Here is a list of experts, arranged by subject, who can help provide quotes and background information on financial topics of current interest. A brief bio and contact information is provided for each expert - please feel free to contact them directly.


Behavioral Finance

Equities - International

Equities - U.S.

Mortgage Market and Mortgage-Backed and Asset-Backed Securities


Retirement Plan Investing (401(k), Pension, Cash Balance Plans, IRA) & Financial Planning

Why the cfa designation matters

When you place the CFA designation after an investment professional's name, your audience knows that this person is an expert in the field of financial analysis and investment decision-making. Using the CFA designation means that you're quoting a professional who has passed the industry's most rigorous exams and has made a personal commitment to always put the interests ofinvestors first. 

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