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Academic Background

B.A., marketing, College of St. Thomas
M.B.A., finance, University of Minnesota
Ph.D., educational administration, University of Minnesota
C.F.A., chartered financial analyst

Research Specialties

• Equity valuation
• Family business
• Portfolio management
• Student managed investment funds

Current Research

• Valuation issues in family controlled publically held companies
• Finance issues for family business owners
• Valuation tools for student managed funds

Major Works

• "IPO Pricing in the Context of Family Controlled Businesses," Southern Finance Association, November 2005.
• "International Diversification: A Comparison of American Depository Receipts Indices and Country Funds," Financial Decisions, Winter 2003.
• “Establishing a Student Managed Fund,” Business Education Annual Meeting, September 2001.

Current Community Relationships

• Vice Chair of Archdiocese of Saint Paul and Minneapolis Investment Advisory Council
• Innovative teaching award, University of St. Thomas, 2003
• CFA Certificates of Achievement, 1987-2005
• Director / Advisor of various private businesses