leads education activities at CFA Institute, providing vision and leadership for a 100-member global team generating $200M+ revenues annually from producing and delivering educational content for candidates, members, and other investment professionals including CFA Program, CIPM Program, and Claritas Investment Certificate. Oversee 12 education BUs supporting 139 local societies, 125,000 CFA Institute members, and more than 200,000 candidates globally. Prior to joining CFA Institute, Dr. Horan was a principal of Alesco Advisors LLC, a financial analyst and forensic economist in private practice providing expert witness testimony and preparing economic impact studies, and a professor of finance at St. Bonaventure University. 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 and dozens of articles in leading peer-reviewed journals. He has published monographs commissioned by the Research Foundation of CFA Institute, received numerous research grants and awards, including the prestigious 2012 Graham and Dodd Readers’ Choice Award, and authored curriculum readings for the CFA Program curriculum. His award-winning research has been profiled in leading practitioner publications, including The CFA Digest and Barron’s, as well as the popular press, including the Chicago Tribune and 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, CNBC, Investment News, Money Magazine, and the The South China Morning Post. Dr. Horan serves as an associate editor for Financial Services Review and on the editorial board of the Journal of Wealth Management. He has also served CFA Institute as both associate editor and abstractor for CFA Digest, and ad-hoc reviewer for the Financial Analysts Journal. 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.