He earned both his B.S. in Business Administration and his Ph.D. in Finance at the University of Minnesota's Carlson School of Management. After receiving his doctorate, he became Associate Director of Research for Wharton Research Data Services (WRDS) at the Wharton School of Business, where he designed a number of major research initiatives on mutual funds. His areas of interest include portfolio performance evaluation, institutional investors, agency issues in the mutual fund industry, and behavioral finance.