NAIFA Member Joins MetLife in Austin, Texas

October 7th, 2014, Comments Off.

DavidJeremy14Capital Strategies of MetLife is pleased to announce that Jeremy David has joined the firm as Financial Adviser and Financial Services Representative.

“It’s an honor to join Capital Strategies and to work for one of the world’s leading insurance providers, MetLife,” said David. “I look forward to serving the residents of the Austin area, and to working to help them achieve their financial goals.”

David has been in the financial-services industry for the past six years, and has worked extensively with small to medium size businesses and their owners. “Growing up in a family-owned business has helped me understand the challenges to the owners,” said David.

David is a member of the National Association of Insurance and Financial Advisors and the Financial Services Institute. He also serves in board leadership with Drive a Senior, which provides transportation services to senior citizens, and has been actively involved in Marketplace Leaders at Shoreline Church.

 

Dr. Johnson to Lead The American College

August 28th, 2014, Comments Off.

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The Board of Trustees of The American College of Financial Services has named Robert R. Johnson, Ph.D., CFA, CAIA, as president and CEO, beginning October 1, 2014. Dr. Johnson’s extensive scholarship, experience in investment management, and results in building global awareness for financial services education, make him uniquely qualified to lead The American College.

“Dr. Johnson will continue The American College’s expansion into broader areas of financial services,” says Linda S. Need, CFA, CFP, CAP, Chair of the Board of Trustees at The American College. “The Board conducted an extensive executive search, looking for the right person to take us to the next level. Dr. Johnson stood out from all of the other highly qualified candidates because of his track record of success in leading academics who provide professional education for those in the financial services industry. Dr. Johnson will be an outstanding, transformative leader as The College enters a period of significant growth.”

“The reach of this institution is impressive,” notes Dr. Johnson, “and I am excited about the opportunity to work with The American College professional staff and Board to broaden that influence. Throughout my career I’ve served at the intersection of academia and financial practice, and The American College is the most effective educator in that space.
“The fields of financial planning, retirement income planning and wealth management will be impacted by the work being done at The American College,” said Dr. Johnson. “It is an exciting time to be affiliated with this prestigious institution. Substantial investments are being made in practical scholarship and research. The College will continue to shape the financial services profession, and it will be a privilege to work with talented and dedicated people to lead those efforts in the years ahead.”

Dr. Johnson is the author of multiple books and scholarly articles on portfolio management, asset valuation, wealth management, and monetary policy. He currently serves as Professor of Finance in Creighton University’s Heider College of Business and on the board of RS Investment Management.

From 1996 to 2011, he held a number of senior executive positions at CFA Institute and has extensive experience with credentialing programs, ethical and professional codes of conduct, and global business expansion.

He is co-author of the books Strategic Value Investing, The Tools and Techniques of Investment Planning, and Investment Banking for Dummies. He is also co-author of the forthcoming book ,Investing by Fed, which is scheduled to be published in December of 2014.

Dr. Johnson is the recipient of numerous awards. He holds an MBA from Creighton University, and a Ph.D. from the University of Nebraska-Lincoln.

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By Ayo Mseka