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Education

Ph.D. Finance, University of Illinois, 1984.
M.A.S. Accountancy, University of Illinois, 1979.
B.B.A. International Business, National Taiwan University, 1977.

Positions

Portfolio Manager, Market Neutral Strategy, Geode Capital Management, 2005 - 2008
Senior Portfolio Manager, Market Neutral Strategy, Franklin Portfolio Advisors, 2005
Portfolio Manager, Market Neutral Strategy, Barclays Global Investors, 2000 - 2004
Senior Research Analyst & Portfolio Manager, State Street Global Advisors, 1998 - 1999
Associate (Tenured) Professor, Department of Finance, DePaul University, 1992 - 1998
Associate Professor, Department of Finance, University of Dayton, 1991 - 1992
Assistant Professor, Department of Finance, DePaul University, 1987 - 1991
Assistant Professor, Department of Finance, Washington State University, 1984 - 1987
Research Assistant, Investments by F.K. Reilly, Dryden Press, 1982

Research Interests

Honors and Awards


Candidate, CFA , 1997


Distinguished Service Award, ACME , 1996


Member (inducted), Beta Gamma Sigma Honor Society , 1993


Best Paper Award, Financial Management Association , 1990


Fellowship, Illinois Bankers , 1980-1982


Fellowship, University of Illinois , 1977-1982

Biographical Sketch

 

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