Membership & Publications
CPWA Instructor Biographies
CPWA Instructor Biographies
CPWA Instructor Biographies
University of Chicago Booth School of Business Faculty
Merle Erickson, Ph.D.
is a professor of accounting at the University of Chicago Booth School of Business, where he teaches graduate level courses in taxes and business strategy. His research focuses on the effect of taxes on pricing and structuring of mergers, acquisitions, and divestitures; and the use of accounting information in valuation and contracting. He also studies various aspects of accounting fraud. His research has been published in
The Accounting Review, Journal of Accounting Research, Journal of Accounting and Economics, Journal of the American Taxation Association,
National Tax Journal
. He is a co-author of the text
Taxes and Business Strategy
and author/editor of
Cases in Tax Strategy
. He is a co-editor of the
Journal of Accounting Research
. He consults periodically on complex GAAP and tax accounting issues; his clients include the U.S. Department of Justice, the Internal Revenue Service, Fortune 500 companies, investment banks, law firms, accounting firms, and individual taxpayers. Previously he was a manager for the Barrington Consulting Group, and before that he was an auditor for KPMG-Peat Marwick. Among awards for research, writing, and teaching, he has been named one of
Outstanding Faculty at the University of Chicago. He earned a PhD in accounting at University of Arizona and an MBA at Arizona State University.
Kim Kamin, JD
, is a Principal at Gresham Partners, LLC where she serves as Chief Wealth Strategist and a Client Advisor. Gresham is an independent multi-family office currently serving almost 100 ultra-high net worth families nationally. At Gresham, Ms. Kamin leads Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities. Previously she was a partner with a large law firm in Chicago where for many years her legal practice involved all aspects of trust and estate planning, administration and dispute resolution; advising families and closely held businesses on wealth preservation, asset protection and succession planning issues; representing fiduciaries and beneficiaries in estate administration and contested matters; and counseling on the formation and operation of not-for-profit entities.
Ms. Kamin is an adjunct professor at the Northwestern University School of Law, on the Editorial Advisory Board of
Trusts and Estates Magazine
, an officer on the board of directors of the Chicago Estate Planning Council, and on advisory boards for multiple local philanthropic organizations. She is a member of The Economic Club of Chicago, and a Fellow with the American College of Trust and Estate Counsel. She is a frequent speaker and writer with a national reputation, and co-authored
Estate Planning for Modern Families
for the Leimberg Library. Ms. Kamin received her B.A. from Stanford University and her J.D. from the University of Chicago Law School.
Lubos Pastor, Ph.D.,
is Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business. He is also a Research Associate at the National Bureau of Economic Research and a Research Fellow at the Centre for Economic Policy and Research. In addition, he is an associate editor of the
Journal of Finance
Journal of Financial Economics
, the Vice President of the Western Finance Association, a member of the CRSP Indexes Advisory Council, and a former associate editor of the
Review of Financial Studies
. Professor Pastor’s research focuses mostly on financial markets and asset management. His research has been awarded numerous prizes, such as two Smith Breeden Prizes, two Fama/DFA Prizes, Whitebox Advisors Selected Research Prize, Goldman Sachs Asset Management Prize, Barclays Global Investors Prize, Rothschild Caesarea Center Best Paper Award, two Geewax, Terker & Co. Prizes, Marshall Blume Prize, the NASDAQ Award, and the Q Group Award. Professor Pastor has been teaching at Chicago Booth since 1999 when he obtained a Ph.D. in finance from the Wharton School at the University of Pennsylvania.
Investments & Wealth Institute Faculty
Stacy Allred, MTAX, CPA/PFS
is a managing director and Wealth Strategist in Merrill Lynch’s UHNW Client Solutions Group. Stacy joined Merrill Lynch in 1999 in the San Francisco office and relocated to the Seattle area in 2005. Previously, she spent nine years with Ernst & Young LLP providing comprehensive financial planning and tax services to multi-generational family groups and executives. Her experience includes planning for income and estate taxes, retirement, philanthropic, investment strategy, insurance, and employee benefits. Stacy has worked extensively in developing tactical diversification strategies for concentrated positions. Additionally, Stacy reached thousands of individuals through conducting financial planning workshops, empowering individuals to make informed financial decisions and take action to improve their financial well-being. Stacy earned her BS in Accounting and Business. She earned a Masters in Taxation, with distinction, from DePaul University. Stacy is a CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist and Certified Public Accountant in the State of California. Additionally, she holds her Series 2, 7, 63, 65 and 66 licenses.
John F. Bergner, JD, MLT
is a shareholder in the Dallas, Texas office of Winstead PC. Mr. Bergner has been with Winstead for more than 30 years and serves as chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate and business succession planning as well as administration of estates. He earned a B.B.A. and J.D. from Washburn University and an M.L.T. from Georgetown University Law Center. Mr. Bergner is active in the American Bar Association. He is a Council Director and is past Chair of the Continuing Education Committee and the Estate and Gift Tax Committee of the ABA's Tax Section. He is a Fellow of the American College of Trust and Estate Counsel. He has lectured at numerous tax and estate planning seminars and is a visiting adjunct professor at the University of Miami Law School.
Benjamin G. Carter, J.D.,
is an estate planning attorney at Texas Capital Bank Private Wealth Advisors. For more than fifteen years, Mr. Carter has devoted his practice to complex tax, estate and business succession planning as well as administration of estates. He earned a B.A. from Emory University and a J.D. from Washington University. Mr. Carter is a Fellow of the American College of Trust and Estate Counsel and board certified in estate planning and probate law by the Texas Board of Legal Specialization. Mr. Carter is active in the American Bar Association and serves as a vice-chair for the Estate and Gift Taxes Committee of the ABA's Tax Section. He has lectured at numerous tax and estate planning seminars and has testified before the Department of the Treasury regarding proposed estate tax regulations.
James M. Duggan, J.D., MBA
is a principal of Duggan Bertsch, LLC, a Chicago-based business, tax, estate and wealth planning firm where his practice focuses on business and corporate law and estate and wealth planning related to closely held businesses and high-net-worth families, including structuring and implementation of family offices, sophisticated tax planning, and asset protection planning strategies. He frequently lectures and writes about his areas of concentration, and he serves as a director with numerous for-profit and not-for-profit organizations. He earned a BS in marketing
magna cum laude
at University of Illinois Urbana-Champaign, an MBA in finance
summa cum laude
at DePaul University, and a JD also at DePaul University, where he was awarded positions on the
DePaul Law Review
DePaul Business Law Journal
Michael Gallmeyer, Ph.D.,
is a professor of finance in the McIntire School of Commerce, University of Virginia, where he specializes in studying how market imperfections influence security prices and trade. Previously he was on the faculty at the Mays Business School at Texas A&M University and the Tepper School of Business at Carnegie Mellon University. He has published in leading academic journals such as the
Journal of Financial Economics, Journal of Monetary Economics, Review of
Finance, Mathematical Finance,
Journal of Economic Dynamics and
; and he has presented his research at numerous universities and conferences. He serves as a faculty advisor for the CIMA certification education program delivered through the Tepper School of Business at Carnegie Mellon University. He earned PhD and MA degrees in finance, both from The Wharton School, University of Pennsylvania; and a BS in applied mathematics and industrial management from Carnegie Mellon University.
Michael E. Kitces, MSFS, MTAX, CFP
, RHU, REBC, CASL, CWPP
is director of research for Pinnacle Advisory Group, a private wealth management firm, and publisher of the e-newsletter
The Kitces Report
and the blog
Nerd’s Eye View
, which is dedicated to advancing knowledge in financial planning. He is a writer and editor whose work has appeared in
Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategie
Wall Street Journal,
. He co-authored
The Annuity Advisor
with John Olsen and
Tools & Techniques of Retirement Income Planning
with Steve Leimberg. He was recognized as one of five financial planning “Movers and Shakers” for 2006 by
magazine and one of 20 “Rising Stars in Wealth Management” by
Institutional Investor News
for 2007. He serves on the editorial review board for
Journal of Financial Planning
and on numerous boards and committees for the Financial Planning Association and the Society of Financial Services Professionals. He is a co-founder of NexGen, which aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession. Michael earned a master’s degree in taxation from the University of Tulsa, a master’s degree in financial services from the American College and a bachelor’s degree in psychology from Bates College.
Elizabeth Morgan, J.D. ,
is the owner of the law firm Elizabeth Morgan & Associates, LLP, where she represents high-net- worth individuals and families. She is board certified in estate planning and probate law and was named a Texas Super Lawyer in 2003, 2004, 2005, and 2006 by
Law & Politics
magazines. She was listed in
The Best Lawyers in America
and named in
magazine’s Top 100 Attorneys list for 2006 and 2007. She has written for
Bloomberg Wealth Manager,
and has lectured on domestic and international estate planning, trust and estate administration, and probate. She is an author and editor of the four-volume treatise,
Asset Protection: Domestic and International Law and Tactics
. Previously she was a partner in the law firm of Schurig Jetel Beckett & Tackett, LLP, and before that an estate planning attorney with Jenkens & Gilchrist and Osborne, Lowe, Helman & Smith, LLP. She earned a law degree at the University of Texas Law School and an undergraduate degree at Baylor University.
John A. Nersesian, CIMA
, CIS, CFP
is founder of Nersesian Wealth Education, LLC, providing advanced wealth management and investment consulting education to financial professionals. John previously served as managing director of wealth management services for Nuveen Investments from 2000 to 2018. He also served as a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. He is a frequent speaker in the areas of investment consulting and financial planning, and contributes to a variety of media outlets. He earned a B.S. in business and economics from Lehigh University. John served on the Investments & Wealth Institute's board of directors from 2006 to 2017, and as chairman for the 2013-2015 term. He is a faculty member for both the CIMA and CPWA education programs offered through the Investment's & Wealth Institute at The University of Chicago and Yale University.
Steven G. Siegel, J.D., LL.M. (Taxation)
is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. He is the author of several books, including: The Grantor Trust Answer Book (2013 CCH); CPA’s Guide to Financial and Estate Planning (AICPA 2013); and Federal Fiduciary Income Taxation (Foxmoor 2013). He is a nationally-recognized writer and speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel is presently serving as an adjunct professor of law in the Graduate Tax Program (LLM) of the University of Alabama, and has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Tim Steffen, CPA/PFS
joined Baird in 1999. His areas of expertise include meeting with clients and prospects to discuss their financial and estate planning needs and serving as an income tax specialist for Baird’s Financial Advisors. Tim also supports Financial Advisors in a marketing and training capacity, helping them understand the benefits of using financial planning in their business and educating them on planning techniques. Prior to joining Baird, Tim worked in Arthur Anderson’s Private Client Services group where he specialized in tax and financial planning. Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™, a Certified Private Wealth Advisor
and a member of the American and Wisconsin Institutes of CPAs, Investment Management Consultants Association and the Financial Planning Association. Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as the
Wall Street Journal, USA Today, Chicago Tribune, San Francisco Chronicle, Barron’s, Bloomberg BusinessWeek, MarketWatch, Forbes,