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Department of Financial Analysis and Investment Management
The Department of Financial Analysis cultivates advanced career programs and courses including the Accredited Portfolio Management Advisor (APMA®), Chartered SRI Counselor (CSRIC®), and Master of Science in Financial Analysis. The department also ensures graduate courses related to finance, investments, and portfolio management in our Master of Science in Personal Financial Planning degree program are of the highest caliber.
Dr. Thomas (Tom) Robinson is a globally recognized educator, author and advisor. He recently joined the College of Financial Planning as a full-time faculty member and Financial Analysis department chair. In the last few years, he has served as President and Chief Investment Officer of Robinson Global Investment Management LLC, a registered investment advisory firm. He has also served for the last couple of years as an adjunct Professor of Practice – Finance at the College for Financial Planning and board member & audit committee chair for the Chartered Alternative Investment Association. He has over 35 years of experience in financial services and financial services education.
From 2015 to May 2020 he served as President and Chief Executive Officer (CEO) of AACSB International, the primary global accreditor and membership organization of business schools. Prior to joining AACSB, Robinson spent seven years at CFA Institute primarily as Managing Director of Education globally, providing vision and leadership for a 100+ member global team—which produced and delivered educational content and programs for candidates, members, other investment professionals, and universities globally. During this time, he has worked and lived in the U.S. and Asia and traveled globally for these roles more than 50% of the time.
Prior to joining CFA Institute, Robinson spent 14 years at the University of Miami serving as a tenured accounting faculty member and in several administrative roles including department chair, director of the Master of Professional Accounting Program and director of Personal Financial Planning programs. He founded the first CFP Board registered graduate program at an AACSB accredited business school in the mid-1990s. He taught graduate courses in financial statement analysis, personal financial planning, and valuation. Throughout his academic career, Robinson has won several teaching awards, has published regularly in academic and professional journals, and has authored or co-authored many books including:
Asian Financial Statement Analysis: Detecting Financial Irregularities, Chin Hwee Tan and Thomas Robinson, Wiley and CFA Institute, 2014.
The Strategic Value Investor: Practical Techniques of Leading Value Investors, Stephen Horan, Robert Johnson and Thomas Robinson, 2014, McGraw Hill.
The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets. Harold Evensky, Stephen Horan and Thomas R. Robinson, 2011 Wiley and CFA Institute.
International Financial Statement Analysis. Thomas R. Robinson, Hennie van Greuning, Elaine Henry and Michael Broihahn. Wiley/CFA Institute Investment Series, 2008 and subsequent editions. Required portion of CFA Program curriculum.
Analysis of Equity Investments: Valuation. John Stowe, Thomas Robinson, Jerry Pinto, and Dennis McLeavy, CFA Institute, 2002. Reprinted in Wiley/CFA Institute Investment Series, 2005. Second Edition 2010. Required portion of CFA Program Curriculum.
He also authored much of the CFA program curriculum in financial analysis and valuation. In 2019 he received the Outstanding Contribution to CFA Institute Education Programs Award, in honor of C. Stewart Sheppard. This award was established to honor a CFA charterholder in recognition of their outstanding contributions, through dedicated effort and inspiring leadership, in fostering the education of professional investors through advancement of the body of knowledge and development of programs, publications, or other learning tools to encourage continuing education in our profession.
Prior to joining the University of Miami, Robinson practiced public accounting and financial planning for almost a decade, primarily with Deloitte and Pritchett Dlusky & Saxe in Columbus, Ohio. Concurrently, during his professional and academic careers, he also served as a consultant and investment advisor to individuals, law firms, accounting firms, professional associations, and governmental agencies in the areas of wealth management, financial statement analysis, and valuation.
Robinson is a CFA charterholder, a Certified Public Accountant (CPA) (Retired – Ohio), a Certified Financial Planner® (CFP®), a Chartered Alternative Investment Analyst (CAIA) and is NACD Directorship Certified. He holds a bachelor’s degree in economics from the University of Pennsylvania, and a master’s and doctorate from the Weatherhead School of Management at Case Western Reserve University.
