L. Michael Ladd, MBA, CFA

Adjunct Professor of Finance

Education

  • Masters of Business Administration, University of Oklahoma
  • Bachelors of Music, Oklahoma City University
  • Chartered Financial Analyst (CFA)
  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Market Technician (CMT)
  • Certified Financial Planner (CFP)

Courses Taught

  • Investments - FIN 415

Experience in Field

  • Coronado Investment Advisors, Partner and Chief Investment Officer, 2016 - Present
  • Financial Guidance Group, President and Chief Investment Officer, 2013 - 2016
  • San Diego State University, Adjunct Faculty, 2015 - Present
  • Point Loma Nazarene University, Adjunct Professor of Finance, 2013 - 2015, 2018 - Present
  • HighMark Capital Management, Senior Portfolio Manager, 2008 - 2013
  • JPMorgan, Senior Portfolio Manager, 2005 - 2008
  • Oklahoma City University, Adjunct Professor, 2007 - 2008
  • BancFirst T&IM, Chief Investment Officer, 2002 - 2005
  • Ken Stern and Associates, Senior Portfolio Manager, 2001 - 2002
  • Alexander & Muckermann, Associate Portfolio Manager, 2000 - 2001
  • IDEAglobal, Latin America Markets Strategist, 1997 - 2000

Professional and Community Involvement

  • CFA Institute, Member
  • CFA Society of San Diego, past Board Member
  • CAIA Los Angeles, past San Diego Chapter Executive
  • CAIA Association, Member
  • Market Technicians Association, Member
  • Coronado Rotary, Volunteer