FPA NJ - Behavioral Finance Webinar: Psychology of Investing

What You'll Takeaway

• Explore the behavioral psychology research and the implications for decision making under conditions of uncertainty. This provides insights into the pitfalls investors may face in navigating their investments over the course of a lifetime.
• Review the importance of behavioral finance as a discipline, compare that to efficient market theory, and provide a framework for advisors to understand the importance of each in managing individual investment plans.
• Provide a multi-step process for advisors to develop their own methods to integrate behavioral elements into their client communication and investment planning strategies.

Meet Our Speakers

David Sullivan, Vice President, Dimensional Fund Advisors

David Sullivan brings more than 20 years of investment product, sales, and consulting experience to Dimensional’s Global Client Group. As a Regional Director and Vice President, David is responsible for maintaining and developing new relationships with fee-only financial advisors and providing education on Dimensional’s investment philosophy, as well as delivering guidance and support for subadvisory business and practice management needs.

Prior to joining Dimensional, David was the director of research at Jack Cramer Associates, where he focused on benchmarking and best practice management of the top 50 bank investment and insurance programs. He also spent five years at M&T Securities as a vice president and investment and insurance product manager. Before that, he was an investment counselor at T. Rowe Price.

David earned his MBA in finance and entrepreneurship from the University of Chicago Booth School of Business and his BS in marketing from the University of Tampa. He is Series 7, 24, and 66 registered.

Walter Abruzzese, Regional Director, Dimensional Fund Advisors

Walter Abruzzese, Regional Director with Dimensional’s Global Client Group, focuses on establishing and building relationships with financial advisors in the Mid-Atlantic to support their corporate retirement advisory practices. Walter brings 15 years of regulatory consulting experience to client relationships.



Walter holds a Bachelor’s degree in Economics from the University of Virginia.