Donald Tuttle, Cfa Email & Phone Number

Donald L. Tuttle, PhD, CFA, is Senior Advisor and Director of CastlePoint Investment Group, LLC. He is a former member of the Board of Trustees of Bank One’s One Group mutual funds where he was a trustee of over 100 mutual funds, the Board of the American Red Cross Retirement System, the Board of the College for Financial Planning and the Board of the Federal Home Loan Bank of Indianapolis.He is retired Vice President of CFA Institute, which awards the Chartered Financial Analysis designation to professional security analysts and portfolio managers. He received his BSBA and MBA from the University of Florida and his PhD from the University of North Carolina at Chapel Hill. He previously taught at Indiana University for 21 years where he chaired the Finance Department from 1970 to 1980. Dr. Tuttle was Vice President, Trust and Investment Advisors, Inc., a registered investment advisor, in 1990-91. He is the author or editor of six books, including the third edition of Managing Investment Portfolios: A Dynamic Process (2007), and numerous articles in leading finance journals. He is a member of the Advisory Board of The Journal of Portfolio Management. Dr. Tuttle is a former President, Vice President and Executive Director of the Financial Management Association and a former Associate Editor of The Journal of Finance and Financial Management. He is also a former member of the CFA Digest Editorial Board and the CFA Institute’s predecessor Board of Trustees, Candidate Curriculum Committee, and Council of Examiners. In addition, he received the Institute’s C. Stewart Sheppard Award (1990) and its Alfred C. Morley Distinguished Service Award (2005). In 2000, Dr. Tuttle was designated an FMA Fellow by the Financial Management Association. In 2001, CFA Institute established the Donald L. Tuttle Award for Excellence in CFA Examination Grading and Dr. Tuttle was among the first award recipients. He is married and has two children.Specialties: Portfolio management, securities analysis, investment policy statements, and asset allocation.