Financial Education for Securities, Banking, & Insurance Professionals.
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Larry Barton, CAP®, PhD
AB, Boston College
MALD, The Fletcher School of Law and Diplomacy at Tufts University
PhD, Boston University.» President & Chief Executive Officer
» O. Alfred Granum Chair in Management
» Professor of Management -
Glenn Boseman, DBA, CLF®, CLU®
BS, Campbell University
MBA, East Carolina University
DBA, Kent State University» Dean, Irwin Graduate Schoo
» Roger Hull-James S. Bingay Chair of Leadership
» Professor of Leadership -
Philip Cubeta, MSFS, CAP®, ChFC®, CLU®
BA, Williams College
MA, Oxford University
MA, MPhil., Yale University» Sallie B. and William B. Wallace Chair in Philanthropy
» Assistant Professor of Philanthropy -
Sophia Duffy, JD, CPA
JD, Temple University
BS, Rutgers University» Assistant Professor of Employee Benefits
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Constance J. Fontaine, JD, LLM, ChFC®, CLU®
BS, Beaver College
JD, Widener University, School of Law
LLM, Villanova University, School of Law» Larry R. Pike Chair in Insurance and Investments
» Associate Professor of Taxation -
Edward E. Graves, ChFC®, CLU®
BS, California State University, Los Angeles
MA, University of Pennsylvania» Charles J. Zimmerman Chair in Life Insurance Education
» Associate Professor of Insurance
» Acting Associate Dean -
Gerald J. Herbison, MSM, CASL®, ChFC®, CFP®, CLF®
BS, Ithaca College
MSM, The American College» Director of the CLF Program
» Assistant Professor of Management -
Jamie Patrick Hopkins, Esq., J.D., M.B.A.
BA, Davidson College
J.D., Villanova University
MBA, Villanova University» Assistant Professor of Taxation
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Theodore T. Kurlowicz, JD, LLM, CAP®, ChFC®, CLU®
BS, University of Connecticut
MA, University of Pennsylvania
JD, Widener University, School of Law
LLM, Villanova University, School of Law» Charles E. Drimal Professorship in Estate Planning
» Professor of Taxation -
Craig W. Lemoine, CFP®
BS, Family Financial Planning
PhD Candidate, Consumer Economics Texas Tech University» Assistant Professor of Financial Planning
» Jarrett L. Davis Distinguished Professorship in Financial Planning Technology -
David A. Littell, JD, ChFC®, CFP®
BA, Northwestern University
JD, Boston University, School of Law» Codirector of the New York Life Center for Retirement Income
» Joseph E. Boettner Chair in Research
» Professor of Taxation -
Kevin M. Lynch, CFP®, ChFC®, CLU®, RHU®, REBC®, CASL®, CAP®, CLF®, LUTCF, FSS
BS, Excelsior College
MBA, University of Central Oklahoma
Doctoral (DBA) Candidate, Wilmington University - ABD status» Assistant Professor of Insurance
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David Nanigian, Ph.D.
BBA, San Diego State University
MBA, UC Irvine
PhD, Texas Tech University» Assistant Professor of Investments
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Wade D. Pfau, PhD, CFA
BA, University of Iowa
BS, University of Iowa
MA, Princeton University
PhD, Princeton University» Professor of Retirement Income
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Julie Ragatz
BA, University of Saint Thomas
MA, Marquette University
PhD Candidate, Temple University» Director of the Center for Ethics in Financial Services
» Charles Lamont Post Chair of Ethics and the Professions (interim)
» Assistant Professor of Ethics
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Arthur B. Tacchino, J.D.
BS, Susquehanna University
JD, Widener University School of Law» Assistant Professor of Health Insurance
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John Whitham
MLIS, Drexel University
MSIS, Drexel University
BA, University of Pennsylvania» Director of Digital Resources
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Christopher P. Woehrle, JD, LLM
BA, Cornell University
JD, Villanova Law School
LLM, Villanova Law School» Assistant Professor of Taxation
» The Guardian/Deppe Chair in Pensions and Retirement Planning -
Walt Woerheide, PhD, ChFC®, CFP®
BA, Brown University
MBA, Washington University
PhD, Washington University» Frank M. Engle Distinguished Chair in Economic Security Research
» Vice President of Academic Affairs and Dean
» Professor of Investments
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Nila G. Betof, PhD
BS, Temple University
MSW, University of Pennsylvania
PhD, Temple University» Adjunct Professor of Management
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Thomas M. Brinker, Jr., JD, LLM, ChFC®
BS, St. Joseph's University
MS, Taxation, Widener University
JD, Columbia Pacific University
LLM, Regent University, School of Law» Adjunct Professor of Taxation
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Michael C. (Mike) Davidson, CLU®
BA, Central Missouri State University
CLU®, The American College» Adjunct Professor of Agency Excellence, The American College
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Salvatore F. Farina, MSM, CLF®, CLU®, ChFC®
BS, New York Institute of Technology
» Adjunct Professor of Management
» Joseph-Liddy Chair in Practice Management -
Alan F. Friedman, PhD
BA, University of California
MS, California State University
PhD, University of Cincinnati» Adjunct Professor of Psychology
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Richard A. Hinckley, Jr.
BA, Wharton School of the University of Pennsylvania
MBA, Wharton School of the University of Pennsylvania
MSEE, Moore School of the University of Pennsylvania» Adjunct Professor of Economics
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Arnold M. Katz, CLU®
BS, Boston University
» Adjunct Professor of Health Insurance
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Allen C. McLellan, LUTCF, CLU®, ChFC®, CASL®, CFP®
BS, U.S. Air Force Academy
MS, Air Force Institute of Technology» Adjunct Professor of Insurance
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Sal Monastero
BS, Economics, Villanova University
MBA, Golden Gate University» President, Monastero Consulting Inc.
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Kenneth Polcari
BS, Boston University
» Adjunct Professor
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Mary Quist- Newins, ChFC®, CLU®, CFP®
BA, University of Washington
MBA, Garvin School of International Management»Adjunct Professor of Management
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Glenn E. Stevick, Jr., ChFC®, CLU®, LUTCF
BA, Villanova University
MA, Duquesne University»Adjunct Professor of Insurance
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Julie H. York
Education BS in Management from the University of North Carolina-Asheville Masters of Risk Management and Insurance from Georgia State University
» Adjunct Professor of Health Insurance
