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Instructor

Deborah Weir, CFA

Practical Experience:


Deborah Weir, CFA is a New York Institute of Finance faculty member specializing in portfolio asset allocation. She uses simple information from the bond market to forecast changes in the stock market. Her asset allocation model employs public information that is free and easy to use with basic arithmetic skills.

Her experience covers institutional fixed-income management including foreign securities, asset-backed securities and derivatives. She was instrumental in developing some of the early quantitative financial applications such as portfolio construction with asset/liability duration matching.

She is President of Wealth Strategies which is a firm that writes and speaks on financial topics.

Prior to founding Wealth Strategies, Deborah Weir, CFA managed institutional fixed-income portfolios at Scudder Investments which is now a division of Deutsche Bank. She served clients such as United Technologies and Rockwell.

Deborah Weir, CFA is licensed with the NASD and NFA and is a member of the Board of Directors of the Stamford CFA Society.

Areas of Expertise:


Asset allocation

Education:


BS in elementary education from Miami University (Oxford, Ohio)
MBA in finance from New York University Stern School of Business

Licenses:


Series 3
Series 7

Publication(s):


She has written four articles and one book on asset allocation: Timing the Market: How to Profit in the Stock Market Using the Yield Curve, Technical Analysis and Cultural Indicators (Wiley, 2005).

Courses: