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Department ofFinance

Statman, Meir

Meir Statman

Glenn Klimek Professor of Finance

Curriculum Vitae (CV)


Meir Statman is the Glenn Klimek Professor of Finance at Santa Clara University. His research focuses on behavioral finance. He attempts to understand how investors and managers make financial decisions and how these decisions are reflected in financial markets. His most recent book is "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance" (Wiley 2024)

https://www.amazon.com/Wealth-Well-Being-Holistic-Approach-Behavioral/dp/1394249675/

The questions he addresses in his research include: How is life well-being different from financial well-being and how can we help people enhance both? What are investors’ wants and how can we help investors balance them? What are investors’ cognitive and emotional shortcuts and how can we help them overcome errors? How are wants, shortcuts, and errors reflected in choices of saving, spending, and portfolio construction? How are they reflected in asset pricing and market efficiency?

Meir’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial and Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, and many other journals. The research has been supported by the National Science Foundation, the CFA Institute Research Foundation, and the Investment Management Consultants Association (IMCA).

Meir is a member of the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, the Journal of Retirement, the Journal of Investment Consulting, and the Journal of Behavioral and Experimental Finance, an Associate Editor of the Journal of Behavioral Finance, and the Journal of Investment Management and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, two Bernstein Fabozzi/Jacobs Levy awards, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, a Matthew R. McArthur Industry Pioneer Award, three Baker IMCA Journal Awards, and three Graham and Dodd Awards. Meir was named as one of the 25 most influential people by Investment Advisor. He consults with many investment companies and presents his work to academics and professionals in many forums in the U.S. and abroad.

Meir received his Ph.D. from Columbia University and his B.A. and M.B.A. from the Hebrew University of Jerusalem.

Meir Statman
Glenn Klimek Professor of Finance,
Leavey School of Business,
Santa Clara University
Santa Clara, CA 95053-0388,
Phone: 408.554.4147,
mstatman@scu.edu

July 2024

 

Instructor Materials for Finance for Normal People
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From Theory to Transformation: What the Latest Generations of Behavioral Finance Mean for Investors
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Building The Portfolio Of Life: Dr. Meir Statman’s Fourfold Framework For Financial Well-Being
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Are We Going Into A Recession? Why It's Not Too Late To Prepare
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