Marquette Business announces new leadership for respected Applied Investment Management program

Wall named executive director, Valentine named director

The College of Business Administration today announced new leadership for its highly selective and nationally respected Applied Investment Management program. Dr. Joe Wall, associate professor and Flynn Chair of Accounting Ethics and Disruptive Technologies, has been named the inaugural executive director of AIM. Industry veteran Dr. Jim Valentine, CFA, associate professor of practice in finance, will become the new director of AIM.

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

“The AIM program is among Marquette Business’ most competitive and prestigious undergraduate programs, and we are fortunate to have Joe Wall and Jim Valentine continuing that legacy as executive director and director, respectively,” said Tim Hanley, acting Keyes Dean of the College of Business Administration. “Each brings the ideal balance of industry experience and connections paired with a keen understanding of modern business education at the university level. I am excited to watch AIM flourish for the next generation of students.”

About Dr. Joe Wall

With experience 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 firm. His research expertise in fraud and the unintended consequences of regulation will help CFA students to become incisive in their approach to creating value.

Wall, who joined Marquette in 2015, earned his Ph.D. from Case Western Reserve University, his MBA from Marquette University, and his bachelor’s degree in engineering from Purdue University. Before joining Marquette, Wall served seven years as an assistant professor at Carthage College, serving as chair of business for four years.

About Dr. Jim Valentine

Valentine started his career as an equity research analyst; during this time, the major North American investor polls ranked him among the top three in his sector for 10 consecutive years. Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Valentine previously served as director of training for Morgan Stanley’s global research department. He is also the author of the top-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 in finance from the University of Iowa, and his doctorate in business administration from DePaul University.