Managing Investment Portfolios: A Dynamic Process

Jerald Pinto joined CFA Institute in 2002 where, as Visiting Scholar, Vice President, Director-Curriculum Projects and finally Senior Director in Credentialing, he was a principal architect of custom curricula for the CFA and CIPM programs. He was the lead for planning for the CFA Program curriculum from 2016 until retiring from CFA Institute in early 2020. Subsequently, he has consulted in investments and re-engaged with several long-term projects.
Prior to his tenure at CFA Institute, Mr. Pinto worked for two decades in the investment and banking industries in New York City, including a final stint as a consultant. He was an assistant professor at NYU’s Stern School in 1992−4, where he taught MBA and undergraduate investments and financial institution management. In addition, for sixteen years he was responsible for the finances of a publicly supported non-profit foundation. He was a presentation judge for the CFA Virginia Global Investment Research Challenge from 2008 (inception) through 2015.
Mr. Pinto is a co-author of Quantitative Investment Analysis , Equity Asset Valuation , a co-editor and contributor of chapters to Managing Investment Portfolios: A Dynamic Process 3e (2007), and a co-editor of Investments: Principles of Portfolio and Equity Analysis , Economics for Investment Decision Makers , and Fixed Income Analysis . He holds an MBA from Baruch College and a PhD in Finance from the Stern School. Mr Pinto is a member of CFA Virginia.