Edward W. Hutton, CFA

Transcription

1 Edward W. Hutton, CFA Assistant Professor Department of Commerce Phone: Niagara University EDUCATION Master of Science (M.S.), Financial Economics State University of New York at Buffalo, Buffalo, NY Master of Business Administration (M.B.A), Finance Wehle School of Business, Canisius College, Buffalo NY Bachelor of Arts (B.A.), Chemistry Eisenhower College, Rochester Institute of Technology, Seneca Falls, NY PROFESIONAL CERTIFICATION Chartered Financial Analyst - CFA CFA Institute, Charlottesville, VA ACADEMIC EMPLOYMENT Assistant Professor, Finance (2009-Present) Commerce Department, Niagara University Courses taught: Corporate Finance, Investments, Options and Derivatives, Money and Banking, Financial Planning; undergraduate and graduate Director, Financial Markets Laboratory Commerce Department, Niagara University (2007-Present) Adjunct Professor, Finance ( ) Wehle School of Business, Canisius College Courses taught: Corporate Finance, undergraduate Adjunct Professor, Finance ( ) Jacobs School of Management, SUNY/Buffalo Courses taught: Business Valuation, Mergers and Acquisitions, Investments 1

2 Adjunct Professor, Finance ( ) Medaille College, Buffalo, NY Courses taught: Corporate Finance, Statistics, Calculus, and Investments; undergraduate and graduate PROFESSIONAL INVESTMENT MANAGEMENT EMPLOYMENT Fund Manager, Business Development Fund ( ) Western New York Technology Development Center (Insyte Consulting), Buffalo, NY. Technology Venture Capital Fund; major investment partners include State of New York and SUNY/Buffalo Research Foundation Managing Partner Strategic Finance, Inc. Buffalo, NY ( ) Corporate finance advisory firm; mergers, acquisitions, corporate restructuring, valuation services. Vice President, Trust and Investment Services ( ) M&T Bank, Buffalo, NY Portfolio management of personal and institutional trust accounts, valuation of closely held securities Assistant Portfolio Manager, Chase Capital Advisors ( ) Chase Manhattan Bank (JP Morgan Chase), Rochester, NY Senior Financial Analyst ( ) Goldome Bank, Buffalo, NY ACADEMIC AWARDS Excellence in Teaching Award (2009) Niagara University College of Business RESEARCH GRANT AWARDS Using Interactive Spreadsheet Modeling in Teaching Corporate Finance ; Niagara University Committee on Teaching and Learning Research Award 2009 ($1,000) Integrating a Real Time Stock Market Simulation into the Finance Curriculum ; Niagara University Committee on Teaching and Learning Research Award 2011 ($1,000) 2

3 PUBLICATIONS AND PRESENTATIONS Professional Books and Monographs The Financial Toolbox, Atlantic Management Company, 2006 (1 st Edition); 2 nd edition (2009). Textbook for The Financial Toolbox Seminar MEP (Manufacturing Extension Partnership) Peer Reviewed Academic Journals and Books The Adoption of XBRL Reporting: Implications for Industry and Education, with James Goldstein, Ph.D., Canisius College. BRC Journal of Education, 2013 The Niagara University Monteagle Fund, A Student Managed Investment Portfolio; Book Chapter, Case Studies in Active and Integrative Learning, 2011 The Niagara University Monteagle Fund, A Student Managed Investment Portfolio ; BRC Journal of Education, Volume 1, Number 2, 2010 Peer Reviewed Conference Proceedings The Perception and Use of XBRL by Equity Research Analysts, with James Goldstein, Ph.D., Business Research Consortium Annual Conference Proceedings, 2012 An Assessment of the Pedagogical Value of Stock Market Trading Simulations, Proceedings of the Financial Education Association 2012 Annual Meeting The Value of the CFA Global Investment Research Competition in Teaching Investments, Proceeding of the Financial Education Association 2011 Annual Meeting Peer Reviewed Conference Presentations Creating a Faculty Learning Community (FLC) to Advance the Scholarship of Teaching and Learning with Jennifer Herman and Rehab Ghazal, Niagara University, 2012 American Society for Higher Education Annual Meeting, Las Vegas, NV Socially Responsible Investing Funds After the Financial Crisis, 2012 Business Ethics Conference, Buffalo, NY An Assessment of the Pedagogical Value of Stock Market Trading Simulations, Financial Education Association 2012 Annual Meeting, Charleston, SC Integrating a Real Time Stock Market Simulation into the Finance Curriculum ; Western New York Business Research Conference, Oswego, NY, April, 2012 Creating a Faculty Learning Community (FLC) to Advance the Scholarship of Teaching and Learning, Lily Conference on Teaching and Learning, Bethesda, MD June, 2012 Financial Laboratories and their Role in the Finance Curriculum, Financial Education Association 2010 Annual Meeting; October,

4 The Challenges and Opportunities of Teaching Finance in a Computer Lab ; Niagara Teaching and Learning Conference, January 2010 The Value of the CFA Global Investment Research Competition in Teaching Investments, Financial Education Association 2011 Annual Meeting; September A Comparison of Free versus Paid Stock Market Trading Simulations Financial Education Association, 2012 Annual Meeting, September 2012 The Financial Planning Capstone Course, CFP Board- Financial Planning Education: Vision 2020 Conference, Washington, DC August, 2012 Research Work in Progress Overcoming the Pinch Points in the Quantitative Business Curriculum, Lily Conference on Teaching and Learning, Bethesda, Md Implemention of the Boyer Model of Scholarship Summary of Behavioral Finance and Investment Management Monograph, (signed publication contract, submittal in draft form.) To be published by Research Foundation of CFA Institute, Increasing Student Engagement through Stock Market Trading Simulations (data collection completed, writing in process) Planned submission to Journal of Financial Education, Do Investors Rationally Evaluate Investment Fees? A Behavioral Finance Investigation, with John Osberg and Kevin Ryan, Niagara University (student honors thesis). Non-Peer Reviewed Conference Presentations Behavioral Finance and Investment Management, Western New York Financial Planning Association, June, 2011 Throw Away the Textbooks-What Really Happened During the Financial Crisis Western New York Financial Planning Association, January, 2010 Minds and Money, -What Behavioral Finance Tells Us About How We Invest Annual Everett W. Ockermann Lecture, Niagara University, October, 2010 Measuring the Financial Impact of Lean Business Models, NIST/MEP National Conference, Washington, DC, August, 2006 Valuing the Closely Held Business, New York State CPA Society Professional Education Program 2005 Succession Strategies for Closely Held Business Owners, Family Business Institute 2005 Professional Seminars 4

5 The ABC s of Investment Fees- a Guide for Investment Plan Participants, financial education seminars at various corporations and non-profit employers Six Simple Rules for Investment Allocation- a Guide for Investment Plan Participants, financial education seminars at various corporations and non-profit employers Instructor, Money and Banking Course, Management Development Program, M&T Bank; June 2010: June day seminar in banking for M&T future executives. Instructor, Capstone Course and Simulation, Management Development Program: M&T Bank, March 2011; March day banking capstone course M&T future executives. Instructor, The Financial Toolbox Seminar, Atlantic Management Company, MEP University Series. Financial analysis professional development 2-day seminar program Washington, DC Roanoke, Virginia Seattle, Washington; Nashville, Tennessee Greensboro, North Carolina; Gaithersburg, Maryland Buffalo, NY Business and Popular Media Commentator, Economic and Investing topics, WBFO-FM, National Public Radio Network Commentator, Economic and Investing topics, WBEN-AM radio, CBS Radio Network Business and financial expert, Buffalo News, Buffalo Business First, Lockport Union-Sun Journal, Niagara Gazette SERVICE ACTIVITIES Niagara University Chair, Niagara University Employee Benefit Investment Fund Committee; Committee has oversight responsibility for $90 million in employee retirement accounts Chair, Niagara University Faculty Learning Community ( ) Co-Chair, Niagara University Faculty Learning Community ( ) Member, College of Business Dean Search Committee (2011) Member, NULTA Faculty Contract Negotiation Work Team, Employee Benefits (2010) Participant, Vincentian Mission Certificate Program ( ) 5

6 Member, Board of Directors, MMC Bio-Services. Niagara University faculty sponsored biological sciences company. ( ) Niagara University College of Business Director and Program Manager, MBA Concentration and Program in Personal Financial Planning and Strategic Wealth Management Director, Accreditation Initiative, Certified Financial Planner (CFP) Board Registered Education Provider; Developed 7 new courses, approved by both Niagara University Board of Directors and CFP Board of Standards. Created program structure, recruited and trained faculty and recruited students. Director, CFA Institute University Recocnigition Initiative Director, Chartaered Alternative Investment Analyst Association (CAIA) University Partner Program Director, Financial Services Laboratory (2007-Present) Director and Faculty Advisor student managed Monteagle Investment Fund equity segment of Niagara University endowment Faculty Advisor, Niagara University CFA Global Investment Research Challenege Team (2010- Present) Faculty Advisor, Niagara University Chicago Mercantile Exchange (CME) Commodity Futures Trading Competition Team (2013) Chair, Finance Faculty Search Committee ( ) Chair, Finance Faculty Search Committee ( ) Chair, Technology Advisory Ad Hoc Committee ( ) Member, Curriculum Committee ( ) Member, QAC Committee (2009) Faculty Advisor, Niagara Finance Club (2009-Present) Professional Service Strategic Leadership Conference Committee, CFA Institute, Charlottesville, VA (2012-Present) Vice President, Board of Directors, Association for Financial Modeling and Educational Technology, AFMET (2009-Present) President, Board of Directors, CFA Society of Buffalo ( ) 6

7 Education Chair, Board of Directors, CFA Society of Buffalo (2009-Present) Director, Western New York Investment Conference and Exhibition, (January 2011) Co-Director, Western New York CFA Institute Investment Research Challenge, (2010-Present) Section Chair-Technology in Financial Education, Financial Education Association (2011- Present) Reviewer, Journal of Financial Education (2009-Present) Reviewer, BRC Journal of Business (2009-Present) Community Service President, Board of Directors, Shakespeare in Delaware Park, Buffalo, NY ( ) Treasurer, Board of Directors, Nature Conservancy of Western New York, ( ) Finance Committee Chair, Board of Directors, East Aurora Community Market (2011) Professional Memberships CFA Institute Financial Management Association Financial Planning Association Financial Education Association Association for Financial Modeling and Educational Technology 7