| 翻訳と辞書 |
Dave Yeske
Dave Yeske is an American financial planner, researcher, and educator. He is particularly known for his research and writing in the areas of Policy-Based Financial Planning and Strategy-Making by financial planners. Yeske is co-founder〔http://www.financialadvisormagazine.com/component/content/article/4-front-liine-news/13-frontline-news.html〕 and a managing director of Yeske Buie, a wealth management firm; a past national president of the Financial Planning Association; and currently holds an appointment as Distinguished Adjunct Professor〔http://www.ggu.edu/graduate/faculty/bio/david-yeske〕 in Golden Gate University's Ageno School of Business where he also serves as director of the school's financial planning degree program.〔http://www.reuters.com/article/2015/04/28/idUSnMKWGGmZta+1f4+MKW20150428〕
==Career==
Yeske earned a B.S. in Applied Economics and an M.A. in Economics from the University of San Francisco, as well as a Doctor of Business Administration (DBA) degree from Golden Gate University. A summary of the findings from his doctoral dissertation, "Finding the Planning in Financial Planning: An Integrative Framework for Strategy Making by Financial Planners,"〔Yeske, David B., Finding the Planning in Financial Planning: An Integrative Framework for Strategy-Making by Financial Planners (January 11, 2010). Available at SSRN: http://ssrn.com/abstract=1601327〕 was published in the (Journal of Financial Planning ) in September, 2010.〔Yeske, David B., Finding the Planning in Financial Planning (September 1, 2010). The Journal of Financial Planning, p. 48, September, 2010. Available at SSRN: http://ssrn.com/abstract=1612507〕 Yeske is a Certified Financial Planner professional. After stints on the options trading floor of the Pacific Exchange and with The Paul Revere Insurance Group (now part of Unum), Yeske founded Yeske & Company on May 1, 1990. Yeske & Company subsequently merged with Financial Planning Group to form Yeske Buie on January 1, 2008.
Dr. Yeske founded the San Francisco Society of the Institute of Certified Financial Planners (ICFP) in 1993 and subsequently served on the ICFP's national board of directors beginning in 1997. The ICFP was a predecessor of the Financial Planning Association (FPA), which came into existence on January 1, 2000 as a result of the merger of the ICFP and the International Association for Financial Planning (IAFP). Yeske served as president of the FPA in 2003 and chair in 2004. During his presidency, the FPA spun off its Broker-Dealer Division〔http://www.fa-mag.com/news/frontline-news-85.html〕 in order to focus more exclusively on its mission to "be the community that fosters the value of financial planning and advances the financial planning profession." 〔http://www.fpanet.org/professionals/AboutFPA/Organization/CoreBeliefs/〕 Yeske also focused on promulgating a fiduciary standard for financial planners, making it the centerpiece of his speech before members at the FPA annual conference in Philadelphia in 2003.〔http://www.investmentnews.com/article/20031110/SUB/311100716#〕〔http://www.financial-planning.com/news/movers-shakers-2005-526511-1.html?zkPrintable=1&nopagination=1〕 After retiring from the FPA board, Yeske served two terms as chair of the FPA's political action committee in 2005 and 2006.〔http://www.fa-mag.com/fa-news/2180.html〕 Dr. Yeske chaired the FPA Research Center Team from 2008 to 2010 and chaired FPA's Academic Advisory Council in 2011 and 2012. He represented FPA on the US Technical Advisory Group (TAG) for the International Organization for Standardization (ISO) standard for financial planning, ISO 22222 from 2008 to 2011. Yeske began a three year term as Practitioner Editor of the Journal of Financial Planning on June 1, 2015.〔https://www.onefpa.org/about/Press-Room/Pages/FPA-and-Journal-of-Financial-Planning-Announce-Dr--Dave-Yeske,-CFP-to-Become-New-Practitioner-Editor.aspx〕
Yeske was named a "Mover and Shaker" in 2005 by Financial Planning Magazine,〔http://www.financial-planning.com/news/movers-shakers-2005-526511-1.html〕 his investment approach was profiled in the Wall Street Journal in 2009,〔http://online.wsj.com/article/SB10001424052970204488304574427321784293210.html〕 and he was profiled again by the Journal in 2010 on the "Science of Financial Advising."〔http://blogs.wsj.com/financial-adviser/2010/01/22/voices-david-yeske-on-the-science-of-financial-advising/〕 In October 2012, Yeske was recognized by the Financial Planning Association with the Heart of Financial Planning Award, granted to those individuals "who engage in extraordinary work, contributing and giving back to the financial planning community and public through financial planning." 〔http://www.fpanet.org/professionals/AboutFPA/PressRoom/FPARecognizesLeadersinFinancialPlanningProfession/〕 In granting the award, FPA highlighted Yeske's role as an educator, saying "his knowledge and teaching spans a generation of planners who have used his instruction and mentoring to polish their technical expertise."
抄文引用元・出典: フリー百科事典『 ウィキペディア（Wikipedia）』
■ウィキペディアで「Dave Yeske」の詳細全文を読む
スポンサード リンク
| 翻訳と辞書 : 翻訳のためのインターネットリソース |
Copyright(C) kotoba.ne.jp 1997-2016. All Rights Reserved.
|
|