Considering the CFA charter? Wondering whether you should get an MBA or a CFA charter (or both)? Trying to decide your career path in the world of finance given changing industry trends and the rise of FinTech?

I went three for three on the CFA® exams. There was (no question) some level of luck and good fortune, I do believe there were a few things I did that aided my success, and maybe some or all can help you on your own successful path.

The CFA curriculum was not only intellectually fascinating, but it added enormous value to me—and, I dare to say, to Axpo Trading, the organization that I’ve had the privilege of leading.

Many times, when clients hear the word “diversification,” they think the more assets, the better. However, not all additions to a portfolio are created equal.

I am passionate about behavioral economics (behavioral finance is behavioral economics applied to finance problems; it is thus a subset of behavioral economics). I teach it in my classes and have written a book about it.