Seasoned investment professional with over 40 years of expertise including:
-Operational excellence in investment research managing the creation and promotion of 105 publications for the CFA Institute Research Foundation between 2010 and 2023.
-Investment management excellence in creating and ...
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Seasoned investment professional with over 40 years of expertise including:
-Operational excellence in investment research managing the creation and promotion of 105 publications for the CFA Institute Research Foundation between 2010 and 2023.
-Investment management excellence in creating and operating a firm that managed a $300 million portfolio of conservative option strategies for a major east-coast bank (Wilmington Trust).
-Trading experience working as an options market maker on the trading floor for 20 years (PHLX).
Other CFA Institute Highlights:
-Completed 30 years of CFA Institute's annual Professional Learning certificate
-Co-Chair of Extra-Large CFA Societies Group with Marg Franklin
-Past President of CFA Society Philadelphia
-Board member of CFA Society NY and founder of the Derivatives Committee
-Speaker at over 55 global CFA Institute Societies
-Past Chairman & Trustee - CFA Institute Seminar for Global Investors
-CFA Exam Grader (10 years) & member of CFA Council of Examiners (CFA exam writers)
-Judge: CFA Research Challenge
-Editor: CFA Institute Publication "Risk Management: Foundations for a Changing Financial World"
-Founder and creator of CFA Institute Member group & Candidate group on LinkedIn
Conducted CFA Institute presentations in:
Australia, Bahamas, Barbados, England, Hong Kong, Hungary, Ireland, Italy, Japan, Korea, Luxembourg, Malaysia, New Zealand, Switzerland, Thailand, Vietnam & throughout Canada & the US
Taught derivatives coursework at Johns Hopkins University, NYU & Rutgers University
Proud husband to Pat Haslett and proud father of Nicole, Lauren & Alyssa Haslett
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