Brian Haughey, DBA, CFA, FRM, CAIA

Associate Professor of Finance; Director of the Investment Center

Bio

Dr. Brian Haughey is Associate Professor of Finance and Director of the Investment Center at Marist University. A former Wall Street structured-finance executive with 15 years of securities-industry experience, his expertise includes fixed income, structured finance, derivatives, risk management, and investment analysis. He was twice named to Irish America magazine’s Wall Street 50.

Prior to joining Marist, Dr. Haughey led a team in Citigroup’s Special Situations Group, where he structured complex asset-backed securities and created the Hedged Mutual Fund Fee Trust Security. He managed the risk of a billion-dollar multi-asset-class portfolio and placed more than $3 billion in equity-linked and hedged asset-backed securities with institutional investors in the United States, Europe, and Japan.

Recruited to Marist in 2010 to bring his Wall Street experience into the classroom, Dr. Haughey designed the University’s trading floor and led the development of the Investment Center. He continues to direct the Center and oversee the Greystone Equity Fund, Marist’s student-managed investment fund embedded in an upper-level experiential finance course. He has developed advanced coursework in Fixed Income, Structured Finance Modeling, Derivatives and Risk Management, and CFA Level I preparation, and serves as faculty adviser to the Marist Finance Club.

Throughout his time at Marist, Dr. Haughey has worked to broaden students’ professional and international opportunities. He served on the faculty committee that developed Marist’s B.S. in Finance, created opportunities connecting students with finance professionals, and leads ASPIRE, Marist’s accelerated summer program in Ireland.

Dr. Haughey is a Contributing Editor to the AAII Journal and co-author of Hedging Market Exposures: Identifying and Managing Market Risks (Wiley Finance). His writing and research focus on fixed-income analytics, investment strategy, portfolio management, risk, and experiential finance education. He holds the CFA, FRM, and CAIA professional designations and earned his BSc. and MBS from University College Dublin, and his DBA from South East Technological University. His doctoral research explored how professional identity develops through experiential finance education.
 


Education

BS, University College Dublin, Ireland
MBS, University College Dublin, Ireland

 

Certifications

Chartered Financial Analyst (CFA)
Financial Risk Manager (FRM)
Chartered Alternative Investment Analyst (CAIA)


Research Interests/Areas of Focus

Risk Management
Equity Investing
Fixed Income Analytics
Derivatives
Structured Products
Experiential Learning
Professional Identity Development


Selected Publications

“Hedging Market Exposures: Identifying and Managing Market Risks”, Bychuk and Haughey, Wiley Finance

“Bond Pricing Made Simple”, AAII Journal, Nov 2015

“Interest Rate Sensitivity and Bond Pricing”, AAII Journal, Apr 2016

“Bond Convexity: What Is It, and Why Should You Care?”, AAII Journal, May 2018

Image of Brian Haughey.

Contact Information

Academic School

School of Management

Office

Dyson 1006

Email

brian.haughey@Marist.edu

Phone

(845) 575-3000 ext. 2915

Website/Resume

https://www.linkedin.com/in/brianhaugheycfa/