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Richard Marston

Richard C. Marston, PhD

James R. F. Guy Professor Emeritus of Finance, The Wharton School

Research Interests:Foreign exchange risk management, international asset pricing, international investments

About Richard

Richard Marston is the James R.F. Guy Professor Emeritus of Finance at the Wharton School of the University of Pennsylvania. A graduate of Yale College and MIT, where he received his PhD, Professor Marston was also a Rhodes Scholar at Oxford University. He has taught asset allocation for over twenty years in the CIMA program sponsored by the Investments & Wealth Institute™, formerly called IMCA. He is a past recipient of the Institute’s Matthew R. McArthur Award for outstanding contributions to investment management. Since 1999, he has been faculty director of Wharton Executive Education's Private Wealth Management Program, a week-long program for ultra-high-net-worth investors. Professor Marston has lectured on investments throughout the U.S. and in over a dozen foreign countries. He is the author of numerous articles and books including Portfolio Design: A Modern Approach to Asset Allocation and Investing for a Lifetime.

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Executive Education Programs Taught

Certified Investment Management Analyst® (CIMA®) Certification

The CIMA® certification is the only credential designed specifically for the financial professional who wants to attain a level of competency as an advanced investment consultant. In partnership with the Investments & Wealth Institute®, Wharton offers an intensive educational component of the program to prepare participants for the Certification Examination.

Private Wealth Management Program

Academic Director

Experience the rigorous Wharton wealth management curriculum in a confidential setting with other affluent families. High net-worth investors from more than 50 countries have attended this five-day program offered in conjunction with the Institute for Private Investors (IPI) since 1999.