Awards

  • Edmund P. Joyce Award for Excellence in Undergraduate Teaching, 2015
  • Hillcrest Behavioral Finance Award, Hillcrest Asset Management, 2014
  •  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