John Gallo

John Gallo, Ph.D., CFA®, CFP®

Chief Investment Officer

John has thirty-five years in academia conducting financial research and teaching finance courses. He received Ph.D. (Finance) and MBA degrees from the University of Texas at Arlington; a BS was earned at the University of Iowa. He was most recently on the Finance faculty at the University of Iowa Tippie College of Business and the University of Colorado-Boulder Leeds School of Business.  His research has been published in financial journals including the Journal of Portfolio Management, Financial Analysts Journal, Journal of Banking and Finance, Real Estate Economics, Journal of Real Estate Finance and Economics, Journal of Real Estate Research, and Journal of Financial Services Research.

His career concurrently includes over thirty years of experience in the investment industry serving as a portfolio manager, research analyst, pension consultant, and financial advisor. John holds the Chartered  Financial Analyst and the Certified Financial Planner professional designations and nine FINRA securities licenses.

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