The TXTIA Research & Review Board
At TXTIA, every educational guide, financial term definition, and macroeconomic analysis undergoes dual-layer verification. Our roster of 25 credentialed Chartered Financial Analysts (CFA®), Certified Financial Planners (CFP®), CPAs, and academic economists ensures institutional-grade objectivity and numerical accuracy.
Amira Kassam
CIPMAmira holds the Certificate in Investment Performance Measurement, having audited ETF index fidelity and benchmark compliance for global custodians.
Arthur Vance
CFP®, ChFC®Arthur has over 18 years of wealth management experience, having managed private client portfolios at premier regional advisory firms. He specializes in tax-deferred retirement transitions and multi-generational trust structures.
Claire Montgomery
CFP®Claire has audited consumer lending portfolios and authored consumer advocacy whitepapers on predatory lending patterns and credit bureau mechanics.
David Sterling
CFADavid previously served as a senior buy-side equity analyst covering industrial and energy conglomerates. He brings 15 years of forensic financial statement analysis to our educational guides.
Devon Patel
CFADevon has advised corporate treasuries on debt issuance and interest rate swap exposure through multiple macroeconomic cycles.
Dr. Cameron Scott
Ph.D.Dr. Scott studies how cognitive heuristics impact retail market panics, herd mentality, and speculative asset bubbles.
Dr. Evelyn Thorne
Ph.D. in EconomicsDr. Thorne held research fellowships at prominent economic institutes and has authored peer-reviewed papers on inflationary spikes and Federal Reserve balance sheet expansion.
Dr. Henrik Lindqvist
Ph.D.Henrik previously served as a policy researcher for Scandinavian central banks, analyzing commercial bank reserve requirements and systemic risk.
Elena Rostova
CFP®Elena spent a decade advising middle-income families on debt elimination and aggressive retirement strategies. Her commentary focuses on demystifying complex pension laws and long-term index investing.
Felix Gomez
CPAFelix has structured syndicated commercial real estate investments and audited major residential property trusts across the Sunbelt.
Genevieve Dubois
CFAGenevieve spent over a decade reporting from London and Geneva on currency pair deviations, trade balances, and commodity-linked currencies.
Gillian Brooks
M.EconGillian leads macro-trend research tracking real purchasing power parity, wage growth metrics, and urbanization economics.
Harold Zimmerman
CPAA former Big Four senior audit manager with 22 years of accounting experience, Hal reviews all financial dictionary content for strict regulatory compliance.
Julian Chen
CFP®, RICP®Julian specializes in post-retirement drawdown strategies, ensuring retirees minimize their tax brackets while safeguarding capital against inflation.
Kaelen Zhao
M.S. Computer Science & FinanceKaelen has worked with decentralized infrastructure protocols since 2017, auditing smart contract tokenomics and crypto custody security frameworks.
Liam O'Connor
CAIAHolding the Chartered Alternative Investment Analyst designation, Liam analyzes non-correlated hedge fund assets and private debt vehicles.
Lucas Brandt
CFALucas has built automated factor models for index funds and lectures extensively on empirical asset pricing and multi-asset risk management.
Marcus Holloway
CFP®A veteran financial counselor, Marcus has guided thousands of parents through college endowment funds and debt-free home ownership planning.
Maya Lin-Donahue
CPA, MSTMaya holds a Master�?Ts in Taxation and represents small businesses and real estate investors in complex multi-state tax litigation.
Nadia Al-Mansoor
M.Sc. International FinanceNadia has analyzed crude oil futures, mineral cartels, and cross-border energy tariffs for private energy trading desks.
Robert Kowalski
CPARobert has helped incubate over 80 startups, providing financial restructuring and cash flow forecasting services.
Samantha spent seven years on institutional derivatives desks in Chicago structuring equity collar hedges and volatility arbitrage strategies.
Sophia Morales
MBASophia has evaluated and reviewed retail fintech applications, robo-advisors, and digital banking platforms for consumer financial publications.
Tanya Washington
CPA, CGMATanya specializes in forensic investigative auditing and corporate governance oversight, having consulted for regulatory defense teams.
Zach is a Chartered Market Technician who has advised proprietary trading desks on multi-timeframe chart patterns, volume profile, and market momentum indicators.