Patent No: US 7,016,873 B1, System and Method for Tax Sensitive Portfolio Optimization, (w/ James Peterson, Christopher Kleinbauer, and Paul-Charles A. Pietranico). Date of Patent: March 21, 2006
“Implementing the Earnings Surprise Strategy,” (w/ Richard Mendenhall), Investment Analysts’ Society
Andersen Consulting Fellowship Award, 1997
Kaneb teaching award, University of Notre Dame, 1999 and 2003