CFA Institute Managing Director – Steven Horan

Steven Horan serves as Managing Director, Credentialing at CFA Institute and his research specializes in wealth management, tax-efficient investing and derivatives. His academic work has been frequently cited and reported upon by media outlets; additionally he is the author of numerous books including Strategic Value Investing which Warren Buffett recommended reading list five consecutive years.

Early Life and Education

Steve Horan is a professor of accounting and finance at the University of Sioux Falls in South Dakota, having taught undergraduate and graduate accounting courses for over 12 years as well as serving as administrator responsible for faculty hiring and program quality.

Born in Mullingar, Ireland to Bobby and Maura Horan, he attended St. Kenny’s National School and Colaiste Mhuire – both located nearby – as a child.

Community Health Solutions was established by him, with over 25 years of professional experience helping others design effective community health programs. Working closely with consumers, community organizations, foundations and public sector leaders he helps bridge policy with practice – offering invaluable assistance on every project undertaken.

Professional Career

Horan brings extensive expertise in strategic development and implementation from across numerous industries and professions. He has advised consumer groups, foundations, corporations and public sector leaders.

He is also an accomplished academic, having published many republished and featured peer-reviewed articles on wealth management, tax-efficient investing and financial planning that have been featured widely by media. His research has won multiple Graham & Dodd Readers’ Choice Awards as well as CFP Board Best Conference Paper Awards as well as multiple research grants.

He currently resides in Bella Vista with his wife Janet and enjoys living alongside many creative friends such as Pat Chapman (blown glass mushrooms) and Joe Watkins (woodworker). At Wishing Spring – an artist community located nearby Crystal Bridges Museum of American Art – they enjoy simple living at Wishing Spring.

Achievement and Honors

Stephen Horan is an accomplished scholar with decades of research experience specializing in wealth management, tax efficient investing and derivatives. His articles have been reprinted or highlighted in leading publications like Wall Street Journal, New York Times and Financial Times.

John was previously a director at CFA Institute where he led Credentialing division, Professional Learning and the Americas region as well as being leadership sponsor for their internal inclusion and diversity council. Additionally he holds both an MBA in Finance from St Bonaventure University as well as his PhD.

Horan is an accomplished artist specializing in glass mushrooms and metalwork. As one of the founding members of Wishing Spring Artist Community in Bella Vista Arkansas.

Personal Life

Steven Horan is an esteemed scholar in the fields of wealth management and tax-efficient investing, his work having been featured in countless financial publications and presentations at both professional and academic events.

Born and raised in Pennsylvania, he graduated with a BA in physics/astronomy from Franklin & Marshall College before enrolling at New Mexico State University (NMSU) to earn both masters and PhD degrees. At NMSU he spent 22 years as faculty including four as department head for electrical engineering before transitioning to NASA Langley in Hampton two years ago.

He is involved with various research projects and in the establishment of the New Mexico Space Grant Consortium – an alliance of state universities supporting NASA education and research programs – while teaching a course at his university on small satellite development.

Net Worth

Horan has amassed an estimated net worth of $70 Million as both a solo artist and judge on one of the world’s premier singing competition shows, The Voice. Aside from music, his assets also include Modest! Golf, which organizes annual tournaments. An avid golfer himself, Horan has advocated for increasing support and promotion of women golfers as an avid golfer himself.

At sixteen, Horan auditioned for the seventh series of The X Factor in Dublin and received mixed reviews from judges; Simon Cowell selected him for Bootcamp where he met Harry Styles, Liam Payne, Louis Tomlinson and Zayn Malik, eventually creating one of the most iconic boy bands of early 2010s.