The Finance Magazine You’ve Been Looking For
|
The Investment Professional®, published quarterly by the New York Society of Security Analysts, Inc. (NYSSA), educates readers in the finance and banking sectors on the forces that shape their business. The journal provides unbiased coverage of industry developments, detailed analyses of current data and trends, engaging profiles of preeminent players, and keen insights into career management.
Through factual reporting and theoretical investigations from a variety of investment schools, the Investment Professional establishes itself at the forefront of the investment arena, and serves as a channel for discussion and analysis among the leading voices in the financial community.
- Practitioner perspectives
- Synthesis of recent and relevant trends
- In-depth interviews with renowned money managers
- Deeper, more penetrating than any other finance publication on the market
- Subscribe now and receive 5 issues and $25 off the regular subscription price of $100
Staff
| Back to Top |
Executive Director
Alvin Kressler was previously the product manager for telecom and media equity research at Lehman Brothers. Before joining Lehman, he was a senior research analyst at Friedman, Billings, Ramsey & Company, and at Kaufman Brothers, where he focused on small- and mid-cap semiconductor and component stocks. He covered the broader technology sector as a buy-side analyst at The Burridge Group and Institutional Capital Corporation. In the US Army, he served as an armor officer in Germany and in Operations Desert Shield and Desert Storm, and as a finance officer in Germany. He holds an MBA from the University of Chicago and a BS from Drexel University.
Editorial
Dawn Cavalieri, editor and art director, has 11 years of experience in editing and graphic design. Before launching the journal, she served as NYSSA’s communications manager, producing newsletters, marketing materials, and annual reports. Earlier, she was a senior editor at Macmillan Reference USA, where she acquired and edited encyclopedias in religion, history, and science, and at West Group, where she edited titles in securities law analysis. She holds a BA in English from Pace University and a certificate in graphic design from Parsons School of Design.
Jennifer Curry, associate editor, has worked in magazine, book, and online publishing for more than a decade. Most recently, she served as the senior project editor for a nonfiction imprint published by Barnes & Noble. Her articles have appeared in Smithsonian, IndustryWeek, and the African American National Biography, among other publications, and she is the editor of three volumes in the Reference Shelf series.
Marketing and Sales
Brian Stype, manager of business development and university relations, oversees all of NYSSA’s partnerships with outside organizations and schools. His responsibilities include the Investment Research Challenge, a six-month educational initiative in which student teams from New York-area universities research and report on publicly traded companies, and the SEMI scholarship program. Before joining NYSSA, he was manager of business development at a branding and messaging firm on Long Island. He holds a BS in marketing from Fairfield University.
Editorial Board
| Back to Top |
Tom Arnold, PhD, CFA, is the F. Carlyle Tiller Chair in Business and an assistant professor of finance at the Robins School of Business at the University of Richmond. He has conducted research in microstructure, short-selling activity, insider trading activity, option pricing, and ADR performance. His work has appeared in numerous academic- and practitioner-oriented finance journals including the Journal of Finance, Journal of Business, Financial Analysts Journal, and Journal of Applied Corporate Finance. Arnold’s current research addresses disclosure in initial public offerings, insider trading activity in option markets, and issues related to option pricing. He received his PhD in finance from the University of Georgia, MS in finance from Temple University, and BA in mathematics from LaSalle University.
Arthur M. Fliegelman, CFA, is vice president and senior credit officer in the Financial Institutions Group of Moody’s Investors Service, where he serves as the lead analyst for a portfolio of life insurance companies. Prior to joining Moody’s, he was the principal of A. Fliegelman & Associates, an investment research and consulting firm specializing in the insurance industry; an analyst in the Bond Portfolio Analysis Group of Salomon Brothers specializing in insurance company investment issues; a senior analyst in CIGNA Corporation’s investment affiliate responsible for coordinating the company’s insurance company investment process; and an investment consultant with Hay Associates. Fliegelman chairs NYSSA’s Improved Corporate Reporting Committee. He has an MBA in finance and insurance from the Wharton School and a BA in economics from the University of California, Los Angeles.
Gerald Gold, CFA, vice chairman of the advisory board of Soleil Securities, has been in the financial services industry for over 40 years. Prior to Soleil, he was the director of North American research at Deutsche Bank. He has also worked as the director of equity research at Brown Brothers Harriman; director of international research at Prudential Securities; and chief equities officer at New York Life Insurance. Before embarking on his career in financial services, Gold served as a corporal in the US Army. He is a former member of NYSSA’s Board of Directors.
William A. Hayes retired in 2002 as partner in charge of research and corporate communications at NYSE-specialist firm Walter N. Frank & Company. Positions he held during his 42-year career include director of pension fund investments at ITT Corporation and Hughes Aircraft; assistant to the partner in charge of research at Marcus & Company; and analyst in the investment department of New York Life. Hayes was president of NYSSA from 1995 to 1997 and served on the board of directors for many years. He led NYSSA’s Career Development Committee as chair and vice chair for two decades. He holds an MBA in finance from the Wharton School and a BA from Brown University.
John M. Longo, PhD, CFA, is clinical associate professor of finance at Rutgers Business School and senior vice president and chairman of the seven-person Investment Committee for the MDE Group, a registered investment advisor with $1.6 billion under management. In its August 27, 2007, issue, Barron’s ranked the MDE Group as the fourth-best independent registered investment advisor in the United States. At MDE, Longo is also a principal in a $100 million hedge fund. Previously, he was a vice president at Merrill Lynch & Company, Inc. He is writing a book entitled Hedge Fund Alpha: A Framework for Generating and Understanding Investment Performance for World Scientific Press, and has written more than 40 personal finance columns for Forum, a publication of Mensa. Longo holds a BA, MBA, and PhD from Rutgers University.
Anthony Loviscek, PhD, is a portfolio manager at Covington & Associates, an associate professor of finance in the Stillman School of Business at Seton Hall University, and a director of the Stillman School’s Center for Securities Trading and Analysis. At Seton Hall, he has been formally recognized for his contributions to teaching, research, and service, including an eight-year term as the chair of the Department of Finance and Legal Studies. Prior to joining the Stillman faculty and Covington & Associates, he held appointments in the Indiana University system, Princeton University, and West Virginia University. He holds a BS in economics from the University of Southern Indiana and a PhD in economics from West Virginia University.
Ehsan Nikbakht, DBA, CFA, FRM, PRM, is professor of finance at the Frank G. Zarb School of Business at Hofstra University. He has been chairman of the finance department and associate dean of the Zarb School of Business. He has more than 15 years of professional training experience in capital markets, risk management, and derivatives; and has conducted advanced workshops at leading financial institutions in the US and abroad. Hofstra voted him the 2004 Executive MBA Teacher of the Year. His research book, Foreign Loans and Economic Performance, received a Stessin Prize for Outstanding Scholarly Publication. He served on the advisory board of the Association of International Financial Engineers and currently sits on the editorial board of the Global Finance Journal. Nikbakht received his doctorate in finance from George Washington University.
Elliot Noma, PhD, is the founder of Garrett Asset Management. The company offers investment products as well as advisory services relating to portfolio construction, hedge fund due diligence, risk management, and funds of funds. Noma is also a senior risk advisor to Asset Alliance Corporation. Prior to founding Garrett Asset Managment, Noma was senior vice president, risk officer, and portfolio manager at Asset Alliance Corporation. He holds an AB in mathematics from Dartmouth, a finance certificate from New York University, MAs in mathematics and psychology from the University of Michigan, and a PhD in mathematical psychology from the University of Michigan. A member of the education committee of the Global Association of Risk Professionals, Noma has also sat on the FRM exam committee. He is the author of The Fundamentals of Scaling and Psychophysics (Wiley 1978), and 25 journal articles in the fields of psychometrics, experimental psychology, sociometrics, and information science.
Andrew C. Spieler, PhD, CFA, FRM, is associate professor of finance at the Frank G. Zarb School of Business at Hofstra University, where he was named Distinguished Teacher of the Year. His teaching experience includes graduate and undergraduate courses in finance, economics, and statistics, and executive education programs. Spieler is the former research director at the Investors’ Rights Association of America, a shareholder advocacy group, and currently serves as vice chair of NYSSA’s Derivatives Committee. He received his BS, MBA, and PhD from SUNY Binghamton and his MS from Indiana University.
Karen Sterling, PhD, CFA, is the managing director of health care investment banking at Avalon Group, where she provides fundraising and strategic advisory services to companies in the biotechnology, pharmaceuticals, and medical devices sectors. Her professional experience includes scientific due diligence and strategic consulting, as well as equity and fixed income research, analysis, and investment management on both the buy and sell sides. Between 1995 and 2002, Sterling earned two masters degrees and a PhD degree in biochemistry and molecular biophysics from Columbia University, where she performed original scientific research in both breast cancer and leukemia. Her original research in finance has been published in the Journal of Fixed Income, the Journal of Portfolio Management, and the Investment Professional.
Wendy Walker, CFA, is currently a Forté Fellow in the MBA program at the Haas School of Business at the University of California at Berkeley. She was previously an equity analyst at Argus Research, where she covered media and business services companies. Before Argus, Walker spent five years in accounting and valuation analysis as part of New York City’s largest trusts and estates practice at McLaughlin & Stern, LLP. She graduated cum laude from Yale University with a BA in comparative literature. Walker serves on the advisory board of Oslo Elsewhere, a not-for-profit theater company, and was vice chair of NYSSA’s Sustainable Investing committee from 2007 to 2009.
Patricia D. Walters, PhD, CFA, is visiting associate professor of accounting at Fordham University in New York City where she teaches undergraduate, MBA, and executive courses on international accounting and on financial reporting and analysis according to US GAAP (Generally Accepted Accounting Principles) guidelines. She is also president of Disclosure Analytics, Inc., a consulting firm specializing in independent assessment of the quality of financial reporting and disclosure under IFRS (International Financial Reporting Standards) and US and Canadian GAAP. Formerly a senior vice president at CFA Institute, Dr. Walters was responsible for global advocacy on financial reporting and capital markets issues, development of Global Investment Performance Standards®, and enforcement of CFA Institute’s Code of Ethics and Standards of Practice. Walters holds a PhD in accounting from New York University’s Stern School of Business.
Thomas H. Wilkins, CFA, is chief executive manager of Joseph Jekyll Advisers, LLC, where he manages clients’ portfolios. The firm is named in honor of Sir Joseph Jekyll, the 18th-century English magistrate and parliamentarian whose support helped struggling English settlers and German refugees. Wilkins began his career with E. F. Hutton & Company on the floor of the New York Stock Exchange in 1966, and subsequently became a security analyst covering many industries. He holds a BA from Emory University and an MA from New York University. At the age of 62, he earned an MA in economics from University of Georgia, writing his thesis on “An Economic Interpretation of the Founding of the Colony of Georgia.” He continues to perform research and his columns are read worldwide. A former director of NYSSA, he chaired the Program Committee when the Society was located on Williams Street.
Contributing Writers
| Back to Top |
Amy E. Buttell is a journalist working in Erie, Pennsylvania. She analyzes trends and policy in an effort to help consumers and professionals place financial, health care, and legal issues in context.
Susan Arterian Chang has been covering the evolution of the global capital markets and risk management for over 20 years. Her work has been published in a variety of international publications, including Energy Risk, Plan Sponsor, Spectrum, and Preservation. Most recently, she has been reporting on financial market and energy policy responses to climate change.
Neil A. O’Hara brings 29 years of experience in the financial services industry in London and New York to his second career as a freelance writer. His work has appeared in Institutional Investor, Alpha, FTSE Global Markets, and the New York Times, among other publications.
Lori Pizzani is an independent business and financial-services journalist based in Brewster, New York. She has written for a variety of publications and websites including the Wall Street Journal, Money Management Executive, CFA Magazine, and CNBC.com.
