Chartered Financial Analyst (CFA®) Level I Certificate ProgramProgram Faculty and Experts

mark-del-pezzo.pngMark Del Pezzo, CFA
Faculty Director, CFA Program Level I and Finance Instructor, College of Business, Florida International University

A former investment officer and portfolio manager for numerous depository institutions and trust departments, Mark Del Pezzo has performed consulting work for registered investment advisors, family offices, broker dealers, trust departments and depository institutions. He is an expert in many areas of financial investment, including advanced investments, bank and anti-money-laundering management, financial management, fixed income and equity securities analysis, personal finance and portfolio management.

Del Pezzo has an MBA from Jacksonville University and a bachelor’s degree in management and economics from the University of North Carolina at Asheville. A CFA charterholder since 1998, he is an active member in the local CFA society and a former member of bank asset liability committees and investment committees.

eddy-augsten.pngEddy Augsten, CIMA®, CAIA®, MSF
Founder, WealthEngage
Branch Manager, Raymond James Financial Advisors
Director of Wealth Solutions, Concurrent Advisors

As co-founder of WealthEngage, Eddy Augsten is responsible for the firm’s investment decisions, planning process and overall direction. He is a Certified Investment Management Analyst, the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant; and a Chartered Alternative Investment Analyst, a globally recognized credential for professionals managing, analyzing, distributing or regulating alternative investments and asset classes.

Before co-founding WealthEngage, Augsten served as an investment consultant to financial advisors at major brokerage firms. He held senior positions at multiple global asset managers, including Principal Funds and Calvert Funds, over a 14-year period.

Throughout his career, Augsten has served on the boards of numerous community organizations, including Junior Achievement of Miami, CAIA Miami, FIU Business School Alumni Board, IE Miami Alumni Board, IMCA Editorial Advisory Board and Student Finance League.

Augsten earned a bachelor’s degree in business administration from Florida International University, and a Global Master of Science in Finance degree from IE Business School. He also holds a certificate in financial planning from the University of Georgia’s Terry College of Business.

karl-gregory.pngKarl Gregory Gerasimov, CFA
Portfolio Manager, MAS Advisors

Karl Gregory Gerasimov is a portfolio manager at MAS Advisors, implementing and maintaining discretionary and non-discretionary accounts for institutional clients and select high-net-worth clients. He acts as the liaison for institutional clients with investment managers, subadvisors, asset allocators and underlying fund managers. Gerasimov holds a bachelor’s degree from SUNY University at Buffalo and an MBA from the University of Miami.

In addition to being a CFA Charterholder, Gerasimov holds several FINRA certifications: Series 24 (Securities Principal), Series 55 (Equity Trader), Series 7 (Registered Representative), and Series 63 (Securities Agent State Law).

alyssa-greenspan.pngAlyssa Greenspan, CFA
President and Chief Operating Officer, Community Capital Management

As president and chief operating officer, Alyssa Greenspan is responsible for corporate matters, strategic planning, human resources, and new product development. In addition, Alyssa is responsible for managing the day-to-day activities and operations of the firm, as well as overseeing risk management, including portfolio compliance and client service. As an impact/ESG industry veteran, Greenspan is a frequent speaker on the topic at conferences and has been involved in the creation of detailed impact metrics and customized reporting at Community Capital Management (CCM), working closely with clients to understand both their impact and investment goals. Greenspan serves on the firm’s board of directors and compliance committee, is chair of the management committee, and is a member of the enterprise risk management committee.

Greenspan began her career at Northern Trust Bank, rising to investment officer before joining Morningstar Inc. as a senior equity analyst covering the financial services sector. In 2003, Greenspan joined CCM as a portfolio manager and was promoted to chief operating officer in 2009 and president in 2015. In 2016, Greenspan was re-elected to a second term on the board of directors of U.S. SIF - The Forum for Sustainable and Responsible Investment Board, which seeks to rapidly shift investment practices toward sustainability, focusing on long -term investment and positive social and environmental impacts. She serves as treasurer and is on the executive committee for the organization. Greenspan also is a director of Impact Shares, which offers socially conscious ETFs with an evolving set of criteria defined by non-profit partners. All net profit goes directly back to these non-profit partners, which currently includes the NAACP, YWCA, and the UN’s Capital Development Fund.

Greenspan received her bachelor’s degree in finance from Tulane University and an MBA from the University of Miami. She is a CFA Charter holder and holds FINRA licenses: Series 6, 7, 24, 26 & 63.

Edward R. LawrenceEdward R. Lawrence, PhD
Academic Director, Doctoral Program, Finance
Professor, Department of Finance
College of Business
Florida International University

Edward Lawrence’s research interests are in asset pricing, behavioral finance and banking and financial institutions.

His research has been published in the Applied Financial Economics, Financial Analyst Journal, Finance India, Global Finance Journal, International Journal of Banking Finance, International Journal of Finance, Journal of Behavioral Finance, Journal of Business Finance and Accounting, Journal of Emerging Markets, Journal of Modern Accounting and Auditing, Managerial Finance, Quarterly Journal of Business and Economics, and the Nanyang Business Review.

He has presented papers in several professional conferences, including the Eastern Finance Association, Financial Management Association, Global Finance Conference, World Finance Conference, Northern Finance Association, South Western Finance Association, Sothern Finance Association, Midwest Finance Association and the Academy of Economics and Finance. He has reviewed papers for the Financial Review, Applied Financial Economics, Quarterly Journal of Business and Economics and the International Journal of Banking and Finance.

His teaching experience includes such courses as fundamentals of corporate finance, security analysis, portfolio management, financial economics and managerial corporate finance. Lawrence has won the Best Professor Award thrice in the MSF Program and has twice received the undergraduate teaching awards.

jimmy-moy.pngJimmy Moy, CPA, CFA
Tax Manager, Deloitte LLP

Jimmy Moy is a tax manager at Deloitte, where he began his career and where he has provided tax consulting and compliance services to clients in the investment management industry, primarily to private equity and hedge funds. With a growing interest in investment management, he decided to pursue the CFA charter. In 2018, he transferred to the Deloitte office in the Cayman Islands to further specialize in the hedge-fund space. Almost two years later, he transferred back to the Miami office, where he currently still serves investment funds. Moy obtained the CFA charter in 2019.

Moy graduated from the University of Florida with a master’s degree and a bachelor’s degree in accounting.

guillermo-rodriguez.pngGuillermo Rodriguez Gonzalez-Valadez, CFA
Head of Latin America and U.S. Offshore, WisdomTree Asset Management.

Before WisdomTree, Guillermo Rodriguez Gonzalez-Valadez was managing director of Actinver, the largest independent asset management firm in Mexico, responsible for alternative investments and mutual funds and managing more than US$ 6 billion in several investment strategies, including private equity, ETFs, fixed income and equity strategies.

Prior to joining Actinver, he was in charge of private equity investments at GE Capital in Mexico, where he participated in twelve cross-border transactions throughout Latin America in diverse industries. His area of responsibility included managing the entire investment process from origination until final divestment. Gonzalez-Valadez's financial industry experience has been complemented by previous positions held with Pricewaterhouse Coopers and Banco Mexicano.

He holds several distinguished academic degrees including a bachelor’s degree in electronics engineering from the Universidad Iberoamericana, an MBA from Tulane University, and a master’s degree in finance from the London Business School. In addition, has performed post-graduate studies in the area of corporate finance at ITAM. He is a Chartered Financial Analyst (CFA) Charterholder and is a Level I Chartered Alternative Investment Analyst (CAIA).

Jim UlsethJim Ulseth, CFA, CAIA
Chief Investment Officer, Fire Capital Management

Jim Ulseth has been working in the ultra-high net worth advisory space for over a decade. Most recently he served as the Deputy Chief Investment Officer at WE Family Offices where he managed the firm’s investment platform and capabilities across $10B in client assets. Prior to working at WE Family Offices, he held various investment roles at GenSpring Family Offices International and Northern Trust.

Jim is an active member of the Miami Finance community and currently serves on the Board of Directors as President of the CFA Society Miami.

University of Chicago, Booth School of Business: MBA
University of South Florida: BS Finance

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