Experts Matter. Find Yours.
Connect for media, speaking, professional opportunities & more.
Filters
Lewis Franklin Bost, MBA, IDSA, FAIMBE
Professor Emeritus | Bachelor Product Design, NCSU l Masters of Business Administration, UNCVCU College of Engineering
Professor Bost's research focuses on innovation, device design and development processes
Dr Hayley James
Senior Research Fellow, AccountingAston University
Dr James's research interests concern sociological perspectives on money, finance and value, and how they intersect with the lifecourse.
Julia Chung, CFP, CLU, FEA
Senior Financial Planner, EntrepreneurSpring Financial Planning & Admin Slayer Services
Personal Finance & Family Enterprise professional leading Spring Financial Planning & Admin Slayer Services
Lisa Kramer
Professor of FinanceUniversity of Toronto
Lisa Kramer studies the way human characteristics play a role in investor decisions and financial markets
Rona Birenbaum
Founder and PresidentCaring for Clients
Personal Finance Expert, Entrepreneur, Working Mom
Patrick Payne
Assistant ProfessorWestern Carolina University
Patrick Payne's teaching interests include risk management and insurance, estate planning, or any other field within financial planning.
Stephen Rotstein
Vice-President, Policy & Enforcement & General CounselFinancial Planning Standards Council
Capably drawing on private & public sector experience to manage enforcement and regulatory oversight for the financial planning industry
Patrick Cote
Founding PartnerAssetGrade LLC
Patrick Cote is an expert in providing tax-efficient investing for professionals, corporate executives and small businesses.
Mary Pearson
Vice President/CFO, Division of Finance & AdministrationSouthern Utah University
Specializing in entrepreneurship in rural communities, financial accounting reporting requirements, and the history of accounting principles
Daniel Burnside
Clinical Professor of FinanceUniversity of Rochester | Simon School of Business
Burnside is a chartered financial analyst and an expert in money management and financial planning.