Stephen Horan

Stephen Horan, Ph.D., CFA, CIPM, CAIA is a global senior executive and investment management thought leader with over 30 years of industry experience.1 He currently serves as an Associate Professor of Finance at the University of North Carolina Wilmington, a position he has held since June 2021.1 Additionally, he is the Executive Editor of the Financial Planning Review for the CFP Board, where he defines long-term strategy and editorial agenda for this leading peer-reviewed journal.1

Dr. Horan's career includes significant roles at CFA Institute, where he served as Managing Director for the Americas Region and Managing Director of Credentialing.1 In these positions, he oversaw key stakeholders across 91 member societies and managed a global team responsible for delivering professional credentialing programs to 350,000 candidates annually in over 90 countries.1

His academic background includes a BBA in Finance and Math from St. Bonaventure University and a Ph.D. in Finance and Economics from the University at Buffalo School of Management.1 Dr. Horan has also contributed to the field through numerous articles, books, and media commentary, being cited in publications such as The Wall Street Journal and The New York Times.1

Throughout his career, Dr. Horan has demonstrated expertise in areas such as tax-efficient investing, retirement planning, portfolio management, and equity valuation.1 His unique blend of academic and professional experience has positioned him as a thought leader in the investment management profession, with a focus on ethics and excellence in the global investment management field.1