Assistant Professor of Finance, United States Naval Academy ~ F/A-18 Super Hornet Instructor & Weapon Systems Operator
Research Interests: Equity Valuation & Analysis, Portfolio Theory, Financial Literacy, Municipal Finance
Teaching Portfolio: Financial Markets & Institutions, Financial Statement Analysis
Background: VFA-154 Mission Commander; VFA-122 Instructor
Publications:
“The New Rudder of Military Retirement: Controlling the Thrift Savings Plan along Efficient Portfolio Frontiers” United States Naval Institute Proceedings, Forthcoming.
“The Financial Education Deficit in Naval Training” United States Naval Institute Proceedings, August 2024; Vol 150/8/1,458, with Edward Powley, Karah Jaeb, Greg Mcknight, and Harrison Rosenbaum
“How much is the Port of Baltimore's closure disrupting US trade?” Peterson Institute for International Economics, May 2024, with Sherman Robinson and Karen Thierfelder.
Dissertation: “An Examination of State & Local Government Tax and Non-tax Revenues and their Sensitivities to Economic Fluctuations”; Dissertation Committee: Gary McGill, Andy Naranjo, Johannes Impink
Master Thesis Advising:
Naval Postgraduate School LEAD Master in Leadership thesis advisor to Karah Jaeb, Greg Mcknight, and Harrison Rosenbaum. Thesis: Financial Literacy amongst Midshipmen and the 2024 Study of Midshipmen Financial Literacy.
Working Papers:
"The 2024 Study of Midshipman Financial Literacy" with Karah Jaeb, Greg Mcknight, and Harrison Rosenbaum - The US Naval Academy student body was surveyed to be financially literate at at a rate of 71.5%, according to well established methods. Analysis of predictor variables of such a highly financially literate group of students shed light on the sources of financial literacy.
"Filling the GAAP in Personal Finance: Incorporating Personal Accounting in to Financial Literacy Education" - Financial literacy education has struggled to produce financially literate outcomes. This paper argues for the importance of rudimentary accountancy- beyond budgeting- as a critical yet missing component of financial literacy education.
My appointment to the US Naval Academy included building two new introductory finance courses. These courses are descendant from the 1980s when the Naval Academy had a Department of Management, and had not been offered for years. I structured both of these courses to be financial literacy courses, or finance & accounting for non-major courses, with a overall objective of conveying 'The most agreeable volume of financial knowledge expected of Naval Leaders".
Both classes begin with the principles of accounting and finance to establish financial literacy. Financial Markets & Institutions then focuses on the debt instruments & securities, basic portfolio theory, and introductory banking. Financial [Statement] Analysis then focuses equity valuation and analysis.
I was born in Toronto, Canada and raised in Champaign, Illinois and Kythira, Greece. After graduating from the University of Illinois in 2008, I was commissioned into the United States Navy and attended flight school in Pensacola, Florida, where I was selected to fly F/A-18 Super Hornets.
Joining Strike-Fighter-Squadron 154, I deployed aboard USS Ronald Reagan in 2011 and USS Nimitz in 2012 & 2013. Flying in support of Operations Tomodachi, New Dawn, and Enduring Freedom, I was awarded an Air Medal in 2013 for combat action over Afghanistan. In 2014, I was selected to instruct new and returning aircrew in the F/A-18 at Strike-Fighter-Squadron 122, and later chosen to remain in the squadron as a perpetual, part-time instructor through the Naval Reserves. Over the course of a decade in VFA-122, I completed over 700 instructional sorties and over 100 aircraft carrier arrested landings with new qualifying pilots.
In pursuit of a career in academia, I completed an MBA at the University of Southern California in 2019 and doctorate in finance at the University of Florida in 2023. I was appointed as an Assistant Professor of Finance at the United States Naval Academy in 2023, teaching Financial Markets & Institutions and Financial Statement Analysis.
My involvement at the US Naval Academy has included collateral instruction with the Naval Postgraduate School, serving as a thesis advisor to three junior officers completing their master in leadership education and development (LEAD). Furthermore, I lead the Finance & Investment Club, teach a seminar to all first-year students in financial logistics entitled 'Finance for Naval Leaders’; developed and led a new international program to Greece & Cyprus, and serve as the operations officer for the summer training powered-flight-program.