Financial Education for Securities, Banking, & Insurance Professionals.

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  • Larry Barton, Ph.D. has a long and distinguished career spanning both higher education and industry. He is also the highest rated instructor at The FBI Academy in Quantico, VA where he teaches Workplace Violence Prevention.

    Prior to joining The American College as President and CEO (2003-2014), Dr. Barton served as president and chief executive officer of Heald College, a not-for-profit institution with 11 campuses in California, Oregon, and Hawaii. Before this, he served as president of DeVry University in Phoenix, Arizona.

    From 1995-1999, Dr. Barton served as vice president of Crisis Management for Motorola, Inc., where he led critical incident strategies for one of the world's leading technology companies, managing regional teams in London, Geneva, Hong Kong and Tokyo.

    A former professor of management and business at Pennsylvania State University Graduate Center at Great Valley, Dr. Barton has also served on the faculties of Boston College and Harvard Business School. He was named Teacher of the Year in the College of Business and Economics at the University of Nevada, Las Vegas in 1992, ranking first among 92 faculty members.

    As a scholar, Dr. Barton is the author of four books devoted to enhancing and expanding understanding of crisis and workplace violence: Crisis In Organizations (1990: Thomson); Ethics: The Enemy in the Workplace (1995: Thomson); Crisis in Organizations II (2001: Thomson) and Crisis Leadership Now (2008: McGraw-Hill). Crisis Leadership Now was named One of The 30 Best Business Books of The Year by Soundview Executive Books. Dr. Barton is also subject advisor for Crisis Management: The Essentials from Harvard Business School Books (2004), "Managing Communications After Workplace Threats and Violent Acts" in a new book published by The American Bar Association and "Risk Communications and Public Health" from Oxford University Press (2010).

    Dr. Barton received a coveted Senior Fulbright Scholarship in Crisis Management to Japan from the U.S. Information Agency in 1987. Since 1995 Dr. Barton has served on the editorial board of the Journal of Business and Economic Perspectives at the University of Tennessee since 2005 for The Journal of Contingencies and Crisis Management (Blackwell Publishing, U.K.) and since 2013 on The Editorial Board of Gender and Violence.

    Dr. Barton enjoys an international reputation as one of the world's leading experts in threat and crisis management. His clients include many members of The Fortune 500. Dr. Barton has offered keynote speeches and presentations at more than 300 conferences in nearly 20 countries.

    His articles have appeared in The New York Times, The Boston Globe, USA Today, and more than 40 academic journals worldwide. Dr. Barton has been interviewed on CNBC, ABC News This Morning, CNN, Public Radio's "Marketplace", and other network programs on issues related to threats at work. He has been profiled in The Wall Street Journal and other publications. For the past eight years, Insurance Newscast has recognized Dr. Barton as "One of the 100 Most Powerful People in Insurance."

    Dr. Barton holds an AB degree, magna cum laude, in speech and communications from Boston College, the MALD (Master of Arts in Law and Diplomacy) degree in international business from the Fletcher School of Law and Diplomacy at Tufts University, and a Ph.D. degree in public affairs and international communications from Boston University. Dr. Barton is married to Eliza Alden and they have two sons, Matthew and Mark.

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  • Adam Beck, Esq., joined The American College in August 2013 as Assistant Professor of Health Insurance. He is the instructor for HS 345 Essentials of Healthcare Reform, HS 346 The Healthcare Consultant, FP 77 Introduction to Healthcare Reform, and HS 351 Health and Long-Term Care for Seniors.  Adam is an attorney who most recently practiced law in Philadelphia and has worked for Sellers Dorsey, a national healthcare consulting firm, two presidential campaigns, and the U.S. Department of Justice.  He received a bachelor’s degree in political science from The George Washington University and a juris doctorate from Temple University’s Beasley School of Law.
  • B.S. George Washington University
    J.D. Temple University
  • "Testimony of Professor Adam Beck to the Subcommittee on Health and Technology," September 18, 2014. Read more.
  • Adam instructs HS 345 Essentials of Healthcare Reform, HS 346 The Healthcare Consultant, FP 77 Introduction to Healthcare Reform, and HS 351 Health and Long-Term Care for Seniors. 

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  • BS, Morehouse College

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  • Nila is Chief Operating Officer of The Leader's Edge and is an executive coach and leadership development consultant working with senior leaders across the country. Nila has extensive experience in career development consulting, leadership development, executive coaching and organizational change. Nila is frequently asked to be a guest lecturer and speaker on issues involving women in corporate America, political savvy and influence strategy.

    Nila has published in the area of personalizing education and talent management. Her latest article is "Women CIOs and the Art of Influencing: Techniques, Tips and Precautions for Successfully Persuading Senior Business Stakeholders", published by the CIO Executive Council, 2009. Nila has just completed a chapter in Talent Management (published 2010) on retaining executive women. She and her husband are co-authors of the book, Just Promoted! on how to successfully transition into new leadership roles which will be published in July 2010.

    Nila is also actively involved in civic endeavors. She serves on the Executive Committee of the Board of The Forum of Executive Women and on the Board of Directors of Dance Affiliates, an international dance organization bringing world renowned dance performances to Philadelphia. Nila sits on the Human Resources Committee for the Pennsylvania Horticultural Society.

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  • Course Responsibilities:
    HS 382 Leadership in a Changing World
    HS 383 Interpersonal Relationships in the Workplace
    HS 384 Creative Problem Solving and the Planning Process
    HS 385 Leading the Marketing Organization of the Future (CLF® Capstone)
    GS 806 Interpersonal Skills
    GS 960 Leading Strategy Development

    The Hull-Bingay Chair honors the late Roger Hull, a past chairman of the College's Board of Trustees and a former chairman of Mutual of New York, and the late James S. Bingay, a former trustee of the College and past president and CEO of Mutual of New York. The chairholder's mission is to identify qualities of leadership in business, education and government and encourage their development in potential leaders.

    Glenn Boseman, DBA, CLU®, CLF® received a BS from Campbell University, an MBA from East Carolina University, and a DBA in organization and administration from Kent State University. In 1985, he received his CLU® and CLF® designations from The American College. Prior to joining the College in 1981, Dr. Boseman taught management at Temple University, with a one-year interruption to serve as Visiting Scholar of Management at the University of Western Australia.

    His professional memberships include the Society of Financial Service Professionals, the Academy of Management, the Academy of International Business, and the Decision Sciences Institute. He is the author or co-author of numerous books and articles in scholarly and professional journals. Dr. Boseman has made many presentations to professional groups, especially professional groups made up of agents and/or managers and leaders in the financial services industry.

    Dr. Boseman has over 20 years experience in the financial services industry and has been a member of The American College faculty since 1981. He is the Director of the Master of Science in Management (MSM) program, the Chartered Leadership Fellow® (CLF®) designation program, and he teaches in the Master of Science in Financial Services (MSFS) program.

  • Course Responsibilities:
    HS 382 Leadership in a Changing World
    HS 383 Interpersonal Relationships in the Workplace
    HS 384 Creative Problem Solving and the Planning Process
    HS 385 Leading the Marketing Organization of the Future (CLF® Capstone)
    GS 806 Interpersonal Skills
    GS 960 Leading Strategy Development

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  • Course Responsibilities:
    Mr. Brinker is responsible for teaching and course development in the College's Irwin Graduate School and Huebner School programs.

    Thomas M. Brinker, Jr., CPA/PFS, ChFC®, CFE, AEP, is an adjunct professor of taxation at The American College, where he is responsible for teaching and course development in the College's Irwin Graduate School and Huebner School programs. He also is a professor of accounting at Arcadia University (formerly Beaver College) in Glenside, Pennsylvania, where he coordinates the accounting programs in the Department of Business/Health Administration and Economics. In addition to serving at The American College and Arcadia University, Mr. Brinker is an adjunct professor of taxation at Philadelphia University.

    Prior to receiving his appointment at Arcadia University, he served as an adjunct professor of accounting and taxation throughout the Philadelphia area, teaching in the undergraduate and graduate programs of Saint Joseph's University, West Chester University, and Widener University. He has received awards for teaching excellence, including the Lindback Foundation Award for Distinguished Teaching, and lectures primarily in the financial accounting and individual tax areas.

    Mr. Brinker also is a tax consultant to a suburban Philadelphia CPA firm. His practice concentrates on tax planning and compliance for individuals and businesses. Prior to co-founding his firm, Mr. Brinker was a member of both the audit and tax departments of Coopers & Lybrand and Arthur Young & Company.

    A graduate of Saint Joseph's University, where he graduated cum laude, Mr. Brinker also holds master's degrees in taxation (MST) and accounting (MSA) from Widener University, a juris doctorate in international law from Columbia Pacific University, and an LLM in international taxation from Regent University School of Law. In addition, Mr. Brinker completed course work at the University of Sarasota toward the degree of doctor of business administration in accounting.

    He has published articles in numerous journals, including The Journal of International Taxation, The Tax Adviser, The CPA Journal, and The Journal of Financial Service Professionals.
  • Course Responsibilities:
    Mr. Brinker is responsible for teaching and course development in the College's Irwin Graduate School and Huebner School programs.

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  • C. W. Copeland, Ph.D. is an Assistant Professor of Insurance at The American College of Financial Services.  Dr. Copeland conducts scholarly research in Behavioral Economics and teaches graduate-level business courses.  He has been a regular guest on radio and television shows across the country where he addresses audiences on financial planning strategies on a regular basis.

    Prior to joining The American College, Dr. Copeland served for 13 years as an adjunct professor in the School of Business at Clark-Atlanta University and 15 years as an instructor with R.S. Thomas Training Associates providing pre-licensing training, continuing education, and business development advice for financial services professionals. Dr. Copeland has more than 16 years of industry experience as a financial planner where he coordinates the efforts of attorneys, tax advisors, employee benefits coordinators, estate and business planners, and pension managers for the benefit of his clients.  He holds numerous licenses and registrations (Georgia, Missouri, New Jersey, North Carolina, South Carolina, and Tennessee) in the areas of investments and insurance.

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  • Course Responsibilities:
    GS 839 Planning for Impact in the Context of Family Wealth
    GS 849 Charitable Strategies
    GS 859 Gift Planning in a Nonprofit Content

    As the Sallie B. and William B. Wallace Chair in Philanthropy at The American College, Phil Cubeta, CLU®, ChFC®, MSFS, CAP® is responsible for the Chartered Advisor in Philanthropy® (CAP®) curriculum.

    Prior to joining The American College, Phil worked for New York Life Insurance Company in a variety of roles in training, instructional design, financial planning, and advanced underwriting. From 1991 to 1993, he headed up New York Life's Charitable Giving Network of Agents. From 1995 to 2008, he served as Chief of Staff for The Nautilus Group, a service of New York Life Insurance Company providing estate, business, and philanthropic strategies to affluent clients through 200 of the company's top agents.

    Phil's original training was in English Literature, Williams College, BA; Philosophy and Psychology, Oxford University, MA; and English Language and Literature, Yale, MA, M.Phil.

    Phil served for 10 years on the Education Committee of the Dallas Social Venture Partners and is a Past-President of the Dallas Council of Partnership for Philanthropic Planning (formerly NCPG). He is on the Board of Interfaith Worker Justice and on the Professional Advisory Committee for Inspired Legacies. Phil also serves on the board of Advisors in Philanthropy. Essays by Phil on philanthropy have appeared in Tracy Gary's Inspired Legacies, Your Step by Step Guide to Creating a Giving Plan and Leaving a Legacy (Wiley and Sons: 2008); H. Peter Karoff, The World We Want: New Dimensions in Philanthropy and Social Change (Altimira Press: 2007); and Amy Kass, Doing Well Doing Good: Readings for Thoughtful Philanthropists (Indiana University Press: 2008). Phil has been quoted, or been the subject of articles, in The New York Times, The Journal of Gift Planning, Lifestyles Magazine, Financial Planning, and the Financial Times.

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  • Retired Vice Chairman, State Farm Mutual Automobile Insurance Company, and Chief Agency and Marketing Officer

    Michael C. (Mike) Davidson, CLU®, retired January, 2012 as vice chairman and chief agency and marketing officer at State Farm® in Bloomington, IL.

    Davidson joined State Farm in 1978 as an agent in Richmond, Mo. He became agency manager in Kansas City, Mo., in 1981 and agency director in the Missouri-Kansas Region in 1984. He was named executive assistant – agency at corporate headquarters in 1990 and became deputy regional vice president – agency in the Birmingham, Ala. office in 1991. He returned to corporate headquarters in 1994 as vice president – agency.

    He was appointed regional vice president of the Illinois Regional Office in Bloomington in 1998 and became senior vice president of the Great Lakes Zone in 2002. He returned to corporate headquarters in 2003 as senior vice president and member of the Chairman’s Council. He served as vice chairman and chief agency and marketing officer beginning in 2005.

    During his tenure at State Farm, he was also executive vice president of State Farm Fire and Casualty Company, and executive vice president and chief agency and marketing officer of State Farm Life Insurance Company, State Farm Life and Accident Assurance Company and State Farm Annuity and Life Insurance Company.

    Davidson is a member of the board of directors of the State Farm Mutual Automobile Insurance Company.  He has served on the board of directors of State Farm Fire and Casualty Company, State Farm Life Insurance Company and State Farm Life and Accident Assurance Company, State Farm Annuity and Life Insurance Company, State Farm VP Management Corp., State Farm International Services, and State Farm Lloyds, Inc.

    A Missouri native, Davidson received a bachelor's degree from Central Missouri State University. He earned the Chartered Life Underwriter® (CLU®) designation from The American College in 1993.

    Davidson served as a member of the St. Jude Board of Directors – Midwest Affiliate. He was also the Chair of the Board of Trustees of the American College in 2010-11, and is a past member of the Board of Directors of the Illinois Chamber of Commerce and the Illinois Life Insurance Council.

    In April 2012, Davidson was appointed to The American College’s faculty as Adjunct Professor of Agency Excellence.

    Davidson and his wife, Patti, reside in Bloomington.

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  • Sophia Duffy, JD, CPA, is an Assistant Professor of Employee Benefits, at The American College. Prior to joining The College, Duffy’s served as a Senior Auditor with prominent Philadelphia healthcare, food service and educational institutions. Duffy completed her Juris Doctorate (JD) from the Temple University James E. Beasley School of Law in 2012. She earned her Bachelor of Science (BS) in Accounting from Rutgers University in 2002. In addition to her BS and her JD, she is a Certified Public Accountant, (CPA).

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  • Constance J. Fontaine, JD, LLM, CLU®, ChFC®, holds the Larry R. Pike Chair in Insurance and Investments at The American College, where she is an associate professor of taxation. Her responsibilities include development of texts and courses in estate planning in the College's designation and graduate programs. These courses include HS 330 Fundamentals of Estate Planning, for which she played a major role in developing the course's video review, the first in the College's history.

    Professor Fontaine also has participated in examination development for numerous courses at the College, and is a contributing author to The Financial Services Guide to The State of the Art, Financial Planning 2000, and Financial Planning: The New Century.

    Professor Fontaine received her BS degree from Beaver College; her JD degree, cum laude, from Widener University School of Law; and her LLM in taxation from Villanova University School of Law. She holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations and is currently qualified under the Professional Achievement in Continuing Education (PACE) Recertification Program.

    Professor Fontaine is an adjunct associate professor at St. Joseph's University, teaching tort law; corporation law; and wills, trusts, and estate administration in the paralegal program. She also has taught business law as a adjunct professor at Widener University. She also has appeared on segments of "Money Matters," a financial planning feature of Nation's Business Today.

    Professor Fontaine is a member of the Pennsylvania Bar Association, Tax, Real Property and Probate Sections; the honor society of Phi Kappa Phi; and The International Legal Fraternity of Phi Delta Phi.

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  • Course Responsibilities:
    HS 371 Essentials of Management Development
    HS 386 Field Management Seminar
    HS 382 Leadership in a Changing World
    HS 387 Marketing Management of Financial Services
    GS 840 Building and Managing the Financial Advisory Practice
    GS 930 Classic and Contemporary Leadership Studies

    Gerry Herbison, DBA, ChFC®, CFP®, CASL®, CLF® is currently Assistant Professor of Management Studies and Director of the CLF Program with The American College.  Dr. Herbison spent four years as Vice President of sales at The College before joining The College’s academic division.  Prior to joining The College, Dr. Herbison worked as a Registered Representative, Investment Advisor, and Regional Vice President for AXA.  During his 10-year tenure with the company, Dr. Herbison was honored as an Elite Regional Vice President.
     
    Dr. Herbison has a Bachelor of Science degree from Ithaca College in Corporate Communications with an emphasis in Training Design. He holds CFP Certification. Dr. Herbison earned the following American College designations: Chartered Financial Consultant (ChFC) in 1998, the Chartered Advisor for Senior Living (CASL) in 2005, and the Chartered Leadership Fellow (CLF) in 2010. Dr. Herbison completed the Masters of Science in Management (MSM) degree at The American College in 2008. Additionally, he completed his doctoral degree in Business Administration at Wilmington University in 2013.
  • Course Responsibilities:
    HS 371 Essentials of Management Development
    HS 386 Field Management Seminar
    HS 382 Leadership in a Changing World
    HS 387 Marketing Management of Financial Services
    GS 840 Building and Managing the Financial Advisory Practice
    GS 930 Classic and Contemporary Leadership Studies

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  • Jamie Patrick Hopkins, Esq., J.D., M.B.A. is an Assistant Professor of Taxation at the American College. He received his B.A. in Political Science from Davidson College in North Carolina, where he was a Division I swimmer and diver. After college, Jamie received his JD from Villanova University, graduating Cum Laude and was awarded the Leonard Levin Memorial Award for the highest grades in Decedents, Estates, & Trusts. After graduating law school, he was accepted into the Villanova University School of Business Fellowship program where he received his MBA, graduating with Beta Gamma Sigma Honors.

    Jamie has experience working in private equity and clerked for the Superior Court of New Jersey, Appellate Division. Jamie has published multiple law journal articles on business-law topics and continues to be an active researcher and writer for The American College.

    Read research papers written by Professor Hopkins »

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  • Course Responsibilities:
    HS 331 Planning for Business Owners and Professionals
    HS 334 Estate Planning Applications
    GS 836 Business Succession Planning I
    GS 838 Business Succession Planning II

    Ted Kurlowicz, MA, JD, LLM, CLU®, ChFC®, AEP, is the Charles E. Drimal Professor of Estate Planning at The American College. He received his BS degree from the University of Connecticut; his MA degree from the University of Pennsylvania; his JD degree from the Delaware Law School, where he was a member of the editorial staff of the Law Review; and his master of laws (LLM) degree in taxation from Villanova University School of Law. He holds the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Estate Planner (AEP) designations and is currently PACE qualified.

    Professor Kurlowicz's responsibilities at the College include preparation of text materials and courses in estate planning and planning for business owners and professionals. He also has participated in the development of state insurance agent licensing examinations for numerous states. He co-authored Can You Afford to Retire? published by McGraw Hill. He is also the author of Planning for Business Owners and Professionals and Estate Planning Applications. He was a contributing author to Financial Planning for the New Century, McGill's Life Insurance, Fundamentals of Financial Planning, The Federal Income Tax Law, The Financial Services Guide to The State of the Art, and Financial Planning 2000.

    Professor Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; on The Financial Advisers, a business and financial planning program on PBS; and on several segments of Money Matters, a financial planning feature of Nation's Business Today.

    He also is an adjunct associate professor at Widener University teaching in the master of science in taxation program. He was also the coordinator for several years of a bimonthly column "Focus on Financial Planning" published in Best's Review/Life & Health Edition and is a frequent speaker to professional associations. He publishes a client tax and estate-planning newsletter franchised by many life underwriters and financial planners.

    Professor Kurlowicz is a member of the Pennsylvania Bar Association; Tax, Real Property and Probate, and Business Law Sections, and the American Bar Association; Taxation and Real Property and Probate Sections.
  • Professor Kurlowicz has appeared on NBC Nightly News; Your Money, a Business News Broadcast on CNN; on The Financial Advisers, a business and financial planning program on PBS; and on several segments of Money Matters, a financial planning feature of Nation's Business Today.
  • Course Responsibilities:
    HS 331 Planning for Business Owners and Professionals
    HS 334 Estate Planning Applications
    GS 836 Business Succession Planning I
    GS 838 Business Succession Planning II

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  • Dr. Craig Lemoine, CFP®  holds the Davis Distinguished Professor of Financial Planning Technology at The American College. His responsibilities include teaching a number of financial planning and case study courses at the college. Craig has been an Assistant Professor of Financial Planning at the college since 2008.

    Since starting his career in 1998 Craig has taken a special interest in the relationship between financial advisers utilizing technology with their clients. He has worked for PIE Technologies as a financial analyst, Lincoln Financial Advisers as a team manager and financial planner. While at Lincoln Craig participated in training insurance agents on utilizing software for estate and retirement purposes, teaching them to look beyond cash flow and into the needs of their clients.

    Craig became a CFP® Professional in 2003 after graduating from Texas Tech University in 1998. He has volunteered extensively with the council of examinations since 2006 and became a council member in 2010. He served as Chairman of the Council of Examinations in 2013. Craig completed his doctorate in 2013 studying signaling theory between financial planners and clients.  

     

    Craig has previously volunteered with the Financial Planning Association and is a member of the Academy of Financial Services. Craig's research interests include compensation conflicts in financial planning and annuity use with clients. He developed and designed The American College’s case study course as well as a doctoral course in financial planning. He continues to consult with financial service practices in areas of product placement, agent development and financial software applications.

     

    In 2011 Craig settled to Havertown, PA where he lives with his lovely wife Liz and two slightly out of control dogs. When not teaching Craig enjoys traveling, cooking and trying to stay fit.

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  • In this position, he is responsible for course and textbook development for HS 326 Planning for Retirement Needs and HS 352 Financial Decisions for Retirement. He is also responsible for the HS 350 course, Understanding the Older Client, and serves as the coordinator for the CASL®program. He also is the Codirector of the New York Life Center for Retirement Income which provides education to financial advisors involved in retirement income planning.  

    He speaks regularly to financial advisors on pensions, retirement planning, and working with older clients. Professor Littell has also co-authored several books associated with American College courses: Planning for Retirement Needs, Financial Decision Making at Retirement, and The Practitioner's Guide to Advanced Pension Topics. He has published numerous articles for such periodicals as the Journal of Financial Service Professionals, FOCUS, Compensation and Benefits Management, and Benefits Quarterly. In 1997, Professor Littell won an Article Award from the Certified Financial Planner Board of Standards. He also has served on several CFP® item writing committee groups for the CFP Board of Examiners.

    A native of Chicago, Professor Littell holds a BA degree in psychology from Northwestern University and earned his JD at the Boston University School of Law. Professor Littell, who resides in Ardmore, PA, is also actively involved in the sport of fencing. He was a member of the 1988 U.S. Olympic Fencing Team and was a fencing coach at Haverford College from 1999 to 2006.
  • He has published numerous articles for such periodicals as the Journal of Financial Service Professionals, FOCUS, Compensation and Benefits Management, and Benefits Quarterly
  • Professor Littell has also co-authored several books associated with American College courses: Planning for Retirement Needs, Financial Decision Making at Retirement, and The Practitioner's Guide to Advanced Pension Topics.
  • In this position, he is responsible for course and textbook development for HS 326 Planning for Retirement Needs and HS 352 Financial Decisions for Retirement. He is also responsible for the HS 350 course, Understanding the Older Client, and serves as the coordinator for the CASL®program. He also is the Codirector of the New York Life Center for Retirement Income which provides education to financial advisors involved in retirement income planning.  

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  • Course Responsibilities:
    FA 200 Techniques for Prospecting
    FA 211 Essentials of Disability Income Insurance
    FA 255 Essentials of Long Term Care Insurance
    FA 256 Essentials of Annuities
    HS 311 Fundamentals of Insurance Planning

    Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, LUTCF is assistant professor of insurance at the American College.

    His primary course responsibilities include FA 200 Techniques for Prospecting, FA 211 Essentials of Disability Income Insurance and FA 256 Essentials of Annuities. He also teaches insurance courses for the Huebner School of The College.

    Before joining The College, Professor Lynch worked in the lending, insurance and financial services industry. First licensed in Life Insurance in 1981, Professor Lynch has been licensed in Property & Casualty Insurance since 1984. From 1998 through 2004, he built a "scratch" Property & Casualty Agency, as an agency owner with Nationwide Insurance. From October 2004 until October 2005, Professor Lynch served The American College as Associate Vice President of Advancement. Most recently, Professor Lynch was affiliated with Thrivent Financial for Lutherans, where he served as a Financial Consultant and Regional Management Associate. In 2010, Professor Lynch was recognized by NAIFA with the National Quality Award (NQA) for his dedication to the insurance industry and his clients.

    Professor Lynch has been quoted in various financial publications including Financial Planning Magazine on the subject of professional designations and their importance in the continuing education of financial services professionals and in the Ft. Worth Star Telegram newspaper on the subject of Long Term Care Insurance planning.

    Professor Lynch earned a Bachelor’s Degree from The University of the State of New York in Albany, NY, and he holds a Master of Business Administration Degree from Central State University in Edmond, OK. He is currently enrolled in Wilmington University, New Castle, DE completing requirements to earn his Doctor of Business Administration Degree.

  • Professor Lynch has been quoted in various financial publications including Financial Planning Magazine on the subject of professional designations and their importance in the continuing education of financial services professionals and in the Ft. Worth Star Telegram newspaper on the subject of Long Term Care Insurance planning.
  • Course Responsibilities:
    FA 200 Techniques for Prospecting
    FA 211 Essentials of Disability Income Insurance
    FA 255 Essentials of Long Term Care Insurance
    FA 256 Essentials of Annuities
    HS 311 Fundamentals of Insurance Planning

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  • Dr. Melisande McCrae joined The American College in July to serve as Associate Dean of Academics, Associate Executive Director of the New York Life Doctoral Program, and Assistant Professor of Research Methods.

    Melisande brings 25 years of leadership experience in higher education to the College.  Most recently, Melisande served as a tenured faculty member in Eastern University’s School of Management Studies where she taught research methods at the graduate and undergraduate level.  Additionally, Dr. McCrae created a new major in organizational leadership that prepares graduates to facilitate and evaluate strategic change in the workplace based on the open systems model of organizations.   Moreover, Melisande worked extensively to establish and monitor educational policy and instructional standards for Eastern University’s Campolo College of Graduate and Professional Studies. Chief among Dr. McCrae’s achievements in this area was the creation of an outcomes-based curriculum design and development system that has become the basis for university-wide assessment efforts which received commendation from the Middle States Commission on Higher Education (MSCHE) . 

    Before joining Eastern University, Melisande led the video communication efforts of Penn State University’s central administration and Commonwealth campuses.  In this capacity, she worked primarily with the Office of the President and faculty on multimedia projects that informed national and regional audiences about the University’s research and outreach initiatives.

    Melisande received her bachelor’s degree from Temple University followed by an M.Ed. and Ph.D. in instructional systems from Penn State University with a concentration and minor in interactive learning technologies and educational psychology respectively.  Her areas of expertise include outcomes-based curriculum design; assessment of student learning; Human Performance Technology (HPT); and research design.

    Dr. McCrae is located in the Bryn Mawr office and will assist Drs. Woerheide and Boseman with the administration of The College’s academic programs and professional designations.
  • M.Ed. Penn State University
    Ph.D. Penn State University

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  • Allen is an Adjunct Professor of Insurance at The American College in Bryn Mawr, PA. He is a 1971 graduate of the U.S. Air Force Academy and holds a masters degree in Aeronautical Engineering from the Air Force Institute of Technology. During his military career, Allen was a navigator in several aircraft, taught mathematics at the Air Force Academy, and completed Squadron Officer School, Air Command and Staff College, the Academic Instructor School, and the Air War College in residence. In 1984, Allen received the Secretary of the Air Force Leadership Award as the top graduate in his Air Command and Staff College class of 486 students.
     
    After more than 21 years as an Air Force officer, Allen entered the financial services profession as an insurance and investments field representative. As a Chartered Financial Consultant (ChFC®) and CERTIFIED FINANCIAL PLANNER™ practitioner, Allen produced comprehensive financial plans for his clients with emphases on retirement and risk management. In addition, Allen is a Chartered Advisor for Senior Living (CASL®) and advised senior clients on a variety of issues such as income distribution, health, housing, Medicare, Medicaid, long-term care, and end-of–life challenges.
     
    Allen is a past president of the Good Morning Montgomery (AL) Kiwanis Club, past president of the Montgomery (AL) Retired Officers Association, and is a past president of the South Central Association of Insurance and Financial Advisors. In 1999, Allen was named the “Underwriter of the Year” by the Montgomery (AL) Association of Life Underwriters. He also served for three years on the Board of Directors of the Montgomery (AL) Estate Planning Council. Since he joined The American College faculty in 2009, Allen has co-authored Techniques for Exploring Personal Markets and is the author ofFoundations of Financial Planning: An Overview, Foundations of Investment Planning, and Health and Long-Term Care Financing for Seniors. He has also written several articles for Advisor Today, NAIFA’s national magazine. He has been married for over 38 years to his wife Faye, and they are the proud parents of two daughters, Tara and Marta and grandparents of Maggie. In spare time, Allen enjoys playing guitar, singing, and song writing.
  • Since he joined The American College faculty in 2009, Allen has co-authored Techniques for Exploring Personal Markets and is the author ofFoundations of Financial Planning: An Overview, Foundations of Investment Planning, and Health and Long-Term Care Financing for Seniors.

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  • Sal Monastero retired as a Managing Director of Morgan Stanley at the end of 2009.  He was the regional director for the mid-atlantic area. He was with Morgan Stanley his entire career. 

    Since retirement, he has been teaching for the American College as well as serving as an expert witness in client suitability cases.  Since the publication of his new book "Winning at Leadership" ( which is being used as a training aid by several companies) he has been retained to speak at company functions on the topic of creating a vision and strategic goals setting.

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  • Dr. David Nanigian conducts scholarly research in Financial Economics and teaches graduate-level finance courses. He is internationally known for his research on mutual funds, which has been published in leading peer-reviewed journals and presented at the New York Stock Exchange, the World Finance Conference, and the Financial Management Association. He has been quoted in various media outlets, including Fox News, Time, and The Associated Press.

    Prior to joining The American College in 2010, Nanigian was a researcher and Ph.D. student at Texas Tech University. While at Texas Tech, he earned numerous awards including an AT&T Endowed Chancellor's Fellowship and a best paper award from the Academy of Financial Services for his joint work on the impact of redemption fees on mutual fund performance. Prior to joining Texas Tech, Nanigian was an MBA student at the University of California, Irvine's Merage School of Business, where he was also a Charles D. Martin Endowed Polaris Fellow. Prior to being a full-time MBA student at UC Irvine, Nanigian was a BBA student at San Diego State University and worked for a discount brokerage house and a full-service financial planning firm.

    Click to explore research papers written by Professor Nanigian
  • University Education


    Doctor of Philosophy in Personal Financial Planning
    Texas Tech University
    Supporting Field: Economics
    Dissertation title: Three Essays on Mutual Funds
    Dissertation committee: Michael Finke (chairperson), John Salter, Ozzy Akay, Eric Belasco, Masha Rahnama
    Lubbock, TX, 2010


    Master of Business Administration, Emphasis in Finance
    University of California
    Irvine, CA, 2007


    Bachelor of Science in Business Administration, Emphasis in Financial Services
    San Diego State University
    San Diego, CA, 2005



    Academic Appointments
     

    The Irwin Graduate School at The American College
    Associate Professor of Investments
    Bryn Mawr, PA, 2013 – present


    The Irwin Graduate School at The American College
    Assistant Professor of Investments
    Bryn Mawr, PA, 2010 – 2013


    Texas Tech University
    Research Assistant
    Lubbock, TX, 2007 – 2010

  • Dr. Nanigian will present R² and the Benefits of Multiple-Fund Portfolios at the V World Finance Conference in Venice, Italy on July 3. Read more.


    Professor Nanigian discusses how mutual fund redemption fees can benefit long-term investors in his current Investment Management column in the Journal of Financial Planning. Read more.


    Dr. Nanigian summarizes the findings of recent research studies on the adverse side effects of index fund investing in The Dark Side of Index Fund Investing, featured in The Wealth Channel Magazine. Read more.

  • Many of the unpublished versions of Dr. Nanigian’s research papers are available for free download from his Social Science Research Network Author Page.


    “What determines risk tolerance?” with Michael Guillemette, Forthcoming in the Financial Services Review.


    “Why do mutual fund expenses matter?” Financial Services Review, 21(3) (Fall 2012). Read More.  Read the Practitioner's Summary.


    “The Impact of Passive Investing on Corporate Valuations,” with Michael S. Finke and Eric J. Belasco, Managerial Finance, 38 (11) (November 2012), 1067 - 1084. Read more. Read the Practitioner's Summary


    “Advice on Mutual Fund Selection,” Journal of Financial Services Professionals, 66(5) (September 2012), 72 – 76.


    “Sustainable Withdrawal Rates from Retirement Portfolios: The Historical Evidence on Buffer Zone Strategies,” with Walter Woerheide, Journal of Financial Planning, 25(4) (April 2012), 46 - 52. Read more.


    “A More Informative Measure of Active Fund Performance,” Journal of Financial Planning, 24(11) (November 2011), 54 – 60. Read more.


    “R² and the Benefits of Multiple-Fund Portfolios,” with Dale L. Domian. Working Paper. Read more.


    “Capitalizing on the Greatest Anomaly in Finance with Mutual Funds.” Working Paper. Read more. Read the Practitioner's summary.


    “Redemption Fees: Reward for Punishment,” with Michael S. Finke and William Waller. Working Paper. Read more.


    Follow Professor Nanigian’s latest research by subscribing to his RSS feed.

  • “5 Things You Should Know About Target-Date Funds,” Interest.com, July 15, 2013. Read more. 

    “Why Hyperactively Managed Funds Outperform,” Research Magazine, July 2013. Read more. 

    “What Are Defensive Stocks,” FoxBusiness.com, May 2, 2012. Read more. 

    “In With the Old,” Insight Magazine (The official magazine of the Illinois CPA Society), Winter 2011, 18 – 20. Read more. 

    “Mixed Impact on Consumers From Fed’s ‘Twist’,”  The Associated Press (featured in 188 newspapers), September 22, 2011. Read more. 

    “Deal or No, the U.S. May Be Downgraded: Why Investors Can’t Rest Easy in the Short Term,” Time.com, August 2, 2011. Read more. 

    “Indexing Artificially Boosts a Stock’s Price: Study,” Financial-Planning.com, June 24, 2011. Read more. 

    “The Fee That Makes You Money,” bankingmyway.com. Read more.
  • Fundamentals of Investments for Financial Planning

    Co-Authored by David Nanigian

    Covers various aspects of the principles of investments and their application to financial planning. Discusses risk analysis and risk and return computations. Looks at stocks, bonds, investment companies, options, and futures contracts. Includes an extended discussion of tax issues in investing, as well as of issues in the practice of portfolio management, including strategic and tactical asset allocation. Provides many examples of ethical and practical issues in managing a client's portfolio.

  • Course Responsibilities: 
    GS 819 Mutual Funds: Analysis, Allocation, and Performance Evaluation
    GS 811 Security Analysis and Portfolio Management

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  • Wade D. Pfau, Ph.D., CFA, is a Professor of Retirement Income in the new Ph.D. program for Financial and Retirement Planning at The American College in Bryn Mawr, PA. He is a past selectee for the InvestmentNews Power 20 for people expected to shape the financial advisory industry, and is a recipient of Financial Planning magazine’s Influencer Awards. His research article on “safe savings rates” won the inaugural Journal of Financial Planning Montgomery-Warschauer Editor’s Award, and his work on evaluating the outcomes of different retirement income strategies received an Academic Thought Leadership Award from the Retirement Income Industry Association. He has also served as a past curriculum director for that organization’s Retirement Management Analyst (RMA) designation program, and he has contributed to the curriculum of The American College’s Retirement Income Certified Professional (RICP) designation. He holds a doctorate in economics from Princeton University, and he has published research on retirement planning in a wide variety of academic and practitioner research journals. He is also an active blogger on retirement research, maintains the educational Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The Economist, Wall Street Journal, Money Magazine, and SmartMoney. See his Google+ profile for contact information.
  • Wade is an active blogger on retirement research, maintains the educational Retirement Researcher website, and is a monthly columnist for Advisor Perspectives, a RetireMentor for MarketWatch, and an Expert Panelist for the Wall Street Journal. His research has been discussed in outlets including the print editions of The EconomistWall Street JournalMoney Magazine, and SmartMoney

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  • Course Responsibilities:
    FA 204 Marketing Financial Services to Women
    GS 840 Building and Managing the Financial Advisory Practice

    Professor Quist-Newins has the distinction of being the Director of the State Farm Center for Women and Financial Services and holding the research chair of the same name. These positions represent the first and only academic initiatives devoted exclusively to the study of the economic issues and opportunities of American women, as both consumers and providers of financial products and services. In these dual roles, she works to increase The College's understanding of women's financially related expectations, attitudes, and actions.

    During her twenty-year career in financial services, Ms. Quist-Newins has achieved success as both a field producer and a corporate leader. Treasury & Risk recognized her significant contributions to the financial services industry by naming her to the magazine's elite list of "25 Outstanding Leaders in Finance Who Happen to be Women" in November 2008. In 2010, Quist-Newins authored the comprehensive academic textbook, Women and Money, Matters of Trust and in 2011, Mary was honored as the Women in Insurance and Financial Services (WIFS) 2011 Woman of the Year for her commitment to advancing the educational opportunities of women in financial professions.

    Prior to joining The College, Professor Quist-Newins was a Senior Financial Consultant and Regional Management Associate with Thrivent Financial. In this role, she was responsible for recruiting and training new associates, as well as a client base of over 2,400 households and more than $75 million in assets under management. While at Thrivent, she consistently performed among the top ranks of producers and qualified for the Million Dollar Round Table every year.

    Professor Quist-Newins' industry background also includes positions as a Region Vice President with the ING Advisors Network and Director of Field and Distribution Channel Marketing at American Express. At both ING and American Express, she counseled field leaders and financial associates in representative recruiting, client acquisition and retention, and operational best practices.

    In addition to holding a master's in Business Administration from the Garvin School of International Management, she has earned the Certified Financial Planner®, Chartered Life Underwriter®, and Chartered Financial Consultant® advanced designations. Ms. Quist-Newins received her BA from the University of Washington.

    Ms. Quist-Newins lives in Frederick, MD, with her husband and two children. She is active in numerous charities, including Habitat for Humanity, Lutheran World Relief, and Lutheran Social Services.
  • In 2010, Quist-Newins authored the comprehensive academic textbook, Women and Money, Matters of Trust.
  • Course Responsibilities:
    FA 204 Marketing Financial Services to Women
    GS 840 Building and Managing the Financial Advisory Practice

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  • Julie Anne Ragatz joined the Center for Ethics in Financial Services at The American College in 2006 as a doctoral fellow. In 2008, Ms. Ragatz received Masters of Arts degree in Social and Political Philosophy from Marquette University in Milwaukee, WI. She is currently finishing her Ph.D. in Philosophy at Temple University in Philadelphia, PA where she specializes in ethical theory and focuses specifically on ethical issues in the financial services industry.

    Ms. Ragatz has taught several courses in ethical theory and business ethics at universities including: Saint Thomas University, Marquette University, Villanova University and Saint Joseph’s University. In 2008, Ms. Ragatz designed and implemented, “Ethical Issues in the Accounting Environment” for the Masters of Accounting Program at Villanova University. She has also taught business ethics courses for the MBA and EMBA programs at Saint Joseph’s University. She teaches regularly at The American College.

    Ms. Ragatz has published numerous articles and book chapters on ethical theory and business ethics. With Ronald Duska, she completed Ethics for the Financial Services Professional, published by The American College Press in 2007. Her second book, also written with Ronald Duska, Accounting Ethics will be published as a 2nd edition by Wiley/Blackwell Press in 2010.
  • Ms. Ragatz has published numerous articles and book chapters on ethical theory and business ethics. With Ronald Duska, she completed Ethics for the Financial Services Professional, published by The American College Press in 2007. Her second book, also written with Ronald Duska, Accounting Ethics will be published as a 2nd edition by Wiley/Blackwell Press in 2010.
  • Course Responsibilities:
    FA 290 Ethics for the Financial Services Professional

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  • Course Responsibilities:
    FA 202 Techniques for Meeting Client Needs
    FA 251 Essentials of Business Insurance
    FA 257 Essentials of Life Insurance Products
    FA 271 Foundations of Estate Planning

    Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF is an assistant professor of insurance at The American College. He serves as an author-editor in the LUTC Program, for which his responsibilities include writing study material for the FSCP® courses, including both textbooks and moderator classroom guides. His current course responsibilities include FA 202 Techniques for Meeting Client Needs, FA 251 Essentials of Business Insurance, FA 257 Essentials of Life Insurance Products, and FA 271 Foundations of Estate Planning. In addition, since 2001, he has taught HS 311 Fundamentals of Insurance Planning, HS 323 Individual Life Insurance, and HS 324 Life Insurance Law, which is offered through The College's Huebner School in its special off-campus course program.

    Prior to joining the College in 2001, he served as a training supervisor for 15 years for the New York Life Insurance Company in its South Jersey office. He also served as an agent with New York Life for more than 2 years. Before this life insurance experience, he taught psychology at the college level and worked in various educational and mental health programs.

    Mr. Stevick earned a BA degree in psychology from Villanova University and an MA in psychology from Duquesne University. He also holds the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and LUTC Fellow designations.
  • Course Responsibilities:
    FA 202 Techniques for Meeting Client Needs
    FA 251 Essentials of Business Insurance
    FA 257 Essentials of Life Insurance Products
    FA 271 Foundations of Estate Planning

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  • Sandra Timmermann, Ed.D., is a nationally recognized gerontologist with a focus on aging and its relation to business.  

    Up until June, 2013, when the MetLife Mature Market Institute was disbanded, Sandy was its Executive Director and a Vice President of MetLife.  She founded the Institute in 1997.
     
    The Institute was the company’s center of expertise, strategy, and thought leadership on the 50+ market, providing customer insights, content development, research, education, sales support, and visibility
    for MetLife and its business partners. 

    Sandy’s areas of expertise are focused on global demographic changes and on retirement life stage issues on subjects ranging from retirement finances, family needs and intergenerational relationships, housing and aging in place, employment, health and long-term care, and other transitional topics. She has recently established a business and is currently working on projects with a global electronics company, a financial services/reverse mortgage company, a retirement community and a company specializing in employee benefits.    She is also an adjunct professor at the American College, Bryn Mawr, PA, focusing on financial gerontology.
     
    Prior to joining MetLife, Sandy held senior staff positions with several national aging organizations including the American Society on Aging, AARP and SeniorNet.  Earlier in her career, Sandy worked with corporate clients as an account supervisor in public relations and marketing agencies.   She has taught at the college level as adjunct faculty.
     
    Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals.  She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York Times, USA Today, MarketWatch, Bloomberg and many others.
     
    She has served in leadership capacities with a number of national organizations including the Board of Directors of the American Society on Aging, the Chair of the Board of Directors of the National Alliance for Caregiving and the Chair of the Business Forum on Aging.  Sandy was a delegate to the 2005 White House Conference on Aging, and holds the Cavanaugh Award.
  • Sandy writes for professional publications and is the Financial Gerontology columnist for the Journal of Financial Service Professionals.  She is a frequent speaker on aging issues at national conferences and seminars, and has been interviewed by major media including the Wall Street Journal, the New York TimesUSA TodayMarketWatch, Bloomberg and many others.

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  • John Whitham is Director of Digital Resources, at The American College. John’s focus is extending the usability of The College’s research resources to online students, providing increased access to industry news, reports and data over the Web. He is responsible for organizing and developing The College’s digital library resources and curating digital collections about the history of the College and its founder, Dr. Solomon S. Huebner. John graduated magna cum laude for his undergraduate studies at the University of Pennsylvania.  He holds dual Master of Science degrees in Information Science and Information Systems from Drexel University, where he was inducted into the International Honor Society for Computing and Information Disciplines. His expertise brings your College’s library into greater alignment with university technology and digitization initiatives with a goal of establishing it as a technology and digitization leader.

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  • A member of the Pennsylvania Bar, Chris is an Assistant Professor of Taxation with course responsibility for Huebner School 321 Income Taxation and Irwin Graduate School 817 Personal Tax Planning. Chris also teaches the online editions of GS 839 Planning for Philanthropic Impact, GS 849 Charitable Giving Applications and Planning, and GS 859 Gift Planning in a Nonprofit Context.

    Prior to his arrival at The American College, Chris enjoyed a seventeen-year career as a senior development professional and executive. During his tenure as Senior Associate Vice President and Acting Senior Vice President of Institutional Advancement, Drexel University was a five-time achiever of Philanthropy 400 status awarded to the most productive development programs in the United States. As Vice President of Development for The Kimmel Center for the Performing Arts, Chris led the completion of its highly successful endowment campaign creating one of the largest endowed funds for a performing arts organization. Most recently, Chris served as Director of Planned Giving for the Princeton HealthCare System Foundation during its Design for Healing campaign, one of the largest ever for a community hospital system.

    A magna cum laude graduate of Cornell University, Chris earned his J.D. and LL.M (Taxation) from Villanova Law School. Chris holds an appointment at Villanova Law as an adjunct professor of tax law where he co-teaches the course in charitable gift planning in its Master of Laws in Taxation program.

    Chris is married to Lann Salyard Woehrle, MD, a member of the medical staff at Pennsylvania Hospital. In addition to his wife’s philanthropy in support of pancreatic cancer research, Chris has endowed a named scholarship at his prep school and supported a bricks and mortar campaign each at the major gift level.
  • Chris has course responsibility for Huebner School 321 Income Taxation and Irwin Graduate School 817 Personal Tax Planning. Chris also teaches the online editions of GS 839 Planning for Philanthropic Impact, GS 849 Charitable Giving Applications and Planning, and GS 859 Gift Planning in a Nonprofit Context.

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  • Walt Woerheide, Ph.D., ChFC®, CFP®, is VP of Academics and Dean at The American College. He also serves as the Frank Engle Distinguished Chair in Economic Security Research and Professor of Investments. Before joining the College in 2001, Dr. Woerheide held appointments as a professor of finance at the University of Illinois at Chicago for 10 years, the Univ. of Michigan – Flint for 6 years, and Rochester Institute of Technology for 11 years. He also worked for a year as a Visiting Scholar at the Federal Home Loan Bank Board.

    Dr. Woerheide has served as President of the Academy of Financial Services, an association of people interested in teaching and research in the area of financial planning, and as President of the Midwest Finance Association. He has served as a Judge for the Financial Frontiers Awards given by the Journal of Financial Planning and for the Kenneth Black, Jr., Journal Author Award Program given by the Journal of Financial Service Professionals. He currently serves as an Associate Editor for the Journal of Financial Service Professionals and serves on the Editorial Review Boards of the Journal of Financial Planning, Financial Services Review, and Business Quest.
    In addition to authoring and co-authoring the four most recent editions of The College’s Investments textbook, he has also published Introducing Personal Finance with John Wiley & Sons, and The Savings and Loan Industry: Current Problems and Possible Solutions with Quorum Books. Dr. Woerheide has published nearly 30 articles in various journals including Journal of Financial Service Professionals, Financial Services Review, Financial Counseling and Planning, Journal of Financial Planning, and Journal of Consumer Affairs. He has refereed articles for 16 different journals, served on multiple program committees for professional associations, reviewed numerous textbooks, and serves as an outside referee for promotion and tenure cases.

    Dr. Woerheide earned his Ph.D. and MBA degrees from Washington University, and he has a BA from Brown University.
  • Degrees and Designations


    Ph.D.   (1977)  Washington University, Major: Finance
    M.B.A. (1972)  Washington University, Concentration: Finance
    B.A.     (1969)  Brown University, Major: Mathematical Economics
    CFP®   (2006)  CFP Board, Studied at The American College
    ChFC® (2011) The American College


    Accreditation Activities


    Middle States Visitation Team to National Labor College: 2012
    Middle States Visitation Team to Long Island University: 2013
    Accreditation Liaison Officer: 2012 - 2013


    Honors and Appointments


    Council on Education, CFP Board, 2008.
    Sabbatical for Winter Quarter, 1997-98.
    Loaned Executive to United Way of Greater Rochester: Spring 1996.
    Investment Audit Team, Board of Examiners of the Certified Financial Planner Board of Standards, Inc.: 1994-95, 1997, 2002.
    Federal Reserve Bank of New York Central Banking Seminar: 1992.
    Distinguished Faculty Member, Michigan Association of Governing Boards of State Universities: 1990.

  • Introducing Personal Finance. John Wiley & Sons, New York, New York, 2002, 435 pages. Read more.
     
    The Savings and Loan Industry: Current Problems and Possible Solutions. Quorum Books, Westport, Connecticut, 1984, 216 pages. [Selected for the 21st Annual list of "Outstanding Academic Books" by Choice, May 1985, p. 1289.] Read more.
     
    Fundamentals of Investments for Financial Planning, Seventh Edition, co-authored with David Nanigian, The American College, Bryn Mawr, Pennsylvania, 2013, 794 pages; Sixth Edition, 2011, 647 pages; Fifth Edition, 2008, 765 pages; Fourth Edition, co-authored with David M. Cordell, 2004, 786 pages; Third Edition, co-authored with David M. Cordell, 2003, 674 pages; Second Edition, co-authored with Robert S. Graber, 2002, 563 pages. 
  • Course Responsibilities:
    HS 328 Investments

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  • Juliana is an Adjunct Assistant Professor of Health Insurance at The American College.  She received her BS in Management from the University of North Carolina-Asheville and a Masters of Risk Management and Insurance from Georgia State University in Atlanta, GA.  Julie has worked in the insurance and managed care industry for more than 35 years, holding positions related to Worker's Compensation, TPA Administration, Group Health Sales and Account Management, Member Services, Marketing and Sales Operations, and Sales Incentive Compensation.  She is currently the Director of Sales Incentive Compensation for Kaiser Permanente and is based in Burbank, CA.  Juliana was a part-time instructor in the Risk Management and Insurance Department of Georgia State University in Atlanta for seventeen years where she taught junior and senior level undergraduate courses.  She began teaching the HS 325, HS 340, and HS 344 classes for the Atlanta Association of Health Underwriters in 2001 and continues the program through the National Association of Health Underwriters since 2008.
     
Programs of Study
 
Centers of
Excellence

Resources
Insurance Education
 
RHU®

Registered Health Underwriter®

(Health Insurance)

 
 
ChHC®

Chartered Healthcare Consultant®

(Healthcare Specialty)

 
 
REBC®

Registered Employee

Benefits Consultant

(Employee Benefits)

 
 
CLF®

Chartered Leadership Fellow®

(Field or Agency Leadership)

 
 
LUTCF

Life Underwriter Training

Council Fellow

(Insurance Skills)

 
 
CLU®

Chartered Life Underwriter®

(Insurance Specialty)

 
 
Financial Planning
 
ChFC®

Chartered Financial Consultant®

(Advanced Financial Planning)

 
 
CFP®

Certification Education

(Financial Planning)

 
 
CASL®

Chartered Advisor for

Senior Living®

(Retirement Income Education)

 
 
FSS

Financial Services Specialist

(Financial Services Basics)

 
 
CAP®

Chartered Advisor

in Philanthropy®

(Philanthropy)

 
 
RICP

Retirement Income

Certified Professional

(Retirement Income)

 
 
Graduate Degrees
 
MSM

Master of Science in Management

(Executive Leadership)

 
 
MSFS

Master of Science in

Financial Services

(Advanced Financial Planning)