Stephen Horan, PhD, CFA, CIPM
Stephen Horan PhD, CFA, CIPM, is the Managing Director, Credentialing, CFA Institute.
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is a practitioner, educator, and thought leader with 25 years of industry service in multiple capacities.
Dr. Horan's experience includes serving as an expert witness in support of securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker.
Dr. Horan has received numerous research grants, and been awarded various honors, including the prestigious 2012 Graham and Dodd Readers’ Choice Award.
Center webinars including Steven Horan's
Dr. Horan has authored or co-authored dozens of articles and books (including The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets).
Stephen Horan, PhD, CFA, CIPM, Managing Director, Credentialing, CFA Institute, is available to do presentations on a variety of topics for your retirement professional development or consumer events.
Please visit the Retirement Speakers Bureau to find out how you can request Stephen to speak at your next meeting, conference, or other event.