Meet our faculty.

A faculty of dozens of global thought leaders who have built a reputation not just as academics, but as practitioners.

Michale Finke Chief Academic Officer

Professor of Wealth Management

WMCP® Program Director

Frank M. Engle Distinguished Chair in Economic Security

Professor Wade Pfau

Professor of Retirement Income

RICP® Program Director

Co-Director of the New York Life Center for Retirement Income

Professor Sophia Duffy, Associate Dean

Academic Dean

Assistant Professor of Business Planning

Professor David Littell

Professor of Taxation

Joseph E. Boettner Chair in Research

Professor Benjamin Cummings

Associate Professor of Behavioral Finance

Glenn Boseman Dean of the Master Degree Programs

Professor of Leadership

Roger Hull—James S. Bingay Chair of Leadership

Professor Philip Cubeta

Assistant Professor of Philanthropy

CAP® Program Director

Sallie B. and William B. Wallace Chair in Philanthropy

Professor Gerald Herbison

Assistant Professor of Management

CLF® Program Director

George Joseph/Richard Liddy Chair in Field Leadership and Practice Management

Professor Ted Kurlowicz

Professor of Taxation

Charles E. Drimal Professor of Estate Planning

Professor Kevin Lynch

Faculty Instructor

Clark/Bardes Endowed Chair in Retirement Planning and Non-Qualified Deferred Compensation

Professor Melisande McCrae

Assistant Professor of Educational Evaluation and Research 

Executive Director of New York Life Doctoral Program

Professor Kirk Okumura

Professor of Practice

FSCP® Program Director

O. Alfred Granum Chair in Practice Management

Ross Riskin

Assistant Professor of Taxation

CFP® Program Director

Larry R. Pike Chair for Insurance and Investments


David Blanchett

Adjunct Professor of Wealth Management

Adjunct Professor of Taxation and Special Needs Planning

Director of the MassMutual Center for Special Needs

Faculty Member Michael Davidson

Adjunct Professor of Agency Excellence

Ted Digges

Adjunct Professor of Management and Leadership

Randy Gardner, Adjunct Professor

Adjunct Professor of Financial Planning

Faculty Member James Gulezian

Adjunct Professor of Leadership

Kelsey LeFavour, Adjunct Professor of Special Needs Planning

Adjunct Professor of Special Needs Planning

Lesley Mehalick, Adjunct Professor at The American College

Adjunct Professor of Taxation and Special Needs Planning

Adjunct Professor Steve Parrish

Adjunct Professor of Advanced Planning

Co-Director of the New York Life Center for Retirement Income

Dr. Jim Peterson, Adjunct Professor of Ethics at The American College

Adjunct Professor of Ethics