Investopedia's high quality content is written by experts and fact checked to ensure that our readers are receiving the most accurate and timely information. The Financial Review Board takes our commitment to accuracy one step further. Composed of professionals with a wide range of expertise in the financial industry, the review board includes university professors, certified financial planners, certified public accountants, entrepreneurs, analysts, economists, investors, and tax experts. Members of the board read, review, and provide updates on our content to our editorial team so that the readers of Investopedia can feel empowered to make smarter financial decisions with the most accurate information.

Who Is On The Board?

The Financial Review Board includes experts with more than 100 years of combined financial experience, across every facet of the economy and personal finances. These experts were carefully selected based on their credentials and ability to communicate complex information to a broad readership to ensure our articles are empowering, unbiased, accurate, and inclusive.

Somer Anderson
Assistant Dean—Accounting, Finance, & Economics and Assistant Professor—Accounting & Finance
Somer G. Anderson

​Somer G. Anderson is an Accounting and Finance Professor with a passion for increasing the financial literacy of American consumers. She has been working in the Accounting and Finance industries for over 20 years.

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Janet Berry-Johnson
Janet Berry-Johnson Headshot

Janet Berry-Johnson is a CPA with 10 years of experience in public accounting and writes about income taxes and small business accounting.

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Michael J Boyle
Michael Boyle

Michael Boyle is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm wide technology migrations, conducting education for financial planners, and becoming a subject matter expert on regulatory changes.

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Thomas Brock
Thomas Brock

Thomas Brock is a well-rounded financial professional whose investment experience includes oversight of a $4 billion portfolio for an insurance group; varied finance and accounting work includes credit analyses, the development of multiyear financial forecasts, and the evaluation of capital budgeting proposals and investment opportunities.

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Thomas J. Catalano
Financial Advisor
Thomas Catalano

Tom Catalano holds the coveted CFP® designation from The Certified Financial Planner Board of Standards in Washington, DC, and is a Registered Investment Adviser with the state of South Carolina. In a professional career that spanned over 30 years in the Information Technology industry, Tom held a variety of executive leadership positions in sales, product development, business development, marketing and strategic planning in the Fortune 25 arena.

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Marguerita Cheng
Marguerita Chen headshot

Marguerita is Chief Executive Officer at Blue Ocean Global Wealth and specializes in helping people meet their life goals through proper management of their financial resources.

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Amy Drury
Investment Banking Instructor
Amy Drury

Amy Drury is an investment banking instructor, financial writer, and a teacher of professional qualifications. She has been inspiring Wall Street professionals and authoring textbooks for 20 years.

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Eric Estevez
Financial Professional
Eric Estevez

Eric Estevez is financial professional for a large multinational corporation. His experience is relevant to both business and personal financial topics.

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Ebony Howard
Ebony Howard

Ebony Howard is a certified public accountant and credentialed tax expert. She has been in the accounting, audit, and tax profession for more than 13 years.

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Robert C. Kelly
Managing Director
Robert C. Kelly

Robert Kelly is a graduate school lecturer and has been developing and investing in energy projects for more than 35 years. He is an expert in developing new energy technologies and securing corporate/private equity capital to finance their development.

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Khadija Khartit
Managing Director
Khadija Khartit

Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech and strategic finance in top universities. She has been an investor, an entrepreneur and an adviser for 25 + years in the US and MENA.

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Staff Author
Senior Accountant & Tax Expert
David Kindness

During his half-decade career in the fields of accounting, tax strategy, and financial analysis, David has developed a reputation for technical expertise and the ability to distill complex financial concepts down to terms anyone can digest. He has helped individuals and companies worth tens of millions achieve greater financial success.

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Julius Mansa
Senior Analyst & Investor
Julius Mansa

Julius' business experience is dynamic and includes leading the finance and operations management teams of companies in multiple industries which include real estate, logistics, financial services, and non profit organizations.

Within the realm of finance, Julius' experience includes corporate finance, supply chain finance, equities research, and academia, serving as a Lecturer at King Saud Universiy in Riyadh, Saudi Arabia.

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Charles Potters
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Charles is a nationally recognized capital markets specialist and educator who has spent the last three decades developing in-depth training programs for burgeoning financial professionals. He has spent over three decades as a financial educator, involved in the creation and delivery of capital markets and financial services training programs tailored to the needs of both individuals and major financial institutions.

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Troy Prince
Founder & CEO
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Troy is a 20-year institutional equity and prop trading veteran turned Vietnam Angel Investor, now nonprofit Founder/CEO and social entrepreneur. He has spent significant time abroad working for both American and international Investment Banks, always in trading.

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Erika Rasure
Assistant Professor of Business & Finance
erika

Erika Rasure, Ph.D., is an Assistant Professor of Business and Finance at Maryville University. She is an expert in personal financial planning and practices as a financial therapist.

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Tyrone Ross
Financial Advisor
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Tyrone is the founder 401stc, and Director of Community at Altruist where he also hosts the Human Advisor Podcast.

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Gordon Scott

Gordon Scott has been an active investor and has provided education to individual traders and investors for over 20 years. He is a licensed broker, an active trader, and proprietary day trader.

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Michael Sonnenshein
Michael Sonnenshein

​Michael Sonnenshein is the Managing Director at Grayscale Investments®, the world’s largest digital currency asset manager. Michael is responsible for maintaining many of the firm’s key client relationships including family offices, hedge funds, and other institutions.

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Lea D. Uradu
Lea Uradu

Lea D Uradu, JD is an American Entrepreneur and Tax Law Professional who has occupied both the tax law analyst and tax law adviser role. Lea's passion for tax law and economic justice drove her to establish L.A.W. Tax Resolution Services, LLC located in Baltimore, MD, where she helps clients to navigate their personal income taxes and associated tax matters.

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Toby Walters
Senior Financial Analyst
Toby Walters

Toby has over 25 years of varied financial research experience. He is currently a senior financial analyst helping to provide business valuation, economic damages, and divorce accounting services.

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Peter Westfall
Peter Westfall

Peter H. Westfall is a distinguished professor of information systems and quantitative sciences at Texas Tech University. He has a PhD in statistics and 30+ years of teaching, research, writing, and consulting experience.

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Roger Wohlner

Roger is a financial writer who brings his extensive experience as a financial advisor to his writing. His background and experience provide his clients with a unique perspective that most financial writers just can’t offer.

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How Does The Review Board Work?

Articles are assigned to review board members based on their areas of expertise. Members thoroughly read and evaluate each article for accuracy and relevance. They provide feedback to the Investopedia editorial team to make adjustments. Once this is done, the article receives an official stamp at the top of the page that indicates it has been reviewed by a member of our Financial Review Board.

How Do I Know If An Article Was Reviewed?

You’ll notice a blue check mark at the top of the article next to the author’s name if an article was reviewed by a member of our Financial Review Board. We are working to get every article on Investopedia reviewed by our Financial Review Board members.

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