School of Business, Wake Forest University
Assistant Professor of Finance (2018-Present)
Visiting Instructor of Finance (2016-2018)
Kenan Institute of Private Enterprise
Senior Research Associate (2016-Present)
Active Management Research Alliance
Lead Quantitative Analyst (2018-Present)
University of North Carolina at Chapel Hill
2010-2016 Ph.D., Finance at Kenan-Flagler Business School
2008-2010 M.S., Statistics and Operations Research
2004-2008 B.S., Mathematical Decision Sciences
2021-2023 Joseph M. Bryan Fellowship in Banking and Finance
2021-2022 Wake Forest University's School of Business Summer Research Award
2020 FMA Best Paper Award Semifinalist
2019-2020 Unigestion Alternative Risk Premia Research Award
2018-2019 T.B. Rose Fellowship in Business Teaching Award
2013 American Finance Association Doctoral Student Travel Grant
2008 Highest Honors, B.S. Mathematical Decision Sciences
2004-2008 UNC Chapel Hill’s Dean’s List
2008 1st Place, Kenan-Flagler Business School’s Undergraduate Venture Capitalist Investment Competition
2006 UNC-Chapel Hill’s Summer Undergraduate Research Fellowship
2023 Aalto Financial Institutions Conference
2022 Research Symposium on ESG Investing in Private Markets
2022 International Conference Computational and Financial Econometrics*
2021 China International Conference in Finance*
2020 Financial Management Association*
2020 Unigestion Alternative Risk Premia Conference, Imperial College London
2020 Hedge Fund Research Conference, Paris Dauphine University*
2019 Two Sigma
2019 Active Management Research Alliance Research Symposium
2019 Bernstein Quant Conference
2019 Mutual Funds, Hedge Funds and Factor Investing Conference*
2019 World Symposium on Investment Research*
2019 University of Melbourne
2019 Monash University
2019 Deakin University
2019 Wake Forest University School of Business*
2018 Wake Forest University School of Business*
2018 Active Management Research Alliance
2018 Bank of England
2018 Shidler College of Business, University of Hawaii
2018 UNC Alternative Investments Conference*
2017 Abu Dhabi Investment Authority
2017 Managed Funds Association’s CAIE Symposium
2015 Federal Reserve Bank of Minneapolis
2015 University of Chicago Booth School of Business
2015 American Finance Association
2015 Chicago/NYU International Macro-Finance Conference
2014 CEPR Asset Pricing Meeting
2014 Duke Macro-Finance Conference
2014 Federal Reserve Bank of Chicago
2014 Hong Kong University
2014 Ohio State University Fisher College of Business
2013 4th Advances in Macro-Finance Tepper-LAEF Conference
2013 National Bureau of Economic Research, International Asset Pricing Session*
2013 Society for Economic Dynamics
2013 Western Finance Association*
2013 North American Summer Meeting of the Econometric Society*
2013 NC State Macroeconomics Workshop*
2013 American Economic Association
2012 Kenan-Flagler Business School, UNC-Chapel Hill*
Journal of Banking and Finance (2024, 2025)
FMA FinTech Paper Prize Committee (2022)
Program Committee for Wake Forest University's Empirical Macroeconomics Workshop (2022)
Management Science (2020, 2022, 2023)
Journal of Financial and Quantitative Analysis (2016, 2017, 2018, 2019, 2020, 2021)
Financial Research Network Conference (2019, 2021)
National Science Foundation's Economics Program (2018)
Journal of Alternative Investments (2017)
2021 Financial Management Association Conference
2019 Mutual Funds, Hedge Funds and Factor Investing Conference
Research assistant for Jennifer Conrad, Sunil Wahal and Jin Xiang's "High Frequency Quoting, Trading, and the Efficiency of Prices" Journal of Financial Economics (2015)
Research assistant for Max Croce's "Long-Run Productivity Risk: A New Hope for Production-based Asset Pricing?" Journal of Monetary Economics (2014)
Research assistant for Richard Rendleman's "The Relative Roles of Skill and Luck Within 11 Different Golfer Populations" Journal of Quantitative Analysis in Sports (2020)
Study Finds ‘Significant’ Crowding in Hedge Funds, Risk.net (2020)
Crowded Trades & Tail Risk, ETF.com (2019)
Crowded Trades & Tail Risk, Yahoo! Finance (2019)
Faculty Research Highlights, Wake Forest Business (2019)
Crowded Trades and Tail Risk, Novus (2019)
Scientists Prove Crowded Hedge Fund Stocks Are Real and Risky, Bloomberg (2019)
Meet North Carolina's Best-Run Public Companies, Triangle Business Journal (2017)
School of Business, Wake Forest University
2023-2025 Graduate Program Certification Committee
2023-Present Program Director and Advisor for the Actuarial Science Certificate
2022-2023 Core Planning Team
Co-creator of the Wake Forest University Actuarial Science Certificate
2020-2023 Curriculum Committee
2021-2022 Dean of the School of Business Search Committee
2016-2022 FinTech Student Club, Faculty Advisor
2016-2020 Investment Student Club, Faculty Advisor
2019 Wake on Wall Street panelist
Wake Forest University
2021-2022 Siyun Yao (Independent Study)
2020-2021 Natalie He (Independent Study)
2018-2019 Lucas Lorenc (Undergraduate RA)
2018-2019 Emily Mirande (Undergraduate RA)
2018-2019 Alexander Macre (Undergraduate RA)
2018 Chloe Zhao (Graduate RA)
2018 Yujia Tao (Wake Forest Research Fellowship)
2018 Jake Miller (Independent Study)
2017 Hanyue Yang (Independent Study)
UNC-Chapel Hill
2020-2021 Andrey Makhanov (Kenan Scholar)
2019-2020 Jordan Cox (Undergraduate RA)
2019-2020 Kevin Jamison (Kenan Scholar)
2018-2019 Sarah Beth Marriott (Graduate RA)
2018-2019 William Lloyd (Undergraduate RA)
2018-2019 Keshav Ramireddy (Undergraduate RA)
2017-2019 Yingyu Fu (Kenan Scholar)
2016-2017 Kazuhei Sasaki (Kenan Scholar)
2007 Actuarial Intern, Cigna Healthcare
Passed the Society of Actuaries Probability and Financial Mathematics exams