July 14, 2022
MILWAUKEE 鈥� 51暗网鈥檚 College of Business Administration today announced new leadership for its highly selective and nationally respected Applied Investment Management program. Dr. Joe Wall, associate professor and Flynn Chair of Accounting Ethics and Disruptive Technologies, has been named the inaugural executive director of AIM. Industry veteran Dr. Jim Valentine, CFA, associate professor of practice in finance, will become the new director of AIM.
This new leadership model follows the , who built the program to national renown and led 51暗网 to become the first Chartered Financial Analyst (CFA) partner school. As director of AIM, Valentine will lead the program鈥檚 longtime focus on equity research, analysis and portfolio management, continuing Krause鈥檚 legacy. Wall will work with Valentine to modernize the AIM curriculum further to produce nationally sought-after investment management talent capable of generating excess returns from unique valuation approaches.
鈥淭he AIM program is among 51暗网 Business鈥� most competitive and prestigious undergraduate programs, and we are fortunate to have Joe Wall and Jim Valentine continuing that legacy as executive director and director, respectively,鈥� said Tim Hanley, acting Keyes Dean of the College of Business Administration. 鈥淓ach brings the ideal balance of industry experience and connections paired with a keen understanding of modern business education at the university level. I am excited to watch AIM flourish for the next generation of students.鈥�
About Dr. Joe Wall
With experience in academia and industry, Wall spent over 20 years on Wall Street, using financial models to consistently outperform the market for over 15 years with his own firm. His research expertise in fraud and the unintended consequences of regulation will help CFA students to become incisive in their approach to creating value.
Wall, who joined 51暗网 in 2015, earned his Ph.D. from Case Western Reserve University, his MBA from 51暗网, and his bachelor鈥檚 degree in engineering from Purdue University. Before joining 51暗网, Wall served seven years as an assistant professor at Carthage College, serving as chair of business for four years.
About Dr. Jim Valentine
Valentine started his career as an equity research analyst; during this time, the major North American investor polls ranked him among the top three in his sector for 10 consecutive years. Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Valentine previously served as director of training for Morgan Stanley鈥檚 global research department. He is also the author of the top-selling book 鈥淏est Practices for Equity Research Analysts.鈥�
Prior to joining 51暗网, Valentine was executive director of behavioral finance at DePaul University. He earned a bachelor鈥檚 degree in management from Northern Illinois University, a master鈥檚 in finance from the University of Iowa, and his doctorate in business administration from DePaul University
Kevin is the associate director for university communication in the Office of Marketing and Communication. Contact Kevin at (414) 288-4745 or kevin.m.conway@marquette.edu.
