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Jeffrey Bierman

Adjunct Instructor, Finance

Professor Jeffrey Bierman, CMT is one of the security industry's leading technical analysts with more than 28 years of experience under his belt. He is currently a daily lecturer on TheoTrade.com which is an online educational resource platform for professional market traders. Prior to joining TheoTrade, Jeff spent 8 years at TD Ameritrade serving as the company's Chief Market Technician. At TD Ameritrade, Jeff was employed in a myriad of capacities including building educational content, teaching technical and fundamental investing/trading strategies, and assisting in the development and design of thinkorSwim's charting package which is considered the gold standard in the brokerage industry.

Jeff started his career as a NASDAQ market maker assistant, and shortly thereafter decided to make the jump to running his own hedge fund which he successfully managed for over 10 years. He has worked in a variety of roles within the securities industry including portfolio manager, buy-side analyst, sell-side analyst, market technician and sales trader. Apart from his daily duties at TheoTrade.com, Jeff is employed as a Chartered Financial Analyst (CFA) Level 1 instructor for Kaplan/Schweser, a professional exam preparatory service.  He also holds a Chartered Market Technician (CMT) designation.

Education

  • MBA, Marshall School of Business, University of Southern California
  • BA, Department of Sociology, University of California at Berkeley
  • BA, Department of English, University of California at Berkeley

Research Interests

  • Financial Analysis
  • Asset Pricing
  • Financial Modeling
  • Technical Analysis
  • Portfolio Management
  • Derivatives
  • Statistics
  • Capital Market Structure
  • Corporate Governance

Courses Taught

  • FINC 335: Investments
  • FINC 452: Investment Management
  • FINC 553: Applied Portfolio Management

 

Publications/Research Listings

Jeff has produced a wide variety of research reports over his long career in the securities industry which have received coverage in media publications such as:

  • Dick Davis Digest
  • Income Digest
  • Bull & Bear Report
  • Miami Herald
  • Kiplinger’s Personal Finance
  • BusinessWeek
  • Personal Money

Awards

  • Cum Laude honors designation, 1991.  Concentration:  Finance & Portfolio Management
  • Phi Beta Kappa honors designation, 1988.  Honors Thesis: “Adverse Impact of Sports Media on Black Male Youth”
  • Cum Laude honors designation, 1988.  Honors Thesis:  “Robert Frost:  The Man, His Poetry and His Greatest Source of Fear”