Articles

Five Math Courses To Increase Career Options, Ubiquity (a Web-based publication of the Association for Computing Machinery), Volume 8, Issue 21 (May 31, 2007 - June 4, 2007).

Looking at Expenses of 401K Plans, NAPFA (National Association of Personal Financial Advisors) Advisor, September 2001. [Spreadsheet]

A Review of The Intelligent Asset Allocator: Portfolio Theory for the Small Investor, CAMITalk (Chinese Alumni/ae of MIT newsletter), December 1997.

Should You Buy Or Rent Your Home?, NAPFA News, September 1992. [Spreadsheet]

Index Funds and Variable Annuities, NAPFA News, February 1992. Reprinted in FCSI (Financial Computer Support, Inc.) Digest, October 1992. [Spreadsheet]


Reference Letters

Beth Kobliner - author of the bestseller, Get a Financial Life. I provided quantitative consulting and developed a buy vs. rent spreadsheet.

John Campbell - Vice President of Marketing and Customer Support, Interet Corporation. Interet develops, markets and supports financial modeling software for domestic and cross-border leases.

John Stone - Vice President, GATX Capital Corporation.

Emery Stora - Vice President, D'Accord, Inc.

Ron Graydon - Director, Orinda Academy (formerly North Bay Orinda School and North Bay Secondary School).

Martin Marshall (Biography) - Founder, Enlightenment, Inc. Enlightenment developed and marketed chess tutorial database software. Note to those with old stock certificates: the company never went public and the assets were sold to cover debts in January 1989.

Hayne Leland - Director, Leland O'Brien Rubinstein Associates (LOR).

David Cooke - Math Department Chairperson, Castro Valley High School.

Helen Featherstone - Director of Student Teaching, Wellesley College.

Peter Mili - Mathematics Teacher, Cambridge Rindge and Latin High School. Peter observed almost every class that I taught.