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Faculty

Meet our faculty.

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

Professor Philip Cubeta

Assistant Professor of Philanthropy

CAP® Program Director

Sallie B. and William B. Wallace Chair in Philanthropy

Professor Sophia Duffy, Associate Dean

Assistant Vice President and Director of Regulatory Compliance

Assistant Professor of Business Planning

Associate Professor of Ethics

Executive Director for the Cary M. Maguire Center for Ethics in Financial Services

Michale Finke Chief Academic Officer

Professor of Wealth Management

WMCP® Program Director

Director for the Granum Center for Financial Security

Frank M. Engle Distinguished Chair in Economic Security

Matt Goren

Assistant Professor of Financial Planning 

Assistant Professor and Director of Financial Literacy

Professor Melisande McCrae

Director of Curriculum

Mark McLennon, Adjunct Professor of Business Planning

Assistant Professor of Business Planning

CLU® Program Director

Professor Kirk Okumura

Professor of Practice

FSCP® Program Director

O. Alfred Granum Chair in Practice Management

Professor Wade Pfau

Professor of Retirement Income

RICP® Program Director

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

Ross Riskin

Associate Professor of Taxation

CFP® and ChFC® Education Program Director

Larry R. Pike Chair for Insurance and Investments

Chair of the NextGen Advisory Task Force

Colin Slabach

Assistant Professor of Retirement

Assistant Director of the New York Life Center for Retirement Income

Dien Yuen, Assistant Professor of Philanthropy

Assistant Professor of Philanthropy

Blunt-Nickel Professorship in Philanthropy

ADJUNCT FACULTY

Timothy Belber, Adjunct Professor of Estate Planning

Adjunct Professor of Estate Planning

David Blanchett

Adjunct Professor of Wealth Management

Adjunct Professor of Taxation and Special Needs Planning

ChSNC® Program Director

Director of the MassMutual Center for Special Needs

Ted Digges

Adjunct Professor of Management and Leadership

Executive Director of the Penn Mutual Center for Veterans Affairs

Faculty Member James Gulezian

Adjunct Professor of Leadership

Professor Gerald Herbison

Adjunct Professor of Leadership and Practice Management

Mary Houser

Educational Consultant

Professor Kevin Lynch

Instructor of Insurance

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

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

David Pierce, Adjunct Professor

Adjunct Faculty of Insurance

EMERITUS FACULTY

Glenn Boseman Dean of the Master Degree Programs

Professor Emeritus of Leadership

Professor Ted Kurlowicz

Professor Emeritus of Taxation

Professor David Littell

Professor Emeritus of Taxation

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Professor Emeritus of Investments 

Former Frank M. Engle Distinguished Chair in Economic Security Research