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 ...more

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 Haslettless