Customized Asset Allocation and Implementation for Private Clients I

Stephen M. Horan, CFA, is Head, Professional Education Content and Private Wealth for CFA Institute. Steve leads a team of topic area specialists who develop education content for CFA Institute members. Steve’s area of specialization is private wealth management. 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. Steve also served as account manager with Manning & Napier Advisors, Inc. and as stockbroker with Quick and Reilly, Inc.

Steve has published two editions of the Forbes Stock Market Course, a comprehensive guide to personal investing and wealth management, and edited a tome on practical advances in wealth management. He is also the author of numerous articles in leading peer-reviewed journals, such as the Financial Analysts Journal, Journal of Wealth Management, Journal of Financial Research, and Financial Services Review. Steve has also published monographs commissioned by the Research Foundation of CFA Institute and received numerous research grants. His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron’s. He is frequently quoted in the popular press and has been a guest on television networks, such ABC, CNBC, and BNN.

Steve has served CFA Institute as both associate editor and abstractor for CFA Digest, and ad-hoc reviewer for Financial Analysts Journal. He also served as education chair for the CFA Society of Buffalo. Steve 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.

This information is accurate as of the date of recording.