Degree: Ph.D., University of Colorado at Boulder, 1989
Certified Financial Planner™, 1987
Honors & Distinctions:
Frascona Teaching Award Finalist, 2012, 2013
Tissone Award for Teaching Innovation & Dedication, Leeds School of Business, 2007
Recognized by the Aspen Institute/Beyond Grey Pinstripes for integrating social and environmental topics into the teaching of finance, 2006
Outstanding Leadership Award, American Medical Response, 1995
Professional Affiliations:
Financial Management Association (FMA)
Financial Planning Association (FPA)
Financial Education Association (FEA)
Professional Experience:
Personal Financial Consultant, 2006 - present
Portfolio Manager and Trustee, Wood Trusts, 1995 - present
Chief Financial Officer, VP Financial Operations, American Medical Response, 1993-1999
Partner, General Manager, A-1 Ambulance Companies, 1983 - 1993
Research Interests:
Financial education advances, personal financial planning, behavioral finance
Teaching Interests:
Senior Seminar in Finance, Investments and Portfolio Management,
Introductory Finance, Executive Education
Selected Publications:
Presentation of “Improving Student Learning Experience in Large Finance and Statistics Classes: Use of Electronic Clickers” by Stanley A. Martin, Ronald W. Melicher, Thomas C. Nelson, and Lori E. Seward in San Antonio, Texas at the Financial Education Association Annual Conference, April, 2006.
