Jerald E. Pinto

Jerald E. Pinto

Jerry Pinto has been at CFA Institute since 2002 where as Visiting Scholar, Vice President, and then Director, Curriculum Projects in Credentialing (formerly: the Education Division) he has been a principal architect of custom curricula for the CFA and CIPM programs. Since 2016, his focus has been long range planning and reporting for the CFA Program curriculum.

Prior to joining CFA Institute, he worked for two decades in the investment and banking industries in New York City, including a final stint as a consultant. He was an assistant professor at NYU’s Stern School in 1992−4, where he taught MBA and undergraduate investments and financial institution management. In addition, for sixteen years he was responsible for the finances of a publicly supported non-profit foundation. He was a presentation judge for the CFA Virginia Global Investment Research Challenge from 2008 (inception) through 2015.

Mr. Pinto is a co-author of Quantitative Investment Analysis (editions 2001, 2007, 2015), Equity Asset Valuation (editions 2002, 2010, 2015), a co-editor and contributor of chapters to Managing Investment Portfolios: A Dynamic Process 3e (2007), and a co-editor of Investments: Principles of Portfolio and Equity Analysis (2011), Economics for Investment Decision Makers (2013), and Fixed Income Analysis 3e (2015), all published by John Wiley & Sons ( He holds an MBA from Baruch College and a PhD in Finance from the Stern School. Mr Pinto is a member of CFA Virginia.

List of Books by Jerald E. Pinto

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