Professor of Finance

College of Business Administration

University of Wisconsin Oshkosh

800 Algoma Blvd., OshkoshWI  54901                        

Work:  (920) 424-7202



Research:  Risk Management, Market Efficiency, Asset Allocation

Teaching:  Investments, Markets, Financial Management and Global Business Issues


Ph.D. Florida State University TallahasseeFlorida (August 1990)

Major Area: Finance; Support Area: Accounting,  Dissertation Chair: Pamela P. Peterson-Drake

Dissertation:  Tests of the Free Cash Flow Theory of Takeovers

M.B.A. James Madison University  HarrisonburgVirginia (May 1985)

B.B.A. James Madison University  Majors: Accounting and Finance (May 1983)

Chartered Financial Analyst® charterholder (September 2003)
Financial Risk Manager
certified by Global Association of Risk Professionals (November 2004)


Professor of Finance, Finance and Business Law Team (July 2000 to Present)

John E. Kerrigan International Endowed Professor (September 2005 to June 2009)

Team Leader, Finance and Business Law Team (September 1999 to June 2004)

EAA/C.R. Meyer Endowed Professor (September 1998 to June 2002)

Associate Professor, Dept. of Finance & Business Law (July 1995 to June 2000)

Assistant Professor, Dept. of Finance & Business Law (September 1990 to June 1995)
All the above at the University of Wisconsin Oshkosh, Oshkosh, Wisconsin

Teaching and Research Assistant (August 1986 to May 1990)

Florida State University, TallahasseeFlorida

Financial Analyst (May 1985 to July 1986)

ARA/Smith's Transfer Corporation, VeronaVirginia

Teaching and Research Assistant (August 1984 to May 1985)

James Madison University, HarrisonburgVirginia

Co-owner/President (July 1983 to September 1986)

University Goods and Services, Inc. Keezletown, Virginia


26 refereed publications which have appeared in the following journals:  Global Finance Journal (2010), Financial Decisions (2009), Journal of International Financial Management and Accounting (2008), Quarterly Journal of Finance and Accounting (2008), Research in International Business and Finance (2004), Journal of Multinational Financial Management (2003 and 2004), Review of the Academy of Finance (March 2002), Journal of Economics and Business (July/August 2001), Accounting and Business Research (Summer 1999), Journal of Applied Business Research (Spring 1997), Review of Financial Economics (Winter 1996), Journal of Economics and Finance (Spring 1996), Journal of Business and Economic Perspectives  (Spring/Summer, 2010, Fall/Winter 2006, Fall 1995, Fall/Winter 1996, and Spring/Summer 1997), Central Business Review (Winter 2006, Summer 1996, and Winter 1996), WIU Journal of Business (1992), Journal of the Midwest Finance Association  (1991 and 1992), and Quarterly Journal of Business and Economics  (Winter 1989, Summer 1997, and Autumn 2007).


Numerous regional and national finance association meetings including:  Financial Management Association, Academy of Finance, Academy of Financial Services, Midwest Business Administration Association, Eastern Finance Association, Midwest Finance Association, Southern Finance Association Meetings, American Society for Competitiveness, and  American Accounting Association.

University Funded Research Projects

Fourteen University of Wisconsin Oshkosh Faculty Development Board funded research projects and two university supported sabbaticals.


Service at the University of Wisconsin Oshkosh

Finance and Business Law Team Leader (1999 to 2004).  Also, current or past member of following committees:  Faculty Development Board, Graduate Council, Outstanding Thesis Committee, Improvement of Instruction Committee, Rosebush Professor Review Committee, College of Business Curriculum Committee, COBA Council, COBA Full-Professors Committee, COBA International Team, COBA Faculty Review & Development Team, Finance Program Review Committee, and Finance Club advisor.


Service to Discipline

Ad Hoc reviewer for the following Journals: Journal of Multinational Finance, Financial Management, Journal of Economics and Business, Journal of Midwest Finance Association and Quarterly Journal of Business and Economics.  Reviewer of textbooks and computer software in finance area for Thomson South-Western, McGraw-Hill, Harper Collins, Dryden, and Irwin.  Invited article published in Financial Decisions (September 2005).  Contributor of article summaries for the CFA Digest and The Contemporary Finance Digest.  CFA Program Curriculum Reviewer and participant at CFA Institute’s Standard Setting Workshops.  Writer of CFA Level I exam questions and grader at Level III.