Education
- Ph.D., Pennsylvania State University, PA, 1992
- M.S., Pennsylvania State University, PA, 1987
Research Interests:
- Investments
- Corporate Finance
- Personal Financial Planning
Teaching
- Investments
- Corporate Finance
- Financial Markets and Institutions
Selected Publications, Papers & Presentations
- "Looking for Indicators of Success for Distance Education" with Wm. Ben Martz, and Karen Sangermano, book chapter in: Distance Learning and University Effectiveness: Changing Educational Paradigms for Online Learning [forthcoming 2004]
- "An Exploration of Information Technology Infrastructure as Related to Knowledge Management Performance" with Gary Klein, Wm Ben Martz, and James Jiang. Proceedings of Business Information Systems, Fall 2002.
- "Effective Periodic Investment Strategies in Mutual Fund Families" with Tom Zwirlein, Journal of Financial Planning, Volume 13, Issue 8, August 2000.
- "Predicting the Performance of Equity Mutual Funds," with Margaret Gagne, Journal of Accounting and Finance Research Volume 6, Number 2, Spring 1999
- "Consider Your Options When Evaluating New Product Opportunities," with Stan Slater and Tom Zwirlein, Industrial Marketing Management, Volume 27, Number 5, September 1998.
- "Strategy-Based Performance Measurement" with Stanley Slater and Eric Olson, Business Horizons, 40, (July/August).
This paper received the "Citation of Excellence" by ANBAR Electronic Intelligence.
- Study Guide for Haim Levy's Introduction to Investment, South-Western College Publishing, 1996.
- "Impact of the FASB's Stock Compensation Proposal on Computer Industry Stock Prices" with Glen Larson Jr., Margaret Gagne, and Paul Miller. Journal of Accounting and Finance Research., Vol. 1, No. 2, Winter 1995.
- "Follow the Winner: Periodic Investing Strategies" with Tom Zwirlein and Barry Doyle, Journal of Financial Planning, Vol. 8, No. 4, 1995.
- "An Investigation of Equity Fund Performance Using Canonical Correlation" with Margaret Gagne, Journal of Accounting and Finance Research, Vol. 1, No. 1, 1995.
- "Assessing the Quality of Earnings form Financial Statements" with Margaret Gagne to be Presented at the 1998 annual Meeting of the American Academy of Accounting and Finance, New Orleans, LA.
- "The Role of Stock Options in Increasing Intellectual Capital' with Margaret Gagne" Presented at the 1998 Annual Meeting of the American Academy of Account and Finance, New Orleans, LA.
- "Effective Periodic Investment Strategies in Mutual Fund Families" with Thomas Zwirlein. Presented at the 1997 Academy of Financial Services Meetings, Honolulu, Hawaii.
- "Are Aggressive Mutual Funds Really Aggressive?" with Margaret Gagne. Presented at the 1996 Annual Meeting of the American Academy of Accounting and Finance, New Orleans, LA.
- "When Choosing a Mutual Fund What Should You Look For?" with Margaret Gagne. Presented at the 1996 Annual Meeting of the American Academy of Accounting and Finance, New Orleans, LA.
- "Consider Strategic Options When Evaluating New Products" with Stanley Slater and Thomas Zwirlein. Presented at the 1996 AMA Educators' Conference, San Diego, CA, Summer 1996.
- "Is the Risk Worth the Return?: Consequences of Investing in Retirement Mutual Funds with Different Investment Objectives" Presented at the 1995 Academy of Financial Services Meetings, New York, NY.
Professional Activities
- Financial Management Association
- American Financial Services
- Academy of Financial Services
Honors
- CU Emerging Leader, 2003
- Recognized by the Colorado Springs Business Journal as one of the "Forty Achievers Under 40" in the city of Colorado Springs.
- Received UCCS College of Business Outstanding Teacher Award for 1996-1997 and 2000-01.
- Received 'Citation of Excellence' from ANBAR Electronic Intelligence for a research paper co-authored by Stanley Slater and Eric Olson.
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