Stephen M. Horan, PhD, CFA, CIPM, CAIA

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Stephen M. Horan, PhD, CFA, CIPM, CAIA

Dr. Horan is Chief Strategy Officer for FinSiteful, an app-based habit formation experience for Gen Z powered by AI and cognitive science. Formerly a managing director at CFA Institute, Stephen led the Credentialing division, Professional Learning, and the Americas region as well as serving as leadership sponsor for the organization’s internal inclusion and diversity council.

Horan brings a unique combination of industry and academic experience. He previously served as an expert witness in securities litigation, a forensic economist in private practice preparing economic impact studies, a principal of a financial advisory firm, a financial analyst, and as a buy-side account manager and sell-side stockbroker.

On the academic side, Horan served as a professor of finance and is a recognized researcher in wealth management, tax efficient investing, and derivatives. He has received numerous research grants and awards, including the 2012 Graham and Dodd Readers’ Choice Award, and his research has been profiled in leading publications. Horan has authored or co-authored several books, including the highly regarded book Strategic Value Investing (which has been on Warren Buffet’s Recommended Reading five consecutive years) and The New Wealth Management: A Financial Advisers Guide to Managing and Investing Client Assets. His work has been cited in the Wall Street Journal, New York Times, Financial Times, and the Financial Analysts Journal. He is a frequent invited speaker at professional and academic events. Horan holds a PhD in finance at the State University of New York/Buffalo, a BBA degree in finance at St. Bonaventure University, the CFA charter, the CIPM designation, and the CAIA charter.

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