The Academic Board of Advisors

The Academics Behind The Portfolios

Evidence-Based Investing is the result of the work of many brilliant individuals. The concepts developed and proven by the best and brightest economic and academic minds have created the intellectual framework with which money managers evaluate the risks and rewards of their investments.

ARTHUR B. LAFFER, PH.D.

Member of President Reagan’s Economic Policy Advisory Board (both terms), 1981-1989
Founder and Chairman of Laffer Associates
Bachelors of Economics, Yale University
MBA, Ph.D., Economics, Stanford University

Dr. Laffer’s economic acumen brings a distinct advantage to Matson Money, our coaches, and clients with insights on the implication of economic policy on savers and investors. Frequently referred to as “The Father of Supply-Side Economics,” Dr. Laffer helps navigate the complexities of the economy, interest rates, and tax efficiency as it applies to portfolio construction.

TERRANCE ODEAN, PH.D.

Rudd Family Foundation Professor of Finance Haas School of Business, University of California
Bachelors of Statistics, UC Berkeley
Masters of Finance, UC Berkeley
Ph.D., Finance, UC Berkeley

Terrance Odean is a leader in the field of behavioral finance, boasting extensive research in the area of investor behavior, investor biases and habits. His research reveals how behavior can destroy investor performance and the ability to create wealth. Dr. Odean’s expertise is essential to the creation of coaching systems and tools for prudent long–term investing.

SAVINA RIZOVA, PH.D.

Bachelor of Science in Economics and Mathematics, Dartmouth College
MBA, University of Chicago Booth School of Business
Ph.D., Finance, University of Chicago Booth School of Business

Savina Rizova currently serves as Dimensional Fund Advisor’s Co-Chief Investment Officer and Global Head of Research. In her role at Dimensional, she applies her background in finance to a wide variety of research projects to help improve every step of the investment process, from research on drivers of returns to portfolio design, portfolio management, and trading. In addition, Savina leads the efforts of the Research group to provide thought leadership to clients and prospects on important investment-related topics. During her undergraduate studies at Dartmouth College, she served as a research assistant to Professor Kenneth French.

R. LYMAN OTT, PH.D.

Bachelors of Mathematics and Education, Bucknell University
Masters of Mathematics, Bucknell University
Ph.D., Statistics, Virginia Tech

As an expert in the field of statistics, Dr. Ott lends his expertise to Matson Money and investors by actively analyzing and providing third-party validation for the economic and financial research upon which our portfolios are constructed. His scrutiny indicates the probability of outcomes concerning the implementation of specific investing strategies. His analysis of the existence and confirmation of “The Barbell Effect” has a significant impact on the design of Matson Money portfolios.

DAVID EAGLEMAN, PH.D.

Neuroscientist at Stanford University
CEO and co-founder Neosensory
Chief Science Officer and co-founder BrainCheck
Guggenheim Fellow
Ph.D. in Neuroscience at Baylor College of Medicine
Postdoctoral fellowship at Salk Institute
Writer and presenter of the Emmy-nominated international TV series
“The Brain with David Eagleman”
International bestselling author

David Eagleman is a neuroscientist at Stanford University, an internationally bestselling author, and a Guggenheim Fellow. He is the writer and presenter of The Brain, an Emmy-nominated television series on PBS and BBC. Dr. Eagleman’s areas of research include sensory substitution, time perception, vision, and synesthesia; he also studies the intersection of neuroscience with the legal system, and in that capacity he directs the Center for Science and Law. Eagleman is the author of many books, including Livewired, The Runaway Species, The Brain, Incognito, and Wednesday is Indigo Blue. He is also the author of a widely adopted textbook on cognitive neuroscience, Brain and Behavior, as well as a bestselling book of literary fiction, Sum, which has been translated into 32 languages, turned into two operas, and named a Best Book of the Year by Barnes and Noble. Dr. Eagleman writes for the Atlantic, New York Times, Discover Magazine, Slate, Wired, and New Scientist, and appears regularly on National Public Radio and BBC to discuss both science and literature. He has been a TED speaker, a guest on the Colbert Report, and profiled in the New Yorker magazine. He has spun several companies out of his lab, including Neosensory, a company which uses haptics for sensory substitution and addition.

Harry M. Markowitz
Nobel Prize Winner, 1990

As a graduate student in economics at the University of Chicago, Dr. Markowitz first studied portfolio design and risk reduction in his paper, “Portfolio Selection, ” published in the 1952 Journal of Finance. Thirty-eight years later, he shared the Nobel Prize in Economic Sciences with Merton Miller and William Sharpe for developing the theory of portfolio choice, one of the primary concepts crucial to the development of Modern Portfolio Theory.

Disclaimer

The bio about each of these individuals and or firms is presented from sources that are believed to be reliable. However, we do not make any representation or warranty, expressed or implied, as to the accuracy of the research, completeness, or correctness thereof. Each individual or business listed, besides Mark Lund, is not employed by Stonecreek Wealth Advisors, they are some of the professional resources used to consult with and are made available to our clients.

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