Marquette Business Announces New Direction for Respected Applied Investment Management Program

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Wall appointed Executive Director, Valentine appointed Director

The College of Business Administration today announced a new direction for its highly selective and nationally respected Applied Investment Management program. Dr. Joe Wall, Associate Professor and Flynn Chair in Accounting Ethics and Disruptive Technologies, has been named AIM’s first Executive Director. Industry veteran Dr. Jim Valentine, CFA, Associate Professor of Practical Finance, will become AIM’s new director.

This new leadership model follows the retirement of AIM’s founder and longtime director, Dr. David Krause, who built the program to national acclaim and led Marquette to become the first Chartered Financial partner school. Analyst (CFA). As Director of AIM, Valentine will lead the program’s longstanding focus on equity research, analytics and portfolio management, continuing Krause’s legacy. Wall will work with Valentine to further modernize the AIM program to produce nationally sought-after investment management talent capable of generating excess returns from unique valuation approaches.

“The AIM program is among the most competitive and prestigious undergraduate programs in Marquette Business, and we are fortunate to have Joe Wall and Jim Valentine continuing this legacy as Executive Director and Director, respectively,” said said Tim Hanley, Keyes’ acting dean of the College of Business Administration. “Each brings the ideal balance of industry experience and connections, coupled with a thorough understanding of modern business education at the university level. I am thrilled to see AIM flourish for the next generation of students.

About Dr. Joe Wall

With a background in academia and industry, Wall spent over 20 years on Wall Street, using financial models to consistently outperform the market for over 15 years with his own company. His research expertise in fraud and the unintended consequences of regulation will help CFA students become incisive in their approach to value creation.

Wall, who joined Marquette in 2015, earned her Ph.D. from Case Western Reserve University, his MBA from Marquette University and his Bachelor of Engineering from Purdue University. Prior to joining Marquette, Wall served seven years as an assistant professor at Carthage College, serving as business director for four years.

About Dr. Jim Valentine

Valentine began his career as an equity research analyst; during this time, major North American investor polls ranked it in the top three in its industry for 10 consecutive years. Forbes identified him as one of the top three among 2,000 sell-side analysts in the United States. Valentine was previously director of training for Morgan Stanley’s global research department. He is also the author of the best-selling book “Best Practices for Equity Research Analysts”.

Prior to joining Marquette, Valentine was Executive Director of Behavioral Finance at DePaul University. He earned a bachelor’s degree in management from Northern Illinois University, a master’s degree in finance from the University of Iowa, and a doctorate in business administration from DePaul University.

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