Stephen M. Horan Ph.D., CFA, CIPM
Managing Director, Americas Region and Professional Learning, CFA Institute
As managing director of the Americas Region and Professional Learning, Stephen M. Horan, PhD, CFA, CIPM, CAIA, leads a team focused on fulfilling the organization's mission in the region with 92 societies and 100,000 members across the United States, Canada, Latin America, and the Atlantic Islands. Mr. Horan is responsible for strengthening relationships with CFA member societies, financial institutions, universities and regulators in the region. He is also responsible for delivering to members a world-class post-charter learning experience that allows CFA Institute members to be the best professionals they can be. He previously led the design, development, and delivery of CFA Institute designation and certificate programs, including the CFA Program and the CIPM Program as the managing director of Credentialing.
He has authored several books, including The New Wealth Management: A Financial Advisers Guide to Managing Investing Client Assets and Strategic Value Investing, which has been place on Warren Buffet's recommended reading list five years in a row. His articles have appeared in peer-reviewed journals, such as the Financial Analysts Journal, Harvard Business Review Latin America, Journal of Financial Research, Journal of Wealth Management, and Financial Services Review. He has received numerous research grants, including the 2012 Graham and Dodd Readers' Choice Award.
His award-winning research has been profiled in leading practitioner publications, including CFA Digest and Barron's, as well as the popular press, including the Chicago Tribune and Baltimore Sun. He is often cited in the media, including publications such as The Wall Street Journal, The New York Times, CNBC, Investment News, and Money Magazine.
Dr. Horan currently serves on the editorial board of the Journal of Wealth Management and the Financial Services Review. Dr. Horan earned a Ph.D. in Finance at the State University of New York/Buffalo and a BBA degree in Finance at St. Bonaventure University.