Profile: Dr. Upton specializes in Security Analysis and Portfolio Management. Dr. Upton has published twelve refereed articles in leading journals, four refereed proceedings, and presented twenty-seven conference papers. He has been active in the Association for Investment Management and Research, and is a member of the National Association of Securities Dealers Board of Arbitrators. He serves on the Investment Committee of the Richmond Retirement System. He is a past president and trustee of the Eastern Finance Association.
Education: University of Connecticut (BA, 1964; MBA, 1969); University of North Carolina (PhD,1976)
Professional Experience: Numerous engagements in the areas of valuation and fiduciary duty and investment suitability.
Teaching: Security Analysis/Portfolio Mgt., Financial Concepts of Management
Research: Specialties: Security Analysis, Portfolio Management, Investments.
Department: Finance, Insurance & Real Estate
Publications:
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