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Jeffrey Bierman

Adjunct Instructor

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

  • Master of Business Administration (M.B.A), Marshall School of Business, University of Southern California
  • Bachelor of Arts (B.A), Department of Sociology, University of California at Berkeley
  • Bachelor of Arts (B.A), 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”