ISI International Strategy & Investment

  • Management Team
  • Heads of Research
Ed Hyman
ED HYMAN Chairman and Founder of ISI

Ed Hyman is Chairman and Founder of ISI Group, LLC (broker dealer) and ISI Inc. (funds management). He heads both ISI’s Economic Research Team and ISI’s Management Committee and is a member of ISI’s Investment Policy Committee. Ed has been ranked Institutional Investor #1 Wall Street economist for the past 34 years, and he was inducted into Institutional Investor’s inaugural 2011 All-America Research Team Hall of Fame.

Prior to forming both of these companies in 1991, he was Vice Chairman and a member of the Board of CJ Lawrence Inc., which he joined in 1972. He was an economic consultant at Data Resources, Inc. from 1969 to 1971. Ed graduated from the University of Texas in 1967 with a BS in Engineering and received an MBA from MIT in 1969.

Ed is currently a Board member of China Institute. He is a member of the Advisory Committee for The New York Public Library’s Financial Services Leadership Forum, as well as a member of Money Marketeers. He also serves on the Finance Committee of Bowdoin College.

Vinayak Singh
VINAYAK SINGH President of ISI Group

Vinayak Singh is President of ISI Group and a member of both ISI’s Management Committee and ISI’s Investment Policy Committee.

Prior to joining ISI in 1994, Vinayak was a Portfolio Manager for Republic Western Insurance Company. In 2000, Vinayak was appointed Head of Sales, in 2005 to Head of Sales and Trading, and in 2008 to President.

Vinayak graduated from Gustavus Adolphus College in 1989 and received an MIM from the American Graduate School of International Management in 1991.

Krishna Guha
KRISHNA GUHA Vice Chairman, Head of Global Policy & Central Bank Strategy

Krishna Guha is Vice Chairman, a member of ISI’s Management Committee, and heads ISI’s Global Policy & Central Bank Strategy Research Team.

Prior to joining ISI in 2013, Krishna served as Executive Vice-President, Member of the Management Committee and Head of the Communications Group at the New York Fed. Before joining the New York Fed, Krishna was a senior writer on global economics and economic policy at the Financial Times, where he held a series of senior positions including US Economics Editor, Lex columnist and Editorial Leader Writer (member of the Editorial Board). Krishna was awarded the Best in Business award by the Society of American Business Editors and Writers and the Excellence in Financial Journalism award by the New York State Society of Certified Public Accountants for his work on the financial crisis.

Krishna was educated at Cambridge University, UK, and the Kennedy School of Government at Harvard University, where he was a Fulbright Scholar and won the C.V. Starr award. Krishna has served as a member of the World Economic Forum's Global Advisory Council, a member of the EU-Japan Council and a fellow at Japan's Keizai Koho Center and Nihon Shinbun Kyokai. He is currently a member of the Board of Directors of the Fulbright Association. In 1993 he took part in a joint Anglo-Chinese expedition to cross the Taklamakan Desert in Xinjiang Province, China.

Bill Foley
BILL FOLEY Executive Managing Director, Head of Sales

Bill Foley is an Executive Managing Director, Head of Sales, and a member of both ISI’s Management Committee and ISI’s Investment Policy Committee.

Prior to joining ISI in 2010, Bill was Head of Global Capital Sales at Deutsche Bank, Head of Middle Market Sales at Morgan Stanley, and Head of Institutional Sales at Deutsche Bank. Prior to that, Bill worked with Ed at CJ Lawrence for 7 years, eventually becoming Head of Sales.

Bill graduated from Villanova University in 1976.

Anthony Rose
ANTHONY ROSE Senior Managing Director, Chief Financial Officer

Anthony Rose is a Senior Managing Director, ISI’s Chief Financial Officer, and a member of the Management Committee.

Prior to joining ISI in 2013, Anthony was Director and Chief Financial Officer of the Credit Suisse Equities Division and prior to that, senior financial officer in the IB CFO office. Prior to Credit Suisse, he was head of Capital Management within Global Treasury at JP Morgan Chase and held positions of increasing responsibility in Strategic Planning and Equity Research, also at JP Morgan Chase. In addition, Mr. Rose is an adjunct professor at Columbia Business School.

Anthony received a BS in Economics from the University of Wisconsin-Madison in 1993, and an MBA from Columbia Business School in 2000.

Barney Hallingby
BARNEY HALLINGBY Executive Director

Barney Hallingby is a Consultant to ISI and a member of the Management Committee. Barney spent most of his business career at Hambrecht & Quist, where he headed the research, sales and trading departments. He was then was appointed Head Of Equities and Vice Chairman.

Prior to that, he was an institutional salesman at Wertheim and Paine Webber.

Barney graduated from the University of Pennsylvania with a BA in Political Science in 1969, and received his MBA from Columbia Business School in 1972.

Glenn Schorr
GLENN SCHORR Senior Managing Director, Head of Financials Team

Glenn Schorr is a Senior Managing Director, a member of ISI’s Management Committee, Head of ISI’s Financial Team, and is an analyst covering the Brokers, Universal Banks, Asset Managers and Trust Banks. Glenn has covered the financial sector as a senior analyst since 2000 and has been named to Institutional Investor’s All America Research Team for Brokers, Asset Managers & Exchanges sector for the last 7 years

Prior to joining ISI in 2013, Glenn was at Nomura Securities where he served as the lead Financials analyst. In addition, Glenn has held positions at UBS, Deutsche Bank, and M.D. Sass Investors.

Glenn graduated from Binghamton University in 1989 with a BS in Finance and is a CFA charterholder.

Brian Devlin
BRIAN DEVLIN Senior Managing Director, Head of Boston Sales

Brian Devlin is a Senior Managing Director, Head of Boston Sales and a member of ISI’s Management Committee.

Brian joined ISI in 2010 in Equity Research Sales and is the head of the Boston office with over 20 years of experience. Brian most recently worked at FTN Equity Capital Markets where he ran the Boston office. Brian also ran sales offices in Boston for Jefferies, Bank of America and prior to that, JPMorgan.

Brian graduated from Manhattanville College in 1986.

Joe Ruggieri
JOE RUGGIERI Senior Managing Director, Healthcare Trader

Joe Ruggieri is a Senior Managing Director, Healthcare Trader and a member of ISI’s Management Committee.

Prior to joining ISI in 2011, Joe spent two years at Wells Fargo and the previous 8 years at BofA/ML. Joe has traded Healthcare for most of his career but started on the Syndicate desk in Equity Capital Markets at BofA in 2001 for three years.

Joe graduated from the University of North Carolina at Chapel Hill in 2001 with a BS in Business Administration.

Dennis DeBusschere
DENNIS DEBUSSCHERE Portfolio Strategy

Dennis DeBusschere is a Senior Managing Director, heads ISI's Portfolio Strategy Research Team, as well as ISI's Investment Policy Committee. Dennis has been key in developing our strategy efforts for the last six years with his daily piece, "Early Thought," which ties together major themes from our macro and fundamental research.

Prior to joining ISI in 2003 Dennis worked in sales at Merrill Lynch.

Dennis graduated from University of Delaware in 1999.

Arndt Ellinghorst
ARNDT ELLINGHORST Global Automotive

Arndt Ellinghorst is a Senior Managing Director and head of ISI’s Global Automotive Research Team.

Prior to joining ISI, Arndt was a Managing Director at Credit Suisse where he served as Head of European Automotive Research.  His other positions at Credit Suisse included Global Automotive Sector Coordinator, and Co-Head of EMEA Equity Research.  While at Credit Suisse, his team was consistently ranked #1 or #2 in external and internal client surveys. Arndt also spent time at Dresdner Kleinwort Wasserstein and WestLB Panmure.  He also worked for Volkswagen and Audi.

Arndt graduated in 1998 with a degree in Business Administration from University in Osnabrueck.

Stephen East
STEPHEN EAST Homebuilding

Stephen East is a Senior Managing Director and heads ISI's Homebuilding Research Team.  Stephen has been most recently ranked runner-up in 2013's Institutional Investor rankings, while also being recognized by Starmine repeatedly as a top analyst, including #1 Earnings Estimator.

Prior to joining ISI in 2012, Stephen spent 2 years at Ticonderoga Securities as Managing Director, Director of Research, covering the Homebuilding and Building Products sectors and 5 years at Pali Capital and Susquehanna Financial Group as the Homebuilding and Building Products analyst. Prior to that, he was a buy side analyst and DOR at Fiduciary Asset Management after spending 10 years at A.G Edwards and 6 years at Monsanto.

Stephen graduated from Arkansas State University in 1986 with a BS in Finance, received an MBA from the University of Missouri in 1988, and is a CFA charterholder.

Greg Gordon
GREG GORDON Power & Utilities Research

Greg Gordon is a Senior Managing Director and heads ISI’s Power & Utilities Research Group. Since 2004 Greg has been ranked one of the top analysts in his field by both Institutional Investor magazine and Greenwich Associates, most recently ranking number three in the 2013 II rankings.

Prior to joining ISI in 2011, Greg led the Power & Utilities research effort at Morgan Stanley after spending almost 7 years at Citigroup, also building their coverage of the Power & Utilities. Prior to that, he covered the power industry at Goldman Sachs and CIBC World Markets, Inc. Additionally, he worked at Regulatory Research Associates, where he analyzed regulatory issues and developments in the electric, gas, and telecommunications industries.

Greg graduated from Drew University in 1992 and is a CFA charterholder.

Krishna Guha
KRISHNA GUHA Head of Global Policy & Central Bank Strategy

Krishna Guha is Vice Chairman, a member of ISI’s Management Committee, and heads ISI’s Global Policy & Central Bank Strategy Research Team.

Prior to joining ISI in 2013, Krishna served as Executive Vice-President, Member of the Management Committee and Head of the Communications Group at the New York Fed. Before joining the New York Fed, Krishna was a senior writer on global economics and economic policy at the Financial Times, where he held a series of senior positions including US Economics Editor, Lex columnist and Editorial Leader Writer (member of the Editorial Board). Krishna was awarded the Best in Business award by the Society of American Business Editors and Writers and the Excellence in Financial Journalism award by the New York State Society of Certified Public Accountants for his work on the financial crisis.

Krishna was educated at Cambridge University, UK, and the Kennedy School of Government at Harvard University, where he was a Fulbright Scholar and won the C.V. Starr award. Krishna has served as a member of the World Economic Forum's Global Advisory Council, a member of the EU-Japan Council and a fellow at Japan's Keizai Koho Center and Nihon Shinbun Kyokai. He is currently a member of the Board of Directors of the Fulbright Association. In 1993 he took part in a joint Anglo-Chinese expedition to cross the Taklamakan Desert in Xinjiang Province, China.

Dick Hokenson
DICK HOKENSON Global Demographics

Dick Hokenson is a Senior Managing Director and heads ISI’s Global Demographics Research Team. Prior to joining ISI in 2012, Dick founded Hokenson & Company in 2002, an independent consulting firm. Dick spent most of his career at DLJ as their chief economist and then at CSFB, and was a pioneer in applying demographics to economics and markets.

Dick graduated from the University of California at Berkeley in 1967 and received an MA in Economics from the University of Michigan in 1973. Dick did his PhD research at New York University. Dick is a member of the International Union of Social Science Professionals, the Population Association of America, the Society of Labor Economists and is a trustee of the Population Reference Bureau (PRB). Dick is a member of the Executive Committee of PRB and chairs the Investment Committee.

Ed Hyman
ED HYMAN Economic Research

Ed Hyman is Chairman and Founder of ISI Group, LLC (broker dealer) and ISI Inc. (funds management). He heads both ISI’s Economic Research Team and ISI’s Management Committee and is a member of ISI’s Investment Policy Committee. Ed has been ranked Institutional Investor #1 Wall Street economist for the past 34 years, and he was inducted into Institutional Investor’s inaugural 2011 All-America Research Team Hall of Fame.

Prior to forming both of these companies in 1991, he was Vice Chairman and a member of the Board of CJ Lawrence Inc., which he joined in 1972. He was an economic consultant at Data Resources, Inc. from 1969 to 1971. Ed graduated from the University of Texas in 1967 with a BS in Engineering and received an MBA from MIT in 1969.

Ed is currently a Board member of China Institute. He is a member of the Advisory Committee for The New York Public Library’s Financial Services Leadership Forum, as well as a member of Money Marketeers. He also serves on the Finance Committee of Bowdoin College.

Vijay Jayant
VIJAY JAYANT Media Research

Vijay Jayant is a Senior Managing Director, heads ISI’s Media Research Team and is ISI’s Cable & Satellite and Entertainment Analyst. Vijay has been an Institutional Investor ranked analyst for the past 11 years, was ranked #2 in the Cable & Satellite sector in 2009, and most recently ranking runner-up in 2012 II rankings. In 2013, he was ranked the #1 stock picker for the Media industry and within the top-10 across all industry categories according to FT|Starmine.

Prior to joining ISI in 2011, Vijay was an analyst at Citadel. Prior to that, Vijay worked as a Senior Analyst and Sector Head for Media, Internet & Communications at Lehman Brothers/Barclays Capital. He has also held senior analyst positions at Morgan Stanley and Bear Stearns.

Vijay graduated from Clark University with a B.A. in Economics in 1992.

Greg Melich
GREG MELICH Consumer Research

Greg Melich is a Senior Managing Director, heads ISI’s Consumer Research Team, and is ISI’s Hardlines Analyst. Since 2005 he has been recognized as a leading hardlines retail analyst in multiple surveys including Institutional Investor, Greenwich Associates, Bloomberg, and the Financial Times/StarMine. Greg was most recently ranked #1 in Institutional Investor for Retail Hardlines in 2012 & 2013.

Prior to joining ISI in 2010, Greg spent 16 years at Morgan Stanley in consumer-related research. Over 7 years, he built Morgan Stanley's European auto research effort, and was ranked Institutional Investor #1 auto analyst for 3 of those years. He returned to the US in 2003 to head Morgan Stanley's Global Retail Research Team.

Greg graduated from the College of William & Mary in 1992 and is a CFA charterholder.

Ross Muken
ROSS MUKEN Healthcare Services & Technology

Ross Muken is a Senior Managing Director, head of ISI’s Healthcare Services & Technology Research Team, and covers the Life Science Tools & Diagnostics | Healthcare Technology & Distribution sectors. He has been ranked by Institutional Investor #3, Greenwich Associates #4, Thomson Starmine #1, Forbes #2, and Bloomberg for his insightful fundamental research and highly accurate financial modeling.

Prior to joining ISI in 2012, Ross spent 7 years at Deutsche Bank Securities, most recently as a Managing Director and head of the Healthcare Services & Technology Research Team. Prior to that, Ross spent 3 years at Thomas Weisel Partners. Ross began his career as a member of the Banc of America Securities Mergers and Acquisitions Group.

Ross graduated magna cum laude from Boston University’s School of Management in 2001.

Jaewoo Nakajima
JAEWOO NAKAJIMA Japan Research

Jaewoo Nakajima is a Senior Managing Director and leads ISI's Japan Research team.  He is responsible for analyzing and estimating various US economic indicators as well as monitoring economic developments in Japan.

Prior to joining ISI in 2006, Jaewoo spent 2 years in the economic research department at the Federal Reserve Bank of Chicago.

Jaewoo received an AB from Brown University in 2003 and received an MA from Columbia University in 2004.

Robert Ottenstein
ROBERT OTTENSTEIN Global Beverages

Robert Ottenstein is a Senior Managing Director and heads ISI’s Global Beverages team.

Prior to joining ISI in 2012, Robert headed investor relations for Anheuser-Busch InBev, shortly after InBev’s acquisition of Anheuser-Busch. Before joining AB-InBev, Robert was Managing Director in investment banking at Morgan Stanley and for many years an II-ranked specialty chemical analyst as well as the global sector leader for the firm’s global basic materials.

Robert received his undergraduate degree from Swarthmore, a BA/MA in PPE at Oxford, and received his MBA from Stanford.

Pankaj Patel
PANKAJ PATEL Quantitative & Small Cap Research

Pankaj Patel is a Senior Managing Director, and heads ISI’s Quantitative & Small Cap Research Team. Pankaj has been named to Institutional Investor's All America Research Team each year since 2003.  In addition to being ranked in Quantitative Research, he has also been ranked in Small Cap Strategy and Derivatives.

Prior to joining ISI in 2013, Pankaj was the Global Head of Quantitative Research at Credit Suisse for 13 years.  He was a Portfolio Manager at Weiss Peck & Greer, for over 2 years,  where he helped manage $1.5 billion using quantitative models.  Prior to that role, he worked at General Electric for 7 years.

Pankaj received his MBA from Rensselaer Polytechnic Institute in 1990 and a degree in Mechanical Engineering from the Gujarat University, India in 1982.

David Raso
DAVID RASO Industrials Research

David Raso is a Senior Managing Director, heads ISI’s Industrials Research Team, and is ISI’s Machinery Research Analyst. He has been Institutional Investor #1 machinery analyst for the past 13 years. David was inducted into Institutional Investor’s inaugural 2011 All-America Research Team Hall of Fame.

Prior to joining ISI in 2008, David spent 8 years at Citigroup as a Managing Director.

David graduated from Wesleyan University in 1992 and received an MBA from the New York University Stern School of Business in 1995.

Omar Saad
OMAR SAAD Luxury, Apparel & Footwear Research

Omar Saad is a Senior Managing Director and heads ISI’s Luxury, Apparel & Footwear team. He is consistently rated as one of the top consumer analysts on Wall Street and has been voted the #1 Apparel & Footwear analyst by Institutional Investor magazine the last two years. Additionally, Institutional Investor has recognized him as one of the leading Specialty Retail analysts and Forbes Magazine placed him on its Dazzling Dozen list of "blue chip" analysts with the best multi-year track record for stock picking and earnings predictions on Wall Street.

Prior to joining ISI in 2011, Omar spent 6 years at Credit Suisse building a top-rated franchise known for its unique, global brand approach to the sector. Omar has covered the Apparel & Footwear sector since 2002 and recently added Luxury Goods and the Softline Retail sector to his coverage universe. Prior to Credit Suisse, Omar worked for 3 years on a top-ranked retail team at Lehman Brothers.

Omar graduated from the University of Massachusetts at Amherst in 1995 with a BBA in Accounting and holds a CPA certificate. Omar received his MBA from the J.L. Kellogg School of Management at Northwestern University in 2002 after five years as a consultant with Andersen in Washington D.C.

Steve Sakwa
STEVE SAKWA Real Estate Research

Steve Sakwa is a Senior Managing Director and head of ISI’s Real Estate Research Team. He has been an Institutional Investor ranked REIT analyst for the past 10 years, and has been ranked #1 for 5 of the last 6 years.

Prior to joining ISI in 2009, Steve spent 13 years at Merrill Lynch, 9 years as a Managing Director, 9 years as a Senior US REITs Analyst, and 2 years as Global Property Coordinator. Prior to that, he spent 2 years at Morgan Stanley.

Steve graduated from the University of Michigan in 1989 and received his MBA from New York University's Stern School of Business in 1993.

Mark Schoenebaum
MARK SCHOENEBAUM Health Care Research

Mark Schoenebaum is a Senior Managing Director, heads ISI’s Health Care Research Team, and is ISI’s Biotechnology & Pharmaceuticals-Major Analyst. He has been ranked Institutional Investor #1 Biotechnology analyst for the past 9 years. In 2013, his second year competing in the category, Mark was also ranked by Institutional Investor as  the #1 Pharmaceuticals/Major analyst. In 2013, Mark was inducted into Institutional Investor’s All-America Research Team Hall of Fame, an award given to analysts who have earned at least ten #1 rankings.

Prior to joining ISI in 2010, Mark spent 2 years at Deutsche Bank as a Managing Director and Senior Biotechnology Analyst. Prior to that, Mark held a similar position at Bear Stearns.

Mark graduated from Indiana University with highest distinction in 1996 with a BA and received an MD from the Johns Hopkins University School of Medicine in 2000.

Glenn Schorr
GLENN SCHORR Financials Research

Glenn Schorr is a Senior Managing Director, heads ISI Financial Team, and is an analyst covering the Brokers, Universal Banks, Asset Managers and Trust Banks.  Glenn has covered the financial sector as a senior analyst since 2000 and has been named to Institutional Investor’s All America Research Team for Brokers, Asset Managers & Exchanges sector for the last 7 years.

Prior to joining ISI in 2013, Glenn was at Nomura Securities where he served as the lead Financials analyst. In addition, Glenn has held positions at UBS, Deutsche Bank, and M.D. Sass Investors.

Glenn graduated from Binghamton University in 1989 with a BS in Finance and is a CFA charterholder.

Stan Shipley
STAN SHIPLEY Fixed Income Strategy

Stan Shipley is a Senior Managing Director and economist for ISI and is responsible for short-term economic estimates and analysis.

Prior to joining ISI in 2004, he was a senior economist at Merrill Lynch. From 1983 to 1997, Stan was a senior economist and equity strategist at Lehman.

Stan graduated from Michigan Technological University in 1976.

Oscar Sloterbeck
OSCAR SLOTERBECK Company Surveys

Oscar Sloterbeck is a Senior Managing Director and heads ISI’s Company Surveys Team.  Oscar is also a member of ISI’s Investment Policy Committee.

Prior to joining ISI in 2000, Oscar worked in the economics group at JPMorgan Investment Management.

Oscar graduated from the College of William & Mary in 1997 and is a CFA charterholder.

Donald Straszheim
DONALD STRASZHEIM China Research

Donald Straszheim is a Senior Managing Director and heads ISI’s China Research Team. Donald has been a long-time macro economist on Wall Street and, a China specialist.

Prior to joining ISI in 2009, Donald operated his own China focused economic consultancy, Straszheim Global Advisors. He was Vice Chairman of Roth Capital Partners, spearheading its China initiative for 2 years. Before that, Donald was President of the Milken Institute. Prior to that, Donald served as Global Chief Economist at Merrill Lynch where he was an Institutional Investor ranked economist for 10 consecutive years. Earlier he worked at Wharton Econometrics, Weyerhaeuser Company, and IDS.

Don received a BS, an MS, and a PhD all from Purdue University in 1963, 1967, and 1971, respectively.

Doug Terreson
DOUG TERRESON Energy Research

Doug Terreson is a Senior Managing Director, heads ISI’s Energy Research Team, and is ISI’s Integrated Oil Analyst. He has been ranked Institutional Investor’s #1 or #2 integrated oil analyst 13 times, has been a member of the All-America Research Team 17 times.

Prior to joining ISI in 2009, Doug led the Global Energy Research Group at Morgan Stanley, where he covered Integrated Oil as well as the Refining and Marketing sector. He was also responsible for the firm’s global forecast for crude oil and refined products and Energy portfolio strategy. Prior to joining Morgan Stanley, Doug was at Putnam Investments, where he managed the firm's energy mutual fund. Before that, he was an engineer with Schlumberger on the Gulf Coast of the US.

Doug received his BS in Petroleum Engineering from Mississippi State in 1984 and received an MBA from Rollins College in 1989.

Bill Whyman
BILL WHYMAN Tech Strategy Research

Bill Whyman is a Senior Managing Director and heads ISI’s Tech Strategy Research Team.

Prior to joining ISI in 2006, Bill was Co-Founder and President of Precursor. Bill led Precursor's research team which, in 2004 and 2005, was an Institutional Investor ranked technology and telecom independent research provider. Bill also worked on the White House National Economic Council and at McKinsey & Co.

Bill graduated from Cornell University in 1986 with additional undergraduate studies at Oxford University and received an MPA from the Princeton University Woodrow Wilson School in 1989.

John Wolff
JON WOLFF Oil & Gas Exploration & Production Research

Jon Wolff is a Senior Managing Director and head of ISI’s Oil & Gas Exploration & Production (E&P) research team. Jon was the #1 ranked analyst in the E&P sector in the 2012 Institutional Investor All America research poll having been consistently ranked in the poll for the past six years. Jon also currently teaches Energy Management classes within the Executive MBA program at the University of Oklahoma Price School of Business.

Before joining ISI in 2011, Jon was a Managing Director at Credit Suisse where he headed the Global Energy Research team while covering the E&P sector.

Before joining Credit Suisse in August 2005, Jon was a Director in the energy equity research group at Wachovia Securities covering both the Exploration & Production and Coal sectors. His eighteen years of energy equity research experience also include analyst positions at Dresdner Bank and Smith Barney.

Jon received his Bachelor’s degree from Muhlenberg College in 1994 and his MBA from Rutgers in 1996. He is also a holder of the CFA charter designation.

David Zion
DAVID ZION Accounting & Tax Research

David Zion is a Senior Managing Director, and heads ISI’s Accounting & Tax Research Team. Dave has been named to Institutional Investor’s All America Research Team each year since 2003.

Prior to joining ISI in 2013, Dave was at Credit Suisse heading up their Accounting & Tax research team. Before that he was at Bear Stearns and Deloitte & Touche. He is a CPA, CFA, a member of the CFA Institute, and the American Institute of Certified Public Accountants.

Dave graduated from Binghamton University in 1991 with a BS in Accounting.